Customizing Essbase Outlines

  To rename Financial Management dimensions in the Essbase outline:

1. Open a bridge.

   See Opening an Analytics Link Bridge.

2. On the Target Design Grid tab, for each dimension that you want to rename, double-click the default Essbase dimension name in the Target Dimension field.

3. The following instructions depend on whether the Essbase database for the bridge was previously created:

   1. Essbase database does not exist—In the Target Dimensions List dialog box, enter a new name and then click OK.

   2. Essbase database was previously created—In the Target Dimensions dialog box, enter a new name in the Add field and then click OK.

4. Click Save Grid to update the outline definition.

5. Click Create to create a new Essbase outline that is based on the updated bridge definition.

  To rename Financial Management member names in the Essbase outline:

1. Open a bridge.

   See Opening an Analytics Link Bridge.

2. On the Target Design Grid tab, navigate to the dimension with the Dimension Creation transformation type whose member names you are renaming.

   For example, navigate to the View dimension.

3. Double-click the Mapping Table field for the dimension, and enter the Mapping Table Name.

4. Click Recreate.

   The mapping table is created with default values and stored in the bridge Data Store under the Data Store user schema.

   Note:

   If the mapping table exists, Analytics Link recreates the table and fills it with default values.

5. Click OK.

6. Click Save Grid to update the outline definition.

7. In the bridge Data Store, open the table that Analytics Link created.

   Table 47 shows the Analytics Link-created mapping table for the View dimension. By default, Analytics Link copies the names from the HFM_MEMBER column to the TARGET MEMBER column. Because <Scenario View> is an alias member name, Analytics Link renames it to FM Scenario View.

   Table 47. Analytics Link Mapping Table Template: View Dimension (Dimension Creation Transformation Type)

   HFM_MEMBER	TARGET_MEMBER	VISIBLE	ISBASE	GENERATION	DIM_LEVEL	SELECTED
   <Scenario View>	FM Scenario View	1	1	0	0	1
   Periodic	Periodic	1	1	0	0	1
   YTD	YTD	1	1	0	0	1
   HYTD	HYTD	1	1	0	0	1
   QTD	QTD	1	1	0	0	1

8. In the TARGET MEMBER column, modify the members names as you want them displayed in the Essbase outline.

   Table 48 shows the modified mapping table for the View dimension, in which YTD is changed to YearToDate, HYTD is changed to HalfYearToDate, and QTD is changed to QtrToDate.

   Table 48. User-Updated Mapping Table: View Dimension (Dimension Creation Transformation Type)

   HFM_MEMBER	TARGET_MEMBER	VISIBLE	ISBASE	GENERATION	DIM_LEVEL	SELECTED
   <Scenario View>	FM Scenario View	1	1	0	0	1
   Periodic	Periodic	1	1	0	0	1
   YTD	YearToDate	1	1	0	0	1
   HYTD	HalfYearToDate	1	1	0	0	1
   QTD	QtrToDate	1	1	0	0	1

9. Commit the mapping table data to the Data Store.

10. On the Essbase tab, click Delete, and then Yes, to remove all Analytics Link-created dimensions from the Essbase outline.

11. Click Create to create a new Essbase outline that is based on the updated bridge definition.

  To include only part of a Financial Management dimension in the Essbase outline:

1. Open a bridge.

   See Opening an Analytics Link Bridge.

2. On the Target Design Grid tab, navigate to the dimension that you want to modify and select the Dimension Creation transformation type.

3. Double-click the Member Selection field for the dimension, enter a comma-separated list of Financial Management members, and then click OK.

   If the member selection specification defines nonbase (non-level-0) members, the specified members and all their descendants are included in the Essbase database as a branch in the dimension hierarchy.

   In this example, assume the following member specifications, as shown in Table 49:

   • Year dimension—Base members 2007 and 2008

   • View dimension—Base members YTD and Periodic

   • Account dimension—Nonbase member NetProfit

   Table 49. Target Design Grid tab: Dimension Creation Transformation Type

   Transformation Type	Source Dimensions	Target Dimensions	Member Selection	Mapping Table	Prefix
   Dimension Creation	Year	ESSYear	2007,2008
   Dimension Creation	View	ESSView	YTD, Periodic
   Dimension Creation	Account	ESSAccount	NetProfit

4. Click Save Grid to update the outline definition.

5. On the Essbase tab, click Delete, and then Yes, to remove all Analytics Link-created dimensions from the Essbase outline.

6. Click Create to create a new Essbase outline that is based on the updated bridge definition.

  To remove Financial Management dimensions from the Essbase outline:

1. Open a bridge.

   See Opening an Analytics Link Bridge.

2. On the Target Design Grid tab, in the Transformation Type column, select Not in Outline for the Financial Management dimensions that you do not want included in the Essbase outline.

   The dimension name in the Target Dimensions field is automatically removed.

   In this example, set the transformation type for the Scenario dimension to Not in Outline.

3. For any Financial Management dimension that was deselected in step 2, define one Financial Management member in the Member Selection field.

   In this example, enter Actual in the Member Selection field.

4. Click Save Grid to update the outline definition.

5. Click Create to create a new Essbase outline that is based on the updated bridge definition.