Selecting Essbase Accounts

  To assign accounts:

  1. Select Accounts.

  2. In To, select an account and click Add.

    Click Find Accounts to search account.

    Note:

    To remove an account, select one in To and click Remove.

  3. In Source accounts with, select an account from To.

    • Click Prev to scroll to the previous account.

    • Click Next to scroll to the next account.

  4. Add source accounts:

    1. In From, select an account and click Add.

      Click Find Accounts to search account.

      Note:

      To remove an account, select one in To and click Remove.

    2. In From, select an account and click +/- to indicate whether the source account should be added or subtracted during the import or export.

  5. In Other Essbase Dimensions, you can select multiple dimensions to specify target accounts.

    For example, if you name a general account “Sales” with a dimension for specifying a regional sales group, under Dimension 1, you select “East” to indicate Sales/East.