Member Mapping
When there are multiple source entities in a given workspace, Member Mapping is available for certain hierarchies to allow source members from each entity to be mapped into a common set for use in xpna.
To manage the actual hierarchy used in xpna, use Hierarchy Management.
Member Mapping Methods
Member mappings can be maintained in two ways:
- Member Mapping opens an interactive mapping interface. Source members are shown as chips and can be moved to another xpna hierarchy member.
- Member Mapping Table inserts an editable Excel table into the workbook. Source members and their current xpna mappings are shown in rows, and mapping changes can be made by editing the xpna code and name columns.
Both methods update the same member mappings. Changes made with one method are reflected the next time the other method is opened or refreshed.
Member Mapping Interface
The main section of this interface is the mapping table, which shows all members of the hierarchy, one per row, and the source member from each entity that is mapped to it.
Entity Source Member Chips
Each entity source member is displayed as a colored chip. The color represents the entity it is sourced from. The text on the chip includes the entity name and the member code for that source member.
If the chip shows an exclamation icon, the name of the entity source member does not match the member in the hierarchy it is mapped to. This is not an error, but it indicates that the mapping is non-standard.
Assignment
Entity members can be mapped to another hierarchy member by drag-and-drop or by selecting the chip.
When a chip is selected, a dialog is shown. The dialog can be used to search for the hierarchy member to map to, or to add a new member to the hierarchy when needed.
Searching
Two search boxes are available to filter the list of accounts and entities being acted on. The filters work together as a logical AND.
Entity Filter
This filter allows one or more entities to be selected, excluding all others.
Member Search
This search box filters the mapping table by hierarchy member. Multiple space-separated search terms can be used and are treated as a logical OR.
Member Mapping Table
The Member Mapping Table method creates an Excel worksheet table for the selected hierarchy. It is useful when mapping changes are easier to review or edit in a spreadsheet layout.
The inserted table contains:
- the source entity;
- the source member code and name;
- the xpna member code and name that the source member is mapped to.
The source columns are read-only reference values. Mapping changes are made by editing the Code in xpna and Name in xpna columns.
Editing Mappings in the Table
- To map a source member to an existing xpna member, the existing xpna member code can be entered in Code in xpna.
- To create a new xpna member while saving, a new code can be entered in Code in xpna and a name can be entered in Name in xpna.
When Save is selected, a confirmation is shown with the number of updated mappings, new members, and updated member names that will be saved.
Validation and Refresh
- Source rows must map to valid existing members or to new member codes that can be created.
- If the same new member code is entered with conflicting names, the save is stopped and the conflicting codes are shown.
- After mappings are saved, the mapping table is refreshed from xpna so the workbook shows the latest saved mappings.
- Mapping changes take effect after the next data refresh of any connection that uses the hierarchy.
Note:
The Member Mapping Table is an Excel-based workflow. The interactive Member Mapping interface can be used outside Excel.