1. Administering Financial Consolidation and Close
  2. Working with Dimensions
  3. Adding Custom Dimensions
  4. Setting Dimension Evaluation Order

Setting Dimension Evaluation Order

Evaluation Order enables you to specify which data type prevails when a data intersection has conflicting data types. For example, if Account members are set to the Currency data type, and Product members are set to the Smart List data type, you can set whether the Currency or Smart List data type prevails at an intersection.

To set the dimension evaluation order:

  1. Select Application, then Overview, and then Dimensions.

    Note:

    CAUTION: To modify the dimension Evaluation Order, do not use the Dimension Editor under the Navigator menu. You must modify the Evaluation Order only from the Application Overview Dimensions tab.

    In addition, the Service Administrator must always ensure that the evaluation order for the Status Replacement Type dimension is set to 2. This is required so that the seeded Data Status form displays consolidation statuses.

  2. Click the button on the Evaluation Order column next to a dimension to set the order of precedence.