Creating the HCP Dimension Mappings

  To create the mappings:

  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 such as Salary for the first mapping, and FTE and Headcount for the second.

  5. Under Source Application, for Plan Type, select HCP.

  6. Under Reporting Application, select the Essbase server that hosts the BSO database containing the Public Sector Planning and Budgeting application, and then select the ASO reporting application.

  7. Click Next.

  8. See Mapping Salary Dimensions.

Mapping Salary Dimensions

On the Map Dimensions tab, map the Public Sector Planning and Budgeting dimensions and Smart Lists on the left to the ASO application members on the right.

  To map the salary:

  1. For each Public Sector Planning and Budgeting dimension or Smart List, select a Mapping Type, the Dimension or Smart List, members, and then select the corresponding reporting application dimension.

    About Mapping Type:

    • Dimension to Dimension—Dimensions that are shared or identical in Public Sector Planning and Budgeting and the reporting application map automatically. However, you must map any unmapped dimensions.

    • Smart List to Dimension—Map dimensions and members to Smart List account members.

    For example:

    Typical salary mapping

  2. Use these salary mapping:

    Table 13. Salary Mapping

    Mapping TypeDimension/Smart ListMember SelectionReporting Application Dimension
    Smart List to DimensionSalary_Account_ListAccount Segmentnatural 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

    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 Dimension

    Smart List corresponding to General Ledger dimension

    Create a separate row mapping for each Smart List.

    Examples:

    • Activity_List

    • Fund_List

    • Program_List

    • Project_List

    		General Ledger segment member

    Examples:

    • Activity Segment

    • Fund Segment

    • Program Segment

    • Project Segment

    		General Ledger dimension
    Dimension to DimensionEmployeelevel 0 members.
    For example: ILvl0Descendants(Employee)

    Note:

    Applies only to the Employee budget detail

    		Employee

    Include the entire dimension

    Dimension to DimensionPositionlevel 0 members.
    For example: ILvl0Descendants(All Positions)

    Note:

    Applies only to the Position budget detail

    		Position

    Include the entire dimension

    Dimension to DimensionBudget Item

    Unspecified Budget Item

    		Budget Item

    Include the entire dimension

    Dimension to DimensionElementILvl0Descendants(Total Compensation Expenses) 
    Dimension to DimensionEntitylevel 0 members.
    For example: ILvl0Descendants(Total Entity)    		General Ledger dimension

    For example, Cost_Center

  3. Click Next.

  4. On the Point of View tab, map these source dimensions:

    POV dimensions must have only one member selected.

    Table 14. POV for Salary Mapping

    Mapping TypeDimension/
    Smart List    		Member SelectionReporting Application Dimension
    Dimension to DimensionAccountAllocated Expense Account
    Dimension to DimensionEntitylevel 0 members.
    For example:
    ILvl0Descendants(Total Entity)    		General Ledger entity that represents a cost center or department

  5. See Mapping Headcount and FTE.

Mapping Headcount and FTE

  To map headcount and FTE:

  1. Map the Headcount and FTE dimensions or Smart Lists on the left to the corresponding dimensions to the right in the ASO application. For example:

    Headcount and FTE mapping

  2. Use these mappings:

    Table 15. Headcount and FTE Mapping

    Mapping TypeDimension/Smart List Member SelectionReporting Application Dimension
    Dimension to DimensionAccount

    level 0 members for Total FTE and Headcount For example: ILvl0Descendants(Total FTE)ILvl0Descendants(Headcount)

    		Account dimension
    Dimension to DimensionPeriod

    level 0 members

    For example: ILvl0Descendants(Period)    		Period

    Include the entire dimension

    Dimension to DimensionYearfiscal years to include

    For example: FY09,FY10,FY11

    		Year

    Include the entire dimension

    Dimension to DimensionBudget Item

    Unspecified Budget Item

    		Budget Item. Include the entire dimension
    Dimension to DimensionVersionversion

    For example: Final

    		Version
    Dimension to DimensionCurrencyLocalCurrency
    Dimension to DimensionElement

    level 0 members

    For example: ILvl0Descendants(Element)    		Unspecified Element

    Select only one member

    Dimension to DimensionEntitylevel 0 members.
    For example: ILvl0Descendants(Entity)    		General Ledger dimension

    For example, ILvl0Descendants(Total Entity)

    Dimension to DimensionPositionlevel 0 members. For example: ILvl0Descendants(All Positions)

    Note:

    Applies only to the Position budget detail

    		Position

    Include the entire dimension

    Dimension to DimensionEmployeelevel 0 members. For example: ILvl0Descendants(Employee)

    Note:

    Applies only to the Employee budget detail

    		Employee

    Include the entire dimension

    Dimension to DimensionScenarioscenario

    Typically, the scenario member is Budget

    		Scenario

    Include the entire dimension

    Not Linked 

    Examples:

    • Activity Segment

    • Fund Segment

    • Program Segment

    • Project Segment

    		General Ledger dimensions

    For example:

    • Activity

    • Fund

    • Program

    • Project

  3. Click Next.

  4. On the POV tab, select only one member for each General Ledger Smart Lists such as Activity, Fund, Program, and Project (Unspecified Activity and Unspecified Project, for example).

  5. Click Save.

  6. See Mapping Operational Dimensions on Plan Type 1, 2, or 3.

Mapping Operational Dimensions on Plan Type 1, 2, or 3

  To define the mapping:

  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, such as Operation Expenses.

  5. Under Source Application, for Plan Type, select Plan 1, Plan 2, or Plan 3.

  6. Under Reporting Application, select the ASO reporting application.

  7. Click Next.

  8. Use this table to map the operational expense dimensions:

    Table 16. Operational Dimension Mapping

    Mapping TypeDimension/
    Smart List    		Member Reporting Application Dimension
    Dimension to DimensionAccountMembers identifying operational expense and revenues data.
    For example:ILvl0Descendants(Revenues), ILvl0Descendants(Operational Expenses), Descendents(Depreciation Expense), 520000    		Account
    Dimension to DimensionPeriodPeriods into which to load data. For example: ILvl0Descendants(Period)Period
    Dimension to DimensionYearfiscal years

    For example: FY09,FY10,FY11

    		Year
    Dimension to DimensionEntityDimension members for which to load data.
    For example:1030,1031, ILvl0Descendants(2000)    		General Ledger Entity dimension that represents Cost Centers or Departments. For example: ILvl0Descendants
    (Total GL Entity)
    Dimension to DimensionVersionVersion to include.
    For example:

    Final

    		Version
    Dimension to DimensionScenarioScenario, such as:

    Forecast

    		Scenario
    Dimension to DimensionCurrencyCurrency, such as LocalCurrency
    Dimension to Dimension

    User-defined General Ledger dimensions

    		ILvl0DescendantsdimensionFor example: ILvl0Descendants(Fund), ILvl0Descendants(Program),
    ILvl0Descendants(Project),
    ILvl0Descendants(Activity)

    User-defined General Ledger dimensions

  9. Click Next and map these reporting application POV dimensions:

    • Budget Item—Unspecified Budget Item

    • Element—Unspecified Element

    • Employee—Unspecified Employee

    • Position—Unspecified Position

  10. Click Save.

  11. See Pushing Data to Reporting Applications.