Adding Custom Dimensions

You can add Custom dimensions as needed. There is no limit to the number of Custom dimensions that you can add, but adding many additional dimensions may affect performance.

You specify Custom dimension information as part of the Application Profile.

Note:

You can also use the Modify Application method to add Custom dimensions. See the Modifying Applications section in the Oracle Hyperion Financial Management Administrator's Guide.

  To add Custom dimensions:

  1. From the Application Profile Custom dimension table, add a row to the end of the table.

  2. For Custom Dimension Name, enter a unique dimension name (10 characters maximum).

  3. For Custom Dimension Alias, enter a unique dimension alias (20 characters maximum).

  4. For Custom Dimension Size, select an option: Small, Medium, or Large.

  5. Open the metadata file.

  6. From Manage Metadata, click Import, enter the name of the application profile that contains the new Custom dimensions, and then click OK.

  7. Select each of the added Custom dimensions and create two members: [None] and SystemMembers.

  8. Create the dimension hierarchy for the Custom dimension as necessary. Make sure that the new hierarchy is also added under SystemMembers for that dimension.

  9. Set the CustomTopMember for each new Custom dimension to SystemMembers for all accounts except Balance Recurring, Currency Rate, and Group Label type accounts.

    Example: If you add Product as an additional Custom dimension, set ProductTopMember to SystemMembers.

    Note:

    Do not set a CustomTopMember for the ActiveRegion account.

  10. Set EnableCustomAggregation to Yes for all Custom dimensions for Tax Accounts and Book Accounts.

    Example: If you add Product as an additional Custom dimension, set EnableProductAggr to Y for all Tax and Book Accounts.

  11. Specify an additional CustomDimensionTopMember for the CurrentTaxExpense account.

    Example: If you add Product as an additional Custom dimension with Products as a member, set ProductTopMember for the CurrentTaxExpense account to Products. Repeat this step for each additional Custom Dimension added.

  12. Specify the UD property: Inactive for the same additional CustomDimensionTopMember specified for the CurrentTaxExpense account.

    Example: Products should have the Inactive UD property pointing to one of the members: Inactive: 0010.

  13. Load the updated Metadata file and Member Lists. Create a grid, set the POV and then load the Rules file.

  14. Update the application to include the new Custom dimensions. See Updating Applications with Additional Custom Dimensions.