1. Administrator's Guide
  2. Importing and Exporting Data and Metadata
  3. Working with the Outline Load Utility
  4. Dimension Properties
  5. Common Member Properties

Common Member Properties

Member properties common to several dimensions are described in this section. For properties specific to certain dimensions, see the following sections.

  • Parent: The parent of the member being loaded to create the dimension hierarchy. When you load a member and specify a parent member that is different than the parent member in the application, the member is updated with the new parent value you specified. For example, if Member 1 has a parent value of Member A in your Oracle Hyperion Planning application and you load Member 1 with a parent value of Member B, the system updates your application, making Member B the parent of Member 1. Member 1 and its descendants are moved from Member A to Member B. If you do not specify Parent, it is ignored during the load. The record is rejected if the specified parent is a descendant of the member being loaded, or does not exist in the application.

  • Alias: Default: Alias defined for the member in the Default Alias table. If you do not specify a value, the alias is not changed in the application. If you specify <none> as the value, the alias in the application is deleted.

  • Valid For Consolidations: Not used by Planning.

  • Hierarchy Type: Dimensions that are bound to an aggregate storage plan type are automatically enabled to support multiple hierarchies. Specify whether the hierarchy is Stored (default), Dynamic, or None.

  • Data Storage: The storage attribute for the member being loaded. This value is passed as a string. Default: Never Share. Valid values:

    • Store

    • Dynamic Calc

    • Dynamic Calc and Store

    • Shared

    • Never Share

    • Label Only

    Note:

    Each plan type can have a different data storage property and data storage properties for each plan type are exposed, for example, Data Storage (Plan1). The original data storage property corresponds to the default data storage. If a data storage property is set to Shared or Label Only, the import will result in an error if any plan type specific storage is set to a value other than Shared or Label Only.

  • Two Pass Calculation: A Boolean value to indicate whether this attribute is associated with the member being loaded. Use 0 for False and any other number for True. Default: False. For Account members, the Two Pass Calculation property can be set regardless of the Data Storage setting. For members of dimensions other than Account, the Two Pass Calculation property is valid only when the Data Storage value is Dynamic Calc or Dynamic Calc and Store. Otherwise, the record is rejected.

  • Description: Description for the member being loaded. If you do not enter a value, new members are loaded without descriptions, and descriptions of existing members are unchanged. If you use <none> as the value, any existing description for that member is deleted.

  • Formula: Specifies a member formula for the member. By default, there is no member formula associated with a dimension or member. You cannot load member formulas for members that are Shared or Label Only.

    Note:

    Each plan type can have a different formula and formula properties for each plan type are exposed, for example, Formula (Plan1). The original formula property corresponds to the default formula.

  • UDA: Specifies the value of the user-defined attributes to bind to the member. Undefined UDAs are added to the dimension. You can add UDAs only to those dimensions that are already created in Planning.

  • Smart List: Takes the name of a user-defined Smart List that is defined in the application. This value is passed as a string. The default for Smart List is <none>. Only one Smart List can be associated with a member.

  • Data Type: The data storage value. Valid values:

    • Currency: Stores and displays the member value in the default currency.

    • Non-currency: Stores and displays the member value as a numeric value.

    • Percentage: Stores values as numeric values and displays the member value as a percentage.

    • Smart List: Stores values as numeric values and displays the member value as a string.

    • Date: Stores and displays the member value in the format mm/dd/yyyy or dd/mm/yyyy.

    • Text: Stores and displays the member's value as text.

    • Unspecified: Stores and displays the member value as Unspecified.

  • Operation: Takes these values:

    • Update: Adds, updates, or moves the member being loaded.

    • Delete Level 0: Deletes the member being loaded if it has no children.

    • Delete Idescendants: Deletes the member being loaded and all of its descendants.

    • Delete Descendants: Deletes the descendants of the member being loaded, but does not delete the member itself.

      Use caution when deleting members; this deletes the member, its data, and any associated planning units.

  • Approvals Enabled: Enable for approvals. By default, True.

  • Plan Type (for example, Plan1, Plan2, Plan3): A Boolean value that indicates whether the member being loaded is used in the specified plan. Valid values: 0 for False, or any other number for True. Default: True. The name depends on the name of the plan type in the application.

  • Aggregation (Plan1, Plan2, Plan3): The aggregation option for the member being loaded, as related to the specified plan. This is available only if the application is valid for this plan type. This value is passed as a string. Valid values:

    • + (Addition)

    • - (Subtraction)

    • * (Multiplication)

    • / (Division)

    • % (Percent)

    • ~ (Ignore during consolidation)

    • Never (Do not aggregate, regardless of hierarchy)

  • UDA: The value of the UDA being loaded. You can associate UDAs only with dimensions that exist in the application. If a UDA exists, its properties are modified; otherwise, the record is added.