6.4.4 Oracle HFM - Mapping Data Points to HFM
- individually using the Value panel; and
- via drag-and-drag and drop.
Account and Custom Dimensions
Data Object Defaulted Dimension
Connection Defaulted Dimensions
The current POV default values are shown in parenthesis. Similar to the Tag defaulted dimensions, these defaults can be overwritten with explicit members.
Drag and drop
Table rows and columns
Dimensional tables are tables that are repeated across many sheets. In these cases, the rows and columns in each sheet are all mapped to the same dimension members, but a third dimension is used to differentiate between the sheets (such as currency, geography etc).
To prevent each sheet from having to be individually mapped, the mappings for a single sheet can be copied to all sheets of the same table. It will then only be necessary to switch out a dimension member from a third dimension by dragging the member and dropping it onto a row or column header that spans all rows and columns as illustrated in this video:
To copy the mappings from one sheet to other sheets of the same table, activate the sheet with the mappings, then select Tools -> Copy Mappings To Sheets:
Speed Up Mapping By Disabling Auto-Update
When HFM adaptors are modified by dragging and dropping a member onto a row, column, or entire table, the value of each data adaptor that is modified will be retrieved from HFM. This will introduce a delay between the dropping of a member and initiating the next drag action. This delay will depend on how many objects are updated and the speed of the HFM connection. If the delay is noticible, you can speed up the mapping process by temporarily disabling auto-update using the toggle button at the top of the Automation panel:
With this toggled on, Report Authority will store the connection changes but will not attempt to retrieve data from HFM. You can complete your mapping, and once completed, you can trigger the global refresh links process.