This blog is dedicated to all Khalix users. It will have a variety of Khalix related topics including How To; Did You Know; New Features; Events; etc... We will discuss all Khalix topics all the time!

Wednesday, October 18, 2006

Did You Know - Khalix for Windows – Scary Rollover Myth

Year-ends are fast approaching for many companies. Generally January and February are tough times for many Khalix clients. During these two strenuous months, companies usually run the system rollover in Khalix.

Year-end rollover time is a very stressful time for Khalix system administrators. First they don’t know if the rollover will work, or they assumed that it worked but find an error in the rollover. People generally panic if an error occurs in a system but the Khalix Year-End Rollover process usually adds extra stress to many Longview clients.

Many people think the Khalix rollover is exceptionally complex and scary. If an error occurs, Longview support is contacted right away for assistance. While I was on the Longview support desk in my day, calls would be swamped with users who want their issue to be considered “production down”.

The fact is KHALIX ROLLOVERS ARE NOT SCARY. They are usually pretty straight forward processes. The process adds/deletes Khalix symbols and sets various System attributes (i.e current year abbreviation, current period, etc…). Your system might also use the rollover custom hook to run a custom process to perform some additional functionality.

The best way to ensure that rollovers are not scary is TEST them. Just like any other custom process, you should also test the rollover. This is a crucial process to the system however this process is usually left to the later stages of the project and most times not even included in the integrated testing phase.

I think you should give yourself 1 week to test and develop the Khalix rollover. Longer if you need to create custom processes that need to be hooked to the rollover. I usually think that you should test multiple month-end rollovers and perform a couple of year-end rollovers to make sure everything is ok.

Words of caution, if you use partitioning in Khalix, make sure you test the rollover after the partitioning strategy has been applied to the system. Partitioned systems require a slightly more complex rollover. Partitioned systems rollovers are a little more involved but they are still nothing to be scared of. Just make sure you test the system rollover (both month-end and year-end) before you promote changes to the production environment.

Scary rollovers are a myth developed by users of less established Khalix systems. Testing the system rollover fully before using it in production will help avoid the many issues that you could have with Khalix rollovers in the future.

One more Khalix myth squashed by The Khalix Expert!

Sunday, October 15, 2006

How To – Khalix Analysis and Reporting – Filtering/Highlight/Suppress

In Khalix Analysis and Reporting you can filter, highlight or suppress data in a KAR View or Template. You can use Filter to show only data you want to see in the view. Highlight is used to change the color of the text making the data more apparent when reviewing the data. Use suppress when you do not want to see certain types of data in your view.

This is accomplished by editing the Conditional Display settings. The Conditional Display dialog can be reached by clicking on Format
Determine if you want to Filter, Highlight or Suppress data in your view. You can combine all three types of conditions.

First select the three type of conditions:
1. Filter
2. Highlight
3. Suppress

Then set the Values criteria using the following:
1. Between
2. Not between
3. Equal to
4. Not Equal To
5. Less than
6. Greater than
7. Less than or equal to
8. Greater than or equal to

If you chose Highlight, you must select the format by selecting Background or Foreground and the Color.

Click the Add button after each Conditional Display setting is set.

Click the Remove button to remove a Conditional Display setting.

Click the OK button to save.

Friday, October 13, 2006

Did You Know – Khalix for Excel – Submitting Data?

I know that most Khalix users have an affinity with Excel. As my first Did You Know posting, I thought it would be appropriate for me to talk about Khalix-for-Excel.

I’m not sure if everyone knows but you can actually submit data directly into Khalix from an Excel workbook. It is a functionality seldom used by many Longview clients. I know clients are often deterred from using this functionality. The reason: Khalix allows a user to load data into any data area based on the security access. It is a security risk because if you have access to historical time periods you can submit data into these time periods as well.

You can easily get around this with two steps: 1) Security settings; and 2) System Rollover. In Khalix you can make a time period hierarchy with Historical periods only and assign Read-Only access to this new hierarchy for all submission groups. In your rollover procedures ensure the script attaches the prior period into this new hierarchy.

To avoid issues with partitioning make sure you make this new time period root a static symbol.

I will post a How To follow-up posting on submitting data from Khalix for Excel so keep reading.

Please tell me if you found this posting to be helpful.

-The Khalix Expert

Thursday, October 12, 2006

Ask the Khalix Architect

Hello,

You might be wondering what makes me a Khalix expert... Well I worked for Longview Solutions (the Khalix vendor) for almost 9 years, 7 years as a Khalix consultant. I think I was employee number 30. I've been working with Khalix for over 10 years! When I left Longview Solutions I've been a Khalix Architect for 5 years. I've designed and implemented Khalix consolidation, forecasting and planning systems for various clients in different industries.

I have recently founded a consulting company, I-FIN Consulting Inc., offering Khalix design and implementation services. (At this time our website is still a work-in-process). Our corporation also employs associates who were involved in the development of the suite of Khalix products for Longview Solutions. One associate was involved in the development of Khalix for Excel from its infancy. All our associates have over 9 years of Khalix development experience!

I created this blog because I think there is a growing community of Khalix users. In this blog I will be posting articles containing various Khalix related topics. These topics will include but not limited to Design, Project Planning, Hints, Khalix for Excel, New Functionality, Khalix Analysis and Report, etc...

I am keeping this blog posting for anyone interested in asking a Khalix question. No Khalix related topic is banned. Due to my time commitments from the new company, I may not be as responsive but I will try to respond your questions as soon as I can.

Thank you,
Michael Li (The Khalix Expert)