Insert on one dimension, expand on others

[Former Member]

Hi all, forgive me if I'm asking a basic question, but I can't seem to find this addressed anywhere & my evDRE skills are much better than my EPM ones!

I'm creating an input schedule for CHANGES in the payroll.

BPC NW 10.1

The requirement is to have an expansion by Employee, CostCentre, PayGrade, etc in ROWS.Time in COLUMNS.

Action 1. Insert member ... select Employee, inputs schedule then expands and returns the currently populated intersection of Employee, CostCentre and PayGrade in one row.

Action 2.  Insert member select Employee, CostCentre and Paygrade (for new combination) which then populates the 2nd Row

Action 3 ... User then zeroes headcount from row one where appropriate and fills in headcount in 2nd row.

Action 4 ... save data

Actions 2 - 4 are easy ... any idea how I can use Insert Member and only select ONE of the expansion dimensions and have the others auto-expand?

Thanks,

Peter

[former_member186338]

Hi Peter,

Your requirements are not clear, can you provide some screenshots and explain the behavior?

Vadim

[Former Member]

Hi Vadim,

What is required is an Input Schedule to allow Forecasting of changes in Employee assignments from one Cost Centre to another and one Pay Grade to another. The end result should look something like:

In order to achieve this I would like to start off with an empty schedule (no rows being displayed) and then insert the Employee's to be changed. When using the Insert Member function, it requires that all 3 dimensions be preselected before inserting the row, as follows:

This is perfectly fine for the 2nd row for each employee (the one they are going to be assigned TO).

The problem is with the 1st row, it assumes that the individuals doing the change needs to know the exact intersection of the currently populated rows (i.e. which Cost Centre and which Pay Grade an employee currently has headcount data against.) .

What I am looking for, is a method to have the insert member ONLY prompt for the Employee and then to automatically expand the currently populated CostCentre and Pay Grade (Rate Deck).

Regards,

Peter

[former_member186338]

The desired result is not clear, I see asymmetric row axis for 3 dimensions. What is the logic?

Vadim

P.S. May be you can use member recognition?

[Former Member]

Hi Vadim,

Not sure what you don't understand about it.

Row 1 and 3 is the currently populated intersections (These are the rows I would like to appear if I JUST select the Employee in the Insert Member dialog)

Row 2 and 4 are the new intersections ... Row 2 has the same employee as Row 1 and Row 4 has the same employee as row 3 (These are the rows that currently have no data in those intersections, but will have once I Save the data).

So the logic is:

Employee Eddie Catrell is currently in Energy Services and SO, he has a forecast headcount in this Cost Centre until the end of the year.

The user receives the instruction to move Eddie Catrell to the NBS supply chain cost centre from May onwards.

1. The user Selects Eddie in the Insert Member dialogue & the schedule automatically selects the correct (currently populated) Cost Centre and Pay Grade and displays the headcount in the data section.

     THIS is what the question is about, not the rest of the process.

2. The user Selects Eddie, the new Cost Centre and the new (or the same if unchanged) Pay Grade, and a new row is inserted with the new intersection

3. The user enters zeros in Row 1 from May onwards

4. The user enters ones in Row 2 from May onwards

5. The user saves the data

Now the system has headcount for Eddie in one cost centre to April and another from May onwards.

Re your second point ... how would I use member recognition to only enter Eddie and automatically get the cost centre (and pay grade) populated? I see the use of member recognition for the 2nd line, but not the 1st, and my question is about the 1st.

Regards,

Peter

[former_member186338]

Ok, now it's clear!

To get the already filled line you need to suppress rows with zero or empty values in report options and select all cost centers and all grades. Only non empty line or lines will be shown. But then you will have to remove suppression before entering the new line.

Vadim

[Former Member]

Hi Vadim,

Apologies for taking so long to get back to you. Haven't been at my computer for a while.

As I understand it, your solution above will return ALL Employee / Cost Centre / Pay Grade combinations with data in them (which for my client will be over 7000 lines), Then I'd use "Insert Member" to only add in the new unpopulated combinations that I require ... did I understand you correctly?

I understand how to do that, but it is NOT what the client wants.

The client wants to start off with an empty schedule (no Rows showing) and then to select the individual Employees which need changing and ONLY have their lines showing, not the entire list of 7000 employees.

On thing I did try, in the member selector dialogue for the Insert Member functionality, was to select an individual employee and then the top level of Cost Centre and the Top Level of Pay Grade (expanding by bas), however I get the normal error when exceeding the 150000 axis tuple maximum, so that's not an option ... and this is with suppression ON.

... I've don't a few experiments and "Insert Member" seems to take no notice of Suppression at all ... which is as it should be (in my opinion), so the moment you do not restrict to a single intersection, you will get all the possible intersections in your selection/expansion

I've got a few other gripes about the Insert member dialogue (why on earth don't they show you WHICH member you've got selected, instead of "1 member selected") ...

Anyway, thanks for the suggestions so far ... I think I'm just going to take it back to the client for a requirements re-think ...

Regards,

Peter

[former_member186338]

"As I understand it, your solution above will return ALL Employee / Cost Centre / Pay Grade combinations with data in them (which for my client will be over 700" - Not All!!!!

Insert member dialog is not an option...!

User will somehow select Eddie - in dimension override...

Cost Centre and Pay Grade - to be selected as ALL and empty lines suppressed!

Then you will have only single line with Eddie before correction!

Vadim