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 15-13 Account 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.

    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
    • Balance - for Ending Rate

    Skip

    N/A

    Exchange Rate Type

    Select from the following options:

    • No Rate
    • Historical Amount Override
    • Historical Rate Override

    Note:

    The time balance property determines whether an account is translated using the average rate or the ending rate.

    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".