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Journal Wizard

Journal Wizard

Use Excel as the interface for HFM journals

The Journal Wizard can download, edit, create and upload journals to HFM from Excel.

Gives HFM Journal users the functionality missing from the standard HFM Journal interface and Journal Workbench.

The Journal Wizard can deliver significant benefits if you:

The Journal Wizard can deliver significant benefits if you:

  • Want to post a significant number of journals each period
  • Need to copy or roll forward journals from one period to another
  • Want to link journal values to Excel cells
  • Need to send journals and journal templates to other users
  • Want to post multiple journals at once
  • Have to post the same journal lines to multiple periods

Take full advantage of the power of Excel

Take full advantage of the power of Excel

  • Link the journal values to spreadsheet cells containing formula or HFM data, and through this, provide automatically updating journals
  • Save multiple journals in a workbook, and re-use again and again rolling forward from one period to the next
  • Distribute workbooks of journal templates over http(s) or via email
  • Post multiple journals with a single mouse-click

Immediate access to sophisticated journal reports and queries

Immediate access to sophisticated journal reports and queries

  • Summarise the journals posted in a period
  • Analyse the impact of all journal lines in a period of your choice, using powerful Excel-based pivot tables
  • Drill-down on a report cell to see all the journal lines that have impacted on the cell

The Journal Wizard is the tool we use for HFM Journals. Our users at head office particularly like the multi-period journals and the ability to link journal values to spreadsheet workings

See how the MerlinXL product suite can improve your Oracle HFM reporting

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Report Wizard  |  Journal Wizard  |  Intercompany Wizard
©2022 Merlinxl. All Rights Reserved.
Report Wizard  |  Journal Wizard  |  Intercompany Wizard
©2022 Merlinxl. All Rights Reserved.
Report Wizard  |  Journal Wizard  |  Intercompany Wizard
©2022 Merlinxl. All Rights Reserved.