Adding Filters for Data Load Rules

Data Management automatically creates Budgetary Control filters when a rule is created. You can modify the filters as needed but cannot delete them. (If the filters are deleted, Data Management recreates the default value.)

For data rules used to import data from the Budgetary Control, use filters to limit the results.

Data Management automatically creates filters when a rule is created. You can modify the filters as needed but cannot delete them. (If the filters are deleted, Data Management recreates the default value.)

When working with Budgetary Control data load filters, note the following:

• Control Budget— Add this dimension and select the control budget from which consumption balances are to be loaded.
• Amount Type budgetary control dimension—Select "PTD" assuming the line items to be loaded from Budgetary Control are typically income statement type of accounts.
• Balance Amounts budgetary control dimension—Depending on your business requirements for the type of consumption amounts you want to bring into the Planning application, select any balance amount(s), such as Commitment, Obligation, Other Anticipated Expenditures, and Expenditures.
• For the other budgetary control dimensions, select members from the appropriate level to which you want to load data in the Planning application.

To assign a filter to the data load rule:

1. On the Workflow tab, under Data Load, select Data Load Rule.

2. Select the data load rule to which to add a filter.

3. Select the Source Options tab.

   

4. In the Source Filters area, click .

5. Select the Dimension Name.

6. In Filter Condition specify the filter condition:

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

   • 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.

   Note:

   Assign filters for dimensions. If you do not specify an appropriate level of members, even summary members are retrieved and results in an overstatement.

   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 Oracle Essbase syntax in the Filter Condition field.