1. Administering FreeForm
  2. Accessing More Administrative Tasks
  3. Administering Smart Lists
  4. Synchronizing Smart Lists in Reporting Applications

Synchronizing Smart Lists in Reporting Applications

Synchronizing Smart Lists in reporting applications identifies dimensions in reporting applications to which Smart Lists are mapped, and adds level 0 members of the selected dimensions as new Smart List entries to the selected Smart Lists. To define data maps, see Defining Data Maps in Administering Data Integration for Oracle Enterprise Performance Management Cloud.

To synchronize Smart Lists in reporting applications:

  1. View the Smart Lists listing page.
  2. Click the Smart List you want to synchronize, and then select Synchronize icon.

    During synchronization, values from reporting applications in all existing mappings are appended after the last Smart List item in the appropriate Smart list. If a Smart List is mapped to two dimensions, all members from the first mapping are inserted first, and then members from the second mapping are inserted. If a member already exists in a Smart List, it's not added again. Smart List members in the FreeForm Smart Lists are not deleted, even if the corresponding dimension members on the reporting application are deleted.

    Note:

    If Account is mapped as Smart List to Dimension, all of the level 0 members in the Account dimension are brought in as Smart List entries when the Smart List is synchronized. For example, Smart Lists may include entries such as HSP_Average and HSP_Ending. If this occurs, delete the extra entries from the Smart List.

  3. Click OK in the dialog box that says "Smart List Synchronized Successfully."

Note:

Smart List names can’t have spaces in them. If you're synchronizing Smart Lists in a reporting application, ensure that any new members don't have spaces in the name.