1. Allocation Specifications User Guide
  2. Allocation Specification
  3. Detail Screen
  4. Driver Process Tab
  5. Dynamic Driver
  6. Driver Dimension Container

2.2.5.3.3 Driver Dimension Container

The Driver Dimension Container is used to provide Dimensional Constraints on your Driver Data. For any dimension, you may constrain your source data by selecting a leaf member, a roll-up node member within a Hierarchy, or a Hierarchy Filter. As and when a placeholder KPD is registered, the registered KPD appears in the dimension list in the order of the dimension number.

The Driver Dimension Container is table that lists the OOTB and custom dimensions available for the rule follows:

Figure 2-18 Driver Dimension Container


The Driver Dimension Container is used to provide Dimensional Constraints on your Driver Data. For any dimension, you may constrain your source data by selecting a Leaf Member, a Roll-Up Member within a Hierarchy, or a Hierarchy Filter.

The Dimension Container starts with the Dimension Type radio button selection that displays the active, passive or all dimensions available for the allocation rule, through the options of Active, Passive and All respectively.

A Passive dimension is a dimension that the user has not applied any constraint to, and it comes with default Mode of ‘Macro’ and default Value as ‘ALL’.

Similarly, on the other hand, an Active dimension is a dimension that the user has applied a constraint to, and its Mode is not ‘Macro’ and Value is not ‘ALL’.

The Dimension column holds the Key Processing Dimensions for the Driver Definition.

The separation of dimensions into shorter Active and Passive list was introduced to solve the problem of a long list of dimensions to choose from while in Edit mode. The dimensions list would be long when all the placeholder KPDs are registered, and user would need to search through the list to find the KPD he/she wants to apply constraint to.

In New mode, the Dimension Type radio button is defaulted as All while the other buttons are disabled.

In Edit mode, the Dimension Type is defaulted as Active and only the dimensions for which a constraint has been applied, is displayed under the Active set. All the dimensions for which a which a constraint has not been applied, in shown in the Passive set which can be viewed through changing the radio button to Passive. User can apply constraint to any dimension in the Passive set and the dimension comes to the Active set, that can be observed by changing the radio button to get the current Active set. In Edit mode, the All option is disabled.

In View mode, the allocation UI defaults to Active, and the user can toggle between the two sets of Active and passive to view the constraint applied or not applied dimensions.

The Mode shows a drop-down containing four modes of defining Constraint to a Dimension:

  • Macro
  • Leaf
  • Node
  • Hierarchy Filter

The default mode for all Dimensions is Macro and the default value for each Dimension is ALL. ALL means no constraint is applied to the Dimension.

Leaf mode must be used when the user wants to input a Leaf Value for a Dimension. After you select the Leaf Mode, you need to click on the Refresh icon in the Refresh column to load the Leaf Members in the Value Column. User can choose a Member from the list of Leaf Members in the Value drop-down, or can type-ahead the required Leaf Member Name in the Value Text Box. This free text type-ahead feature comes with Autosuggestion that creates a Dynamic List of values in the drop-down, matching the user input string. If the type-ahead string does not match with a value from the drop-down list, the string will not be accepted.

Node mode must be used when you want to input a Node Value for a Dimension. After you select the Node Mode, the Selector Column drop-down is populated with all the available Hierarchies for that Dimension.

Note:

If no hierarchy can be found for the dimension you have selected, the Selector column will be blank. The Selector values appear as Folder name, Hyphen, and Hierarchy Name for each of the Hierarchies available for that Dimension. The Folder name gives the name of the folder in which the displayed Hierarchy is stored. You need to select one Hierarchy from the Selector drop-down. This facilitates Node Member selection particular to that Hierarchy. After the Hierarchy is chosen, you need to click the Refresh icon in the Refresh column to load the Node Members in the Value column, that is, to display the Node Members available for the hierarchy chosen in the Selector. You can choose a Member from the list of Node Members in the Value drop-down, or can type-ahead the required Node Member name in the Value text box. This free text type-ahead feature comes with Autosuggestion that creates a Dynamic List of values in the drop-down, matching the user input string. If the type-ahead string does not match with a value from the drop-down list, the string will not be accepted.

Hierarchy Filter mode must be used when you want to apply a Hierarchy Filter Constraint on a Dimension. Hierarchy Filter mode works in similar fashion as that of Node mode. After you select the Hierarchy Filter mode, the Selector column drop-down is populated with all the available Hierarchies for that Dimension.

Note:

If no hierarchy can be found for the dimension you have selected, the Selector column will be blank. The Selector values appear as Folder Name, Hyphen, and Hierarchy Name for each of the hierarchies available for that Dimension. The Folder name gives the name of the folder in which the displayed Hierarchy is stored. User needs to select one Hierarchy from the Selector drop-down. This facilitates Hierarchy Filter selection particular to that Hierarchy. Once the Hierarchy is chosen, you need to click on the Refresh icon in the Refresh column to load the Hierarchy Filters in the Value column, the Hierarchy Filters available for the Hierarchy chosen in Selector.

If no Hierarchy Filter can be found for the Hierarchy you have selected, the Value column will be blank. You can choose a Filter from the list of filters in the Value drop-down, or can type-ahead the Hierarchy Filter in the Value text box. This free text type-ahead feature comes with Autosuggestion that creates a Dynamic List of values in the drop-down, matching the user input string. If the type-ahead string does not match with a value from the drop-down list, the string will not be accepted.

The Selector Column, as described earlier, displays the folder name and the Hierarchy available for the dimension. Selector is used for the Node mode and the Hierarchy Filter mode where selection of the Hierarchy is essential before selecting the Node Member or the Hierarchy Filter. The Selector values appear as Folder Name, Hyphen, and Hierarchy Name for each of the Hierarchies available for that Dimension. The Folder name gives the name of the folder in which the displayed Hierarchy is stored.

The Refresh Column is used to refresh and load the appropriate values in the Value column.

The Value Column displays the value of a Macro, Leaf Member, Node Member, or a Hierarchy Filter. The Member/Filter Value appears as Member Name, Hyphen, and Member ID. You can choose a value from the list of values (that are essentially members and filters) in the Value drop-down, or can type-ahead the required member/filter in the Value text box. This free text type-ahead feature comes with Autosuggestion that creates a Dynamic List of values in the drop-down, matching the user input string. If the type-ahead string does not match with a value from the drop-down list, the string will not be accepted.

The Description Column displays the description of the member/filter selected in the Value column. The description includes information on the Dimension and the Folder where the hierarchy is stored, the level of the Member in the Hierarchy, the Member Name, and the Member ID.

Next comes the column that hosts the Hierarchy Browser Widget, clicking on which invokes the Hierarchy Browser. The Hierarchy Browser functionality differs across the various modes of constraint selection. This is discussed in detail in the following section. The last column, Hierarchy Member Filter Method is also discussed in the next section, along with the Hierarchy Browser.

Driver Scenario: For Dynamic Driver Allocation Rules that obtain their driver data from the Management Ledger-level, you must also select a Driver scenario. The default for new Allocation Rules is <Use Application Preferences>. When you use this default value, the Scenario (also called Consolidation Code) is determined by the value that is set in Application Preferences for Profitability Management for the user who is running the rule. If you do not select <Use Application Preferences>, you must select a defined dimension member value (for example, Actual, Budget, Forecast, Forecast Prior). These values are provided with the data model, but you may add additional dimension members in the Consolidation Code dimension.