Framework:BI Center:Create CoPlanner Cube: Difference between revisions

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__TOC__
__TOC__
In this example, a user-defined profit and loss account is created as a CoPlanner cube according to the aggregate cost method. Apart from the representation of plan and actual values, the variance is to be calculated as an absolute value and in percent.  
In this example, a revenue planning is created as a CoPlanner cube. Measures with plan, forecast and actual values should be available. To create a CoPlanner cube change in the developer mode.


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
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The dialog “CoPlanner cube” is displayed.
The dialog “CoPlanner cube” is displayed.
[[image:Fw_BI_Center name of the CoPlanner cube.jpg|thumb|center|Framework, BI Center, name of the CoPlanner cube]]


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Enter the name of the new CoPlanner cube, “My P&L”, and confirm by clicking OK.
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Enter the name of the new CoPlanner cube, “My revenues”, and confirm by clicking OK.
|}
|}


The new CoPlanner cube object “;My P&L” is created and the CoPlanner cube designer is opened. The following screen is presented.
The new CoPlanner cube object “My revenues” is created and the CoPlanner cube designer is opened. The following screen is presented.


[[image:Fw_BI_Center CoPlanner cube designer.jpg|thumb|center|Framework, BI Center, CoPlanner cube designer]]
[[image:Fw_BI_Center CoPlanner cube designer01.jpg|thumb|center|Framework, BI Center, CoPlanner cube designer]]


The CoPlanner cube designer contains four tabs.
==Elements and Functions==
:*Data sources
:*Dimensions
:*Measures
:*Preview


:*[[Framework:BI_Center:Ribbon CoPlanner Cube Designer|Ribbon]]
:*Tabs
::*[[image:Fw_BI_Center CoPlanner Würfel DesignerIcon01.jpg]] [[Framework:BI_Center:Create_CoPlanner_Cube#.E2.80.9CData_sources.E2.80.9C_tab|Data sources]]
::*[[image:Fw_BI_Center CoPlanner Würfel DesignerIcon02.jpg]] [[Framework:BI_Center:Create_CoPlanner_Cube#.E2.80.9CDimensions.E2.80.9D_tab|Dimensions]]
::*[[image:Fw_BI_Center CoPlanner Würfel DesignerIcon03.jpg]] [[Framework:BI_Center:Create_CoPlanner_Cube#.E2.80.9CMeasure.E2.80.9D_tab|Measures]]
::*[[image:Fw_BI_Center CoPlanner Würfel DesignerIcon04.jpg]] [[Framework:BI_Center:Create_CoPlanner_Cube#.E2.80.9CPreview.E2.80.9D_tab|Preview]]


===Ribbon===
==“Data sources“ tab==
 
The icons in the toolbar have the following functions:
 
[[image:Fw_BI_Center Ribbon.jpg|thumb|center|Framework, CoPlanner cube designer, Ribbon]]
 
 
{| style="width: 857px; height: 108px" cellspacing="1" cellpadding="3" width="857" border="1"
|-
| style=background-color:#f6f6f6 |'''Button'''
| style=background-color:#f6f6f6 |'''Action'''
|-
| [[image:Icon_Speichern.jpg‎]]
| Save
|-
| [[Image:Icon_Speichern_unter.jpg]]
| Save as
Not in use
|-
| [[Image:Icon_Konnektoren_laden.jpg]]
| Reload connectors
During a session, changes in the OLAP database are only reloaded from the server after a click on this button.
|-
|[[Image:Icon_Suchen.jpg‎]]
|Search
Search in the object tree
|}
 
 
===“Data sources“ tab===


In this tab, the data basis is defined. The available data objects are shown in the left tree of the designer. These are arranged by [[Framework:Tables|CoPlanner tables]], CoPlanner cubes and OLAP cubes.  
In this tab, the data basis is defined. The available data objects are shown in the left tree of the designer. These are arranged by [[Framework:Tables|CoPlanner tables]], CoPlanner cubes and OLAP cubes.  
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{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;As the data basis, choose the [[Framework:Tables|CoPlanner tables]] and “P&L_aggregate cost method_PLAN” and “P&L_ aggregate cost method_ACTUAL”. Using drag & drop, drag these tables to the working area.  
|<span style="color: darkblue">'''Entry'''</span> &nbsp;As the data basis, choose the [[Framework:Tables|CoPlanner tables]] „Umsatzerloese_IST“ and „Umsatzerloese_PLAN“ twice. . Using drag & drop, drag these tables to the working area. Rename the secound „Umsatzerloese_PLAN“ to „Umsatzerloese_Forecast“.
|}
 
[[image:Fw_BI_Center Structure and object selection .jpg|thumb|center|Framework, BI Center, Structure and object selection ]]
 
====Properties in the “Data sources” tab====
 
In the right part of the Designer, the properties of the data objects are shown.
 
