Excluding Members from a Data Map

Defining exclusions in data maps enables you to exclude members of a dimension while moving data from one cube to another cube. Excluding members while moving data is useful if you don't want to overwrite certain data at the target location or if you want to avoid getting warnings if data at the target location is not present. Also, exclusions can ignore specific source member data while data is required for all other source members. You can define exclusions for source mapped dimensions and unmapped dimensions and you can define multiple exclusions for a dimension.

Excluded members for each dimension are logged in the Job Details for the Data Map or Smart Push operation.

Example:

In the Account dimension you want to bring in data for all accounts except for the Cash/Bank Account. This can be achieved by including All Accounts in the Source mapping and creating an exclusion for the Cash/Bank Account. Smart Push will honor the defined exclusion and ignore Cash/Bank Account, and then will load the data for all other accounts.

Note:

  • Strategic Modeling data map exclusions are also honored.

  • Exclusion of a base member won't exclude any shared members, so you must explicitly exclude both the base and shared members.

  • Exclusion of a base member also excludes any shared members. The same is true if you exclude a shared member; the base member is also excluded.

  • The excluded members must be a subset of the source members.

  • When excluding members from a dimension, the member list for the dimension must contain at least one member that is not on the excluded member list in order for the data map to successfully save and run. For example, if the only Account member defined in a mapping is Cash/Bank Account, you can’t exclude Cash/Bank Account from the mapping. You must correct the selection so that map results include at least one member. The same is also true for Smart Push definitions.

To exclude members from a data map:

  1. View the Data Maps listing page.
  2. Click an existing data map.
  3. Under Source, hover your cursor over the dimension row which contains the member you want to exclude, click Actions icon, and then select Add Exclusion.

    Note:

    You can also exclude members in unmapped dimensions.

  4. Select the member or members you want to exclude, and then click OK.
  5. If you change your mind and want to remove an exclusion, hover your cursor over the dimension row, click Actions icon, and then select Remove Exclusion.

    Note:

    Remove Exclusion removes the entire exclusion; not just one member.

    To remove a member from the excluded list, launch the member selector, under Selections, highlight the member you want to remove, click Settings icon, and then click Remove.

  6. Click Save and Close.

Note:

At any time, excluded members can be appended or removed by opening the member selector of the exclusion list for the dimension.

Tip:

If a member is excluded in one of the segments of the form, the Smart Push process will exclude that member from all form segments. If this behavior is undesired, use the Overwrite Selection option in Smart Push to refine the dimension member selection for the Smart Push process. See Configuring Smart Push for a Form.