Framework:CoPlanner cube designer: Difference between revisions

From CoPlanner 11
Jump to navigationJump to search
← Older edit
VisualWikitext
No edit summary
No edit summary
 
(16 intermediate revisions by the same user not shown)
Line 23: Line 23:
[[image:Fw_BI_Center CoPlanner cube designer.jpg|thumb|center|Framework, BI Center, CoPlanner cube designer]]
[[image:Fw_BI_Center CoPlanner cube designer.jpg|thumb|center|Framework, BI Center, CoPlanner cube designer]]


The CoPlanner cube designer contains five tabs.  
The CoPlanner cube designer contains four tabs.  
:*[[image:Fw_BI_Center CoPlanner Würfel DesignerIcon01.jpg]]Structure and object selection
:*Data sources
:*[[image:Fw_BI_Center CoPlanner Würfel DesignerIcon02.jpg]]Dimensions
:*Dimensions
:*[[image:Fw_BI_Center CoPlanner Würfel DesignerIcon03.jpg]]Measures
:*Measures
:*[[image:Fw_BI_Center CoPlanner Würfel DesignerIcon04.jpg]]Preview
:*Preview




Line 37: Line 37:




{| style="width: 857px; height: 108px" cellspacing="1" cellpadding="3" width="857" border="1"
{| class="wikitable" width="857px"
|- {{Tabellentitel}}
| Button
| Action
|-
|-
| style=background-color:#f6f6f6 |'''Button'''
|[[Image:Icon_CheckIn.jpg‎]]
| style=background-color:#f6f6f6 |'''Action'''
|CheckIn/Out to modify the Cube
|-
|-
| [[image:Icon_Speichern.jpg‎]]
| [[image:Icon_Speichern.jpg‎]]
| Save
| Save
|-
| [[Image:Icon_Speichern_unter.jpg]]
| Save as
Not in use
|-
|-
| [[Image:Icon_Konnektoren_laden.jpg]]
| [[Image:Icon_Konnektoren_laden.jpg]]
| Reload connectors  
| Reload connectors  
During a session, changes in the OLAP database are only reloaded from the server after a click on this button.
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
|}
|}


Line 61: Line 56:
===“Data sources“ tab===
===“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.  
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.  
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.
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.


Line 68: Line 63:
{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;As the data basis, choose the 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]] and “P&L_aggregate cost method_PLAN” and “P&L_ aggregate cost method_ACTUAL”. Using drag & drop, drag these tables to the working area.  
|}
|}


Line 79: Line 74:
[[image:Fw_BI_Center property of the data object.jpg|thumb|center|Framework, BI Center, property of the data object]]
[[image:Fw_BI_Center property of the data object.jpg|thumb|center|Framework, BI Center, property of the data object]]


'''Alias'''
'''Caption'''


This text is shown.
This text is shown.


'''IsPlanDependent'''
'''Name'''


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).
Name of the source.


'''Special'''
'''SpecialDefinition'''


'''CUSTOMROLLUP=LASTMONTHONYEAR;'''
'''CUSTOMROLLUP=LASTMONTHONYEAR;'''
Line 181: Line 176:
In the right part of the designer, the properties of the dimensions are shown.  
In the right part of the designer, the properties of the dimensions are shown.  


'''Alias'''
'''Caption'''


This text is shown.
This text is shown.


'''IsPlan'''
'''Name'''


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.  
Name of the source dimension.  




Line 196: Line 191:




===Register „Measure“ ===
===“Measure” tab===


Im Register „Measure“ definieren Sie die anzuzeigenden Measure, können beliebig viele neue Measure hinzufügen und mittels Formelassistenten sehr einfach deren Berechnung erstellen.  
In the “Measure” tab, you define which measures are shown.  


{| {{Bausteindesign1}}
{| {{Bausteindesign1}}
|-
|-
| <span style="color: darkblue;">'''Hinweis'''</span> &nbsp;Beachten Sie bitte, dass ein Measure nicht die gleiche Bezeichnung haben darf wie eine Dimension.
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;Please note that a measure cannot have the same denomination as a dimension
|}
|}


Des Weiteren stellen Sie hier das Zahlenformat ein. Dieses wird in allen späteren Auswertungen genutzt.
Here you also set the number format. This will be used for all later analyses.


Eine weitere Möglichkeit in diesem Schritt ist die Darstellung von kumulierten Werten.
Another possibility in this step is the display of cumulated values.  


