Selecting Entities for Process Control

The Process Control rows display the list of entities based on the selected top member of the entity. The entity list can be a user-defined list, or a system list such as Hierarchy, Descendant, Ancestors, Children, or Base. The top member text box is populated based on the entity that you are using in your point of view for the data grid. You can change the top member to filter the list of entities.

If you select a Hierarchy entity list, you can display the entities in a Tree view or a list view. If the entities are displayed in a Tree view, you can expand and collapse the hierarchy using the plus (+) and minus (-) signs next to the entity. When you use a Tree view, sorting and filtering are not available for rows. When you use a list view, sorting and filtering are available. See Setting Process Control Options.

  To select entities for Process Control:

  1. Select a scenario, year, and period for which to perform process management actions.

  2. From Data View, select Local, Translation, or Consolidation.

  3. Optional: To change the top member, enter a top member in Top Member, and click Update to refresh the list.

  4. Select the options to display the list of entities. See Setting Process Control Options.