Adding Financial Management Members

If you are unfamiliar with Oracle Hyperion Financial Management, see the Financial Management documentation, available on the Oracle Help Center. To open this library, from the Smart View ribbon, click the arrow next to Help, and then Documentation.

If enabled by the administrator, you can insert and save additional rows of members and data. Totals are updated to reflect the new data.

For example, suppose a data form has been defined for an account with transactions for IC1, IC2, and IC4. You could select members IC3 and IC5 for insertion into the form. The form is refreshed with the new data and the new rows are displayed in the appropriate hierarchical order.

To add members to data forms:

  1. Open a data form.
  2. From the HFM ribbon, click Add Member.

    A cell style can be designated for Add Member.

    See Cell Styles.

  3. From the member selector, select the members for which to enter data.
  4. Click OK.

    The new members are listed in the member list.