Release 12.1
Part Number E13481-03
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This chapter covers the following topics:
Metadata is data that describes the data and schema objects. Most of the metadata in Enterprise Planning and Budgeting comes from source systems and is periodically refreshed (reloaded) from Enterprise Performance Foundation to an Enterprise Planning and Budgeting business area. As an Analyst, Business Process Administrator, or Controller you can supplement this shared metadata with personal objects that you create. These objects are referred to as personal metadata. A personal object is only accessible to the individual who defines it. It cannot be viewed by or shared with other users.
You might create personal metadata to support immediate business needs within a worksheet view. For example, if a new product or cost center has been added to your business area but is not yet displayed in the list of members for a dimension, you can create the dimension member as personal metadata and then add it to the worksheet. You might also create personal metadata for planning purposes: for example, you might define dimension members to use when modeling what-if scenarios.
You can perform the following functions that relate to personal metadata:
Define and maintain personal dimension levels
Define and maintain personal dimension members
View information about personal and shared metadata
Note: The metadata functions to which you have access are a subset of those that are available to an Enterprise Performance Foundation user with the Schema Administrator responsibility. For complete information about metadata and other Schema Administrator functions, see the Enterprise Performance Foundation User's Guide.
You can define and maintain personal levels for a dimension.
Once a personal level has been defined, you can add it to a shared hierarchy. For more information see Associating a personal dimension level with a hierarchy.
You can define a personal level, change the definition of a personal level, reorder personal levels, and delete a personal level.
Log into Enterprise Planning and Budgeting as a Business Process Administrator, Controller, or Analyst.
If prompted, choose a business area.
Navigate to the Personal Metadata page (Administration > Personal Metadata).
Click the Dimension subtab and select Levels.
The Dimension Levels page opens. It displays levels for a default dimension.
In the Switch Dimension box, select the dimension with which you want to work and click Go.
If the dimension name is not visible, perform the following steps:
Select More in the Switch Dimension box.
The Search and Select Switch Dimension page opens.
To find a specific value, enter text or a text fragment followed by % and click Go. To list all values, enter % and click Go.
Click the Select column for the dimension with which you want to work and click Select.
The Dimension Levels page appears for the specified dimension.
Click Create Level.
The Step 1: Create Dimension Level: Dimension Name page opens.
Enter a name for the level.
Do not use the characters /, \\, *, ?, :, \"", "<, >, or |.
Enter a description for the level.
Enter a display code for the level.
You can select shared attributes to associate with the level. Move the desired attribute or attributes from the Available Attributes box to the Selected Attributes box.
Click Continue.
The Step 2: Reorder Dimension Levels: Dimension Name page opens, displaying personal levels that you have defined.
You can change the order for personal levels. Select a level and use the arrow buttons to move the level to a different position in the list. Repeat as necessary to achieve the desired order.
Click Apply.
Log into Enterprise Planning and Budgeting as a Business Process Administrator, Controller, or Analyst.
If prompted, choose a business area.
Navigate to the Personal Metadata page (Administration > Personal Metadata).
Click the Dimension subtab and select Levels.
The Dimension Levels page opens, displaying levels for a default dimension.
In the Switch Dimension box, select the dimension with which you want to work and click Go.
If the dimension name is not visible, perform the following steps:
Select More in the Switch Dimension box.
The Search and Select Switch Dimension page opens.
To find a specific value, enter text or a text fragment followed by % and click Go. To list all values, enter % and click Go.
The Results page displays dimension names that match your entry.
Click the Select column for the dimension with which you want to work and click Select.
The Dimension Levels page appears for the specified dimension.
Identify the level with which you want to work and click the Update icon.
The Update Dimension Levels: Dimension Name page opens, displaying current information for the level.
You can update the level definition as follows:
You can change the level name.
You can change the level definition.
You can add or remove attributes associated with the level.
Click Apply.
Log into Enterprise Planning and Budgeting as a Business Process Administrator, Controller, or Analyst.
If prompted, choose a business area.
Navigate to the Personal Metadata page (Administration > Personal Metadata).
Click the Dimension subtab and select Levels.
The Dimension Levels page opens displaying levels for a default dimension.
In the Switch Dimension box, select the dimension with which you want to work and click Go.
If the dimension name is not visible, perform the following steps:
Select More in the Switch Dimension box.
The Search and Select Switch Dimension page opens.
To find a specific value, enter text or a text fragment followed by % and click Go. To list all values, enter % and click Go.
The Results page displays dimension names that match your entry.
Click the Select column for the dimension with which you want to work and click Select.
The Dimension Levels page appears for the specified dimension.
Click Reorder Levels.
The Reorder Dimension Levels: Dimension Name page opens, displaying personal levels that you have defined.
Select a level and use the arrow buttons to move the level to a different position in the list. Repeat as necessary to achieve the desired order.
Click Apply.
Once you have defined a personal dimension level, you can add the level to a shared hierarchy. Personal levels will be added to the bottom of a hierarchy.
You can also delete a personal dimension level from a hierarchy.
Log into Enterprise Planning and Budgeting as a Business Process Administrator, Controller, or Analyst.
If prompted, choose a business area.
Navigate to the Personal Metadata page (Administration > Personal Metadata).
Click the Hierarchy subtab.
In the Switch Dimension box, select the dimension with which you want to work and click Go.
If the dimension name is not visible, perform the following steps:
Select More in the Switch Dimension box.
The Search and Select Switch Dimension page opens.
To find a specific dimension, enter text or a text fragment followed by % and click Go. To list all dimensions, enter % and click Go.
The Results page displays dimension names that match your entry.
Click the Select column for the dimension with which you want to work and click Select.
The Hierarchies page opens.
Display shared hierarchies for this dimension.
To display a specific hierarchy, enter text or a text fragment in the Name box followed by %.
