Defining Source Filters

Source filters enable you select a dimension, and then enter filter criteria for each dimension.

You can define source filter options to specify the subset of budget data to extract from your Planning application and load it to the general ledger.

To define the EPM source filter options:

1. In Source Filters, click .
2. Select the Dimension Name.
3. To assign a filter condition, perform an action:

   • Enter a member name or filter condition in the Filter Condition text box.

     For example, enter a member name or filter condition using Oracle Essbase syntax. Depending on the dimension, you can select one or more members as a filter condition used for extracting the budget data. For example, for the Entity dimension, you may select the following members: E1, E5, and E6. For information on Essbase syntax, see the Oracle Essbase Database Administrator's Guide.

     Note:

     When an Essbase source dimension shares members across alternate hierarchies, a Source Filter should be used to eliminate duplicates. For example, if the Account dimension shares members across parallel hierarchies headed by parent members Alt_Hier_1 and Alt_Hier_2, use the following Source Filter function on Account to eliminate duplicates: @Lvl0Descendants("Alt_Hier_2")

   • Click to display the Member Select screen and select a member using the member selector. Then, click OK.

   The Member Selector dialog box is displayed. The member selector enables you to view and select members within a dimension. Expand and collapse members within a dimension using the [+] and [-].

   The Selector dialog box has two panes—all members in the dimension on the left and selections on the right. The left pane, showing all members available in the dimension, displays the member name and a short description, if available. The right pane, showing selections, displays the member name and the selection type.

   You can use the V button above each pane to change the columns in the member selector.

   You can also click Refresh Members to show the latest member list.

   Note:

   Assign filters for dimensions. If you do not assign filters, numbers from the summary members are also retrieved.

   To use the member selector:

   1. In the list of available dimensions and members on the left, select a member and click .
   2. To deselect a member from the list of members, click .
   3. To add special options for the member, click and select an option.

      In the member options, "I" indicates inclusive. For example, "IChildren" adds all children for the member, including the selected member, and "IDescendants" adds all the descendants including the selected member. If you select "Children", the selected member is not included and only its children are included.

      The member is moved to the right and displays the option you selected in the Selection Type column. For example, "Descendants" displays in the Selection Type column.

      Tip:

      To clear all members from the list of selections, click .

   4. Click OK twice to continue defining the source filter details.

   The selected member is displayed in Essbase syntax in the Filter Condition field.

4. Click Save.
5. Optional: Change or add any target options.