Adding or Editing Members

Members must conform to guidelines listed in Naming Restrictions. Shared members must be consistent with Working with Shared Members.

Table 39. Member Properties

Property	Value
Name	Enter a name that is unique across all dimension members.
Description	Optional: Enter a description.
Alias Table	Optional: Select the alias table to store the alias name. Enter an alternate name for the member.
For Account members only: Account Type	Select the account type.
For Account members only: Variance Reporting	If the account type is Saved Assumptions, for Variance Reporting, select Expense or Non-Expense. Designate the saved assumption as a revenue, asset, liability, or equity account.
For Account members only: Time Balance	For Time Balance, select Flow, First, Balance, Average, Fill, Weighted Average - Actual_Actual, or Weighted Average - Actual_365. For descriptions, see Time Balance Property.
For Account members only: Skip	If the account type is Asset, Equity and Liability, select None, Missing, Zeros, or Missing and Zeros. For descriptions, see Setting Account Calculations for Zeros and Missing Values.
For Account members only: Exchange Rate Type	For Exchange Rate Type, select an option.
For Account members only: Data Type	For Data Type, select a data type.
Distribution	Sets the weekly distribution. Available for leaf Account members if the option was selected when creating the application and the base time period is 12 months.
Hierarchy Type	Hierarchy Type is available for dimensions bound to an aggregate storage plan type. Aggregate storage dimensions are automatically enabled to support multiple hierarchies. The first hierarchy in a multiple hierarchy dimension must be stored. Note: For members with a stored hierarchy type, the only valid plan type aggregation options are Addition or Ignore. In a stored hierarchy, the first member must be set to Addition. For members with a dynamic hierarchy type, all plan type aggregation options are valid. Stored hierarchy members that are not children of Label Only members must have Addition set as the consolidation operator. Children of Label Only members can be set to Ignore.
Data Storage	Select a data storage property. The default is Never Share for new custom dimension members (except root members).
Two Pass Calculation	Recalculate values of members based on values of parent members or other members. Available for Account and Entity members with Dynamic Calc or Dynamic Calc and Store properties.
For Entity members only: Base Currency	Select the Entity member’s base currency.
Display Option	Set application default display options for the Member Selection dialog box. Select Member Name or Alias to display members or aliases. Member Name:Alias displays members on the left and aliases on the right. Alias:Member Name displays aliases on the left and members on the right.
Plan Type	Select plan types for which the member is valid. Note: A member can belong to both aggregate storage and block storage plan types. Select an aggregation option for each selected plan type. You can select a source plan only if multiple plan types are valid for the member. Only plan types and aggregation options for which the member’s parent is valid are available. If the parent is not valid for a plan type or aggregation option, neither is the child member. Deselecting a plan type for an account or entity parent member deselects it for all descendents of that parent. For members with a stored hierarchy type, the only valid aggregation options are Addition or Ignore. Caution! Deselecting a plan type for dimension members after data is entered into an application may result in loss of data when an application is refreshed. For account members, data is lost if the deselected plan type is the source plan type. Members of a custom dimension can set usage by plan type, similar to the Account and Entity dimensions.
For Entity members only: Base Currency	Select the base currency for the Entity member.
For Account members only: Source Plan Type	Select the source plan type for the member. A shared member is a pointer to the base member and is not stored; this is disabled for shared members. The Source Plan Type of a shared Account member matches the source plan type of the base member, even though Source Plan field is unavailable because it does not apply to shared members.
Smart Lists	Optional: Select a Smart List to associate with the member.
Enable for Dynamic Children	Enables users to create children for this member by entering a member name in the runtime prompt for a business rule that has been configured with a dynamic parent member (see About Dynamic Members).
Number of Possible Dynamic Children	This option is available if Enable for Dynamic Children is selected. Enter the maximum number of dynamically-added members that users can create. The default is 10.
Access Granted to Member Creator	This option is available if Enable for Dynamic Children is selected. Determines the access that member creators have to dynamic members that they create with a runtime prompt: Inherit—The member creator will inherit the closest parent's access to the newly-created member. None—The member creator will not be assigned any access to the newly-created member. (An administrator can later assign the member creator access to the members.) Read—The member creator will be assigned Read access to the newly-created member. Write—The member creator will be assigned Write access to the newly-created member. Note: If an administrator changes these settings, they affect only future dynamic members; they do not retroactively affect dynamic members.

Watch this video to learn about adding Entity dimension members in Planning.

Video

To add or edit members:

Select Administration, then Manage, and then Dimensions.
Select the dimension.

Perform one action:

To add a child member, select the parent level of the dimension hierarchy to which to add a member and click Add Child.
To add a sibling, select the level of the dimension hierarchy to which to add a sibling and click Add Sibling.
To edit a member, select that member from the dimension hierarchy and press Enter or click Edit.

Note:

To add an All Years parent member that includes all year members, select the Years dimension and then click All Years. The All Years parent member enables users to view the accumulated data across multiple years, for example, a project's total cost up to its end date. The All Years member does not include the No Year member, if one is defined for the application.

On Member Properties, set or change member properties described in the table above.
If you do not see the new member on the page, click Next.
Click Save to save information to the relational database and see changes in the dimension hierarchy.
Refresh the database so edited members are visible to planners entering data.
After creating a dimension member, you typically complete these tasks:
- Assign access. See Assigning Access to Members and Business Rules.
- Specify attributes.