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An application is a multidimensional data model used in enterprise performance management systems, such as a planning application for a finance or operations team.

Applications types are 'reporting' and 'non-reporting'. Reporting applications are used for user input and analysis. Non-reporting applications store reference data such as currency rates and price lists. For information about each, see Reporting Applications and Non-Reporting Applications.

Features

You can use the following features when managing applications:

Adding New Applications

You add a new application to an application set by copying an existing application, selecting the necessary reference applications and any desired business rules, then selecting which dimensions you want to use in the new application. You can also indicate whether a dimension is secured, which means read and write security is controlled through member access profiles.

You can add an application from the Admin Console by choosing   Applications   Add a new application  .

When working in the NetWeaver version, the Enable GRC Process Control Support checkbox can be used to make the data within the application available for evaluation through Process Control.

Copying Applications

You can copy an application as a quick way of creating a new application. When you copy an application, its dimensions, data, and templates are copied from the source application. You can modify the application later. You can copy an application from the Admin Console by choosing   Application   Copy an application  , selecting a source application, entering the name of the new application, then choosing Copy an application.

Setting up Work Status Settings for Applications

Managing work status involves specifying who can make changes to your data and who can change the work state on a data set. You create work states to reflect the status of data as it moves through your business processes. See Work Status Setup and Setup of Work Status Dimensions.

Adding Business Rules to Applications

You can add business rules to an application by doing the following: Select the application from the Administration Console, then select   Modify Application   Change Application Type   Modify Application  . Select the check boxes next to the business rules tables you want to add to the application, then select Modify Application. (You can deselect the check boxes next to the business rules you want to remove from the application.)

For more information about defining business rules for applications, see Business Rules Management (for the Microsoft version) or Business Rules Management (for the NetWeaver version).

Setting up Legal Consolidation Applications

In order for a legal consolidation application to function properly, it must contain the four required ENTITY, CATEGORY, TIME, and ACCOUNT dimensions (but can be named as desired). The remaining dimensions have the following rules:

  • The CURRENCY/GROUP dimension is required for the consolidation and/or currency business rules

  • The INTCO dimension used for matching intercompany activity

  • The DATASRC dimension is required for elimination and/or consolidation business rules

  • The SUBTABLE (flow) dimension is optional, and based on your requirements

Setting up Drill-through

You can set up drill-throughs to view the source data that make up the content of a selected cell in an Excel report (see Drill-Through Setup).

Optimizing Applications

When you create new application sets and applications, only a small amount of data exists. Since the amount of data you maintain grows over time, we recommend you periodically run the optimize function to improve performance. See the Planning and Consolidation Operations Guide for instructions.

YTD Storage Applications

Since most general ledger and other source systems store balances on a periodic basis, default data storage for applications is based on periodic time intervals. With this method, all calculations are on periodic balances. The balances are then accumulated for year-to-date reporting. In some business cases, calculations should occur on a year-to-date basis, like in an application with foreign currency translation. If a year-to-date basis is required, you can set your applications to store data on a year-to-date basis, so they accept data entry in the YTD format. When data is entered into YTD, its periodic values, used for reporting purposes, are derived by calculating the difference between the current period and the last period, as in the following example.

Example Example

This example depicts INC or EXP accounts. There is no change in behavior for AST or LEQ accounts.

January

February

March

Periodic

100

200

0

YTD

100

300

300

Both periodic and year-to-date storage methods support daily, weekly, monthly, quarterly and year-to-date reporting requirements.

End of the example.

You can create a YTD storage application by choosing Set Application Parameters from the Administration Configuration page within the Administration interface, and setting the YTDINPUT parameter to 1. If you need to add the YTDINPUT parameter, enter YTDINPUT in the New field at the bottom of the screen.

Deleting Applications

Administrators can delete applications when necessary within the Admin Console.

Caution Caution

You can delete an application when it contains data. You cannot, however, delete a dimension member when there is data associated to that member in the application.

End of the caution.
Updating U-type Dimension Indexes (Applicable only to the Microsoft version)

In both versions of the system (NetWeaver and Microsoft), you can assign user-defined dimensions to an application. Each user-defined dimension has a unique key, known as an index. See Dimension Management.

In the Microsoft version only, you can reorder the list displayed in the current view by changing a dimension's index.

You can update the index by doing the following:

  1. Select an application.

  2. From the Admin Console, select   Manage Applications   Set Dimension Options   Manage Index  .

  3. Enter the index names, for example, U1 or U2.

  4. Select Reassign SQL Index and Process Application, then click Modify Application.

The maximum number of dimensions allowed in the index is 999.

Note Note

If you change the index of a user-defined dimension, you must manually update in all application templates the functions that reference that user defined dimension.

End of the note.

More Information

Dimension Types