In diesem Beispiel sollen die Werte der einzelnen Perioden sowie kumuliert dargestellt werden.
In this example, the values of the individual periods and the cumulated value are to be shown.


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Ziehen Sie zuerst das Element „Wert“ des Datenobjektes „GuV Plan“ in den Arbeitsbereich und danach das Element „Wert“ des Datenobjektes „GuV Ist“.
|<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.
Wiederholen Sie diesen Vorgang.
Repeat this procedure.
|}
|}


Sie erhalten folgendes Aussehen:
The following screen shows up:


[[image:Fw_BI_Center Register Measure.jpg|thumb|center|Framework, BI Center, Register Measure]]
[[image:Fw_BI_Center Measure tab.jpg|thumb|center|Framework, BI Center, “Measure” tab]]


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Markieren Sie den ersten Eintrag und vergeben Sie bei der Eigenschaft Caption die Bezeichnung “Planwert”. Als Zahlenformat geben Sie bei der Eigenschaft „Numberformat“ „n2“ für eine ganzzahlige Darstellung mit 2 Nachkommastellen.  
|<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.
|}
|}


[[image:Fw_BI_Center Eigenschaften eines Measures.jpg|thumb|center|Framework, BI Center, Eigenschaften eines Measures]]
[[image:Fw_BI_Center properties of a measure.jpg|thumb|center|Framework, BI Center, properties of a measure]]


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Aktivieren Sie das zweite Measure „Wert_1“ und vergeben Sie die Caption „Istwert“ mit dem Zahlenformat „n2“.  
|<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”.  
|}
|}


Die Measure „Wert_2“ und „Wert_3“ sollen nun den Plan- bzw. Istwert kumuliert darstellen.
The measures “Value_2” and “Value_3” should now show the cumulated plan respectively the actual value.


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Aktivieren Sie das dritte Measure „Wert_2“ und vergeben Sie die Caption „Planwert kum“ mit dem Zahlenformat „n2“. Wählen Sie aus der Liste der Eigenschaft „KumSettingArt“ den Eintrag „Fiskal-Jahr“ und aus der Liste der Eigenschaft „KumSettingColumn“ den Eintrag „Zeit“.
|<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”.  
Das vierte Element „Wert_3“ bekommt die Caption „Istwert kum“ und die gleichen Einstellungen wie das vorherige Element.
The fourth element, “Value_3”, receives the alias “Actual value cum” and the same settings as the previous element.
|}
|}


[[image:Fw_BI_Center Eigenschaften eines Measures kumuliert.jpg|thumb|center|Framework, BI Center, Eigenschaften eines Measures kumuliert]]
[[image:Fw_BI_Center Properties of a measure cumulated.jpg|thumb|center|Framework, BI Center, Properties of a measure, cumulated]]


====Eigenschaften im Register „Measure“====
====Properties in the “Measure” tab====


Im rechten Bereich des Designers werden die Eigenschaften des Measures angezeigt.
In the right part of the designer, the properties of the measures are shown.


'''AggregationsType'''
{| class="wikitable" width="857px"
|- {{Tabellentitel}}
| Caption
| Description
|-
|'''Accumulation'''
|&nbsp;
|-
|'''ToDateColumn'''
|ToDateColumn offers the dimensions of the data source for selection over which a cumulation is to be performed.
|-
|'''ToDateType'''
|Setting for cumulation. Defines the range of the cumulation. The following possibilities are available for selection:
:*CalendarYear
:*FiscalYear
:*Ongoing
:*Month
:*Quarter
:*Week
|-
|'''General'''
|&nbsp;
|-
|'''AggregationsType'''
|Specifies how subordinated elements are aggregated (projected) in the sum element above.


Gibt an, wie untergeordnete Elemente im Summenelement darüber aggregiert (hochgerechnet) werden.
AGG: Subelements are added


SUM: Unterelemente werden addiert
Member: Subelements are averaged
 
|-
AVG: Der Durchschnitt der Unterelemente wird gebildet
|'''CalcBackExpression'''
 
|'''CalcBackExpression'''
'''CalcBackExpression'''


Wie die Bezeichnung schon verrät, ermöglicht diese Spezialeinstellung das „Zurückrechnen“. Z.B.
As the name suggests, this special setting permits “back calculation”, for instance


''calcback[MeasureZiel]=[Measure1]*[Measure2];''
''calcback[MeasureTarget]=[Measure1]*[Measure2];''