To display all hierarchies, enter %.
The Update Hierarchy Definition page opens.
Identify the hierarchy to which you want to add the level and click the Update icon.
The Update Hierarchy Definition page opens.
Scroll to the Select Personal Levels area of the page.
Click the Select box for the level that you want to add to this hierarchy.
Click Apply.
Log into Enterprise Planning and Budgeting as a Business Process Administrator, Controller, or Analyst.
If prompted, choose a business area.
Navigate to the Personal Metadata page (Administration > Personal Metadata).
Click the Hierarchy subtab.
In the Switch Dimension box, select the dimension with which you want to work and click Go.
If the dimension name is not visible, perform the following steps:
Select More in the Switch Dimension box.
The Search and Select Switch Dimension page opens.
To find a specific dimension, enter text or a text fragment followed by % and click Go. To list all dimensions, enter % and click Go.
The Results page displays dimension names that match your entry.
Click the Select column for the dimension with which you want to work and click Select.
The Hierarchies page opens.
Display hierarchies for this dimension.
To display a specific hierarchy, enter a text or text fragment followed by % and click Go. To list all hierarchies, enter % and click Go.
Identify the hierarchy from which you want to delete a level and click the Update icon.
The Update Hierarchy Definition page opens.
Identify the level that you want to delete and click the Delete icon.
Click Apply.
You can define personal members and add them to a dimension level. You can also update personal dimension members and delete personal dimension members.
Log into Enterprise Planning and Budgeting as a Controller, Business Process Administrator, or Analyst.
If prompted, choose a business area.
Navigate to the Personal Metadata page (Administration > Personal Metadata).
Click the Member subtab.
The Dimension Members page opens.
In the Switch Dimension box, select the dimension with which you want to work and click Go.
If the dimension name is not visible, perform the following steps:
Select More in the Switch Dimension box.
The Search and Select Switch Dimension page opens.
To find a specific dimension, enter text or a text fragment followed by % and click Go. To list all dimensions, enter % and click Go.
The Results page displays dimension names that match your entry.
Click the Select column for the dimension with which you want to work and click Select.
The Dimension Members page appears for the specified dimension.
Before you create a new member you may want to view current dimension members.
To view all members, enter % and click Go. To view specific members, enter text or a text fragment followed by% and click Go.
Click Create Member.
The Step 1: Create Dimension Member: Dimension Name page opens.
Enter a code for the dimension member.
Enter a name for the dimension member.
Do not use the characters /, \\, *, ?, :, \"", "<, >, or |.
You can enter an optional description for the dimension member.
In the Level box, select the hierarchy level for the member. You can select a shared level or a personal level.
Click Continue.
The Step 2: Enter Attributes page opens.
Specify values for each attribute. Click the Search icon to search for a value.
Note: Since this is a personal dimension member, the values that you enter for these attributes are usually not important. However, you must provide a valid value for each attribute.
Click Finish.
You can view information about personal levels and personal dimension members. You can also view information about dimensions, dimension members, levels, hierarchies, and attributes in the shared Analytic Workspace.
Log into Enterprise Planning and Budgeting as a Controller, Business Process Administrator, or Analyst.
If prompted, choose a business area.
Navigate to the Personal Metadata page (Administration > Personal Metadata).
Click the Dimension subtab.
The Dimension Definition page opens for a default dimension.
In the Switch Dimension box, select the dimension with which you want to work and click Go.
If the dimension name is not visible, perform the following steps:
Select More in the Switch Dimension box.
The Search and Select Switch Dimension page opens.
To find a specific value, enter text or a text fragment followed by % and click Go. To list all values, enter % and click Go.
The Results page displays dimension names that match your entry.
Click the Select column for the dimension with which you want to work and click Select.
The Dimension Definition page appears for the specified dimension.
To view attributes for the dimension, click Attributes.
To view levels for the dimension, click Levels.
To view dimension name, description, and defaults, click Definition.
Log into Enterprise Planning and Budgeting as a Controller, Business Process Administrator, or Analyst.
If prompted, choose a business area.
Navigate to the Personal Metadata page (Administration > Personal Metadata).
On the Personal Metadata page, click the Dimension subtab.
The Dimension Definition page opens for a default dimension.
In the Switch Dimension box, select the dimension with which you want to work and click Go.
If the dimension name is not visible, perform the following steps:
Select More in the Switch Dimension box.
The Search and Select Switch Dimension page opens.
To find a specific value, enter text or a text fragment followed by % and click Go. To list all values, enter % and click Go.
The Results page displays dimension names that match your entry.
Click the Select column for the dimension with which you want to work and click Select.
The Dimension Member page appears for the specified dimension. It displays both personal and shared dimension members.
Click the code for a dimension member.
The View dimension member: Dimension Name page opens. It displays the dimension member code, name, description, and attributes.
Log into Enterprise Planning and Budgeting as a Controller, Business Process Administrator, or Analyst.
If prompted, choose a business area.
Navigate to the Personal Metadata page (Administration > Personal Metadata).
On the Personal Metadata page, click the Hierarchy subtab.
The Hierarchies page opens for a default dimension.
In the Switch Dimension box, select the dimension with which you want to work and click Go.
If the dimension name is not visible, perform the following steps:
Select More in the Switch Dimension box.
The Search and Select Switch Dimension page opens.
To find a specific value, enter text or a text fragment followed by % and click Go. To list all values, enter % and click Go.
The Results page displays dimension names that match your entry.
Click the Select column for the dimension with which you want to work and click Select.
The page now displays hierarchies for the specified dimension.
Click the Expand icon for the hierarchy with which you want to work.
The page displays the hierarchy name, description, level use code, hierarchy type, hierarchy usage code and the shared and personal levels in the hierarchy.
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