Adding or Editing Members

Members must conform to guidelines listed in Naming Restrictions. Shared members must be consistent with Working with Shared Members.

Table 22-7 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. 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 and Exchange Rate Type.

For Account members only: Data Type

Select Currency, Non-currency, Percentage, Date, or Text.

For descriptions, see Data Type and Exchange Rate 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

Hierarchy Type is 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.

Note:

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

Select a data storage property. The default is Never Share 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.

For Entity members only: Base Currency

For Standard multiple currency applications only, select the Entity member’s base currency.

Plan Type

Select the plan types (or cubes) for which the member is valid.

Note:

A member can belong to both aggregate storage and block storage cubes.

Select an aggregation option for each selected cube. 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. See Aggregation Options.

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.

Members of a custom dimension and a Period dimension can set usage by cube, similar to the Account and Entity dimensions.

For Entity members only: Base Currency

For Standard multiple currency applications only, select the base currency for the Entity member.

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.

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 (see About Dynamic Members).

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.

Note:

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

To add or edit members:

  1. From the Home page, click Navigator Navigator icon, and then under Create and Manage, click Dimensions.
  2. Select the dimension.
  3. Perform one action:
    • To add a child member, select the parent level of the dimension hierarchy to which to add a member and click Add Child icon.

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

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

    Note:

    To add an All Years parent member that includes all members of the Years dimension, select the Years dimension and then click Add All Years icon. The All Years parent member enables users to view the accumulated data across multiple years, for example, a project's total cost up to its end date. The All Years member doesn't include the No Year member, if one is defined for the application.

  4. On Member Properties, set or change member properties described in Table 22-7.

    If you don't see the new member on the page, click Next.

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