Creating a Cube

  To create a cube:

  1. On the Object Browser View menu, select Cubes.

  2. Click Actions, and select Add.

  3. In the Cube Wizard, enter Properties information.

    • Name

    • Description

    • Cube Publish Order

      Integrated Operational Planning automatically assigns a cube order. To accept this order, leave the Cube Publish Order at default; otherwise, assign a Cube Publish order.

  4. Define cube Dimensions.

    Click Add and select dimensions from the Add Dimensions dialog box. After you add a dimension, you can select it to view its details.

  5. Define cube Measures.

    Click Create and enter measure information.

  6. Review dimension Summarization information.

    Click a dimension to view details.

  7. Define cube Constraints.

    Click Create to access the Constraint Wizard and define a constraint. After you add a constraint, you can select it to view its details.

    See Creating Constraints.

  8. Define cube Allocation Maps.

    Click Create to access the Allocation Map Wizard and define an allocation map.

    See Creating and Editing Allocation Maps.

  9. Click Save to create the cube.

    The cube is displayed in the Object Browser.

    Note:

    See Understanding Cubes, Dimensions, and Measures Data Types and Data Flow and Mapping for additional information on dimensions and how data is staged and loaded into the Integrated Operational Planning database.

Creating Measures

  To create a measure:

  1. On the Measures page in the Cube wizard, click Create and enter the following information:

    • Name

    • Display Name—How the measure is displayed in Excel

    • Type—Derived, Input, Loaded, or Cross-cube

      See Measure Types.

    • Precision—Accuracy in terms of number of decimal places. For example, with a precision of 3, the number 45.3768 is rounded to 45.377.

    • Check Consistency—Whether Integrated Operational Planning should check whether the measure value is different from the calculated value. Not valid for input values from another source.

    • Hidden—Whether the measure is hidden from users

    • Style—Formatting

    Click Create again to enter additional measures.

  2. Click a measure number to enter details.

    You can enter measure details, or you can copy measure details from another measure and edit. To copy measure details from another measure, select a measure next to Copy From. You can copy measure details only from another measure of the same type. For example, if the current measure is a derived measure, Copy From displays only derived measures.

    • For Derived measures, enter the following information:

      • Description

      • Measure Formula—Enter a measure formula and click Validate.

      • Summarizations—Dimension summarization information. For each dimension, you can select a rollup (complex aggregation operator) or a roll-down (allocation operator) value.

        If you select a rollup or roll-down value, click Add orEdit Summarization Details and enter the Source Level. For rollup, this level is the level from which the aggregation starts. For roll-down, this is the level from which allocation starts.

        For custom values, enter the following additional information:

        • Operation Map—An allocation map defined in the cube where you define intermediate end levels

        • Formula—Batch calculation formula used during rollup or roll-down

        • On Change Measure—Dependency measure. Changing this measure triggers rollup or roll-down.

        • On Change—Interactive equivalent of batch formulas for rollup or roll-down

        • Propagate on Existence—Whether to create new children and roll down values to them

          See:

    • For Input measures, enter the following information:

      • Description

      • Summarizations—For each dimension, you can select a roll-up (complex aggregation operator) or a roll-down (allocation operator) value.

        See the Summarizations bullet under the For Derived Measures bullet for information on what to enter if you select a rollup or a roll-down value.

      With input measures, you can input the measure values at runtime while performing analysis.

    • For Loaded measures, enter the following information:

      • Description

      • Row Source—Click Down Arrow and select a row source

      • Row Source Column—Click Down Arrow and select a row source column

      • Measure Formula—Enter a measure formula and click Validate.

        See Working with Measure and Constraint Formulas.

      • Summarizations—Dimension summarization information. For each dimension, you can select a rollup (complex aggregation operator) or a roll-down (allocation operator) value.

        See the Summarizations bullet under the For Derived Measures bullet for information on what to enter if you select a rollup or a roll-down value.

      • Loaded Measure Filters—How to filter the measures

        • Click Add or Edit Loaded Measure Filters.

        • Click Create or Edit.

        • Enter filter details by selecting a column, selecting an operator, and entering a value. (For example, the column could be customerid, the operator could be equals, and the value could be 100.)

