Setting up Dimension Members in Dynamic Reports

Dimension Members

Display Dynamic Report members by Name, Code, or Label (name+code). On the Members pane, the Label selection is available as shown below.

Click the Label selection in the left pane to display a list-box where you can select to show the Label, Code, or Name for the dimension members listed.

Whatever label you apply here (Label, Code or Name) will also appear in Dynamic Report output. By default, Label is selected and displayed. Code, Name, and Label display set up for a dimension within the Dynamic Report member selections is retained when you view the drill through metadata. If display currency configuration is enabled in the application for Reporting dimensions, LC & CC values are replaced with the appropriate currencies in the drill through metadata.

When the Show Pick List check box is selected for a dimension added to the Page axis and you run the Dynamic Report; Code, Name, and Label display is retained for the members displayed in the pick list.

This selection applies to Dynamic Reports added to a Report Collection or Financial Package.

Additionally, select the Index button to toggle the Index on and off. The Index number (also referred to as IDX) can be displayed in the Dynamic Report if toggled on.

You can use the search box in the Members section to search for a member. The member hierarchy is not displayed along with the search result. You can contact Planful Support to enable the search behavior, that is to display search results with the associated member hierarchy.

Custom Members in Dynamic Report

Custom Members are supported in Dynamic Reports. Custom members can be defined on any dimension including attribute and attribute hierarchies. You can select Custom Members from the Members section while creating a report. The Custom Members header is displayed in the Member section only if at least one Custom Member exists on the dimension or attribute or attribute hierarchy. You cannot add Custom Members to the Page axis.

Custom Members when evaluated can result in a single or multiple hierarchy members from a single dimension or a multi-dimensional rule or a calculation. You need to update the Dynamic Report query to evaluate Custom Members.

If a Substitution Variable is used in the Custom Members, then it is replaced with the variable value that is set up in Dynamic Report. You can use Custom Members that return dynamic output and static output together in Dynamic Report on the Row or Column axis.

Custom Members honors the following:

• Dimension security - Scenario security, Budget Entity security, dimension, attribute, and attribute hierarchy security are honored as configured for the application. Also, any rollup aggregation are derived based on dimension security. After evaluation of the Custom Member, if no data is returned due to user’s dimension security on a specific row or column, then those rows/columns are ignored and the rest of the report is generated without any errors.

• Options - Options apply only to the resulting rollup members derived from Custom Members. All the available Options are honored on Custom Members.

• Report Set based Dynamic Report - You can use Custom members on dimensions or rows or columns. If a Report Set is used on the Row or Column axes, Custom Members cannot be used on that particular axis. Also, Custom Members cannot be used in a Report Set.

• Code/Name/Label Display - The Code/Name/Label display set up for a dimension within the Dynamic Report member selections is honored on the hierarchy members derived from a Custom Member. If display currency configuration is enabled in the application for reporting dimensions, then LC & CC values are replaced with the appropriate currencies when derived from a Custom Member. If Code or Name does not exist for a member, Label is displayed. Also, the Code/Name/Label display is honored on the multi-dimension rules and calculations. Custom Members displayed in the Header or Footer section honors the Code/Name/Label display as set up for the dimension.

Cell-Level Formatting - All text and data formatting options as available in Dynamic Reports are applicable to Custom Members. The format is retained when you Save, Run, Refresh, Save As, Copy a Dynamic Report. Also, the cell level formatting is retained when you use Option in a Dynamic Report. Additionally, the cell-level formatting is applicable for calculated Custom Member rows or columns.

• Insert Formulas and Formula Exceptions - Insert formulas and Formula exceptions are supported in all Dynamic Reports where custom members are used.

• Exports - Rows or columns derived from Custom Members are included in all Dynamic report exports, Report Collections, FPP, email attachments, print, cloud scheduler, mapped reports and so on.

• Drill Down - Drill down is enabled on all roll up members across all dimensions derived from a Custom Member. Drill down is not enabled on multi-dimensional rules and calculated Custom Members.

• Drill Through - Drill through is enabled for all hierarchy-based members and multi-dimensional rules derived from Custom Members. Drill through is not enabled on calculated Custom Members.

The following features are disabled when you use Custom Members in a Dynamic Report:

• Notes - If Custom Members are selected on any dimension on the row/column axis of a Dynamic Report, Notes is disabled in the toolbar and the Notes column is removed from the report. However, the Notes column is displayed in all the drill through reports. This is applicable to hierarchy-based or multi-dimensional rules or calculations derived from Custom Members.

• Rank - When Custom Members are used in a Dynamic Report, Rank is disabled in the toolbar and the existing Rank settings are removed from the report.