1. Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
  2. Working with Custom Templates
  3. Creating Design-Time Prompts for Custom Templates
  4. Types of Design-Time Prompts
  5. Members DTP

Members DTP

Defines multiple members from a selected dimension in the application.

To create an Members design-time prompt:

  1. In the Template Designer, open an existing template or create a new template.
  2. On the Design Time Prompt tab, click Add button.
  3. If you already have design-time prompts defined for the template, select where to enter the new design-time prompt.

  4. In the Create Prompt dialog box, on the Properties tab, do the following:

    • Enter a Name and select Members as the Type.
    • Select the desired options:

      • Prompt It?—Select this option to allow the DTP to be used in a step. The DTP is shown in the template steps that prompt users for input when the template is used in a rule, or when a script template is launched in Planning.

      • Mandatory?—Select this option to make it mandatory to enter data for the design-time prompt.

      • Read Only—Select this option to make it so that users can only read the prompt.

      • Is Hidden—Select this option to hide the design-time prompt from the user. In Planning, on the Business Rules tab in form design, add the rule with the template or script template to the form. In the Business Rules Properties pane, select Hide Prompt, and then select Use Members on Form.

    • In DTP Text, enter the text that you want users to see when they are prompted for input.

      If you select Prompt It?, then DTP Text is required.

    • Optional. In Comments, enter a comment about the DTP.

    • In Dimension, select a dimension.

      The Dimension drop-down displays the dimensions from the current application.

      In graphical templates, selecting a dimension is optional. If you select a dimension, the Define Limits tab is not available.

      In script templates, you must select a dimension.

    • Optional. In Default Value, assign a default value for the DTP.

      To assign a default value, click Select button, then select Member, and then select a member in the Member Selector. The attribute dimension selected in the Dimension drop-down is displayed. Expand this dimension to display the available members.

    • Script templates only. In Limits, enter a DTP, members or function that return a set of members from which users can select.

      For example, to limit the DTP when prompted to only show the level 0 accounts under the parent "Revenues", select "Account " as the Dimension; then, in Limits, enter "ILvl0Descendants(Revenues)".

      Note: When using a function for the Limit, Planning functions are recommended instead of Oracle Essbase functions. In some cases, Essbase functions do not return the expected members; for example, when the evaluation of the Essbase function includes dynamic members. For the Limit in a Members design-time prompt, use "ILvl0Descendants("Mbr Name") " instead of the Essbase function "@Relative("Mbr Name", 0)".

  5. Optional. On the Dependencies tab, select a design-time prompt, and then select a dependency option:

    • Exclusive—Makes the design-time prompt (for example, DTP2) exclusive of another design-time prompt (for example DTP1). When you are prompted for DTP2, only the dimensions that are not used in DTP1 are displayed.

    • Inclusive—Makes the design-time prompt (for example, DTP4) inclusive of another design-time prompt (for example, DTP3). When you are prompted for DTP4, only the dimensions that are used in DTP3 are displayed.

    • None—No dependencies are defined for the design-time prompt.

  6. Optional. The Define Limits tab applies only to graphical templates, and it is displayed only if you did not select a dimension. If you are in a graphical template and did not select a dimension, do the following:

    • In Density, select an option:

      • Show Sparse—Displays only sparse dimensions for the DTP

      • Show Dense—Displays only dense dimensions for the DTP

      • Both—Displays both dense and sparse dimensions for the DTP

    • In Dimension Type select a dimension type to restrict the DPT to show only the selected dimension types.

      For example, if you only want users to enter a member for Account, Entity, and Year, then select these dimensions in Dimension Type. When users are prompted for input, the only dimensions that will show are those with type Account, Entity, and Year.