Support for PCR Cube Default Members for System-Defined Dimensions in New Views, Formatted Reports, and Excel Reports

Dynamic Planning honors PCR Default Members for the four system dimensions (Time, Scenario, Reporting, and Measures) in new views, formatted reports, and Excel Reports. For example, 2019 can be defined as the default member in a Time dimension. Dynamic Planning will display the user-defined default dimension members when users create a Default View (Analyze Data) or New View (Design Data) in Views or when you create a new cell in a format or Excel Report. This feature makes it faster to see the dimension members that you are most interested in.

This support applies when viewing or reporting on models with Direct Access to PCR. It does not apply to Master models with traditional integration with PCR. To learn about converting a model with traditional integration to a Direct Access model.

This support applies to both Spotlight and SpotlightXL.

In Excel Reports, this support applies only to SpotlightXL.

How to Create Default Members?

1. Login to Planful.
2. Select Maintenance > Reports > Cube Settings > Default Members.
3. Ensure that the Reporting Area is set to Financial.
4. For each dimension, select a default member to be displayed in your reports in PCR and new views in Dynamic Planning.
   Although you may have a default member selected for every dimension, only the four system dimensions are honored in Dynamic Planning.

How to Use Default Members in a Spotlight Web View?

1. Login to PCR.
2. Select Analyze from the Dynamic Planning icon.
3. Select the Direct Access model from the drop-down, and the Default view.
4. When the Default view appears, notice that the four system dimensions show their Default members. The other dimensions show their root member. Note that default members do not limit visibility to the rest of the dimension. If you click on the dimension member, the rest of the dimension is still accessible.

How to Use Default Members in Excel Report?

When creating a formatted report, typically you begin with a view and then convert the view to a report. In this case, all of the dimensions and members are already selected in the view before it is converted into a report. However, built into the Report designer now is the ability to see the default members when you create a new cell, as described below.

1. Login to SpotlightXL.

2. Select Analyze > Data, and then select a model that has Direct Access to PCR.

3. Lay out the view as you wish and save it.

4. Select the Data menu, Design With, Report.

   
   
   

   This opens the Report tab and displays the view with comments on each Spotlight cell.

5. Put your cursor on any blank cell and then click Design Manager. Notice that the four system dimensions have their default member selected by default for a Data cell.

   
   

   1. If you select Member, and then select one of the system dimensions on the row or column axis, again you see the default member automatically selected. You can use the member select icon to pick any other member of the dimension that you have access to.
      
      

   2. Similarly, if you select POV, and then select one of the system dimensions, you see the default member automatically selected. You can use the member select icon to pick any other member of the dimension that you have access to. In the following example, Reporting is a POV dimension and G/L Data (CC) is selected by default.
      

Dimension Member Visibility

Default members do not limit visibility to the rest of the dimension. If you click on the dimension member, the rest of the dimension is still accessible.

Limitations

• This support is only for models with Direct Access to PCR.
• In views, this support applies only to creating a new view. From Analyze Data, select the Default view. From Analyze Design, select New View. If there are existing views on the DAP model, Dynamic Planning assumes you laid out the view the way you wanted it and will not modify it to use the default members for any dimensions on the view.
• In reporting, this support applies only to creating a new cell in a formatted report or an Excel Report.
• This support applies only to the four system dimensions: Measures, Reporting, Scenario, and Time.