Adding a Custom Dimension

This section walks through an example of how to add a custom dimension to your Consolidation and Close extended skill called Product. You need to repeat these steps to add each custom dimension you have in your Financial Consolidation and Close environment.

Note:

The same procedure can be followed for Tax Reporting.

Before you start, you need to know the Custom Dimension name and synonyms.

To add a custom dimension:

1. In Oracle Digital Assistant, go to Development > Skills and locate and open your extended Consolidation and Close skill.

   From the sidebar navigation, click Entities.

2. To add the Product custom dimension to the EPM_DIMENSION entity:

   1. In the left column, scroll down the list and click EPM_DIMENSION.
   2. Under Configuration in the middle of the dialog, click + Value. The Create Value dialog displays.
      
      
   3. In Value, enter the name of the custom dimension that you are adding to the EPM Digital Assistant extended skill. In this example, enter Product.
   4. Optionally, add any synonyms and then click Create.

      Note:

      An example of adding synonym for a dimension would be year, yr for a dimension called Years.
3. Add the custom entity to the extended skill as DIM_<Dimension_name>. In this example, it would be adding DIM_PRODUCT to the skill.

   1. From the sidebar navigation, click Entities.

   2. Click + Entity (Create Entity). The Create Entity dialog displays.
      
      
   3. In Name, enter the entity name in format DIM_<DimensionName>. For example, if you are creating an entity for the dimension named Age Band, the entity name must be DIM_AGE_BAND.
   4. In Type, select Value List, and then click Create.

   For more information on creating entities, see Creating Entities.

4. Add the newly created entity to EPM_BAG_CHANGE_POV and then modify the properties.

   1. From the sidebar navigation, click Entities.

   2. In the left column, select EPM_BAG_CHANGE_POV.
   3. Under Configuration, select + Bag Item.
      
      

      The Add Bag Item dialog displays.
      
      

   4. On Add Bag Item, enter the following information:
      1. In Name, enter DIM_<DimensionName>. For example, DIM_PRODUCT.
      2. In Type, leave it as Entity.
      3. In Entity Name, select the name you created in step i. In this example, it would be DIM_PRODUCT.
      4. In Enumeration Range Size, enter the number of members to show in a list. For example, 7.
      5. In Maximum User Input Attempts, enter a value. For example, 2 would give the user 2 tries for input.
      6. In Error Message, optionally enter an error message. For example, Your entry is not valid.
      7. In Multiple Values, Fuzzy Match, and Match Original Value, leave these disabled or Off.
   5. On Add Bag Item, continue by filling in the Disambiguation Resolution, Extraction Rules, Prompts, and Validation Rules items.
      
      
      1. Under Disambiguation Resolution, in Prompt for Disambiguation, set it to Enabled.
      2. In Disambiguation Prompt, optionally enter text to prompt the user. For example, choose the product to modify.
      3. Under Extraction Rules, in Out of Order Extraction, set it to Enabled.
      4. In Extract With, you can leave this blank.
      5. In Prompt for Value, enter a Java code snippet similar to the following example.

         <#if changePOVBag.value?has_content &&

         changePOVBag.value.EPM_DIMENSION?has_content &&

         changePOVBag.value.EPM_DIMENSION?lower_case ==

         'product'>true<#else>false</#if>

      6. Under the Prompts section, optionally, click + Prompt to enter one or more prompts. For example, choose the Product below or enter a value.
      7. Under Validation Rules, optionally, click + Validation Rule to enter one or more validation rules by entering an expression and error message for each one.
      8. Click Close to save your entries.
         
         

5. Add the newly-created entity to EPM_BAG_RULE_EXECUTION, EPM_BAG_UPDATE_DATE, and EPM_BAG_GET_DATA. Then modify the properties.

   Use the following steps to add the entity:

   1. From the sidebar navigation, click Entities.

   2. Depending on the object to which you are adding the new entity, in the left column, select EPM_BAG_RULE_EXECUTION or EPM_BAG_UPDATE_DATE or EPM_BAG_GET_DATA.
   3. Under Configuration, select + Bag Item.

      The Add Bag Item dialog displays.

   4. On Add Bag Item, enter the following information:
      1. In Name, enter DIM_<DimensionName>. For example, DIM_PRODUCT.
      2. In Type, leave it as Entity.
      3. In Entity Name, select the name you created in step i. In this example, it would be DIM_PRODUCT.
   5. In Add Bag Item, continue by filling in the Disambiguation Resolution, Extraction Rules, and Prompt for Value items. In Prompt for Value, enter the value False.
6. At the top of the page, click Train to re-train the assistant with the new custom dimension.
7. At the top of the page, click Play and test that the dimension is added.
8. In the Message field at the bottom of the Bot tester window that opens, type the command to connect to the skill for which you added the custom dimension. For example, if the skill is Financial Consolidation, type Show POV.

   Next, test the new custom dimension, as shown in the following example, for a new custom dimension called Product.