[[image:Fw_BI_Center property of the data object.jpg|thumb|center|Framework, BI Center, property of the data object]]
 
'''Alias'''
 
This text is shown.
 
'''IsPlanDependent'''
 
Provides information whether the data object is plan dependant, i.e. whether the data acquired by the user are written to the plan selected at login, or whether this characteristic is not relevant (actual data).
 
'''Special'''
 
'''CUSTOMROLLUP=LASTMONTHONYEAR;'''
 
Overrides the annual value in the time dimension and instead shows the value of the last month of the year.
 
'''CUSTOMROLLUP=FIRSTMONTHONYEAR;'''
 
Overrides the annual value in the time dimension and instead shows the value of the first month of the year.
 
'''CUSTOMROLLUP=LASTNONEMPTYMONTHONYEAR;'''
 
Overrides the annual value in the time dimension and instead shows the value of the last non-empty month of the year.
 
'''CUSTOMROLLUP=LASTCHILDONPARENT;'''
 
Overrides the value of nodes on the time axis (or a time subset) and instead shows the value of the last leaf element.
 
 
{| {{Bausteindesign1}}
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;Is applied when time subsets are used.
|}
 
'''CUSTOMROLLUP=FIRSTCHILDONPARENT;'''
 
Overrides the value of nodes on the time axis (or a time subset) and instead shows the value of the first leaf element.
 
{| {{Bausteindesign1}}
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;Is applied when time subsets are used.  
|}
|}


 
[[Framework:BI_Center:CoPlanner Cube_-_Properties Data sources|Properties in the “Data sources” tab]]
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Give the table “P&L_aggregate cost method_PLAN” the alias “P&L plan” and give the table “P&L_ aggregate cost method_ACTUAL” the alias “P&L actual”.
Activate the “Dimensions” tab.
|}




===“Dimensions” tab===
==“Dimensions” tab==


The “Dimensions” tab shows all dimensions assigned to the data objects, whereas identical dimensions contained in the data objects are connected and assigned. Assigned dimensions are indicated with a green check [[Image:Icon_Haekchen.jpg]], non-assigned dimensions or dimensions that cannot be assigned are shown on a grey background.
The “Dimensions” tab shows all dimensions assigned to the data objects, whereas identical dimensions contained in the data objects are connected and assigned. Assigned dimensions are indicated with a green check [[Image:Icon_Haekchen.jpg]], non-assigned dimensions or dimensions that cannot be assigned are shown on a grey background.


[[image:Fw_BI_Center Dimensions tab.jpg|thumb|center|Framework, BI Center, Dimensions tab]]
[[image:Fw_BI_Center Dimensions tab01.jpg|thumb|center|Framework, BI Center, Dimensions tab]]


You can break an assignment [[Image:Icon_Haekchen.jpg]] of the dimension by clicking on the corresponding element. In the same manner, you can also re-establish an assignment.
You can break an assignment [[Image:Icon_Haekchen.jpg]] of the dimension by clicking on the corresponding element. In the same manner, you can also re-establish an assignment.
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{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Choose the “Sub_P&LACM” subset from the “Dimensions” tree.
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Choose the “Produktgruppen” und “Plan” from the “Dimensions” tree.
|}
|}


The following screen is presented.
The following screen is presented.


[[image:Fw_BI_Center Adding a subset.jpg|thumb|center|Framework, BI Center, Adding a subset]]
[[image:Fw_BI_Center Adding dimensions.jpg|thumb|center|Framework, BI Center, Adding dimensions]]


For both data objects, the assignment is shown on a grey background.  
For both data objects, the assignment is shown on a grey background.  
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|}
|}


A dialog to select the subset opens. Only the possible assignments are shown in black.
A dialog to select the dimensions opens. Only the possible assignments are shown in black.