Im Beispiel Menge x Preis=Umsatz seien Menge und Preis Datenbankfelder, Umsatz ein berechnetes Feld. Um über eine Eingabe auf dem Feld Umsatz die notwendige Menge zu ermitteln, wird folgende Formel verwendet:
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 [Menge]=[Umsatz]/[Preis];''
''calcback [Quantity]=[Turnover]/[Price];''


Menge ist das Feld, dessen Wert verändert wird – die Formel nach dem „=“-Zeichen liefert die Berechnung für die neue Menge.
Quantity is the field whose value is changed – the formula after the “=” character provides the calculation of the new quantity.
Da es immer ratsam ist, bei Divisionen auch eine allfällige Division durch 0 zu verhindern, empfiehlt sich die Erweiterung des Ausdrucks wie folgt:
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 [Menge]=IIF([Preis]=0,[Menge],[Umsatz]/[Preis]);''
''calcback [Quantity]=IIF([Price]=0,[ Quantity],[Turnover]/[Price]);''


Dadurch wird das Feld Menge nicht verändert, wenn bei einer Umsatzeingabe das Feld Preis noch 0 ist.
This now prevents a change of the ‘Quantity’ field if the ‘Price’ field is still 0 when a turnover is entered.
Es kann auch gleichzeitig in mehrere Felder zurückgeschrieben werden - mehrere CalcBack-Anweisungen werden einfach mittels Strichpunkten getrennt.
Rewriting into several fields simultaneously is also supported – various CalcBack instructions are simply separated with semi-colons.


{| {{Bausteindesign1}}
{| {{Bausteindesign1}}
|-
|-
| <span style="color: darkblue;">'''Hinweis'''</span> &nbsp;Falls zusätzlich eine Tabelle und eine beschreibbare Spalte ausgewählt sind, wird gleichzeitig auch dieses Feld beschrieben.
| <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.
|}
|}


Formeln in CalcBack-Ausdrücken sind wie im Feld Expression (siehe unten) zu definieren.
Formulae in CalcBack expressions are to be defined like in the ‘Expression’ field.


'''Caption'''
Additionally you can calculate a weighted average price " (WAP) in this field.


Dieser Text wird angezeigt.
''[Costs per unit org]=WAP([Costs per unit])''


'''DataType'''
{| {{Bausteindesign1}}
Legt den Datentyp fest.
|-
:*Text
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;If you have calcbacks on non-calculated measures, the measure itself has to be part of the calcback.
:*Datum
|}
:*Dezimalzahl
:*Waehrung
:*Prozent
:*Ganzzahl
:*GrosseGanzzahl
:*Bool
:*Link
:*Undefined


'''Name'''
If the field 'Quantity' has a calcback for instance ''[Turnover]=[Quantity]*[Price]'', the 'Quantity' itself has to be part of the calcback.
So in the calcback the following expression has to be defined:


Systemname im Modell
''[Turnover]=[Quantity]*[Price];[Quantity]=[Quantity]''


'''Expression'''
{| {{Bausteindesign1}}
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;Calculated measures only can be used, if the expression contains a non-calculated measure.
A calculated measure using the expression Attribute(Products.Attribute) can not used. A calculated measure using the expression IIF([Quantity]=[Quantity],Attribute(Products.Attriubte),0) can be used.
|}


