How does Equity Pick Up work in Oracle HFM? Part 2

In my prior blog I explained how Equity Pick up (EPU) can be setup in Oracle HFM. In part 2, I will explain how you run EPU and can check and report on the EPU task. It’s quite straight forward, once you have done it a couple of times. How do you create an easily flowing EPU stream?

You might have seen the EPU menu option before. You may even have clicked on it, but did not see any data if EPU is not setup.

In our example/application when we click on the ‘Equity Pick Up’, we will see the following based on our point of view:

As you can see above we have two ‘pairs’. There is a relationship between Holding (Owner) and Europe_Sub (Owned) for 70% and between Holding and USA_Sub for 100%. You can also see the level which is ‘0’ in our example, as we only have 1 level. You would see multiple levels if, for example, Europ_Sub also is an Owner of other subsidiaries. The EPU calculation uses this level to the order in which the pairs are processed. Next to this you see the status = Impacted, this means something has changed for that pair or EPU has not yet been run for this point of view. If the status is ‘OK’, the EPU has been successfully run for this pair.

So, where does this data above source from?

Remember we created an input form on the prior EPU blog? This is the source for this EPU grid.

Now we can run the EPU for the selected POV, if we click EPU will run for all pairs with status ‘Impacted’. If we click all pairs are processed (Force EPU). A running EPU calculation will show the ‘Running Tasks’ tab, similar as when you would consolidate.

Equity Pick Up report in Oracle HFM

The buttons next to the EPU calculation result in a (filtered) EPU report, which shows you nothing more than the Equity Pick Up grid in the desired report format:

Good to know: we can run- and force EPU calculation also from process control, data forms and data grids, identical with running the consolidation calculations.

An easily flowing EPU stream

Equity Pick Up in HFM is easy to use, if you follow the right steps. Running and reporting of EPU becomes an easily flowing EPU stream.

This ends part 2 of ‘How does Equity Pick Up work in Oracle HFM?’, although in the next blog I will continue with equity elimination. This means that for a great part, we will pick up where we left here.

Do you want to get the most out of your Oracle HFM application? Discover the benefits of our support for Oracle EPM/ Hyperion and the options of our EPM Support Services.

Text: Bert Dotinga