[[image:Fw_BI_Center possible assignments.jpg|thumb|center|Framework, BI Center, possible assignments]]
[[image:Fw_BI_Center possible assignments.jpg|thumb|center|Framework, BI Center, possible assignments]]
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{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Select the entry Sub_P&LACM for both elements.
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Rename the secound plan to Forecast and connect it to the data source "Umsatzerloese_Forecast"
|}
|}


In the corresponding element, the “Manually assigned” [[Image:Icon_manuell_zugeordnet.jpg]] icon is displayed. This data object is now linked with this subset.
In the corresponding element, the “Manually assigned” [[Image:Icon_manuell_zugeordnet.jpg]] icon is displayed.  
 
[[image:Fw_BI_Center manually assigned subset.jpg|thumb|center|Framework, BI Center, manually assigned subset]]
 
The dimension “P&L structure” is not required any more and deleted.
 
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;In the data objects, click on the elements “P&L structure” and break the assignment. Then the dimension can be deleted.
|}
 
You will see the following screen:
 
[[image:Fw_BI_Center dimensions.jpg|thumb|center|Framework, BI Center, dimensions]]
 
====Properties in the “Dimensions” tab====
 
In the right part of the designer, the properties of the dimensions are shown.
 
'''Alias'''
 
This text is shown.
 
'''IsPlan'''
 
Provides information whether the dimension is the CoPlanner system dimension “Plan”. If the dimension is the plan dimension, it can only be applied to data objects if “IsPlanDependent”, has been set as the property of the data source.  


[[Framework:BI_Center:CoPlanner Cube_-_Properties Dimensions|Properties in the “Dimensions” tab]]


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
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===“Measure” tab===
==“Measure” tab==


In the “Measure” tab, you define which measures are shown.  
In the “Measure” tab, you define which measures are shown.  
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Another possibility in this step is the display of cumulated values.  
Another possibility in this step is the display of cumulated values.  
In this example, the values of the individual periods and the cumulated value are to be shown.


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;At first drag the “Value” element of the “P&L Plan” data object to the working area, and then the “Value” element of the “P&L Actual” data object.
|<span style="color: darkblue">'''Entry'''</span> &nbsp;
Repeat this procedure.
Move following measures from the data object tree in the working area by the order specified and rename them:
|}
Umsatzerloese_IST:
 
:*Menge: Quantity act PY
The following screen shows up:
:*Preis: Price act PY
:*Umsatz absolut: Sales absolute act PY
:*Umsatz:Sales act PY


[[image:Fw_BI_Center Measure tab.jpg|thumb|center|Framework, BI Center, “Measure” tab]]
Umsatzerloese_Forecast:  
:*Menge: Quantity FC PY
:*Preis: Price FC PY
:*Umsatz absolut: Sales absolute FC PY
:*Umsatz:Sales FC PY


{| {{Bausteindesign2}}
Umsatzerloese_Plan:
|-
:*Menge: Quantity
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Highlight the first entry and under the property “alias” allocate the name “Plan value”. Enter “n2” under the “Number format” property for an integer with 2 decimal places. 
:*Preis: Price
:*Umsatz absolut: Sales absolute
:*Umsatz: Sales
:*Umsatzsteuersätze: VAT rates
:*Umsatzsteuer: VAT
:*Umsatz inklusive UST: Cross sales
:*Zahlungsschlüssel: Payment key
|}
|}


[[image:Fw_BI_Center properties of a measure.jpg|thumb|center|Framework, BI Center, properties of a measure]]
The following screen shows up:


{| {{Bausteindesign2}}
[[image:Fw_BI_Center Measure tab01.jpg|thumb|center|Framework, BI Center, “Measure” tab]]
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Activate the second measure, “Value_1”, and allocate the alias “Actual value”, giving it the number format “n2”.
|}
 
The measures “Value_2” and “Value_3” should now show the cumulated plan respectively the actual value.


