Attributes

Attributes refers to the distinguished properties or qualifiers that describes a dimension member. Attributes may or may not exist for a simple dimension. Attributes section is available within the Dimension Management section of Financial Services Applications module.

The Attributes window displays the list of pre-defined Dimension Attributes with the other details such as the Numeric Code, Name, Data Type, Required, and Seeded. You can search for a specific Attribute based on Numeric Code, Name, or Data Type and view the list of existing definitions within the system.

Adding Attribute Definition

Attributes facilitates you to define the properties or qualifiers for the Dimension members. The Write role should be mapped to your user group, from the User Group Role Map window.

To create an Attribute definition in the Attributes window:

1.      From the Attributes window, click  Add. The Attribute Definition (New Mode) window is displayed.

2.     In the Dimension section, select the required dimension from the drop-down list.

3.     Click  button in the Numeric Code field. A unique code is auto generated.

You can also manually enter the code in the Numeric Code field.

4.    Enter the Name and required Description for the Attribute.

 

NOTE

Name: The characters & ’ ” are restricted in the name field.

Description: The characters ~&+' "@ are restricted in the description field.

 

5.     Enter the Attribute Properties as tabulated:

 

Field

Description

Fields marked in red asterisk (*) are mandatory.

Type

Select the Data Type as DATE, DIMENSION, NUMBER, or STRING from the drop-down list.

If NUMBER is selected as the Data Type:

The Scale field is enabled with “0” as default value.

Enter a Scale value >= 0. If it is left as 0, values for this attribute will be limited to Integers. If you wish to enable decimal entries for this attribute, the maximum Scale value must be > 0 and <= the scale defined for NUMBER_ASSIGN_VALUE in the dimension's underlying attribute table. See the Data Model Utilities Guide for further details on the attribute table.

Required Attribute

Select Yes or No. If this is set to No, an attribute value is optional for the associated dimension members.

Note: This field is disabled in Add and Edit modes if any members already exist for the Dimension upon which this attribute is defined.

Default Value

If Required Attribute is set to Yes, a Default Value must be entered, otherwise it is optional.

If DIMENSION is selected as the Data Type:

Select the required Dimension from the drop-down list in the Dimension field.

Select the Default Value from the drop-down list of members mapped to the selected Dimension. If the required Member is not listed in the drop-down then select --More—and the Member Search window is displayed. For more information see search.

If NUMBER is selected as the Data Type:

Enter a numeric value in the Default Value field, and it must be consistent with the Scale you have defined.

If DATE is selected as the Data Type:

Click  button to select a valid date as the Default Value from the calendar.

If STRING is selected as the Data Type:

Enter alphanumeric value in the Default Value field.

The Maximum characters allowed in Default value field for

        String Data Type is 1000.

 

 

6.    Click Save. The entries are validated and the defined Attribute is captured.

Viewing Attribute Definition

You can view individual Attribute Definition details at any given point. The Read only role should be mapped to your user group.

To view the existing Attribute Definition details in the Attribute window:

1.      Select the checkbox adjacent to the Numeric Code of the Attribute, whose details are to be viewed.

2.     Click View button in the Dimension Attributes tool bar.

The View – Attributes window is displayed with the details such as Dimension, Numeric Code, Name, Description, and Attribute Properties.

Modifying Attribute Definition

You can modify the Name, Description, or Default Value fields of an attribute definition. The Write role should be mapped to your user group.

To modify an existing Attribute Definition in the Attributes window:

1.      Select the checkbox adjacent to the Numeric Code of the Attribute, whose details are to be updated.

2.     Click Edit button in the Dimension Attribute tool bar. Edit button is disabled if you have selected multiple Attributes. The Edit - Attributes window is displayed.

3.     Edit the Attribute details such as Name, Description, or Default value. For more information, see Add Attribute Definition.

4.    Click Save to save the changes.

 

Copying Attribute Definition

The Copy Attribute Definition facilitates you to quickly create a new Attribute Definition based on the existing attributes or by updating the values of the required attributes. The Write role should be mapped to your user group.

To copy an existing Attribute Definition in the Attributes window:

1.      Select the checkbox adjacent to the Numeric Code of the Attribute, whose details are to be duplicated.

2.     Click Copy button in the Dimension Attributes toolbar to copy a selected Attribute definition. Copy button is disabled if you have selected multiple Attributes.

3.     In the Copy – Attributes window you can:

§       Create new attribute definition with existing variables. Specify new Numeric Code and Attribute Name. Click Save.

§       Create new attribute definition by updating the required variables. Specify new Numeric Code and Attribute Name. Update the required details. For more information, see Add Attribute Definition. Click Save.

The new attribute definition details are displayed in the Attributes window.

Attribute Definition Dependencies

You can view the dependencies of Attributes. The Read only role should be mapped to your user group.

To view the dependency of attribute in the Attributes window:

1.      Select the checkbox adjacent to the Numeric Code of the Attribute whose dependency is to be checked.

2.     Click  button in the Dimension Attributes toolbar. The Check Dependencies button is disabled if you have selected multiple attributes. The Attributes Dependency Information window is displayed with the dependency details.

Deleting Attribute Definition

You can remove the Attribute Definitions which are not required in the system by deleting from the Attributes window. The Write role should be mapped to your user group.

1.      Select the checkbox adjacent to the Numeric Code(s) of the Attributes whose details are to be removed.

2.     Click Delete button in the Dimension Attributes tool bar.

3.     Click OK in the information dialog to confirm deletion.