Importing Metadata

In This Section:

Creating Flat Files

Using Interface Tables

Creating Import Profiles

Managing Import Profiles

The Dimension Library is a central location for Financial Management, Profitability and Cost Management, Essbase, Data Relationship Management, and Planning administrators to view, create, and manage dimensions and hierarchies.

You can import dimension information (metadata) into the Shared Library or into individual applications by: 1) Creating and importing import flat files, 2) Importing metadata from interface tables, or 3) Importing metadata from Data Relationship Management applications.

Caution!

To access dimensions in the Dimension Library, you must have the appropriate security credentials. For example, the Dimension Editor security role permits access to all Dimension Library functionality, such as creating, deleting, and changing dimensions and members, creating import profiles, and running transaction logs. Alternatively, dimension level security can also be used to control user access to individual dimensions. See the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide.

The following table describes the dimension types that Performance Management Architect supports. Each dimension type is represented by an icon in the Shared Library.

Table 11. Dimension Types

Icon

Type

Description

Account dimension icon.

Account

Chart of account type information, for example, Net Income and Sales, in applications

Alias dimension icon.

Alias

Defines the set of descriptions or languages for dimension members in Financial Management applications and to create alias tables for Planning, Profitability and Cost Management, and Essbase applications.

Allocation Type dimension icon.AllocationTypeStores direct allocations and allocation genealogy. Required for Profitability applications.
Attribute dimension icon.

Attribute

Classifies members in dimensions in Planning and Essbase applications.

Consolidation Method dimension icon.

Consolidation Method

Denotes consolidation behavior for Financial Management applications.

Country dimension icon.

Country

Tracks business activities in multiple countries in Essbase applications. If you tag dimensions as Country, you can enter the currency name in the Currency text box.

Note:

This dimension type does not apply to aggregate storage outlines.

Currency dimension icon.

Currency

Currencies in multi-currency applications

Entity dimension icon.

Entity

Entity or organizational structures in applications

Generic dimension icon.

Generic

Custom dimensions that can be used in all application types

ICP dimension icon.

ICP

Specifies intercompany information, such as ICP Entities, in Financial Management applications. When you include an ICP dimension in a Consolidation application, it is automatically populated with members from the Entity dimension in that application. These members cannot be edited or changed. This dimension must be included in Consolidation applications.

Measures dimension icon.MeasuresRequired to build, validate and calculate a Profitability and Cost Management model
Period dimension icon.

Period

The period structure for applications, for example month, quarter, and half year

Scenario dimension icon.

Scenario

Scenarios for applications, for example Actual and Budget

Security Class dimension icon.

Security Class

Security class information in Financial Management applications

Smart List dimension icon.

Smart List

Smart List information in Planning applications

Time dimension icon.

Time

Specifies how often you collect and update data in Essbase applications. You can tag only one dimension in an Essbase outline as Time.

UDA dimension icon.UDASpecifies user-defined attribute (UDA) information.
Value dimension icon.

Value

Corresponds to the Value dimension in Financial Management applications. When you include a Value dimension in a Consolidation application, its currency triplet members are automatically generated based on the members of the Currency dimension in that application. These members cannot be edited or changed. This dimension must be included in Consolidation applications.

Version dimension icon.

Version

Version information, such as Version 1 and Final Version in Planning applications

View dimension icon.

View

Corresponds to the View dimension in Financial Management applications. In addition to the system Periodic member this dimension should contain members that correspond to each level in the Period dimension in a particular application. For example, if the Period dimension contains moths, quarters and half years, the View dimension should contain the following members: Periodic, MTD, QTD, HTD, YTD.

Year dimension icon.

Year

Years used in applications

Before you create applications, you need to define some of the dimensions that will be contained in these applications.

  To access the Dimension Library, select Navigate, Administer, Dimension Library.