Go to main content
1/463
Contents
Documentation Accessibility
Documentation Feedback
Copyright Page
Introduction to Performance Management Architect
Using Performance Management Architect
About Performance Management Architect
Performance Management Architect Modules
Performance Management Architect Utilities
Architecture
Process Overview
Accessing Performance Management Architect
Security
Upgrade Considerations
Post-Upgrade Tasks
Using FDMEE with Performance Management Architect
Using Data Relationship Management with Performance Management Architect
Lifecycle Management
Navigating Performance Management Architect
Toolbars
Menus
File Menu
Edit Menu
View Menu
Administration Menu
Help Menu
Transforming Classic Applications into Performance Management Architect
Administering Performance Management Architect Servers
Performance Management Architect Services
Starting and Stopping Performance Management Architect Dimension Server
Starting and Stopping Performance Management Architect Application Server
Starting and Stopping Performance Management Architect Data Synchronizer Server
Managing Application Metadata
Importing Metadata
Creating Flat Files
Flat File Encoding
Flat File Syntax
Special Characters in Flat Files
Dimensions Section
Dimension Associations Section
Members Section
Hierarchies Section
Specifying Primary and Shared Instances of a Member using IsPrimary
Property Array Section
Using Interface Tables
Configuring Interface Data Sources
Editing Interface Data Sources
Deleting Interface Data Sources
Defining Interface Tables
Clearing Interface Tables
Creating Import Profiles
Entering Properties
Mapping Dimensions
Reordering Existing Member Examples
Dimension Mapping—Property Mapping Options
Entering Interface Table Load IDs for Import Profiles
Managing Import Profiles
Importing Dimensions
Entering Load ID Information When Importing Dimensions
Editing Import Profiles
Viewing Import Profile Details
Deleting Import Profiles
Working with Dimensions
Creating Dimensions
Understanding Shared and Local Dimensions
Modifying Properties
Considerations for Working with Planning Dimensions
Additional Planning Dimension Features
Alias Dimensions
User-Defined Attribute Dimensions
Custom Dimensions
Dimension Associations
Creating Dimension Associations
Viewing and Deleting Dimension Associations
Copying Dimensions
Viewing Application Membership
Working with Named Generations (Essbase (ASO) and Essbase (BSO) Only)
Working with Named Levels (Essbase (ASO) and Essbase (BSO) Only)
Organizing Dimensions
Creating Folders
Adding Dimensions to Folders
Copying Dimensions
Moving Dimensions
Renaming Folders
Deleting Folders
Deleting Folders Only
Deleting Folders with Content
Filtering Dimensions
Sorting Dimensions and Folders
Deleting Dimensions
Using the Grid Editor
Launching the Grid Editor
Searching for Members
Selecting Members
Selecting Properties
Working with the Grid Editor
Saving Member and Property Changes
Changing Dimensions
Viewing Ancestors
Creating Members
Adding Members
Removing and Deleting Members
Sorting Members and Properties
Copying and Pasting Cell Data
Adding and Removing Properties
Finding Properties
Closing the Grid Editor
Working with Smart Lists (Planning Only)
Creating Smart Lists
Smart List Names
Modifying Smart List Dimension Properties
Displaying #Missing with Smart Lists
Viewing Transaction Logs
Purging Transaction History
Launching the Transaction History Purge Utility
Viewing the Transaction History Purge Logs
Working with the Transaction History Purge Utility
Deleting Transactions
Using the Transaction History Purge Utility in a Command Window
Scheduling Database Cleanup Tasks
Native Database Log Considerations
Working with Members
Creating Members
Working with Shared Members
Creating Shared Members by Copying and Pasting
Creating Shared Members Using the Member Selector
Selecting Members
Searching for Members Using the Member Selector
Shared Members within Planning Applications
Setting up Dynamic Time Series Members
Renaming Members
Removing and Deleting Members
Removing Members
Deleting Members
Excluding and Deleting Planning Members
Finding Members
Sorting Members
Collapsing the Parent
Reordering Children Members
Managing Orphan Members
Viewing Orphan Members
Deleting Orphan Members
Editing Property Values
Finding Properties
Working with User-Defined Attributes
Creating Associations
Creating User-Defined Attributes
Deleting User-Defined Attributes
Working with Member Formulas
Validating Formulas
Working with Formula Expressions
Prerequisites
Formula Expressions
Syntax
