How to create smartlists in PBCS
Human Resource data such as salary information,
union codes, and status are Smart Lists in Oracle Hyperion Public Sector
Planning and Budgeting applications. Oracle Hyperion Financial Data Quality
Management, Enterprise Edition automatically recognizes Smart Lists and
populates the data accordingly.
FDMEE enables you to assign a prefix to Smart Lists
in the Compensation Allocation point of view (POV). For general ledger
integrations, you create metadata mappings and can optionally define member
prefixes. For human resource integrations, you can optionally assign a Smart
List prefix in the rule line mapping definition. You should ensure that member
prefixes (used in a general ledger metadata mapping) are identical to Smart List
prefixes (used in a human resource data rule mapping). For information on human
resource rule mappings, see Creating
Mapping Definitions. For information on general ledger metadata mappings,
see Defining
Metadata Rules.
• Smart
Lists allows for creation of custom lists that are used in data forms.
• These
lists are not limited to only numbers.
• Users
select a member from a designated list (each Smart List cell has a dropdown
arrow that expands to allow member selection in web forms)
• Active
Period: Manage Forecast/Budget months by setting them to “Active” or “Inactive”
• Employee
Status: Set employee status to “Full Time” or “Part Time”
For information about using Smart Lists in Oracle Hyperion Planning and
Public Sector Planning and Budgeting, see the Oracle
Hyperion Planning Administrator’s Guide and the Oracle
Hyperion Public Sector Planning and Budgeting User’s Guide.
Login to the PBCS environment and
then click on the Navigator. You will find the Smart Lists option under Create
and manage.
Click on the (+) icon to ADD a Smartlist
Set the properties for each of
the Smart List’s members. The label will be what appears in the dropdown menu,
while the value is the number that will be assigned to that member in Essbase.
The list will be sorted from smallest to largest. Here are the properties
for Inactive:
|
Property
|
Description
|
|
Label
|
Enter the text to display when the
Smart List is selected. Smart Lists and Smart List members must have a Label
assigned. Spaces and special characters are allowed.
|
|
Auto Generate ID
|
Generate a numeric ID for each
Smart List entry. If you do not select this option, you can customize Smart
List ID values.
|
|
Start Value
|
Populates the Value property of
the first member in the Smart List. For example, if the Smart List dimension
is ActivePeriod with Start Value set to 0, the first member added to this
list has a value of 0.
|
|
Increment
|
This value is appended to the
value of the last member in the list to determine the value for the selected
member. For example:
ActivePeriod (Start Value=0,
Increment=1)
Inactive (Value=0)
Active (Value=1)
|
|
Display Order
|
Smart Lists can be sorted in the
dropdown menu by 1 of 3 ways:
ID: Unique
number that sets the order for the Smart List entry
Name: Unique
name containing only letters/numbers & underscores. (i.e. “Active”). No
special characters or spaces.
Label:
Displayed text for the Smart List entry in the dropdown
|
|
#Missing Data Form Label
|
How #Missing values are displayed
in Smart List cells:
Dropdown:
Displays the label set in #Missing Drop Down Label
Grid: This
selection determines what the cell will display on a form when the cell is
not highlighted/selected
|
|
#Missing Drop Down Label
|
Enter a label to be displayed as
an entry in the Smart List whose value is #Missing
|
Click on the Entries tab and here
you can define the different entries, which you need to define based on your
required scenario.
Either you can define the ID
manually or there is an option where you can get the ID assigned automatically.
Smartlist – Preview
Here you will see the Drop down
View and a Table view, based on how you define the entries you can see the
preview in the Preview tab.
Once after you define the
Smartlist properties, you need to assign it to a particular dimension.
Go to the Navigator, click on the
Dimension tab, and choose a Dimension.
In the Member properties tab you
can define Smartlist properties.
You can an option to set the Data
storage property; you can set it to Store, Dynamic and never share.
There is an option to enable the
Two-pass calculation as well.
In this you have define the
function of the plan type, you can perform actions like addition, subtraction,
etc.
There is an option called Data
type in Member properties where you can choose different types of data such as
Currency, Non-currency, Percentage, Smartlist, Date, Text
Using this Datatype option, you
can set the member properties accordingly so that you can load dates and even
texts.
Loading Smartlists
In-order to load Smartlists you
can choose the Data type as Smartlist
Loading DATE`S
In-order to load “Date”
and other functions, choose the Data type accordingly.
