Zooming in on Shared Members

In 16.12 and earlier, Planning did not support shared members. When a member was placed on an ad hoc grid, it was always considered a base member, even if it was supposed to be a shared member.

Shared members in Planning 17.01+ are supported in ad hoc grids and the system recognizes whether a member is a base member or a shared member. If your administrator enables the application setting, Allow drill down on shared members in ad hoc, then zooming in on shared members is supported in Planning (17.04+). In this case, zooming in on shared members is effectively the same as zooming in on the corresponding base members. You can zoom in on shared members one level at time.

If your administrator enables the application setting, Drill to All Levels in Base (21.09+), and you're working with a Standard mode application, you can zoom in beyond just the shared members into all levels or only the bottoms levels within the base hierarchy using the Zoom In options, All Levels and Bottom Level.

Example Shared Member Zoom In

This example describes the results you will see when your application is set to Standard mode and Allow drill down on shared members in ad hoc is set to Yes and Drill to All Levels in Base is enabled.

Figure 9-1 shows three hierarchies under the Entity dimension. In the entity_10 hierarchy, all members descend from entity_10. In the entity_12 hierarchy, all members descend from entity_12. In the entity_14 hierarchy, there are descendent members of entity_14 as well as the shared members, entity_10 and entity_12. The shared members include their descendents.

Figure 9-1 Entity Dimension Showing Its Hierarchies

Entity dimension and its hierarchies, including a shared member hierarchy

Figure 9-2 shows the difference between zooming in on entity_14:

Using the Zoom In to All Levels command
Using the Zoom In to Bottom Levels command

In both cases, in Oracle Smart View for Office, Member Options, Ancestor Position is set to Top.

Figure 9-2 Results of Zooming in on entity_14, with Ancestor Position=Top

Hierarchy structures showing the results of zooming in on a shared member using the All Level option and the Bottom Level option

Note:

In a Native mode application, you can achieve the results shown in the Zoom In to All Levels example, if Allow drill down on shared members in ad hoc set to Yes, and Drill to All Levels in Base disabled; however, you will need to zoom in one level at a time on the shared members till you reach the bottom level of each hierarchy. You will not be able to zoom in directly to the botton level of the shared members.