Linking Compensation Data

To link compensation with operating expenses to create the line item budget, map Smart Lists to HCP dimensions and members, or HCP dimensions to operational expense dimensions on Plan Type 1, 2, or 3.

Note:

The following mapping assumes that you use the Position and Employee budget detail. Use a similar approach for the other budget details.

  To link compensation budget data to line item budgets:

  1. In Planning, select View, and then Advanced Mode.

  2. Select Administration, and then Map Reporting Applications.

  3. Click New.

  4. Under Details, enter a name and description, such as HCP Linked To Operating Expenses.

  5. From Plan Type, select HCP.

    Although you can specify another name, HCP is the default name for the Essbase application database used with Public Sector Planning and Budgeting.

  6. Expand Reporting Application, and select the server that hosts Plan Type 1, 2, or 3.

  7. Click Next.

  8. For each Public Sector Planning and Budgeting dimension or Smart List, select:

    • Mapping type:

      • Dimension to Dimension—Map shared dimensions such as scenario, period, and year.

      • Smart List to Dimension—Map segment or chart fields in Segment Information to dimensions in Plan 1.

        Note:

        If you expect that segments or chart fields will be blank in position or employee allocations, update the #MISSING drop down label in the corresponding Smart Lists. See “Adding or Changing Smart List Properties” in the Oracle Hyperion Planning Administrators Guide.

    • A dimension and its members, or a Smart List

    • The corresponding General Ledger dimension in Plan Type 1, 2, or 3.

    Use this table to map HCP dimensions. Create rows to map Smart Lists for custom dimensions such as Project_List or Program_List.

    Table 12. HCP Mapping

    Mapping TypeDimension/Smart ListMember Reporting Application Dimension
    Smart List to DimensionSalary_Account_ListAccount Segmentdefault natural Account
    Dimension to DimensionPeriod

    level 0 members

    For example: ILvl0Descendants(Period)    		Period

    Include the entire dimension in the reporting application.

    Dimension to DimensionYearfiscal years

    For example: FY09,FY10,FY11

    		Year

    Include the entire dimension in the reporting application.

    Dimension to DimensionVersionversion to include

    For example, Final

    		Version
    Dimension to DimensionCurrencyLocalCurrency
    Smart List to DimensionEntity_ListEntity SegmentGeneral Ledger Dimension

    For example, Cost_Center

    Dimension to DimensionScenarioscenario

    For example, Budget

    		Scenario

    Include the entire dimension in the reporting application.

    Smart List to DimensionSmart List corresponding to General Ledger dimension

    Create row mappings for custom Smart Lists such as:

    • Activity_List

    • Fund_List

    		General Ledger segment member

    Examples:

    • Activity Segment

    • Fund Segment

    		General Ledger dimension

    The HCP compensation dimensions in Public Sector Planning and Budgeting on the left map to the General Ledger or operational expense dimensions in Plan Type 1, 2, or 3 on the right.

  9. Click Next and map these source POV dimensions:

    • Account—Allocated Expense

    • Budget Item—level 0 members
      For example: ILvl0Descendants
      (Allocation Assignments)

    • Entity—ILVl0Descendants(Total Entity)

    • Employee—ILVl0Descendants(Total Employees)

    • Position—ILVl0Descendants(Total Positions)

    • Element—ILVl0Descendants(Total Compensation Expenses)

  10. Click Save.

  11. Select Administration, and then Map Reporting Applications.

  12. Select the mapping that you defined, click Push Data, and then select an option:

    • Push—Update existing data with new data.

    • Clear and Push Data—Delete existing data and push new data.

      Note:

      Select Push only if this is the first time mapping to Reporting applications. Otherwise, select Clear and Push Data.