Adding or Editing Members

You define properties for dimension members using these values.

In addition to the member properties in this list, some dimensions require additional member properties.

• For account properties, see Defining Accounts.

• For entity properties, see Defining Entity Members.

• For currencies, see Setting Up Currencies.

• For scenarios, see Setting Up Scenarios.

Table 11-13 Member Properties

Property	Value
Name	Enter a name that is unique across all dimension members.
Description	Optional: Enter a description.
Alias Table	Optional: Select the alias table to store the alias name.
Alias	Optional: Enter an alternate name for the member.
For Entity members only: Base Currency	Select the base currency for the Entity member.
Data Storage	Select a data storage property. The default is Never Share for new custom dimension members (except root members). Store Dynamic Calc Never Share Shared Label Only
Two Pass Calculation	Specify whether to recalculate values of members based on values of parent members or other members. Available for Account and Entity members with Dynamic Calc properties.
Allow Upper-Level Entity Input	Specify whether parent Entity input is allowed for this member. When you create a Local Rate account and refresh the database, this attribute is automatically enabled so that you can enter Local Rate data for a base or a Parent entity on the seeded Local Exchange Rate form.
Plan Type	Select the application type for which the member is valid.
Data Type	Select a data type: Unspecified Currency NonCurrency Percentage Date Text Smart Lists See Data Types and Exchange Rate Types.
Smart Lists	Optional: Select a Smart List to associate with the member.
Enable for Dynamic Children	Enables users to create children for this member by entering a member name in the runtime prompt for a business rule that has been configured with a dynamic parent member).
Number of Possible Dynamic Children	This option is available if Enable for Dynamic Children is selected. Enter the maximum number of dynamically-added members that users can create. The default is 10.
Access Granted to Member Creator	This option is available if Enable for Dynamic Children is selected. Determines the access that member creators have to dynamic members that they create with a runtime prompt: Inherit—The member creator will inherit the closest parent's access to the newly-created member. None—The member creator will not be assigned any access to the newly-created member. (An administrator can later assign the member creator access to the members.) Read—The member creator will be assigned Read access to the newly-created member. Write—The member creator will be assigned Write access to the newly-created member. If an administrator changes these settings, they affect only future dynamic members; they do not retroactively affect dynamic members.

To add or edit members:

1. Click the Navigator icon .
2. Under Create and Manage, click Dimensions.
3. From the Dimension list, select a dimension.
4. Perform an action:

   • To add a child member, select the parent level of the dimension hierarchy to which to add a member and click Add Child.

   • To add a sibling, select the level of the dimension hierarchy to which to add a sibling and click Add Sibling.

   • To edit a member, select that member from the dimension hierarchy and press Enter or click Edit.

5. On Member Properties, set or change member properties described in the table above.

   If you do not see the new member on the page, click Next.

6. Click Save to save information to the relational database and see changes in the dimension hierarchy.
7. Refresh the database so that edited members are visible to users entering data.
8. After creating a dimension member, you typically complete these tasks:

   • Assign access. See Managing Security.

   • Specify attributes. See Working with Attributes.

   • To ensure that your metadata is valid, you can run the Metadata Validation report at any time. See Metadata Validation Messages.