Custom

Custom dimensions are represented by the Generic dimension type in Performance Management Architect. The Generic dimension property, Custom Dimension, maps the Generic Performance Management Architect dimension to a Custom Consolidation dimension. You can add any number of Custom Dimensions within a Financial Management Application View.

Table 29. Member and Dimension Properties of Custom Dimensions

Property Label

Value Description

 Property Name
Alias

Member description (maximum of 80 characters)

To use the Alias property, you create an Alias dimension, define properties, and associate the Alias dimension with another dimension. For example, you can create an Alias dimension with the values English, French, and Italian and then associate the Alias dimension with the Custom dimension.

 Alias

Aggregation Weight

The aggregation weight for the Custom dimension can be any value (positive or negative), and fractions are allowed (for example, 1.5 is valid). The default values are 0 (no aggregation) and 1 (to aggregate). If the value is not 0 or 1, then the child member is aggregated to the parent using that multiplier.

For example, if you set the aggregation weight to .5, only 50 percent of the member's value is aggregated to the parent.

 AggregationWeight

Default Parent

The default parent for the Custom member. The default parent value is a derived value and you cannot enter a value.

 DefaultParent
Dimension Alias

  • This is a dimension-level property.

  • Allows a maximum of twenty characters

  • The value cannot be blank.

  • Uses the existing dimension alias property

  • No Spaces allowed

  • Cannot be changed after initial deployment

 DimensionAlias
Dimension Size

  • This is a dimension-level property.

  • Valid values are: Large, Medium, Small

  • Cannot be changed after initial deployment

Note:

When you create a custom dimension, by default the Dimension Size is set to Large, but you can change the Dimension Size to Medium or Small before you deploy the application for the first time.

 DimensionSize

Is Calculated

Whether the base-level Custom account is calculated

Only base-level Custom accounts can be calculated. You cannot enter values into base-level, calculated Custom accounts. Specify Y to calculate the Custom account; otherwise, specify N.

 IsCalculated

Name

Name for the Custom member (required)

Names can contain up to 80 characters, including spaces, and cannot start with a space or contain these characters:

  • Ampersand ( & )

  • Asterisk ( * )

  • At sign ( @ )

  • Comma ( , )

  • Curly brackets ( { } )

  • Double quote ( “ )

  • Minus sign ( - )

  • Number sign ( # )

  • Period ( . )

  • Plus sign ( + )

  • Semicolon ( ; )

  • Slash mark ( / )

Note:

The name of a Custom1 dimension member cannot duplicate the name of a consolidation method.

 Name

Security Class

Name of the security class that defines the users who can access the Custom dimension data (can contain up to 80 characters)

To enter a value for this property, you must associate the Custom and Security Class dimensions.

 SecurityClass
Short Name

  • This is a dimension-level property.

  • Allows a maximum of ten characters

  • The value cannot be blank.

  • No Spaces allowed

  • Cannot be changed after initial deployment

 ShortName
Submission Group

The Submission group (0 to 99).

The default, blank, defaults to 1. If the submission group is set to zero (0), the Custom member is not included in the review process.

 SubmissionGroup

Switch Sign For Flow

Specifies sign change (Debit or Credit) for FLOW accounts that use these rules:

  • ASSET to LIABILITY

  • LIABILITY to ASSET

  • EXPENSE to REVENUE

  • REVENUE to EXPENSE

  • BALANCE to FLOW

  • FLOW to BALANCE

Specify Y if the sign for the account is switched or N if the sign for the account is not switched.

Note:

When you define the value for this property at the parent level, all children automatically inherit the value.

 SwitchSignForFlow

Switch Type For Flow

Specifies the account type change for FLOW accounts that use these rules:

  • ASSET to EXPENSE

  • EXPENSE to ASSET

  • LIABILITY to REVENUE

  • REVENUE to LIABILITY

  • BALANCE to FLOW

  • FLOW to BALANCE

Specify Y if the account type for the account is switched or N if the account type for the account is not switched.

Note:

When you define the value for this property at the parent level, all children automatically inherit the value.

 SwitchTypeForFlow
Use For Currency

  • This is a dimension-level property.

  • Valid values are: ‘To’, ‘From’, ‘None’

  • Requires one and only one ‘To’ and ‘From’ per application

  • Dimension flagged as either ‘To’ or ‘From’ must have size ‘Large’

  • Cannot be changed after initial deployment

 UseForCurrency

User Defined 1, User Defined 2, User Defined 3

Custom information for the Custom member (maximum of 80 characters)

The User Defined 1, User Defined 2, and User Defined 3 functions retrieve the text stored in this property.

UserDefined1

UserDefined2

UserDefined3