Moving a Member in an OACS Essbase Outline

Moving members in an Oracle Analytic Cloud Essbase outline is not as easy as it is in EAS Console. Here’s an overview of a not-so-genius method I found.

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Guide to Oracle Cloud: 5 Steps to Ensure a Successful Move to the Cloud

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Scenario: An account moves to a different parent. There is no move method in the OACS outline editor and if the account is shared elsewhere, we cannot just delete and re-add the member. Also moving requires that the prototype and the shared members be deleted, the outline saved, then the members added in the new location. This will obviously kill any data associated with the original member.

Assumption: The prototype member will always precede the shared member in the outline.

  1. Create a new load rule that allows moves for the dimension. The default is “Not OK” so this must be changed.
  2. Create a text file with ONLY the member(s) that are moving with the new parent.
  3. Upload the text file to the OACS instance.
  4. Create and run a build dimension job that uses the rule created in step one and the text file uploaded in step three.
About the Author

Cris Dunn is the manager of Perficient's EPM SupportNet practice which provides direct support for applications and infrastructure surrounding many organizations' EPM software implementations. He is also an Oracle University certified instructor and teaches everything around Essbase as well as the EPM installation and configuration classes. When he is not working, you will find Cris engaged in His church serving as the treasurer, musician, nursery worker, and, when necessary, toilet scrubber.

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