Adding or Editing Members

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

Table 70. Member Properties

Property	Value
Name	Enter a name that is unique across all dimension members.
Description	Optional: Enter a description.
Alias	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 or Balance.
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.
Data Storage	Select a data storage property used in building an Essbase cube. 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. 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. Caution! Deselecting a plan type for dimension members after data is entered into applications may result in loss of data when applications are refreshed. For account members, data is lost if the deselected plan type is the source plan type.
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 in Essbase; 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.

To add or edit members:

Select Administration, then Manage, 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.
On Member Properties, set or change member properties.
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.