Wird das Measure über eine Formel berechnet, wird diese hier angezeigt.
'''NumberFormat'''
Definition des Zahlenformats. Erlaubt sind für
:*Ganzzahlen: n0…n2, #.##0,00, etc.
:*Prozentzahlen: p0…p2, 00,00%, etc.
'''ReadOnly'''
Legt fest, ob diese Spalte für die Eingabe gesperrt werden soll.
'''Visible'''
Legt fest, ob dieses Measure angezeigt wird oder nicht.
'''KumSettingArt'''
Einstellung der Kumulation. Folgende Möglichkeiten stehen zur Auswahl:
:*KalenderJahr
:*FiskalJahr
:*Laufend
:*Minat
:*Quartal
:*Woche
'''KumSettingColumn'''
Hier werden jene Dimensionen der Datenquelle zur Auswahl angeboten, über welche eine Kumulierung erfolgen soll.
'''ShiftCol'''
Hier werden jene Dimensionen der Datenquelle angeboten, auf die eine Zeitverschiebung angewandt werden kann.
'''Shift_Intervall'''
Anzahl der Perioden, die verschoben werden sollen. Eine Zeitverschiebung nach vor und zurück ist möglich und wird durch das Vorzeichen (+/-) definiert.
'''TimeDimTyp'''
Tage/Kalenderwoche/Monat/Quartal/Jahr – Legt die Art der Periode fest, die verschoben werden soll.
Für die Ausgabe des Vorjahreswertes treffen Sie folgende Einstellungen:
:*ShiftCol: Zeit
:*ShiftIntervall: -1
:*TimeDimTyp: Jahr
Es werden nun berechnete Measure erstellt.
In diesem Beispiel wird die Abweichung zwischen Plan- und Istwerten absolut und in Prozent errechnet, jeweils für die einzelnen Perioden und kumulierten Werte.
Im linken Baum befindet sich in der ersten Gruppe „Neues berechnete Measure“ die Schaltfläche „Hinzufügen“. Ziehen Sie diese mittels Drag & Drop im Arbeitsbereich an die gewünschte Stelle.
[[image:Fw_BI_Center Register Berechnete Measure.jpg|thumb|center|Framework, BI Center, Register Berechnete Measure]]
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Legen Sie ein neues Measure an. Markieren Sie das Measure und vergeben Sie die Caption „Abweichung“ und vergeben Sie bei der Eigenschaft „NumberFormat“ das Zahlenformat „n2“.
|'''Caption'''
|This text is shown.
|-
|'''Expression'''
|If the measure is calculated via a formula, it is shown here.
|-
|'''Name'''
|The system name of the object.
|-
|'''NumberFormat'''
|Defines the [[Framework:Formatstrings|formatstrings]] of the measure.
|-
|'''ReadOnly'''
|Defines whether this column is to be write-protected.
|-
|'''Visible'''
|Defines whether the measure is visible or not.
|-
|'''TimeShift'''
|&nbsp;
|-
|'''ShiftCol'''
|This offers the dimensions of the data source to which a time shift can be applied.
|-
|'''Shift_Intervall'''
|Number of periods that are to be shifted. A forward and backward time shift is possible and defined by using the (+/-)sign.
|-
|'''TimeDimTyp'''
|Days/Calendar week/Month/Quarter/Year – defines the type of the period that is to be shifted.
|}
|}
[[image:Fw_BI_Center Register Berechnete Measure01.jpg|thumb|center|Framework, BI Center, ein berechnetes Measure anlegen]]
Ein Klick auf die Schaltfläche „Formel erstellen“ öffnet den Formeleditor. Ziehen Sie einfach mittels Drag & Drop die gewünschten Measure in den Formelassistenten. Als Rechenoperationen sind alle Grundrechnungsarten erlaubt. Des Weiteren sind alle Funktionen des CoPlanner Rechenwerks (FKT_TimeDimAdd, FKT_GetRecord, usw.) verfügbar.
{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Ziehen Sie im Anschluss mittels Drag & Drop zuerst das Measure „Planwert“ in den Formelassistenten. Danach schreiben Sie ein Minus „-„ und ziehen anschließend das Measure „Istwert“ in den Formelassistenten.
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Activate the “Calculated measure” tab
|}
|}


Sie erhalten folgende Ansicht:
====“Calculated measure”====
 
[[image:Fw_BI_Center Register Berechnete Measure02.jpg|thumb|center|Framework, BI Center, ein berechnetes Measure erstellen]]


Das zweite berechnete Measure soll diese Abweichung in Prozent anzeigen.
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">'''Eingabe'''</span> &nbsp;Schließen Sie den Formeleditor.
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Create a new measure by pulling the “Add” button to the working area.
|}
|}


Legen Sie ein neues Measure an und vergeben Sie die Caption „in Prozent“. Als Zahlenformat geben Sie bei der Eigenschaft „Numberformat“ „p2“ ein.
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.
 
{| {{Bausteindesign1}}
|-
| <span style="color: darkblue;">'''Hinweis'''</span> &nbsp;Der Formelassistent unterstützt die Verwendung bereits erstellter berechneter Measures.
|}
 
 


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Ziehen Sie das berechnete Measure „[Abweichung]“ in den Formeleditor und geben danach das Zeichen für Division „/“ ein. Vervollständigen Sie die Formel indem Sie mittels Drag & Drop das Measure „Planwert“ in den Formelassistenten ziehen. Multiplizieren Sie zum Schluss diese Formel mit 100.
|<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.
|}
|}


[[image:Fw_BI_Center Register Berechnete Measure03.jpg|thumb|center|Framework, BI Center, das berechnete Measure „in Prozent“ erstellen]]
You are shown the following screen:


Gehen Sie für die Erstellung der Abweichung absolut und in Prozent für die kumulierten Werte ge-nauso vor wie in den vorangegangenen Schritten erklärt. Sie erhalten als Ergebnis folgendes Aussehen.
[[image:Fw_BI_Center creating a calculated measure.jpg|thumb|center|Framework, BI Center, creating a calculated measure]]


[[image:Fw_BI_Center Register Berechnete Measure04.jpg|thumb|center|Framework, BI Center, Ergebnis der berechneten Measure]]
The second calculated measure should show this variance in percent.


