Post on 13-Jun-2015
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Creating Applications
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Objectives
After completing this lesson, you should be able to:
• Create applications
• Add dimensions from the Shared Library
• Manage shared dimensions
• Configure application settings
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Applications and Performance Management Architect
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Local and Shared Dimensions
Local Dimensions
• Create and delete members
• Edit hierarchy structure
• Cannot create association to a property of a shared base dimension.
Shared dimensions
• Cannot create members or modify hierarchy
• Property settings inherited from Shared Library
• Exclude or filter members (but not delete)
• Override inherited property values
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Creating Applications with the Wizard
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Selecting Dimensions
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Validating Applications
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Adding Dimensions from the Shared Library
You can drag dimensions from the Shared Library to an application.
ApplicationShared Library
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Changing Local Dimensions to Shared Dimensions
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Shared Dimensions: Overriding Property Settings
Inheritance from an ancestor in the application overrides Shared Library.
Property values loaded or manually entered override both Shared Library and ancestor values.
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Shared Dimensions: Activating Dimension Associations
Add button
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Shared Dimensions: Excluding and Showing Members
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Synchronizing Local with Shared Dimensions
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Configuring Application Settings
Select the application name to configure the application settings.
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Configuring Exchange Rate and Translation Settings
• Use the DefaultCurrency property to specify the default currency for the application.
• Use the DefaultRateForFlowAccounts and DefaultRateForBalanceAccounts properties to specify the accounts used to store exchange rates for flow accounts and balance accounts.
• Specify whether to use the PVA translation method.
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PVA Method
The Periodic Value Add (PVA) method:
1. Translates just the YTD change from the previous period at the current period’s exchange rate
2. Adds this to the previous month translated balance
Default Method PVA Method
Jan Feb Jan Feb
Exchange Rate 1:3 1:2 1:3 1:2
Local Currency YTD 50 75 50 75
Translated YTD 150 150 150 200
Current period increase/decrease at current period rate plus prior period balance
75 – 50 = 25
X 2
50
+ 150
200
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Consolidation Settings
• Org by Period
• Aggregation for intercompany accounts
• Custom consolidation rules
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Org by Period
• Enable Org by Period if you need entity structures that vary from period to period.
• Gives you the option to mark entities as active or inactive for each period.
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Intercompany Aggregations
The IntercompanyAggregationWeight property lets you specify a consolidation percentage for intercompany entities to their parent ICP Top.
ICP Top
Plant1
West Sales
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Consolidation Rules
• Enable Consolidation Rules if you need to write custom rules to override the default consolidation and elimination process.
• If you select this option, you can define consolidation methods.
'*************************************************'* CONSOLIDATE ROUTINE *'*************************************************
Sub Consolidate()'================================================= '= Do not Consolidate if Equity Method = '=================================================' If Method <> "EQUITY" then' Call WriteToFile("Entity=" & Entity & " POWN=" & POWN & " PMIN=" & PMIN & "Account = " & Account) '------------------------------------------------- ' Default consolidation '-------------------------------------------------' Call HS.Con("",PCon,"") '-------------------------------------------------
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Configuring Phased Submission Settings
Set phased submissions from the Dimension Library in the application properties.
Financial Management application Application properties
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Configuring Validation Account Settings
The validation account is used by Process Control and for data locking.
The validation account balance must be zero before data can be promoted or approved.
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Configuring Security Settings
Securable dimensions:
• Account
• Entity
• Scenario
• ICP
• Custom dimensions
Account ICPScenarioEntity
Custom1
Custom2
Custom3
Custom4
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Enabling Metadata Filtering
Entity
Geographical
UnitedStates
California
1000
Plant1
WestSales
If users have access only to the children of California, the ancestors are displayed but are not selectable.
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Node Security
Parent option limits data access to these members.
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Setting Document Attachment Limits
• Document attachment size
• Number of attachments per user
• Number of characters for cell text
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Configuring FDM Drill Through
You can drill through from data grid and data form cells in Financial Management to FDM.
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Summary
In this lesson, you should have learned to:
• Create applications
• Add dimensions from the Shared Library
• Manage shared dimensions
• Configure application settings