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Activate the third measure, “Value_2”, and allocate the alias “Plan value cum“, giving it the number format “n2”. Now from the list of the property “CumSettingType”, choose the entry “Fiscal year”, and from the list of the property “CumSettingColumn” choose the entry “Time”.
|<span style="color: darkblue">'''Entry'''</span> &nbsp;In the measures "Quantity" enter “n2” under the “Number format” property for an integer with 2 decimal places.
The fourth element, “Value_3”, receives the alias “Actual value cum” and the same settings as the previous element.
|}
|}


[[image:Fw_BI_Center Properties of a measure cumulated.jpg|thumb|center|Framework, BI Center, Properties of a measure, cumulated]]
Actual and Foreast measures should be taken from the previous year.  
 
====Properties in the “Measure” tab====
 
In the right part of the designer, the properties of the measures are shown.
 
'''AggregationsType'''
 
Specifies how subordinated elements are aggregated (projected) in the sum element above.
 
SUM: Subelements are added
AVG: Subelements are averaged
 
'''Alias'''
 
This text is shown.
 
'''CalcBackExpression'''
 
As the name suggests, this special setting permits “back calculation”, for instance
 
''calcback[MeasureTarget]=[Measure1]*[Measure2];''
 
In the example quantity x price=turnover, let the quantity and the price be database fields and the turnover a calculated field. In order to determine the necessary quantity by entering a value in the ‘Turnover’ field, the following formula is used:
 
''calcback [Quantity]=[Turnover]/[Price];''
 
Quantity is the field whose value is changed – the formula after the “=” character provides the calculation of the new quantity.
As it is always advisable, in the case of divisions, to prevent a division by 0, it is recommended to extend the expression as follows:
 
''calcback [Quantity]=IIF([Price]=0,[ Quantity],[Turnover]/[Price]);''
 
This now prevents a change of the ‘Quantity’ field if the ‘Price’ field is still 0 when a turnover is entered.
Rewriting into several fields simultaneously is also supported – various CalcBack instructions are simply separated with semi-colons.
 
 
{| {{Bausteindesign1}}
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;If a table and a writable column are additionally selected, this field will be written simultaneously as well.
|}
 
Formulae in CalcBack expressions are to be defined like in the ‘Expression’ field (see below).
 
'''Expression'''
 
If the measure is calculated via a formula, it is shown here.
 
'''NumberFormat'''
 
Definition of the number format. The following are allowed:
:*for integers: n0…n2, #.##0.00, etc.
:*percentages: p0…p2, 00.00%, etc.
 
'''ReadOnly'''
 
Defines whether this column is to be write-protected.
 
'''CumSettingType'''
 
Setting of the cumulation. The following possibilities are available for selection:
:*CalendarYear
:*FiscalYear
:*Ongoing
:*Month
:*Quarter
:*Week
 
'''CumSettingColumn'''
 
CumSettingColumn offers the dimensions of the data source for selection over which a cumulation is to be performed.
 
'''ShiftCol'''
 
This offers the dimensions of the data source to which a time shift can be applied.
 
'''Shift_Interval'''
 
Number of periods that are to be shifted. A forward and backward time shift is possible and defined by using the (+/-)sign.
 
'''TimeDimType'''
 
Days/Calendar week/Month/Quarter/Year – defines the type of the period that is to be shifted.


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Activate the “Calculated measure” tab
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Enter following settings to these measures:
:*Shift_Col: Period
:*Shift_Interval: -1
:*TimeDimType: Jahr
|}
|}
 
====“Calculated measure”====
[[Framework:BI_Center:CoPlanner Cube_-_Properties Measure|Properties in the “Measure” tab]]
 
You can create any number of “Calculated measures” and establish their calculation very easily with formula wizards.
In the left tree there is the button to add new calculated measures. On the right, the properties of the calculated measures are shown.
In this example, the variance between plan and actual values is calculated as an absolute figure and in percent, in each case for the individual periods as well as the cumulated values.


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Create a new measure by pulling the “Add” button to the working area.
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Activate the “Preview” tab
|}
|}


A measure is created. Open the formula editor by clicking the “Process formula” button. Simply use drag & drop to pull the desired measure to the formula wizard. All four basic arithmetical operations are permitted as calculations. Furthermore, the functions of the CoPlanner business economics formulae (FCT_TimeDimAdd, FCT_GetRecord, etc.)  are available.
==“Preview” tab==


