Creating Assignment Rules

To create assignment rules:

  1. From Oracle Hyperion Enterprise Performance Management Workspace, select Navigate, then Applications, then Profitability, and then select the application that you want to view.
  2. In an open model, from Task Areas, select Manage Allocations, and then Assignment Rule Definitions.

    The Assignment Rule Definition screen is displayed, showing the Name, Description, Stage, Search Tag and the creator's ID for each existing assignment rule.

  3. Click Add new assignment rule Add new assignment rule icon.
  4. On the Assignment Rule dialog box, in Name, enter the name for the new assignment rule.
  5. Under Stage, select the stage for the assignment rule.

    The associated dimensions are displayed under Dimension Selections.

  6. Optional: Under Description, enter a brief description of the purpose or contents of the new assignment rule.
  7. Optional: Enter a Search Tag to facilitate later searches for the rule.
  8. Under Dimension Selections, review the dimensions for the selected stage.
  9. Under the Member Defined column, click the cell for the dimension for which you want to define members.

    The members for the selected dimension are displayed under Dimension Member Selection. Use the Context Menu button Context Menu button to change the view, filter, or sort the list of dimension members.

  10. Under Dimension Member Selection, select the members to be included in the new assignment rule, and click the Add arrow icon Add arrow icon to move them under the Selected Dimension Members column.

    Click Filter Filter icon to filter the non-0-level members selected, if required.

    See Using Filters.

    Unmanaged dimensions can be viewed on the Data Filters tab (for destination assignment rules).

  11. Click OK.

    The Assignment Rule is added to the list of Assignment Rule Definitions.