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