Using the Data Source to Work with Member Properties
You can modify the properties of new and existing members during a dimension build by:
Including member properties in a field in the data source
Leaving the data source field empty to reset the property to the default value, or to remove the formula or UDA
In Administration Services Console, the following dimension build options control whether the value in the data source property field is applied to the associated member:
Allow property changes
Allow formula changes
Allow UDA changes
In the data source, put the properties in the field directly following the field containing the members that the properties modify. For example, to specify that the Margin% member not roll up into its parent and not be shared:
Position the ~ property (which indicates that the member should not roll up into its parent) and the N property (which indicates that the member should not be shared) after the Margin% field. For example:
Margin% Margin% ~ N Sales
Set the field type for the properties fields to Property.
See Setting Field Type Information.
Removing a formula, UDA, or attribute, or resetting a property to its default value, includes the following additional steps:
In Administration Services Console, select the Delete when the field is empty option for the Property field on the Dimension Build Properties tab of the Field Properties dialog box. (This option is ignored if the appropriate dimension property is not selected in the Dimension Build dialog box.)
Leave the field NULL or empty in the data source.
Table 40 lists all member codes used in the data source to assign properties to block storage outline members. (For a list of properties that can be assigned to aggregate storage outline members, see Rules File Differences for Aggregate Storage Dimension Builds.)
Table 40. Member Property Codes
Code | Description |
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% | Express as a percentage of the current total in a consolidation |
* | Multiply by the current total in a consolidation |
+ | Add to the current total in a consolidation |
- | Subtract from the current total in a consolidation |
/ | Divide by the current total in a consolidation |
~ | Exclude from the consolidation |
^ | Exclude from all consolidations in all dimensions |
A | Treat as an average time balance item (applies to accounts dimensions only) |
B | Exclude data values of zero or #MISSING in the time balance (applies to accounts dimensions only) |
E | Treat as an expense item (applies to accounts dimensions only) |
F | Treat as a first time balance item (applies to accounts dimensions only) |
L | Treat as a last time balance item (applies to accounts dimensions only) |
M | Exclude data values of #MISSING from the time balance (applies to accounts dimensions only) |
N | Never allow data sharing |
O | Tag as label only (store no data) |
S | Set member as stored member (non-Dynamic Calc and not label only) |
T | Require a two-pass calculation (applies to accounts dimensions only) |
V | Create as Dynamic Calc and Store |
X | Create as Dynamic Calc |
Z | Exclude data values of zero from the time balance (applies to accounts dimensions only) |