{| {{Bausteindesign2}}
In this tab, the result of the CoPlanner cube is displayed. In the tree on the left, the available dimensions and measures are displayed. They can be added to the analysis as a filter or measure by dragging and dropping or with a mouse click. The right part shows general properties of the analysis.
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Highlight the first measure and allocate the alias “Variance”. As the number format, enter “n2” under the property “Number format”.  
Then at first use drag & drop to pull the “Plan value” measure to the formula wizard. Then write a “-“ sign and finally pull the “Actual value” measure to the formula wizard.
|}


You are shown the following screen:
[[image:Fw_BI_Center Preview tab01.jpg|thumb|center|Framework, BI Center, “Preview” tab]]
 
[[image:Fw_BI_Center creating a calculated measure.jpg|thumb|center|Framework, BI Center, creating a calculated measure]]
 
The second calculated measure should show this variance in percent.
 
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Create a new measure and allocate the alias “in percent”. As the number format, enter “p2” under the property “Number format”.
|}




{| {{Bausteindesign1}}
{| {{Bausteindesign1}}
|-
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;The formula wizard supports the use of previously created calculated measures.
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;If you activate the “preview” tab, all adjustments performed up to this point will be saved.
|}
|}


Line 368: Line 170:
{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Enter “[Variance]” in the formula wizard and then the symbol for division, “/”. Complete the formula by dragging & dropping the measure “Plan value” from the tree to the formula wizard. Finally multiply this formula by 100.
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Assign the dimension “Products” to the vertical axis, “Period” to the horizontal axis. As a filter, choose “Plan”, “Forecast”, the “Company” and the “Cost Center” dimension.
With the dialog “Select measure” [[Image:Icon_Spaltenauswahl.jpg‎]], you can now define the measures that are to be displayed as well as their order in the axis.
|}
|}
[[image:Fw_BI_Center creating a calculated measure in percent.jpg|thumb|center|Framework, BI Center, creating the calculated measure “in percent”]]
To establish the variance, both absolute and in percent for the cumulated values, proceed exactly as explained in the previous steps. As a result, you get the following appearance.
====Properties for “Calculated measures”====
In the right part of the designer, the properties of the calculated measures are displayed.
'''Alias'''
This text is displayed.
'''CalcBackExpression'''
See above.
'''Expression'''
Write-protected, shows the result of the formula wizards.
'''Numberformat'''
Entry of the number format
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Activate the “Preview” tab.
|}
===“Preview” tab===
In this tab, the result of the CoPlanner cube is displayed. In the tree on the left, the available dimensions and measures are displayed. They can be added to the analysis as a filter or measure by dragging and dropping or with a mouse click. The right part shows general properties of the analysis.
[[image:Fw_BI_Center Preview tab.jpg|thumb|center|Framework, BI Center, “Preview” tab]]




{| {{Bausteindesign1}}
{| {{Bausteindesign1}}
|-
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;If you activate the “preview” tab, all adjustments performed up to this point will be saved.
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;CoPlanner offers the possibility to [[Framework:BI_Center:CoPlanner_Cube_show/hide|hide CoPlanner cubes]].
|}
|}
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Assign the dimension “Sub_P&LACM” to the vertical axis, “Time” to the horizontal axis. As a filter, choose “Plan”, the “Company” and the “Cost Center” dimension.
With the dialog “Select measure” [[Image:Icon_Spaltenauswahl.jpg‎]], you can now define the measures that are to be displayed as well as their order in the axis.
|}
[[image:Fw_BI_Center Preview tab, select measure.jpg|thumb|center|Framework, BI Center, “Preview” tab, select measure]]




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[[Category:Framework|CoPlanner cube designer]]
[[Category:Framework|CoPlanner cube designer]]
[[Category:BI Center|CoPlanner cube designer]]
[[Category:BI Center|CoPlanner cube designer]]
[[de:Framework:CoPlanner_Würfel_Designer]]
[[de:Framework:BI_Center:CoPlanner_W%C3%BCrfel_erstellen]]

Latest revision as of 15:04, 8 February 2011

In this example, a revenue planning is created as a CoPlanner cube. Measures with plan, forecast and actual values should be available. To create a CoPlanner cube change in the developer mode.

Entry  Click on the “My objects” directory with the right mouse button. From the “New” context menu, select the command “CoPlanner cube”


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Framework, BI Center, creating a new CoPlanner cube

The dialog “CoPlanner cube” is displayed.

Entry  Enter the name of the new CoPlanner cube, “My revenues”, and confirm by clicking OK.