Including Smart List Values as Variables
Understanding Common Errors
Working with Members in Applications
Adding Members to Applications
Selecting Top Members
Excluding Members
Showing Excluded Members
Setting the Base Member
Building Applications
About Applications
Workflow for Creating Applications
Manual Workflow
Application Wizard Workflow
Prerequisites
Creating Consolidation Applications
Selecting the Application Type
Selecting Dimensions
Adding Dimensions Using the Wizard
Manually Adding Dimensions
Modifying the Application Settings
Validating and Deploying
Creating Planning Applications
Selecting the Application Type
Defining Plan Types
Specifying the Default Currency
Selecting Dimensions
Defining Dimensions Using the Wizard
Manually Adding Dimensions
Modifying the Application Settings
Defining Base Time Periods and Monthly Distribution Spread
Defining Calendar Ranges
Modifying Performance Settings
Setting Data Type Evaluation Order
Validating and Deploying
Creating Standard, Detailed, and Management Ledger Profitability and Cost Management Applications
Selecting the Application Type
Selecting Dimension Types
Adding Dimensions Using the Wizard
Adding Dimensions Manually
Modifying the Application Settings
Modifying Application Settings Using the Dimension Library
Modifying Application Settings Using the Application Wizard
Setting the Properties for POV Dimensions
Reordering Children Members in Profitability and Cost Management Models
Validating and Deploying
Creating Essbase Applications
Application Requirements
Selecting the Application Type
Selecting Dimensions
Adding Dimensions Using the Wizard
Manually Adding Dimensions
Modifying the Application Settings
Validating and Deploying
Creating Generic Applications
Common Application Tasks
Including Dimensions in Applications
Converting Shared Dimensions to Local
Converting Local Dimensions to Shared
Synchronizing Dimensions with the Shared Library
Importing Dimensions into Applications
Removing Dimensions
Viewing Dimension Associations
Activating Dimension Associations
Viewing Dimension Associations
Setting the Dimension Alias
Setting the Dimension Sort Order and Dimension Density
Setting the Dimension Sort Order in the Property Grid
Viewing Application Membership
Managing Applications
Navigating the Application Library
Modifying the Application Library View
Organizing Applications
Creating Folders
Adding Applications to Folders
Removing Applications From Folders
Renaming Folders
Deleting Folders
Creating Application Filters
Refreshing the Application Library
Editing Applications
Opening Applications
Closing Applications
Deleting Applications
Duplicating Applications
Duplicating Applications as New Applications
Duplicating Consolidation Applications as Deployed Applications
Finding Applications
Reregistering Applications
Comparing Applications
Navigating the Compare Results
Dimension Compare Results
Application Compare Summary
Property Compare Results
Excluding Members in the Compare Results
Viewing the Data Flow
Changing the Focal Application in the Data Flow
Viewing Synchronizations
Editing Synchronizations
Validating and Executing Synchronizations
Editing Applications
Validating and Deploying Applications
Validating Applications
Reviewing Deployment Logs for Errors
Deploying Planning Applications
Deploying Consolidation Applications
Deploying Profitability Applications
Deploying Essbase (ASO) and Essbase (BSO) Applications
Redeploying Applications
Considerations for Redeploying Planning Applications
Redeploying Planning Applications
Redeploying Essbase (ASO) and Essbase (BSO) Applications
Redeploying Detail Profitability Applications
Viewing the Application Deployment History
Troubleshooting Application Problems
Viewing Orphaned Applications
Running Application Diagnostics
Application Tests
Example: Test Failed—Deployed but Missing from Shared Services
Managing Planning Data Sources
Starting the Data Source Wizard
Entering Data Source Information
Selecting the Database
Configuring the Essbase Server
Viewing Summary Details
Deleting Data Sources
Managing Application Data Loads
Synchronizing Data
Understanding Data Synchronization
Synchronizing Data in the Application Library
Synchronizing Data in the Data Synchronizer
Synchronizing Multiple Currency Planning Applications
Using Hyperion Data Interface Tables as Sources
Defining Interface Areas
Creating Synchronizations
Using External Files as Sources
Mapping Dimensions
Filtering Dimensions
Adding Reusable Filters
Editing a Reusable Dimension Filter
Inserting a Reusable Dimension Filter
