The HFM patch released on March 4, 2016 had tons of new features. One of my favorites, which is in the similar vein to the DRM Analytics module that was freshly released with the DRM .330 patch, is the idea of adding insight into processes within HFM for administrative use. HFM has a new module – “Insights Dashboard” for monitoring system status and even restarting the HFM application (no need to call IT!).

Below are the new features of the .200 patch from the readme, I’ve added my notes in the pink sections “HB Notes“. If you have any questions or want to upgrade to the .200 patch please send me an email at!

Application Creation Wizard
You now use the Application Creation wizard to create applications. In the Application Creation wizard, you can define the application calendar, application settings, module configuration, and custom dimensions. You can also copy an existing application to create a new one, or create an application from a profile file.

Insights Dashboard for Key Metrics/KPIs
HFM Insights provides a dashboard for system administrators (you must have application Administrator) to monitor HFM system status. It displays data collected from system components over a period of time and enables administrators to take corrective action if necessary. This feature is available only for Exalytics installations.

HB Notes:
One limitation is the dashboard only looks at data from the last 2 weeks. However, it provides valuable statistics like the number of users, errors, and tasks completed in the last 2 weeks, how much physical memory is being used, and CPU usage of the servers – all in a pretty chart format. You can also see uptime, downtime, crashes, etc. loaded; basically a status of current processes – by application, by server.

Chart is based on the following Key Performance Indicators (KPI). The data is limited to the last two weeks:

  • Users
    • number of users during the past two weeks
  • Errors
    • number of errors during the past two weeks
  • Tasks
    • number of tasks during the past two weeks
  • Memory
    • Physical memory in MB
  • CPU
    • CPU usage

Status icon displaying one of the following statuses:

  • Admin Mode
    • Crash
    • Down (process is not loaded)
    • Unresponsive
    • Up (process is up and running)
  • Start Time
    • the last time the XFMDatasource process was started
  • Up Time
    • Uptime calculation, which is the difference between the Start Time and the last ping time
  • Last Health Check
    • Timestamp of last successful ping to XMFDatasource process from
  • HsxServer log


Support for Solaris
This release includes support for Solaris on Exalytics only.

Printing Entity Detail Reports
A Printable Page option has been added to Entity Detail reports, and is also available when you view Source and Destination transactions.


HB Notes:
The Entity Detail report shows entity detail throughout the value dimension of consolidation, starting with Entity Currency source amount, all the way through to Contribution (including ADJ members/Journals). Now it’s easy to print the report (which it hadn’t been in the past).

Application Year Update
After you create an application, you can now modify it to increase the number of years used in the application if needed.

HB Notes:
This is something we never thought would come – consultants rejoice when clients change their mind about application start date!


Application Elements Download Log Option
When you load or extract Application Elements, you now have the option to download the load or extract log file.


Application Tab Options
Financial Management application tabs now include the same right-mouse click options as EPM Workspace, including Close, Close All, and Close Others.


Working with Journals in Smart View
More info located on Pg 2014 of the HFM administrator guide.

You can open and work with journals directly in Smart View. You can view journal properties, create, edit, submit, approve, post, unpost, and delete journals. You can also create an ad hoc query from within a journal.

In addition, in Smart View, you can now access the Manage Journals module through a tasklist.

To use journals in Smart View, you must have the Oracle Smart View Release

HB Notes:
SmartView will open the Journal in a new tab in the workbook, and it only works on saved journals.

Rules Profiling
You can use rules profiling to capture in-depth information about rules execution at the major subroutine level. Rules profiles include statistics about time spent calculating, translating, and consolidating each entity during a consolidation task.

HB Notes:
As a developer, this provides valuable insight into how your calcs are performing, and the time it takes to perform specific tasks. This could come in useful if some calcs only need to be completed at a specific time, or scenario; giving you insight into changing some HFM rules to “On Demand” subroutines to cut down on consolidation/calculation time.

Duplicating Applications
You can duplicate of the contents of an application to create a new application. You can duplicate an application in the same environment and rename it, or register the new application in a different project and cluster.

This has been something we’ve been able to do in EPMA within the same environment, but this could be very useful for moving an application to a new environment.


Importing Applications
You can import an application across databases or across EPM systems. Both EPM systems should use Oracle DB or SQL Server.

HB Notes:
In order to use this feature, you must be both an Application Administrator and a Financial Management Application Creator in Shared Services.

This feature also allows importing data – and even filtering of the data by year and scenario.


Viewing Data Grids, Forms, and Process Control as Charts
This release includes the ability to view data grids, data forms, and Process Control information as charts. You can customize the chart display, and also print charts.


HB Notes:
There are many options for the charts, including:

  • Line
  • Bar (Horizontal)
  • Bar (Vertical)
  • Pie
  • Donut
  • Area
  • Bubble
  • Polar
  • Radar
  • Column (Horizontal)
  • Column (Vertical)
  • Funnel
  • Pareto

Where I can see this being useful is viewing either process control items and data in a grid format – quickly view revenue by Entity in chart format, or sales trends over the year in a line graph, or even the percentage of entities still in Review Level 1.