The new CoPlanner cube object “My revenues” is created and the CoPlanner cube designer is opened. The following screen is presented.

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Framework, BI Center, CoPlanner cube designer

Elements and Functions

“Data sources“ tab

In this tab, the data basis is defined. The available data objects are shown in the left tree of the designer. These are arranged by CoPlanner tables, CoPlanner cubes and OLAP cubes. You can change the width of the tree by clicking on the right edge with the left mouse button. With the button held down, make the area bigger or smaller.

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Framework, BI Center, changing the width of the object tree
Entry  As the data basis, choose the CoPlanner tables „Umsatzerloese_IST“ and „Umsatzerloese_PLAN“ twice. . Using drag & drop, drag these tables to the working area. Rename the secound „Umsatzerloese_PLAN“ to „Umsatzerloese_Forecast“.

Properties in the “Data sources” tab


“Dimensions” tab

The “Dimensions” tab shows all dimensions assigned to the data objects, whereas identical dimensions contained in the data objects are connected and assigned. Assigned dimensions are indicated with a green check , non-assigned dimensions or dimensions that cannot be assigned are shown on a grey background.

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Framework, BI Center, Dimensions tab

You can break an assignment of the dimension by clicking on the corresponding element. In the same manner, you can also re-establish an assignment. To delete a dimension, all assignments must be broken first. Then the “Delete” button will show up next to the dimension, and the dimension can be removed.

Entry  Choose the “Produktgruppen” und “Plan” from the “Dimensions” tree.

The following screen is presented.

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Framework, BI Center, Adding dimensions

For both data objects, the assignment is shown on a grey background.

Entry  Click the black arrow in the grey element.

A dialog to select the dimensions opens. Only the possible assignments are shown in black.

Framework, BI Center, possible assignments
Entry  Rename the secound plan to Forecast and connect it to the data source "Umsatzerloese_Forecast"

In the corresponding element, the “Manually assigned” icon is displayed.

Properties in the “Dimensions” tab

Entry  Activate the “Measure” tab.


“Measure” tab

In the “Measure” tab, you define which measures are shown.

Hint  Please note that a measure cannot have the same denomination as a dimension

Here you also set the number format. This will be used for all later analyses.

Another possibility in this step is the display of cumulated values.

Entry  

Move following measures from the data object tree in the working area by the order specified and rename them: Umsatzerloese_IST:

  • Menge: Quantity act PY
  • Preis: Price act PY
  • Umsatz absolut: Sales absolute act PY
  • Umsatz:Sales act PY

Umsatzerloese_Forecast:

  • Menge: Quantity FC PY
  • Preis: Price FC PY
  • Umsatz absolut: Sales absolute FC PY
  • Umsatz:Sales FC PY

Umsatzerloese_Plan:

  • Menge: Quantity
  • Preis: Price
  • Umsatz absolut: Sales absolute
  • Umsatz: Sales
  • Umsatzsteuersätze: VAT rates
  • Umsatzsteuer: VAT
  • Umsatz inklusive UST: Cross sales
  • Zahlungsschlüssel: Payment key

The following screen shows up:

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Framework, BI Center, “Measure” tab
Entry  In the measures "Quantity" enter “n2” under the “Number format” property for an integer with 2 decimal places.

Actual and Foreast measures should be taken from the previous year.

Entry  Enter following settings to these measures:
  • Shift_Col: Period
  • Shift_Interval: -1
  • TimeDimType: Jahr

Properties in the “Measure” tab

Entry  Activate the “Preview” tab

“Preview” tab

In this tab, the result of the CoPlanner cube is displayed. In the tree on the left, the available dimensions and measures are displayed. They can be added to the analysis as a filter or measure by dragging and dropping or with a mouse click. The right part shows general properties of the analysis.

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Framework, BI Center, “Preview” tab


Hint  If you activate the “preview” tab, all adjustments performed up to this point will be saved.


Entry  Assign the dimension “Products” to the vertical axis, “Period” to the horizontal axis. As a filter, choose “Plan”, “Forecast”, the “Company” and the “Cost Center” dimension.

With the dialog “Select measure” , you can now define the measures that are to be displayed as well as their order in the axis.


Hint  CoPlanner offers the possibility to hide CoPlanner cubes.
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