Zooming in on Shared Members in EPM Cloud
Data source types: Planning, Financial Consolidation and Close, Tax Reporting
In 16.12 and earlier, Oracle Enterprise Performance Management Cloud did not support shared members. When a member was placed on an ad hoc grid, it was always considered a base member, even if it was supposed to be a shared member.
EPM Cloud 17.01+ supports shared members in ad hoc grids and recognizes whether a member is a base member or a shared member. If your administrator enables the application setting, Allow drill down on shared members in ad hoc, then zooming in on shared members is supported in Oracle Smart View for Office (17.04+). In this case, zooming in on shared members is effectively the same as zooming in on the corresponding base members. You can zoom in on shared members one level at time.
If your administrator enables the application setting, Drill to All Levels in Base (21.09+), and you're working with a Standard mode application, you can zoom in beyond just the shared members into all levels or only the bottoms levels within the base hierarchy using the Zoom In options, All Levels and Bottom Level.
Note:
When the Drill to All Levels in Base check box is enabled in the application, then the multi-member zoom feature is not supported.
Example Shared Member Zoom In
This example describes the results you will see when your application is set to Standard mode, Allow drill down on shared members in ad hoc is set to Yes, and Drill to All Levels in Base is enabled.
Figure 6-6 shows three
hierarchies under the Entity dimension. In the entity_10
hierarchy,
all members descend from entity_10
. In the
entity_12
hierarchy, all members descend from
entity_12
. In the entity_14
hierarchy, there
are descendent members of entity_14
as well as the shared members,
entity_10
and entity_12
. The shared members
include their descendents.
Figure 6-6 Entity Dimension Showing Its Hierarchies
![Entity dimension and its hierarchies, including a shared member hierarchy Entity dimension and its hierarchies, including a shared member hierarchy](img/shared_member_zoom_hierarchies.jpg)
Figure 6-7 shows the
difference between zooming in on entity_14
:
-
Using the Zoom In to All Levels command
-
using the Zoom In to Bottom Levels command
In both cases, in Smart View, Member Options, Ancestor Position is set to Top.
Figure 6-7 Results of Zooming in on entity_14, with Ancestor Position=Top
![Hierarchy structures showing the results of zooming in on a shared member using the All Level option and the Bottom Level option Hierarchy structures showing the results of zooming in on a shared member using the All Level option and the Bottom Level option](img/shared_member_zoom_results_no_title.jpg)
Note:
In a Native mode application, you can achieve the results shown in the Zoom In to All Levels example, if Allow drill down on shared members in ad hoc set to Yes, and Drill to All Levels in Base disabled; however, you will need to zoom in one level at a time on the shared members till you reach the bottom level of each hierarchy. You will not be able to zoom in directly to the botton level of the shared members.