Properties Common to Multiple Planning Dimensions

Property Label

Description

Property Name

Valid for Plan

Plan1, Plan2, Plan 3, Workforce, Capital Asset, and HCP. (The Workforce, Capital Asset, and HCP plan types pertain to separate modules. See the Oracle Hyperion Workforce Planning Administrator's Guide, the Oracle Hyperion Capital Asset Planning Administrator's Guide, or the Oracle Hyperion Workforce Planning Administrator's Guide.)

Assign plan type access for members. Not assigning a plan type to a member prevents its children from accessing that plan type. For Custom dimensions, deselecting makes all dimension members invalid for the deselected plan type.

When moving members, if the new parent is valid for different plan types, members remain valid only for the plan types they have in common with the new parent.

When you define the value for this property at the parent level, all descendants automatically inherit the value. If the value is overridden for a descendant member of the original parent, its own descendants inherit the new value.

Note:

Public Sector Planning and Budgeting does not support Workforce Planning or Capital Asset Planning, so if you use those modules, set them up as separate applications.

AppValidForPlan1, AppValidForPlan2, AppValidForPlan3, AppValidForWrkforce, AppValidForCapex, AppValidForHCP

Data Storage

Determines how data is stored in the database and enables optimization of performance and disk usage:

  • StoreData: Stores data values of members. Do not set a parent member to Store if its children are set to Dynamic Calc; when users save and refresh data forms, the new total for the parent is not calculated.

  • NeverShare: Use for parent members that have only one child member aggregating to that parent, to apply security to the child member.

  • DynamicCalc: Use for members of dense dimensions or for data values that are being accessed concurrently by many users. In most cases, use for calculating members of sparse dimensions. Do not use for base-level members for which users enter data. Data values are not saved for Dynamic Calc members. Do not use for a parent member if data is entered for the member in target versions. Parent members set to Dynamic Calc are read-only in target versions. The Essbase limit is 100 children under a dynamic calc parent.

    Caution!

    Changing the member storage to Dynamic Calc may result in loss of data, depending on how the data was derived. You may need to update outlines, calculations, or both to get the dynamically calculated value.

  • DynamicCalcAndStore: Calculates the data values of the member, then stores the values. In most cases, you can optimize calculations and lower disk usage by using Dynamic Calc instead of Dynamic Calc and Store when calculating members of sparse dimensions with complex formulas or members that users retrieve frequently.

  • LabelOnly: Use for virtual members to aid navigation or minimize database space, not for data. Members can display values. In multi-currency applications, you cannot apply LabelOnly data storage to the top members in these dimensions because this is where the exchange rates are stored: Entity, Versions, Currencies, and user-defined custom dimensions, which must use Never Share. Do not use for level 0 members. For data forms, do not use a label-only parent following its first child member.

  • ShareData: Allow members in the same dimension to share data values, enabling alternate rollup structures in the application. For shared members, you must set Data Storage to Share Data. Otherwise, the shared member is not added when the application is deployed to Planning.

When you define the value for this property at the parent level, all descendants automatically inherit the value. If the value is overridden for a descendant member of the original parent, its own descendants inherit the new value.

This property value is a relationship value. If you make changes to this value, it is not automatically changed for the members in other hierarchies.

Default Value: NeverShare

 DataStorage

Two Pass Calculation

Recalculate data values of members that are based on data values of the parent member or other members. Available for Account and Entity members with Dynamic Calc or Dynamic Calc and Store properties

Default Value: False

 TwoPassCalc

UDA

Defines any UDA (user-defined attribute) associated with the member. To enter multiple UDAs for a member, place a comma between the UDA members. For additional information on UDAs, see the Oracle Essbase Database Administrator's Guide.

The default UDA members are HSP_NOLINK and HSP_UDF.

Default Value: N/A

 UDA

Member Formula

An outline formula that is made up of a combination of operators, calculation functions, dimension and member names, and numeric constants to calculate values for individual members.

Default Value: N/A

 BSOMemberFormula

Alias

Defines the alias table in which to store the alias name or an alternate member name. Use naming rules defined in Naming Restrictions for Dimensions, Members, and Aliases.

Default Value: N/A

 Alias

Aggregation

For Plan1, Plan2, Plan3, Workforce, Capital Asset or HCP, determine how children roll up into parents during consolidation:

  • + (addition)

  • - (subtraction)

  • * (multiplication)

  • / (division)

  • % (percent)

  • ~ (ignore during consolidation)

  • Never (do not aggregate, regardless of hierarchy)

When you define the value for this property at the parent level, all descendants automatically inherit the value. If the value is overridden for a descendant member of the original parent, its own descendants inherit the new value.

This property value is a relationship value. If you make changes to this value, it is not automatically changed for the members in other hierarchies.

Default Value: Plan1: +, Plan2: +, Plan3: +, Wrkforce: ~, Capital Asset: ~, HCP: ~

Plan1Aggregation, Plan2Aggregation, Plan3Aggregation, WrkforceAggregation, CapexAggregation, HCPAggregation

Data Type

How values are stored and displayed:

  • Currency

  • Non Currency

  • Percentage

  • Smart List

  • Date

  • Text

  • Unspecified

For accounts, if Data Type is set to any value except Currency, you must set Exchange Rate Type to None.

Default Value: Unspecified

 DataType

Attribute Type

Attribute values to associate with the selected member, of type Text, Boolean, Date, or Number. For Planning, attribute values can only be assigned to a single level within a dimension.

Create attribute values for attributes assigned to dimension members. You can filter members by attribute values when creating data forms and reports.

You can assign attributes only to sparse dimensions. You cannot assign attributes to label-only members. If you need to add an attribute to a dense dimension, you must change that dimension to sparse for all plan types. If you change a dimension from sparse to dense, all attributes and attribute values for the dimension are automatically deleted.

When you delete attribute members, all associated attribute values are also deleted. The values are removed from any members to which they had been assigned, and the attribute is removed from any dimensions to which it had been assigned.

Default Value: Text

 AttributeDataType

Smart List

A unique name containing alphanumeric and underscore characters, and no special characters or spaces. For more information, see “Creating Smart Lists.”

Default Value: N/A

 SmartList