Adding or Editing Members

To add or edit members:

  1. From the Home Page, select Applications , then Overview, and then the Dimensions tab.
  2. From the Dimension list, select a dimension.
  3. Perform an action:
    • To add a child member, select the parent level of the dimension hierarchy to which to add a member and click Add Child Member Properties Add Child.

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

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

  4. In Member Properties, set or change member properties described in the following table:

    Table 14-1 Member Properties

    Property Value

    Name

    Enter a name that is unique across all dimension members. You can use special characters in the name, such as ampersands (&), or spaces.

    Caution:

    Do not use a comma in the name, as this is not a valid character.

    Description

    Optional: Enter a description.

    Alias Table

    Optional: Select the alias table to store the alias name.

    Alias

    Optional: Enter an alternate name for the member.

    You can use special characters in the name, such as ampersands (&), or space.

    Caution:

    Do not use a comma in the name, as this is not a valid character.

    Account Type

    Select an Account Type:

    • Revenue
    • Asset
    • Liability
    • Equity
    • Saved Assumption

    Variance Reporting

    Select Expense or Non-Expense..

    Time Balance

    Select from the following options:

    • Flow - for Average Rate
    • First
    • Balance - for Ending Rate
    • Average
    • Fill

    Skip

    N/A

    Exchange Rate Type

    Select from the following options:

    • No Rate
    • Average
    • Ending
    • Historical
    • Historical Amount Override
    • Historical Rate Override

    Source Cube

    Select from the following options:

    • None
    • Consol
    • Rates

    Data Storage

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

    • Store

    • Dynamic Calc and Store

    • Dynamic Calc

    • Never Share

    • Shared

    • Label Only

    Two Pass Calculation

    Specify whether to 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.

    Allow Upper-Level Entity Input

    Specify whether parent Entity input is allowed for this member.

    Plan Type

    Select the application type for which the member is valid.

    Data Type

    Select a data type:

    • Unspecified

    • Currency

    • Non Currency

    • Percentage

    • Date

    • Text

    • Smart List

    Smart Lists

    N/A

    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. (An 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 an administrator changes these settings, they affect only future dynamic members; they do not retroactively affect dynamic members.

  5. Click Refresh Database Refresh Database icon. The Calculation Status is modified to "System Changed".
  6. Perform Compute Rates, even if the entity and its parent have the same base currency.

    Caution:

    Do not skip this step, even if the parent and the new entity have the same base currency and do not seem to need to compute rates. If the compute rates step is not performed, when you run consolidation, the data will not roll up. You cannot go back and launch compute rates afterwards because the status for the new entity is not impacted, and the operation will not be correctly performed.
  7. Load or enter data for the new entity. See Importing Data.
  8. From the Home page, select Data Status, and then Calculation Status. The calculation status for the new entity and its ascendants should be Impacted.
  9. Consolidate the new entity and/or its ascendants.