Oracle Hyperion HFM Ownership Management

Hyperion Financial Management
Managing Ownership
Presented By :Amit Sharma
www.bispsolutions.com
Managing Ownership
One can manage ownership and control of an organization by recording
the shares of stock that the entities in the organization own in one
another.
Types of shares.
Regular shares
Calculate ownership
Voting shares
Calculate control
Managing Ownership
Setting Display Options

You can specify display options for the Manage Ownership grid. You can show
active entities only, entity descriptions, and the entity currency. You can select which
system account columns to display - Active, Method, PCON, POWN, PMIN, PCTRL,
DOWN, and Consol.
System Accounts for ownership Management
Ownership Calculation Process

The Ownership calculation process use the shares stored in the Shares%Owned
system account to calculate ownership and the shares stored in the Voting%Owned
system account to calculate control percentages. The process calculates the
dependents of the selected parent in these system accounts:
Percent Ownership (POWN), Percent Consolidation (PCON), Percent Control
(PCTRL), Direct Percent Ownership (DOWN), and consolidation method
(METHOD).
Percent Consolidation (PCON) - Percent Ownership (POWN) = PMIN
Consolidation % Input Data From

One can create a dataform to input the POWN, PCON and PCTRL as given below.c
Consolidation % Input Data From

In the below data form one can ICP active status, PCON,
POWN and PCTRL values. The same can be given from
Manage ownership.c
Input Data Consolidation Method Data Form

In the below data form one can Consolidation Method can be
given with 0 or 1 value as active or inactive respectively. The
same can be given from Manage ownership.
Consolidation Method Proportion

Case I : When Proportion Method is set to NONE
Data didnt consolidate to the parent

Case II : When Proportion Method is set to PROPORTIONAL for A1 with PCON 30.
PMIN=PCON-POWN therefore PMIN is -70
Entity A1 only consolidation to the parent 30%.

Case III : When Proportion Method is set to PROPORTIONAL for A1 and A2 with PCON 30
and 50 respectively
PMIN=PCON-POWN therefore PMIN is -70 and -50
Output 30% of A1 and 50% of A2

Case IV : When Proportion Method is set to PROPORTIONAL for A1 and A2 with PCON 30
and 50 respectively and POWN set to 10
PMIN=PCON-POWN(30-20) PMIN = 10
Output 30% of A1 and 50% of A2
Percent Ownership
Percent ownership (POWN) represents the percentage of an entitys non-voting
shares that other entities own, directly or indirectly. The system calculates the
percentage owned based on the share values stored in the Shares%Owned
account. The calculation result is stored in the parent in the POWN system
account using the ICP dimension.
Percent Control
Percent control (PCTRL) represents the percentage of an entity based on voting
shares that other entities own, directly or indirectly. The system calculates the
percentage that the selected parents holding company controls of each
dependent, based on the share values stored in the Voting %Owned account. The
calculation result is stored in the parent in the PCTRL system account using the
ICP dimension.
Direct Percent Ownership

Direct percent ownership (DOWN) is the percentage of regular non-voting shares
of stock owned by each entity. The system calculates the percentage based on the
share values in the Shares%Owned account. The calculation result is stored in the
DOWN system account using the ICP dimension.
Percent Consolidation
Direct percent ownership (DOWN) is the percentage of regular non-voting shares
of stock owned by each entity. The system calculates the percentage based on
the share values in the Shares%Owned account. The calculation result is stored
in the DOWN system account using the ICP dimension.
Percent Consolidation
Percent consolidation (PCON) is the percentage of an entitys values that
consolidate to its parent. The system uses the methods defined in the
Consolidation Method metadata table to determine the percent consolidation to
apply for each entity. If there is no consolidation method assigned to the entity, or
the method assigned to the entity does not match a method marked
UsedByCalcRoutine, the system uses the percent consolidation corresponding to the
percent control.
Consolidation Method
Consolidation method is the set of rules that determine how to consolidate
data from an entity to its parent. The system proposes this method based on the
percent control and the consolidation methods in the Consolidation Method
metadata table that have the UsedbyCalcRoutine attribute.
Calculating Ownership
You use the Calculate Ownership option to calculate values for ownership
percentages based on entity shares. You can calculate ownership for multiple
parent entities and for multiple periods for a specific scenario and year. You
can run calculation procedures together or separately.
Any Question?
Calculating Ownership

Oracle Hyperion HFM Ownership Management

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Oracle Hyperion HFM Ownership Management

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Hyperion Financial Management

Presented By :Amit Sharma

Setting Display Options

System Accounts for ownership Management

Ownership Calculation Process

Percent Consolidation (PCON) - Percent Ownership (POWN) = PMIN

Consolidation % Input Data From

Consolidation % Input Data From

Input Data Consolidation Method Data Form

Consolidation Method Proportion

Data didnt consolidate to the parent

Consolidation Method Proportion

Entity A1 only consolidation to the parent 30%.

Consolidation Method Proportion

Output 30% of A1 and 50% of A2

Consolidation Method Proportion

Output 30% of A1 and 50% of A2

Direct Percent Ownership

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