Schedule

The Schedule dimension defines the lines, or accounts, that contain data. All schedule lines belong to one or more schedules such as a Balance Sheet, Income Statement or Business KPIs. Schedules lines can hold financial or statistical data as well as data calculated by CPM's different formula types.

Three presentation approaches exist for the Schedule dimension.

• Simple hierarchy showing schedule and the lines assigned to the schedule.
• ScheduleItem. The schedule item hierarchy is built from the downfoot line definitions and spans the entire dimension.
• ScheduleDrill. The schedule drill hierarchy is built from the downfoot line definitions and is limited to the schedule and all its descendant lines.

The ScheduleItem and ScheduleDrill hierarchies are virtual hierarchies that are available through Decision and View Manager. You can use allowed members to control which members are available.

The ScheduleItem hierarchy drills into schedule line detail following the downfoot definition.

The ScheduleDrill hierarchy drills into the lines contained on a schedule following the downfoot definition but provides the schedule as a framework. As the schedule lines are expanded, the next levels of schedule lines are displayed. The drilling continues down the virtual hierarchy beyond the scope of the selected schedule. For example, in CTrain, Income Statement drills in the Expense Schedule. When drilling up, you cannot go beyond the selected schedule. You can use the "T" attribute (total) to style the downfoot lines so users can see which lines control the drilling.

You can expand up or down the tree based on the View Manager setting.

You can drill down schedule lines until a condition is encountered that means the end is reached. For example:

• All contributing members to the downfoot are leaf accounts.
• A formula is encountered that cannot be followed.
• The allowed member level constraint is reached.