L03 managing dimensions
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The document discusses managing dimensions in Oracle's Financial Management applications. It describes the dimension library as the design environment for metadata and how applications are created on the dimension server and deployed to application servers. It provides instructions for creating dimensions and members, managing properties, setting up alternate hierarchies, associations, languages, and other dimension administration tasks.
![Copyright © 2008, Oracle. All rights reserved.
Creating Alternate Hierarchies
EastSales and WestSales occur in alternate hierarchies.
Entity
[None]
Activity
Geographical
SalesServices
WestSales
Manufacturing
EastSales
EmeaSales
EmeaServices
Development
Entity
[None]
United States
Geographical
California
Plant1
Activity
WestSales
Connecticut
EastSales](https://image.slidesharecdn.com/l03managingdimensions-140818103958-phpapp01/85/L03-managing-dimensions-13-320.jpg)
L03 managing dimensions
- 1. Copyright © 2008, Oracle. All rights reserved. Managing Dimension
- 2. Copyright © 2008, Oracle. All rights reserved. Objectives After completing this lesson, you should be able to: Describe the Dimension Library Describe the Architect workflow Create dimensions Add members to dimensions Manage property inheritance Create alternate rollups Manage members Create associations Set up languages
- 3. Copyright © 2008, Oracle. All rights reserved. Shared Library Dimension Library The Dimension Library is the design environment for Financial Management metadata. Application
- 4. Copyright © 2008, Oracle. All rights reserved. Applications Create application on the dimension server. Set up dimension metadata. Deploy applications from the dimension server to Financial Management application servers. Consolidation application Forecasting application Application server Application server Dimension server Consolidation application Forecasting application
- 5. Copyright © 2008, Oracle. All rights reserved. Shared Library
- 6. Copyright © 2008, Oracle. All rights reserved. Creating Dimensions Dimension type
- 7. Copyright © 2008, Oracle. All rights reserved. Creating Dimension Members
- 8. Copyright © 2008, Oracle. All rights reserved. Guidelines for Member Names Member names cannot contain these characters: Period ( . ) Plus sign ( + ) Minus sign ( - ) Asterisk ( * ) Slash mark ( / ) Number sign ( # ) Braces ( {} ) Comma ( , ) Semicolon ( ; ) At sign ( @ ) Double quotation marks ( " )
- 9. Copyright © 2008, Oracle. All rights reserved. Modifying Member Properties Save Defined Default Property category
- 10. Copyright © 2008, Oracle. All rights reserved. Common Consolidation Properties These properties in the Consolidation property category are common to members in most dimensions: Member Description Security Class Default Parent UserDefined1 UserDefined2 UserDefined3
- 11. Copyright © 2008, Oracle. All rights reserved. System and Statistical Properties
- 12. Copyright © 2008, Oracle. All rights reserved. Property Value Inheritance For properties with inheritance: Updating the value of a property for an ancestor automatically updates the value for its descendants. Directly modifying a property of a descendant prevents it from inheriting from an ancestor. Account type Revenue Revenue inherited for account type Account type manually set to Expense, over- riding inherited value Expense inherited for account type
- 13. Copyright © 2008, Oracle. All rights reserved. Creating Alternate Hierarchies EastSales and WestSales occur in alternate hierarchies. Entity [None] Activity Geographical SalesServices WestSales Manufacturing EastSales EmeaSales EmeaServices Development Entity [None] United States Geographical California Plant1 Activity WestSales Connecticut EastSales
- 14. Copyright © 2008, Oracle. All rights reserved. Inserting Shared Members Using Relationships Add Special
- 15. Copyright © 2008, Oracle. All rights reserved. Moving Members
- 16. Copyright © 2008, Oracle. All rights reserved. Deleting Members
- 17. Copyright © 2008, Oracle. All rights reserved. Managing Orphan Members Orphan members do not have a location in the hierarchy.
- 18. Copyright © 2008, Oracle. All rights reserved. Finding Members
- 19. Copyright © 2008, Oracle. All rights reserved. Creating Associations Between Dimensions Ellipsis indicates that an association exists.
- 20. Copyright © 2008, Oracle. All rights reserved. Setting Up Languages Association
- 21. Copyright © 2008, Oracle. All rights reserved. Organizing the Shared Library with Folders
- 22. Copyright © 2008, Oracle. All rights reserved. Filtering the Shared Library Filter by dimension name, type (class), or owner. Use the asterisk (*) as a wildcard.
- 23. Copyright © 2008, Oracle. All rights reserved. Sorting Dimensions in the Shared Library Sort by dimension name, description, owner, or type. Sort ascending or descending.
- 24. Copyright © 2008, Oracle. All rights reserved. Managing Members with Grid Editor Member properties are displayed in the columns.
- 25. Copyright © 2008, Oracle. All rights reserved. Running the Grid Editor Wizard Select the members for the rows. Select the properties for the columns. Use this option to include the children or the descendants of the selected member.
- 26. Copyright © 2008, Oracle. All rights reserved. Modifying Property Values in Grid Editor Save changes Rows per page Save automatically
- 27. Copyright © 2008, Oracle. All rights reserved. Creating and Deleting Members in Grid Editor
- 28. Copyright © 2008, Oracle. All rights reserved. Summary In this lesson, you should have learned to: Describe the Dimension Library Describe the Architect workflow Create dimensions Add members to dimensions Manage property inheritance Create alternate rollups Manage members Create associations Set up languages
Editor's Notes
- #9: Member names must be unique within dimensions, but not between dimension. For system generated members, only the descriptions can be edited, not the member names. Descriptions for the ICP dimension. Member names cannot contain spaces if you are using an Oracle database.