Creating Dimensions and Members in Classic Planning Applications

When you create a Planning application, default dimensions are populated in the application database. At this stage, you can perform these actions:

  To add dimensions and dimension members:

  1. Open the Planning application. See Accessing Planning Applications.

  2. Select Administration, then Manage, and then Dimensions.

  3. Optional: Add a custom dimension.

    1. From Dimensions, select Add Dimension.

    2. Enter a dimension name and other required values. Consult online help for assistance.

      Note:

      You must select the Apply Security check box if you plan to define security access for the custom dimension.

    3. Click Save.

      Custom dimensions that you create in Planning are not automatically written to the Essbase database. See Working with Essbase Database.

  4. Add dimension members.

    All dimensions other than Currency, Period, and Year are secure dimensions. You can enforce security only on members (children) of secure dimensions.

    1. From Dimensions, select the dimension for which you want to define members.

    2. Click Add Child

    3. Enter a member name and other required values. Consult online help for assistance.

    4. Click Save.

    5. Repeat step 4.b–step 4.d to add members (children and siblings).

  5. Update the Essbase database with custom dimensions and members data. See Working with Essbase Database for instructions.