    • For Cross-Cube measures, enter the following information:

      • Description

      • Cube—Source cube containing the cross-cube value

      • Measure—Measure in the source cube on which the current target measure depends

      • Measure Formula—Formula used for batch calculation. Enter a measure formula and click Validate.

        See Working with Measure and Constraint Formulas.

      • Onchange Formula—Formula used for interactive calculation

      • Summarizations—Dimension summarization information. For each dimension, you can select a roll-up (complex aggregation operator) or a roll-down (allocation operator) values

        See the Summarizations bullet under the For Derived Measures bullet for information on what to enter if you select a rollup or a roll-down value.

  3. Enter a default measure.

    The first measure created is automatically assigned as the default measure. Click Change Default Measure and select a different measure.

See:

Editing Measures

  To edit a measure:

  1. On the Measures page in the Cube wizard, click Edit and change the measure information. For measure information, see

  2. Click OK.

Creating Constraints

  To create a constraint:

  1. In the Administration Workbench, go to the Model tab and select Cubes.

  2. In the Object Browser, select Cubes and do one of the following:

    • To create a cube and constraints, click Actions, and then Add.

    • To edit a cube to create constraints, select a cube, then click on Actions, then Edit.

  3. In the Cube wizard, click Constraints, and then click Create.

    A Constraint Wizard is displayed.

  4. Enter Properties information.

    • Name—Constraint name

    • Display Name—How the constraint is displayed in Excel

    • Description

    • Type

      • Reporting (Batch only)—Business-rule violations are evaluated only during batch calculation and not during interactive what-if analysis.

      • Display Only—Business rule violations are not evaluated up front; instead, Integrated Operational Planning checks for these violations at certain intersections and flags them in the user interface. Violations are not stored.

      • Regular (Batch and Interactive)—Business-rule violations are evaluated for batch calculations and interactive calculations.

        For example, violations may be introduced during what-if analysis, or existing violations may get fixed by changing some values.

    • Default Assignee—Whom to notify to fix the violation

    • Priority—Priority of the constraint. Select Low, Normal, or High

    • Days till Due—Number of days until the default assignee should fix the violation

  5. Define the constraint Condition.

    To define the constraint condition, select a measure and enter a formula. Click Validate to ensure that the formula is valid before proceeding.

    See Writing Formulas, Functions

    About Measure Formulas,

    For example, a component shortage constraint condition for an ending inventory:

    Component_Shortage."Ending Inventory"[level(Month)] assert once (isPast() or "Ending Inventory" >= 0)
  6. Define constraint Reporting Detail.

    Click Create and enter the following information:

    • Name

    • Display Name—How the constraint is displayed in Excel

    • Type—String, Double, Integer, Date, Timestamp, or Boolean

    • Size—(String) Constraint size

    • Precision—(Double) Precision of the constraint

    • Format—(Date) Format in which the constraint date is displayed

    • Key—Whether the constraint has a key associated with it. Select True or False.

    • Formula

  7. Define the Severity of the constraint.

    The severity is a formula that gets evaluated and is used with the styles.

    For example, the following formula evaluates “severity” to a number. The number is then used to flag the violation in different colors (specified in styles).

       <Severity><![CDATA[
        (75 - "ASP Attainment Pct")/75*100
        ]]></Severity>
        <Styles>
        <Style styleID="greenBackground" layer= "1"><![CDATA[
        Severity <= 50
        ]]></Style>
        <Style styleID="orangeBackground" layer= "1"><![CDATA[
        Severity > 50 and Severity < 75
        ]]></Style>
        <Style styleID="redBackground" layer= "1"><![CDATA[
        Severity >= 75
        ]]></Style>
        </Styles>
  8. Define the Style of the constraint.

    Click Create and enter the following information:

    • Style—Style to apply to the constraint when it is displayed

    • Layer—Violation precedence

      For example, violations associated with styles with a higher layer number take precedence over violations associated with styles with a lower layer number.

    • Formula—Formula to evaluate whether to use a particular style. The severity is often used in the formula.

  9. Click Save.