Updating Dimensional Metadata

Perform these tasks to update dimensional metadata in Performance Management Architect and Planning applications. For Oracle Hyperion EPM Architect, Fusion Edition applications, perform these steps using the Enterprise Performance Management Architect, and then deploy to Planning.

  To update dimensional metadata:

  1. In the 11.1.2.1 test application, select View, and then Advanced Mode.

  2. Select Administer, and then Dimensions.

  3. If the 11.1.2 application is single currency, uses the Employee and Position budget detail, perform these tasks:

    1. Select the Position dimension, and then click Edit.

    2. If the consolidation of Total New Positions and its children is Ignore, change it to Addition.

  4. Select the Budget Item dimension, click Edit, and verify that Rule Criteria is before Element Changes. If necessary, move members to ensure that Budget Item has this structure:

    Structure of the Budget Item dimension showing Rule Criteria as a child, above all other parent members.

  5. For the Employee budget detail: Select the Posting Date account, click Edit, and ensure it is enabled on the HCP plan type.

  6. Select the Account dimension, and then click Edit.

  7. Ensure that General Ledger natural account members that correspond to personnel expenses are disabled in the HCP plan type, but enabled in Plan Type 1, 2, or 3.

  8. Ensure that the Monthly spread factor formula is the same as that in 11.1.2.1 test application:

    1. In the 11.1.2.1 test application, select View, and then Advanced Mode.

    2. Select Administer, and then Dimensions.

    3. Select the Account dimension, then Human Capital Planning Budgeting Assumptions, and then Employee Properties.

    4. Select Monthly spread factor formula, and then click Edit.

    5. Select Member Formula , and then select the entire formula code.

    6. Press Ctrl + C.

    7. In the 11.1.2.0 test application:

      • Perform steps 6 and 7 in this procedure.

      • Perform steps 8 a - d.

    8. In Member Formula, press Ctrl + V to paste the copied code, and save.

    9. Select Administer, then Database, and then Refresh Database.

  9. Perform the steps in Post Migration Tasks.