Copying a Reusable Dimension Filter
Removing a Reusable Dimension Filter
Deleting a Reusable Dimension Filter
Adding and Editing Filter Criteria
Assigning Default Members
Inserting Mapping Tables
Editing Mappings
Saving Synchronizations
Working with Mappings
Creating Mapping Tables in the Dimension Mapping
Creating Mapping Tables in the Data Synchronizer
Working with the Data Synchronizer
Navigating the Data Synchronizer
Changing the Data Synchronizer View
Filtering Synchronizations
Editing Synchronizations
Editing Mapping Tables
Duplicating Synchronizations and Mappings
Deleting Synchronizations and Mappings
Validating and Executing Synchronizations
Troubleshooting Data Synchronizations
Job Management
Managing Jobs
Working with the Job Console
Navigating the Job Console
Changing the Job Console View
Refreshing the Job Console
Creating Job Filters
Filtering Your Jobs
Filtering Jobs for Other Users
Security
Security for Submitting Jobs
Security for Displaying Jobs
Viewing Job Attachments
Viewing Import Results
Viewing Text Files
Deleting Jobs
Manually Time out Jobs
Performance Management Architect Logs
Using Task Automation
Overview
Prerequisites for Task Automation
Managing Taskflows
Viewing Taskflows
Creating Taskflows
Performance Management Architect Actions
Data Synchronization
Import Dimensions From Flat File
Import Dimensions from Interface Table
Redeployment
Adding Stages
Shared Services Stage Actions and Parameters
Adding Links
Editing Taskflows
Deleting Taskflows
Copying Taskflows
Running Taskflows Manually for Testing
Controlling Access to Taskflows
Scheduling Taskflows
Viewing Taskflow Status
Stopping Active Taskflows
Viewing the Taskflow Participant Summary
Viewing the Taskflow Participant Details
Product-Specific Properties, Requirements, and Additional Considerations
Working with Financial Management Dimensions
Account
Account Type Behavior
Defining Dynamic Accounts
Cell Text Label
Custom
Entity
Scenario
Application
Organization by Period
Consolidation Method
Using Consolidation Methods
Assigning Consolidation Methods Manually
Currency
System-Generated Accounts
Consolidation Accounts
Ownership Accounts
Setting Up Intercompany Partners
Editing System-Generated Value Members
Metadata Filtering Based on Security
Metadata Referential Integrity
Metadata Property Changes That Affect Referential Integrity
Metadata Log File Referential Integrity Errors
Dimension Naming Restrictions
Using Consolidation Flat Files Created in 9.3.1
Working with Financial Management 9.3.1 and Performance Management Architect
Working with Planning Dimensions
Properties Applicable to All Planning Dimensions
Properties Common to Multiple Planning Dimensions
Account
Valid Combinations of Account Types and Dependent Properties
Time Balance Property Examples
Examples of Account Calculation for Zeros and Missing Values
Currency
Entity
Period
Considerations for Alternate Hierarchies in Period Dimensions
Scenario
Version
Year
Custom Dimensions
Planning Aliases
Planning Attributes
Working with Planning 9.3.1 and Performance Management Architect
Considerations for Working with Public Sector Planning and Budgeting
Considerations for Working with Essbase
Naming Restrictions for Applications (Essbase)
Naming Restrictions for Dimensions, Members, and Aliases
Working with Planning Flat Files
Sample Planning Flat Files (Regular)
Sample Planning Flat Files (Simple)
Working with Profitability and Cost Management Properties
Dimension and Member Properties
Working with Essbase Properties
Application Properties
Dimension and Member Properties
Working with Statistical and System Properties
Statistical Properties
Dimension System Properties
Member System Properties
Property Considerations when Upgrading to this Release
Property Differences from Earlier Releases
Considerations when Comparing Applications to Deployed Applications
New Properties Added to Performance Management Architect Since Release 9.3.3
Application Validations
Member Query Functions Used by the Data Synchronizer
Using Member Query Functions
Special Considerations
Syntax
Examples
Parent
Syntax
Examples
Children
Syntax
Example
Ancestors
Syntax
Examples
Descendants
Syntax
Examples
Siblings
Syntax
Examples
Member
Syntax
Example
Match
Syntax
Examples
AllMembers
Syntax
Example
BottomOfHierarchy
Syntax
Examples
TopOfHierarchy
Syntax
Example
Level0
Syntax
Example
Configuration Settings in BPMA_Server_Config.xml
Changing the Connection Time Out Setting
Scripting on this page enhances content navigation, but does not change the content in any way.