New Dimension Editor in Planning and Budgeting Cloud Service (PBCS)

Have you tried the new dimension editor available from Oracle in PBCS? Do you know the three different ways to manage your metadata?

Overview of Metadata Management

The constant evolution and simplification of metadata management has been the theme for Oracle’s cloud environments. Oracle has simplified their cloud applications for metadata management not only by converting technical features into user-friendly buttons, but also by combining functionality into one place. Managing metadata has never been easier with the new dimension editor. Keep in mind metadata management can also be automated using EPM automate. This blog will be talking about manual management of your metadata showing you three different ways to do so.

EPM Architect is a component of the Hyperion foundation services and is used to unify, configure and link metadata from the different EPM applications. Keep in mind that this was a separate tool that was needed for dimension management. Another on premise tool that was used for metadata management was the dimension library which was mainly used for migrations and file exports of metadata. The files (.lcmext ) needed to be edited and reimported.

Moving to the Cloud (Planning and Budgeting Cloud Service (PBCS))

Import/Export Metadata

Firstly, you can export your metadata from the application overview, edit the file and then import it back into PBCS. You can delete members this way by checking the “Clear members” check box. That will delete all your members except the ones imported in the .csv file.

Smart View Planning Extension

You can also use Smart View planning extension to manage your dimensions. Smart View is the most convenient option for adding new members, editing existing members and changing member properties on the fly. You can even control what member properties you would like to see on your spreadsheet. However, there are limitations as to what the Smart View planning extension can do. You cannot delete members from Smart View and adding many members at a time may affect the performance of your spreadsheet/computer.

Workspace Dimensions

Workspace dimensions screen is the third and most reachable way to edit your dimensions without getting too deep into exporting/importing files from the application or downloading an add-in to your office suite (Smart View), particularly if you are looking for a one-time change or edit to a specific member. On the other hand, it is the most laborious of the options if you are hoping to do a great deal of changes to your given dimension.

One Size Fits All – Dimension Editor

Oracle has introduced the dimension editor that can be accessed from workspace -> Overview -> Dimensions -> *Click on desired dimension*. This should get you to the following screen where you will find the dimension editor highlighted in yellow.

The dimension editor is a feature that incorporates all the advantages of the legacy features listed above and puts them in one place. Now you can delete many members at once while still getting the feeling of using Smart View and without having to import/export any csv files. By combining Smart View functionality, deleting members and editing member properties on the fly the dimension editor has become the new way to architect your cube all from within workspace.

As shown the screen above the new dimension editor feels like the enhanced Smart View as it includes all the features listed in the table below but being on the web. Despite being in the web, the dimension editor does not auto save. Edits must be saved to be reflected in the application. Another nice-to-have is being able to export the dimension you are editing into a CSV file from the dimension editor screen itself as opposed to running it from the import/export function but that is yet to come.

Adding a member has become even easier. Double clicking an empty row will allow you to type in the new account as shown below.

You can also choose what you would like to see from the member properties by right clicking the first row as shown below.


Although very technical on the backend, very friendly on the front end, the new dimension editor has combined the many different features that legacy systems possessed. This blog post talked about the three different ways to manage your metadata and gives a small glimpse of the history of metadata management. Oracle has been evolving to diminish the technical need for using some features and substituting them with simple, user-friendly graphical user interphases – we can see this with the dimensions editor.

Blog post by Yousef Saead of Key Performance Ideas.

 

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