Keep in mind the fixed and varying nature of accounts when working with member formulas and loading data. Some accounts store data that may change during the year (for example, an employee’s status, position, and salary), whereas other account data does not usually change during the year (for example, an employee’s health care plan). Varying accounts store their data in the descendants of Year Total. Fixed accounts store their data in the BegBalance member.
When a formula for a fixed member references a varying member, or when a formula for a varying member references a fixed member, you may need to use the CrossDim operator (->, a dash followed by a right-angle bracket with no spaces in between) with the appropriate time period, based on where its data is stored. This calculation provides an example of a varying component (Status) that references a fixed component (Start Month) for determining Status using the CrossDim operator:
[OpenInputValueBlock]
IF (@ISDESC("New Employees"))
IF ("BegBalance"->"Start Month" != #MISSING AND "Cal TP-Index">= "BegBalance"->"Start Month")"Status" = [Status.Active];
ENDIF
ELSE
IF ("Action" == [Status.TransferIn])"Status" = [Status.Active];
ELSE"Status" = "Action";
ENDIF
IF("Status" == #MISSING)"Status" = @PRIORS(SKIPMISSING, "Status");
ENDIF
ENDIF
[CloseInputValueBlock]For information about the CrossDim operator, see the Oracle Essbase Database Administrator’s Guide.
The table shows how Workforce Planning sets up the predefined account members. These accounts are fixed: Merit Month, Start Month, Health Plan, Performance, and Merit Adjustment %. All the other accounts are varying.
Table 13. Predefined Accounts
Account |
|---|
System Members |
Cal TP-Index |
Fiscal TP-Index |
NumPeriods |
Spread_Average |
Spread_Balance |
Spread_First |
Spread_Flow |
Spread_445 |
Spread_454 |
Spread_544 |
Spread_Actual_365 |
Spread_Actual_Actual |
Unreconciled Transfers |
TransferInCount |
TransferOutCount |
WFP-Accounts |
Assumption Input |
SSTax Rate1 Input |
SSTax Rate2 Input |
SSTax Cap Input |
SUI Rate Input |
SUI Cap Input |
FUTA Rate Input |
FUTA Cap Input |
Medicare Rate Input |
WFP-Assumptions |
Employee Properties |
Employee Type |
Pay Type |
FT/PT |
FTE |
Merit Month |
Start Month |
Position |
Grade |
Tax Region |
Health Plan |
Action |
Status |
Performance |
Salary Basis |
Compensation Assumptions |
Target Rate |
Market Adjustment |
Salary Rate |
Hours per week |
Annual Salary |
Annual Overtime |
Differential % |
Merit Target % |
Rec. Merit % |
Override Merit % |
Bonus Basis Input |
Bonus Basis |
Rec. Bonus % |
Override Bonus % |
Bonus % |
Bonus Adjustment $ |
Merit Adjustment % |
Merit Adjustment % Cum |
Adjusted Annual Salary |
Adjusted Annual Salary (Prior) |
Turnover % |
Tax Rate Assumptions |
SSTax Rate1 |
SSTax Rate2 |
SSTax Cap |
SUI Rate |
SUI Cap |
FUTA Rate |
FUTA Cap |
Medicare Rate |
Total Headcount |
Department Headcount |
Total Regular Headcount |
Regular Headcount |
Departed Headcount |
LOA Headcount |
Maternity Headcount |
On Sabbatical Headcount |
Turnover Headcount Adjustment |
Contractor Headcount |
Temporary Headcount |
Other Headcount |
Total FTE |
Regular FTE |
Contractor FTE |
Temporary FTE |
Other FTE |
Employee Expenses |
Total Compensation |
Total Salary |
Adjusted Salary |
Salary |
Merit |
Overtime |
Bonus |
Sign On Bonus |
Commissions |
Health Care Costs |
Severance |
Other Compensation |
Turnover Adjustment |
Taxes |
Social Security Tax |
Medicare |
SUI |
FUTA |
Employee Related Expenses |
Training |
Travel |
Telephone |
Office Supplies |
Departure Costs |
Miscellaneous |
Total Employee Capital Purchases |
Hardware |
Software |
Furniture |
New Hire Related Expenses |
Recruiting |
Relocation |
YTD Accounts |
FYTD Total Salary |
FYTD Total Salary (Prior) |
CYTD Total Salary |
CYTD Total Salary (Prior) |
CYTD Sign On Bonus |
No Account |