Clearing and Restricting Target Selections for Mappings

In the Target mapped dimensions of a data map, a Use target selection for clear and restrict option enables you to clear and restrict data to selected member(s) in the target region when moving data.

You might use this option in cases where the outline of source is different from that of target and there is a requirement to control the target region. You simply pick the target selection to clear and then select the Use target selection for clear and restrict option. When the push is executed, the system does not allow data to be written outside the target region.

Additionally, you can enable an Add Exclude Exclusion option to exclude a member on the Target when the Use target selection for clear and restrict data option is selected. In this case, the system does not allow data to be written to the excluded member.

Note:

Use this option with caution as the target selection is used as-is for performing the clear option when the data push is run. The clear option occurs regardless of the source selection which determines the region for which the data is moved.

When a source dimension is mapped to multiple dimensions in the target, then the data push with the clear option is supported only when this option is used for all mappings with multiple dimensions in the target. For example, if the Years dimension in the source is mapped to Years and the Period dimension in the target; the source selections are FY24, FY25; the target selection for Period is Dec,Jan; and the target selection for year is FY24,FY25, then the clear option clears the regions: FY24 Dec, FY24 Jan, FY25 Dec and FY25 Jan.

Note:

If a data map uses the Use target selection for clear and restrict option for on target dimensions, then the corresponding dimension in the Smart Push definition should not check "Use Form Context" or specify a selection in the Overwrite Selection.

To clear and restrict a target region:

1. Open Data Exchange, and then click Data Maps.

2. From the Data Maps listing page, select the data map in which to clear and restrict the target region.

3. In the Target Mapped Dimension(s), click Select under the dimension to which to apply the clear and restrict condition. Then from the Select Member page, select the member(s) to use for the clear and restrict option and then click OK.

   For example, you might select Gross Profit (GP) for the clear and restrict condition on the 4001 level 0 descendants as shown below:

   

4. Click Mapping Actions (… ) next to the target member and then select Use target selection for clear and restrict data.

   

   When a target selection has been flagged for a target selection clear and restrict, a icon appears to the left of the flagged member as shown below:

   

   In the example above, the data map clears only the level 0 descendants of 4001.

5. Optional: To remove a targeted selection clear and restrict condition, selected the dimension and from Mapping Actions (… ), select Use target selection only for mapping.

   If you remove the Use target selection for clear and restrict where an exclude condition is also used, both the Use target selection for clear and restrict and Add Exclusion conditions are removed.

6. To exclude a member from a target that has a clear and restrict condition, click Target Actions (…) and then select Add Exclusion.

   The Add Exclusion option on the target is only available when the target has the option clear and restrict data enabled.

   

7. On the Select Members page, select the member to exclude from the push and then click OK.

   

   When a target member has been excluded from mapping, a icon appears to the left of the flagged member.

   To remove an exclusion, select the member, and then click Target Actions (…) , and then select Remove Exclusion.