Using the Aggregation Template

Use the Aggregation template to aggregate data values of members you specify. You can restrict the aggregation by entering members in the Point of View. You can also specify whether to aggregate data values into the local currency and whether to aggregate missing values.

For example, you could use the Aggregation template to aggregate dense or sparse dimensions using a parent member, and select a level of aggregation, such as Descendants, Children, or Ancestors(all).

To use the Aggregation template:

  1. Create or open a business rule or a template.
  2. Do one of the following:

    • For a graphical rule or template, under New Objects, select Aggregation, and then drop it into the flow chart between Begin and End.

    • For a script rule or template, expand System Templates, then select Aggregation, and then drop it into the desired area in the script.

  3. Enter the requested information in the Aggregation Wizard.

Table 4-6 Aggregation Wizard Steps

Step Explanation
Information Describes the function of the template.
Point of View Select the members for the dimensions to which you want to restrict the aggregation.

The following options are available to select members.

  • Click Variable Selector button next to Use Predefined Selection, to select variables to populate all the dimensions with values.

  • Click Member Selector button next to Member Selector, to select members for each dimension.

  • Select a dimension, and then click Select button to select a variable, member, or function.
Full Dense Aggregation Select up to two dense dimensions to aggregate fully, and specify whether the dense dimensions have stored non-level 0 members. Note the following:

  • If a dense dimension has stored non-level 0 members, then a Calc Dim (dense dimension) is created in the script.

  • If a dense dimension does not have stored non-level 0 member, then no script is generated for the dense dimension.

  • If you want to do a partial aggregation on a dense dimension, (parent member with function - Descendants, Children, or Ancestors), then do not select the dimensions in this step.
Full Sparse Aggregation Select up to three sparse dimensions to aggregate fully, and specify whether the sparse dimensions have member formulas that need to be calculated.

If a sparse dimension has a member formula, then the sparse dimension is calculated. If a sparse dimension does not have a member formula, then the sparse dimension is aggregated.
Partial Dimension Aggregation Dense Select up to two dense dimensions for partial aggregation. For each dense dimension, select a member and an aggregation level. Note the following:

  • The Partial Dimension Aggregation Dense step is displayed if you have a dense dimension that you did not use on the Full Dense Aggregation step. If you use two dense dimensions on the Full Dense Aggregation tab, and there are no more dense dimensions in the application, then the Partial Dimension Aggregation Dense step is not displayed.

  • If you want to do a partial aggregation on a sparse dimension, (parent member with function - Descendants, Children, or Ancestors), then do not select the dimension on this step.
Partial Dimension Aggregation Sparse Select up to three sparse dimensions for partial aggregation. For each sparse dimension, select a member and an aggregation level. Note the following:

Note:

  • The available sparse dimension for partial aggregation are displayed in gray.

  • The Partial Dimension Aggregation Sparse step is displayed if you have a sparse dimension that you did not use on the Full Sparse Aggregation step. If you use three sparse dimensions on the Full Sparse Aggregation tab, and there are no more sparse dimensions in the application, then the Partial Dimension Aggregation Sparse step is not displayed.

  • If you want to do a partial aggregation on a dense dimension, (parent member with function - Descendants, Children, or Ancestors), then do not select the dimension on this step.
Settings Specify the settings on the step.