l03 managing dimensions

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Managing Dimension


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


Shared Library

Dimension Library The Dimension Library is the design environment for Financial

Management metadata.Application


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


Shared Library


Creating Dimensions

Dimension type


Creating Dimension Members


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 ( " )


Modifying Member PropertiesSave

Defined

Default

Propertycategory


Common Consolidation PropertiesThese properties in the Consolidation

property category are common to members in most dimensions:MemberDescriptionSecurity ClassDefault ParentUserDefined1UserDefined2UserDefined3


System and Statistical Properties


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


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


Inserting Shared Members Using Relationships

Add Special


Moving Members


Deleting Members


Managing Orphan MembersOrphan members do not have a location in

the hierarchy.


Finding Members


Creating Associations Between Dimensions

Ellipsis indicates that an association exists.


Setting Up Languages

Association


Organizing the Shared Library with Folders


Filtering the Shared LibraryFilter by dimension name, type (class), or

owner.Use the asterisk (*) as a wildcard.


Sorting Dimensions in the Shared Library

Sort by dimension name, description, owner, or type.

Sort ascending or descending.


Managing Members with Grid Editor

Member properties are displayed in the columns.


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.


Modifying Property Values in Grid EditorSave changes

Rows perpage

Saveautomatically


Creating and Deleting Members in Grid Editor


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

l03 managing dimensions

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