Adding Shared Members

Sharing members allows alternate rollup structures within an application. When added shared members, keep in mind the following:

• A base member must exist before you can create a shared member. You can create multiple shared members for the base member. A base member must display before its shared members in position from top to bottom.

• Shared members are available for Entity, Account, and user-defined custom dimensions. Shared member values can be ignored to avoid double-counting values when you roll up the outline.

• Shared members share some property definitions with base members, such as member name, alias name, base currency, and cubes for which members are valid. Shared members must have unique parent members and different rollup aggregation settings. Custom attributes, custom attribute values, and member formulas are not allowed for shared members. Renaming base members renames all shared members.

• Shared members must have the same names as their base member. Also, base and shared member names are case-sensitive.

• Shared members can't be moved to another parent member. You must delete shared members and recreate them under different parent members. The base member need not be level zero. You can enter data in shared members, and values are stored with base members.

To add shared members:

1. From the Home page, select Application, and then select Overview.

2. On the Application page, select the Dimensions tab.

3. Select a cube, and then click the name of the dimension for which you want to add a member.

4. In Edit Member Properties, add the shared members:

   • Add a child member with the same name as the base member.

   • For Parent Name of the new member, type a new parent name.

   • For Default Data Storage of the new member, select Shared.

5. Click Save.

Data storage properties for all other cubes will automatically be set to Shared.

Note:

See About Effective Access Permissions for Shared Members for information on access permissions for shared members.