Post on 05-Dec-2014
description
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Managing Dimension
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ObjectivesAfter completing this lesson, you should be
able to:Describe the Dimension LibraryDescribe the Architect workflowCreate dimensionsAdd members to dimensionsManage property inheritanceCreate alternate rollupsManage membersCreate associationsSet up languages
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Shared Library
Dimension Library The Dimension Library is the design environment for Financial
Management metadata.Application
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ApplicationsCreate application on the dimension server.Set up dimension metadata.Deploy applications from the dimension server
to Financial Management application servers.
Consolidationapplication
Forecastingapplication
Application server Application server
Dimensionserver
Consolidationapplication
Forecasting application
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Shared Library
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Creating Dimensions
Dimension type
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Creating Dimension Members
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Guidelines for Member NamesMember names cannot contain these
characters:Period ( . )Plus sign ( + )Minus sign ( - ) Asterisk ( * )Slash mark ( / )Number sign ( # )
Braces ( {} )
Comma ( , )
Semicolon ( ; )
At sign ( @ )
Double quotation marks ( " )
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Modifying Member PropertiesSave
Defined
Default
Propertycategory
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Common Consolidation PropertiesThese properties in the Consolidation
property category are common to members in most dimensions:MemberDescriptionSecurity ClassDefault ParentUserDefined1UserDefined2UserDefined3
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System and Statistical Properties
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Property Value InheritanceFor properties with inheritance:
Updating the value of a property for an ancestor automatically updates the value for its descendants.
Directly modifying a property of a descendant prevents it from inheriting from an ancestor.
Account type Revenue
Revenue inherited for account type
Account type manually set to Expense, over-riding inherited value
Expense inherited for account type
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Creating Alternate HierarchiesEastSales and WestSales occur in alternate
hierarchies. Entity
[None]
Activity
Geographical
SalesServices
WestSales
Manufacturing
EastSales
EmeaSales
EmeaServices
Development
Entity
[None]
United States
Geographical
California
Plant1
Activity
WestSales
Connecticut
EastSales
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Inserting Shared Members Using Relationships
Add Special
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Moving Members
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Deleting Members
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Managing Orphan MembersOrphan members do not have a location in
the hierarchy.
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Finding Members
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Creating Associations Between Dimensions
Ellipsis indicates that an association exists.
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Setting Up Languages
Association
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Organizing the Shared Library with Folders
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Filtering the Shared LibraryFilter by dimension name, type (class), or
owner.Use the asterisk (*) as a wildcard.
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Sorting Dimensions in the Shared Library
Sort by dimension name, description, owner, or type.
Sort ascending or descending.
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Managing Members with Grid Editor
Member properties are displayed in the columns.
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Running the Grid Editor Wizard
Select the members for the rows. Select the properties for the columns.
Use this option to include the children or the descendants of the selected member.
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Modifying Property Values in Grid EditorSave changes
Rows perpage
Saveautomatically
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Creating and Deleting Members in Grid Editor
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SummaryIn this lesson, you should have learned to:
Describe the Dimension LibraryDescribe the Architect workflowCreate dimensionsAdd members to dimensionsManage property inheritanceCreate alternate rollupsManage membersCreate associationsSet up languages