Additional Planning Dimension Features

Additional Essbase features are now supported for Planning dimensions. You can add children and siblings to Scenario, Version, and Period dimensions, and you can use cut, paste, expand, and collapse members in the dimension hierarchies. You can also use shared members for these dimensions, and can set two pass calculations at the root level for all dimensions. For example, you can:

  • In Scenario and Version dimensions, create hierarchies and use shared members. If you assign children to bottom-up versions, these versions display as read-only parents on data forms.

  • In the Period dimension, create alternate hierarchies and use shared descendants. Data Storage for all time periods can be set to any valid Data Storage value. The consolidation operator for all scenarios, versions, and time periods (including BegBalance) can be set to any valid consolidation operator. For example, it can be set to + instead of ~ (ignore).

  • For attributes, create hierarchies and assign aliases.

  • Turn on two pass calculation at the root level, for example, for Account.

    Caution!

    Two pass calculation is ignored on any non-Account member not set to dynamic calc. When using this setting, consider the impact on currency conversion scripts.

Note:

For multi-currency applications, the pre-built currency conversion calc scripts do not function properly if you change data storage to dynamic for any Scenario, Version, Period, or Year member, or for certain dimension roots (such as Entity, Version, Currency, and custom dimensions). When changing data storage, consider the impact on currency conversion scripts.