L05 creating applicationviews

5Copyright © 2008, Oracle. All rights reserved.

Creating Applications

Copyright © 2008, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able to:

• Create applications

• Add dimensions from the Shared Library

• Manage shared dimensions

• Configure application settings


Applications and Performance Management Architect


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


Creating Applications with the Wizard


Selecting Dimensions


Validating Applications


Adding Dimensions from the Shared Library

You can drag dimensions from the Shared Library to an application.

ApplicationShared Library


Changing Local Dimensions to Shared Dimensions


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.


Shared Dimensions: Activating Dimension Associations

Add button


Shared Dimensions: Excluding and Showing Members


Synchronizing Local with Shared Dimensions


Configuring Application Settings

Select the application name to configure the application settings.


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.


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


Consolidation Settings

• Org by Period

• Aggregation for intercompany accounts

• Custom consolidation rules


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.


Intercompany Aggregations

The IntercompanyAggregationWeight property lets you specify a consolidation percentage for intercompany entities to their parent ICP Top.

ICP Top

Plant1

West Sales


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,"") '-------------------------------------------------


Configuring Phased Submission Settings

Set phased submissions from the Dimension Library in the application properties.

Financial Management application Application properties


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.


Configuring Security Settings

Securable dimensions:

• Account

• Entity

• Scenario

• ICP

• Custom dimensions

Account ICPScenarioEntity

Custom1

Custom2

Custom3

Custom4


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.


Node Security

Parent option limits data access to these members.


Setting Document Attachment Limits

• Document attachment size

• Number of attachments per user

• Number of characters for cell text


Configuring FDM Drill Through

You can drill through from data grid and data form cells in Financial Management to FDM.


Summary

In this lesson, you should have learned to:

• Create applications

• Add dimensions from the Shared Library

• Manage shared dimensions

• Configure application settings

L05 creating applicationviews

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