Defining a Roll-up Mapping

When you need to map multiple source members to a single target member, use roll up mappings to aggregate the selected source members to the target member. For example, to have multiple accounts from the source aggregate and map to a single account in the target, add a row for each member in the source, and map each to the same target member.

To use roll-up mappings:

  1. From the Data Maps home page, click the name of the data map to which to define a roll-up detailed mapping.

  2. From the Detail page, select the dimension to which to add the roll-up mappings.

  3. Click Map for the dimension to add the mappings.

  4. On the Edit Data Map page, select the source member(s) to roll up to the target member.

    If the source members are different than the target members, the source members may be shown. If they are not shown, use the Populate Detailed Mapping feature, or select each member to map by clicking the arrow drop-down in Source and selecting each member.

    1. To add a source member, double-click the Source selection arrow (Image shows an arrow down icon.), and select the source member to map.

    2. To add a target member, double-click the Target selection arrow (Image shows an arrow down icon.), and select the target member to map.

    Additional options include:

    • To add a mapping definition (row) between a source and target members, click Image shows the Insert icon..

    • To delete a mapping row, select the row and click Image shows the Delete icon..

    • To copy a mapping row, select the row to be copied and click Image shows the Copy icon..

    • To paste a mapping row, click Image shows the Paste icon..

    • To delete invalid entries, click Image shows the Delete Invalid Entries icon..

    • To populate detailed mappings, click Image shows the Populate Detailed Mappings icon..

      For information, see (see Populating Detail Mappings.

  5. Optional: Specify an operator if needed.

    The operator for a row defines the operation to use for the current row.

    If you want to subtract some of the members, then change the operator to a -.

    By default, the + operator for each row defines the aggregation.

  6. Click Done.

    In the following example, source members "110" and "111" are rolled-up mappings to the target member "120."

    Image shows Edit Data Map page.