The multi-dimension lookup function retrieves account values from the target system, FDM source data, or FDM converted data. Multi-dimension lookups can be used in Rule Logic columns and in the Display columns of validation rules forms.
FDM can retrieve data from three sources:
Target-system data
FDM source data
FDM converted data
The following format, which begins and ends the rule with the pipe character ( | ), enables FDM to retrieve target-system values for any dimension.
Unless otherwise specified, parameters are optional.
|Scenario, Period, Year, View, Value, Entity, Account (Required), ICP, Custom1, Custom2,Custom3, Custom4, Custom5, Custom6, Custom7, Custom8, Custom9, Custom10, Custom11, Custom12, Custom13, Custom14, Custom15, Custom16, Custom17, Custom18, Custom19, Custom20|
The following examples illustrate ways that target-system values can be retrieved. In each example, Balance is a target account. For dimensions that are not referenced, commas must be used as placeholders.
Example 1
Look up the value of Balance for the target period and scenario (category) set in the POV and for each entity of the FDM validation entity group that is assigned to the location. The example rule passes validation if the target account is less than $10.
|,,,,,Balance,,,,,,,,,,,,,,,,,,,,,,| > -10.00 AND |,,,,,Balance,,,,,,,,,,,,,,,,,,,,,,| < 10.00
Example 2
Look up the value of Balance for the specified dimensions.
|Actual,March,2002,YTD,Ohio,Balance,Michigan,Engines,Ford,Trucks,[None],,,,,,,,,,,,,,,,,USD| > 0
Example 3
Look up the value of Balance for the specified dimensions and the prior period.
|Actual,-1,2002,YTD,Ohio,Balance,Michigan,Engines,Ford,Trucks,[None],,,,,,,,,,,,,,,,,USD| > 0
Example 4
Look up the value of Balance for the target scenario (category) set in the FDM POV, the prior target period, and each entity of the FDM validation entity group that is assigned to the location.
All missing custom dimensions default to [None]. The ICP dimension defaults to [ICP-None]. The Year dimension defaults to the year set in the POV. The Currency dimension defaults to 0. The View dimension defaults to YTD.
|,-1,,,,Balance,,,,,,,,,,,,,,,,,,,,,,| > 0
The following format, which begins and ends the rule with the tilde character ( ~ ), retrieves values from data that was mapped to a target member and then loaded into FDM.
Unless otherwise specified, parameters are optional. Parameters designated UD# are user-defined.
~FDM Category, FDM Period, Year (Field Not Applicable), FDM View, FDM Location, Source Entity(Required), Source Account(Required), Source ICP, Source UD1,Source UD2, Source UD3, Source UD4, Source UD5, Source UD6, Source UD7,Source UD8, Source UD9, Source UD10, Source UD11, Source UD12, Source UD13,Source UD14, Source UD15, Source UD16, Source UD17, Source UD18, Source UD19, Source UD20~
The following format, which begins and ends the rule with the grave accent character ( ` ), retrieves pull values from data that was loaded into FDM. Unless otherwise specified, the parameters are optional.
`FDM Category, FDM Period, Year (Field Not Applicable), FDM View, FDM Location, Entity(Required), Account(Required), ICP, Custom1, Custom2, Custom3, Custom4, Custom5, Custom6, Custom7, Custom8, Custom9, Custom10, Custom11, Custom12, Custom13, Custom14, Custom15, Custom16, Custom17, Custom18, Custom19, Custom20`
Note: | Beginning and ending characters for rules can be set to any character. You change the characters in the Configuration Settings screen. |