Adding Key Metrics to Analysis Types

Key metrics can be added only to saved analysis types. If you are creating an analysis type, you must save it before you can add key metrics.

  To add key metrics to an analysis type:

  1. In the Administration Workbench, go to the Presentation tab and select Analysis Types.

  2. Select an analysis type.

  3. In Key Metrics, click Add and enter the following information:

    • Name

      • Assign a name that is close to the dimension member name (from the cube's measure dimension); for example, Projected Sales.

      • Indicate whether the key metric value is absolute or relative; for example, if the value is relative, you could add Delta to the name, as in Projected Sales Delta.

      • Indicate the data type of the key metric; for example, whether the value is in dollars (as in Projected Sales $) or units (Projected Units).

    • Description

    • Users: If no users are assigned, the key metric has no restrictions and is assigned to all users. If a key metric needs user restrictions, then add the users assigned to use the key metric.

    • Type—Whether the key metric is comprised of members or a query definition. (Select a Style for the type you select.)

      • Members—Select a cube and define one member from each dimension in the cube, including the measure dimension.

        To define a member, click Add and enter the fully qualified name of a dimension member in the form dimension name/namespace/member name. The measure dimension and its namespace have the same name as the cube.

        For example, consider a key metric, named Projected Sales Delta, corresponding to a measure named Projected Sales, which is contained in the Forecast cube. The Forecast cube includes the dimensions ProductLine, Geography, Customer, Fiscal, and Forecast. (The Forecast dimension is the measure dimension.)

        For example, to define the key metric Projected Sales Delta as projected sales for all customers in all regions for all product lines for Q4 of 2004, you would add the following members:

        ProductLine/ProductLine/ProductLine

        Geography/Geography/Geography

        Customer/Customer/Customer

        Fiscal/Fiscal/2004 Q4

        Forecast/Forecast/Projected Sales

        If you cannot save a key metric definition, ensure that all members are from the selected cube and one member is selected from each dimension in the cube. (View cube details on the Model tab in the Administration Workbench.

        See Creating a Cube.

      • Query Definition—Enter an MDX query to define the key metric.

        Sample query definition for gross margin:

        select {SystemPeriod([Fiscal].[Year])} ON COLUMNS
        FROM [Financials]
        WHERE ([Measures].[Gross Margin %])

        Click Preview to display the results of the query definition.

  4. Click OK.