Mapping Import and Export Common Dimensions

You use the Common tab to map common dimensions between entities. During import and export, common dimensions act as global variables. For example, for an entity with a dimension named Location and members East and West, to import data only from East, you set Location as a common dimension and map only the East member.

For a map, you can assign a default entity in the other EPM System product server that is used for importing and exporting. Assigning a default entity is useful if you plan to use one entity in Strategic Finance. Default entities are overridden by batch entries.

You can define the monetary scale for importing or exporting. For example, numbers can be imported as ones, thousands, millions, and billions.

  To map common dimensions:

  1. Open a map.

    See Managing Maps.

  2. Select Common.

  3. For each dimension under Dimensions, under Member, select a member.

    During the import, each selected member becomes a global variable. For example, for the Location dimension with members East and West, if you define West as the common dimension, the import selects only data associated with West.

  4. Optional: In Default Entity, select a Strategic Finance entity from which to pull lists.

    If the batch or batch entry defines a default entity, this setting is overridden.

  5. Optional: In Scale currency/unit in, select a base unit for calculations:

    • Default

      Uses the scale in the source entity.

    • Ones

      1.0 = 1

    • Thousands

      1.0 = 1,000

    • Millions

      1.0 = 1,000,000

    • Billions

      1.0 = 1,000,000,000

  6. Optional: Select Scale percentages? to determine the location of the decimal point in values expressed as percentages.

    Examples:

    • Selected—the value 10.3% appears as 10.3.

    • Deselected—the value 10.3% appears as .103.

  7. Optional: Select For Accounts not imported, preserve... to determine how Strategic Finance handles values for accounts not included in the import:

    • Select Input Values to use the input value of the account.

    • Select Output Values to use the output value of the account.

  8. Optional: Select Prompt for Common Dimensions? if Strategic Finance, when running the batch import or export, should warn the user about common dimensions.

  9. Optional: Select Import NULL values as zeroes if Strategic Finance should translate empty values from the source as numeric zero values.