Setting the Evaluation Order

The Evaluation Order tab enables you to specify which data type prevails when a data intersection has conflicting data types. For example, if Account members are set to the Currency data type, and Product members are set to the Smart List data type, you can set whether the Currency or Smart List data type prevails at an intersection.

Watch this video to learn about setting the evaluation order in Planning.

Video icon Video

  To set evaluation order:

  1. Select Administration, then Manage, and then Dimensions.

  2. Select Evaluation Order.

  3. Select the plan type and click Go.

  4. From Available Dimensions, select dimensions and move them to Selected Dimensions:

    • Add icon moves selected dimensions

    • Add All icon moves all dimensions

    • Remove icon removes selected dimensions

    • Remove All icon removes all dimensions

    You need select only dimensions whose members have specific data types (that is, their data type is not “Unspecified”). The data type “Unspecified” does not conflict with another data type.

  5. If you select multiple dimensions, set the order of precedence by clicking move up icon or move down icon.

  6. Click Save.