Working with Custom Measure Sets

A custom measure set is a collection of measures created for an analysis. For example, you could create a model with two measures sets: one for inventory-related measures and one for forecast-related measures. Measure sets can be associated with dimensions, and they can be level dependent. Each worksheet can have different measure sets.

Creating a Custom Measure Set

  To create a custom measure set:

  1. In an Excel planning worksheet, select Oracle, and then Manage Measure Sets.

  2. Click Add and enter a measure set name.

  3. Move measures from Available Measures to Assigned Measures.

  4. Click OK.

Associating a Measure Set with a Dimension

  To associate a measure set with a dimension:

  1. In an Excel planning worksheet, select Oracle, and then Manage Measure Sets.

  2. Select a measure set and click Edit.

  3. Select a dimension and click OK.

  4. Click OK again to save the information.

Level-Dependent Measure Sets

In a level-dependent measure set, you associate a measure set with a dimension. Then, for each measure in the measure set, you specify which dimension level the measure applies to, and, therefore, should be displayed.

For example, assume that you have a Product hierarchy representing the bill-of-materials for a car. At the top level is a member called car. If you zoom in to car, you see wheels, doors, windshield, and so on. In the same model is a measure called MSRP, the car’s listing price, and a measure called Component Unit Price, the price for a part. In a measure set that does not contain levels, the hierarchy would appear as shown in Figure 8, Product Hierarchy That Does Not Have a Level-Dependent Measure Set.

Figure 8. Product Hierarchy That Does Not Have a Level-Dependent Measure Set

The image shows a product hierarchy that does not have a level-dependent measure set.

In a level-dependent measure set, however, the hierarchy would appear as shown in Figure 9, Product Hierarchy in a Level-Dependent Measure Set.

Figure 9. Product Hierarchy in a Level-Dependent Measure Set

The image shows a product hierarchy in a level-dependent measure set.

To create the view in Figure 9, Product Hierarchy in a Level-Dependent Measure Set, you create a measure set and associate it with the Product dimension. In the measure set, you define a Component Unit Price measure that should be displayed only for members at the Component level and an MSRP measure that should be displayed only for members at the Finished Good level.

  To select measure set levels:

  1. In an Excel planning worksheet, select Oracle, and then Manage Measure Sets.

  2. Select a measure set and click Edit.

  3. Select a dimension and click OK.

  4. In Assigned Measures, select a measure.

  5. Click Select Levels, select the desired levels, and click OK.

  6. Click OK again to save the information.