3.8.2.1.5.3.3.1 Mode Selection for a Dimension

The 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 Refresh button can be alternatively used to refresh and load the members in the Value column dropdown if the user faces performance issues with normal operation.

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.