Creating Override Translation Rules

For guidelines on override translation rules, see Working with Override Translation Rules.

If you enabled additional cubes in the application, you can create Override Translation Rules for a selected cube. From the Manage Translation Override Rules page, you can select a cube. You can also view the list of rules by cube. By default, the cube is Consol. For information on enabling cubes, see Adding Application Cubes.

The Manage Translation Override Rules page provides its own Cube selector. You can use this selector to view or manage translation override rules for another cube without returning to the Consolidation Process page. Check the cube selected on this page before working with a rule.

To create override translation rules:

1. On the Home page, click Application and then click Consolidation.
2. From the Consolidation Process page, select the Translated tab.
3. From the list of rules, select Translation Overrides.

   By default, the Manage Translation Override Rules page lists all the translation rules available in the application and the total number of available rules by the selected filter options. The default view is the To Be Deployed view. If you create a new rule, the rule is displayed in the list with a blue icon indicating that there has been a change and that it has not yet been deployed.

   If you modify and save an existing rule, the rule is displayed with a yellow triangle indicating that there is a change. After the rule is deployed again, the change icon is no longer displayed.

   From this view, you can add new translation rules and also deploy them.

4. Optional: To display all deployed rules, click Show Deployed Rules.

   The Deployed view displays all the rules that are currently deployed to the system. This view is read-only. You cannot remove or modify any rules from this view.

5. To add a new translation rule, click the Add (+) icon.
6. Enter a name for the translation rule and a description.
7. From Translation Method, select Periodic or Year to Date.
8. From Rate Information, select a Rate account or a specific amount:
   • FX Rates - Average
   • FX Rates - Ending
   • Specific Rate, then enter a rate.

   By default, the current Scenario, Year and Period are used to determine the rate account value.

   Optional: Click Advanced to specify different values for these dimensions.

9. Click Scope, and then select the Source members for the rule.

   You must select at least one dimension to create the rule. You can select additional dimensions using the Add (+) icon, or remove dimensions using the Remove (X) icon. The members specified in the source are written to the same member as the target unless you select Redirect Members.

   You cannot create an override translation rule with parent or calculated members.

   The View dimension is not available for override translation rules.

10. Optional: To enable redirection to a target, click Redirect Members, then click the Add + icon to display the member selector and select members for the Target Redirection.

    Scenario, Year, Period, Entity and Data Source dimensions are not available for redirection.

    From the Actions menu on the right side, you can click Add Exclusion to exclude specific members, or Delete or Clear members.

    For each dimension that you add to source, you can select the Redirect Members option. If you want to later remove redirection, click Remove Redirection to clear the redirection information.

11. From Processing Option, select an option:
    • Replace
    • Add
    • Subtract
12. Click Save and Close or Save and Continue.
13. To deploy rules, see Deploying Override Translation Rules.