Accessing Edit Member Properties

To access the Edit Member Properties tab in the Simplified dimension editor:

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

  2. Click Dimensions, and then click the name of the dimension for which you want to view member properties.

    Note:

    The Cube drop-down list defaults to All. Click the down arrow to the right of the Cube drop-down list to filter the list of dimensions by cube.

  3. Click the Edit Member Properties tab.

  4. To edit member properties in the Edit Member Properties grid, click within a grid cell to edit text or to view a drop-down menu from which you can choose member properties. You can also drag and drop member property values over to rows and columns to fill in properties that are the same. See the Member Properties table below for property options and descriptions.

    See Working in the Edit Member Properties Grid.

Note:

Each column in the Edit Member Properties grid represents a member property. The list of properties (columns) that initially displays on the grid can be different based on which dimension type you're editing. You can customize the layout of columns in the rid by hiding, unhiding, or resizing columns. You can also display the complete set of properties (all columns) by selecting Select All in the Select Columns dialog box.

To customize the column layout in the Edit Member Properties grid, see Customizing the Column Layout.

Member names must conform to guidelines listed in Naming Restrictions.

Shared members must be consistent with Adding Shared Members.

Table 9-6 Member Properties

Property Value

Member Name

A name that is unique across all dimension members

Parent Member

If the member has a parent in the hierarchy, the parent name.

Description

Optional: A description of the member (you can use the same description for multiple members)

Note:

Editing the description of a seeded member is not allowed. Descriptions for all other members added by users can be edited.

Alias Table

Optional: The alias table which stores the alias name. Enter an alternate name for the member in Alias.

See Administering Alias Tables.

For Account members only: Account Type

Select Expense, Revenue, Asset, Liability, Equity, or Saved Assumption.

For descriptions, see Account Types.

For Account members only: Variance Reporting

If the account type is Saved Assumption, select Expense or Non-Expense. Designate the saved assumption as a revenue, asset, liability, or equity account.

For Account members only: Time Balance

Select Flow, First, Balance, Average, Fill, Weighted Average - Actual_Actual, or Weighted Average - Actual_365.

For descriptions, see Time Balance Property.

For Account members only: Skip

If the account type is Asset, Equity, or Liability, select None, Missing, Zeros, or Missing and Zeros.

For descriptions, see Setting Account Calculations for Zeros and Missing Values.

For Account members only: Exchange Rate Type

Select Average, Ending, or Historical.

For descriptions, see Data Type.

Data Type

Select Percentage, Date, or Text.

For descriptions, see Data Type.

For Account members only: Distribution

Sets the weekly distribution. Available for leaf Account members if the option was selected when creating the application and the base time period is 12 months.

Hierarchy Type

Available for dimensions bound to an aggregate storage cube. Aggregate storage dimensions are automatically enabled to support multiple hierarchies. The first hierarchy in a multiple hierarchy dimension must be stored.

For members with a stored hierarchy type, the only valid cube aggregation options are Addition or Ignore. In a stored hierarchy, the first member must be set to Addition. For members with a dynamic hierarchy type, all cube aggregation options are valid. Stored hierarchy members that are not children of Label Only members must have Addition set as the consolidation operator. Children of Label Only members can be set to Ignore.

Data Storage

The data storage property. Never Share is the default for new custom dimension members (except root members).

Two Pass Calculation

Recalculate values of members based on values of parent members or other members. Available for Account and Entity members with Dynamic Calc or Dynamic Calc and Store properties.

Cube Consol op

Select an aggregation option for each cube:

  • Not used for Cube (member will be invalid for cube)

  • Addition

  • Subtraction

  • Multiplication

  • Division

  • Percent

  • Ignore

  • Never (member doesn't aggregate, regardless of hierarchy)

You can select a source cube only if multiple cubes are valid for the member. Only cubes and aggregation options for which the member’s parent is valid are available. If the parent isn't valid for a cube or aggregation option, neither is the child member. Deselecting a cube for an account or entity parent member deselects it for all descendents of that parent. For members with a stored hierarchy type, the only valid aggregation options are Addition or Ignore.

You can set usage by cube for members of custom dimensions and the Period dimension, similar to the Account and Entity dimensions.

CAUTION! Deselecting a cube for dimension members after data is entered into an application may result in loss of data when an application is refreshed. For account members, data is lost if the deselected cube is the source cube.

For Account members only: Source Cube

Select the source cube for the member. A shared member is a pointer to the base member and isn't stored; this is disabled for shared members. The source cube of a shared Account member matches the source cube of the base member, even though Source Plan field is unavailable because it doesn't apply to shared members.

Smart Lists

Optional: Select a Smart List to associate with the member.

Solve Order

Specifies the order in which formulas are evaluated. Enter a whole number between 0 and 100000. The formulas for members that have a specified solve order are calculated in order from the lowest solve order to the highest. The default is 0.

Solve Order is available for aggregate storage cubes and also for block storage cubes that are enabled for Hybrid. Solve Order for block storage cubes is only editable using the Simplified dimension editor.

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. (A Service 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 a Service Administrator changes these settings, they affect only future dynamic members; they don't retroactively affect dynamic members.