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Aktivieren Sie das Register „Vorschau“.
|<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”.
|}
|}
===Register „Vorschau“ ===
Im diesem Register wird das Ergebnis des CoPlanner Würfels angezeigt. Im linken Baum werden die zur Verfügung stehenden Dimensionen und Measure angezeigt. Diese können mittels Drag & Drop oder mittels Mausklick der Auswertung als Filter bzw. Measure hinzugefügt werden. Im rechten Bereich werden allgemeine Eigenschaften der Auswertung dargestellt.
[[image:Fw_BI_Center Register Vorschau.jpg|thumb|center|Framework, BI Center, Register Vorschau]]




{| {{Bausteindesign1}}
{| {{Bausteindesign1}}
|-
|-
| <span style="color: darkblue;">'''Hinweis'''</span> &nbsp;Eine Aktivierung des Registers „Vorschau“ speichert sämtliche bis dahin vorgenommene Anpassungen.
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;The formula wizard supports the use of previously created calculated measures.
|}
|}


Line 424: Line 393:
{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Ordnen Sie die Dimension „Sub_GuVGKV“ der vertikalen Achse zu, die „Zeit“ der horizontalen Achse. Als Filter wählen Sie den „Plan“, das „Unternehmen“ und die Dimension „PC/KST“.
|<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.
Mittels des Dialogs „Measure auswählen“ [[Image:Icon_Spaltenauswahl.jpg‎]] können Sie jene Measure festlegen, die angezeigt werden sollen und deren Reichenfolge in der Achse festlegen.
|}
|}


[[image:Fw_BI_Center Register Vorschau Measureauswahl.jpg|thumb|center|Framework, BI Center, Register „Vorschau“, Measure auswählen]]
[[image:Fw_BI_Center creating a calculated measure in percent.jpg|thumb|center|Framework, BI Center, creating the calculated measure “in percent”]]


===Exkurs: Konnektorenverknüpfung===
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.


Im CoPlanner Würfel Designer besteht die Möglichkeit Daten verschiedener Herkunft miteinander zu verknüpfen.
====Properties for “Calculated measures”====
Im folgenden Beispiel werden Ist-Daten aus einer OLAP-Datenbank mit einer CoPlanner Tabelle verbunden. Dadurch kann man in einer Eingabemaske Istdaten aus einem OLAP-Würfel angezeigt und Plandaten in die CoPlanner-Datenbank erfassen.
Um OLAP-Würfel im CoPlanner Würfel Designer als Datenquelle zur Verfügung zu haben, müssen die entsprechenden Einträge im CoPlanner „SvrConfig.xml“ vorhanden sein.


<center><OLAPSERVER>localhost</OLAPSERVER></center>
In the right part of the designer, the properties of the calculated measures are displayed.
<center><OLAPDB>COP_OLAP</OLAPDB></center>
In diesem Beispiel steht der OLAP Würfel „OLAPUmsatzerlöse IST“ zur Verfügung.


{| {{Bausteindesign2}}
'''Alias'''
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Legen Sie einen neuen CoPlanner Würfel an mit der Bezeichnung „Würfel Umsatz kombiniert“ und filtern Sie im Register „Datenquellen“ nach Umsatz.
|}


[[image:Fw_BI_Center Konnektoren01.jpg|thumb|center|Framework, BI Center, Konnektorenverknüpfung]]
This text is displayed.


Als zusätzliche Datenquelle werden OLAP-Würfel angezeigt.
'''CalcBackExpression'''


{| {{Bausteindesign2}}
See above.
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Wählen Sie als Datenquelle aus dem Bereich „Olap Würfel“ den Würfel „Olap“Umsatzerlöse Ist“ und aus dem Bereich „CoPlanner Tabellen“ die Tabelle „Umsatzerloese_Plan“.
|}


[[image:Fw_BI_Center Konnektoren02.jpg|thumb|center|Framework, BI Center, CoPlanner Tabelle und OLAP-Würfel als Datenquelle]]
'''Expression'''


Im Register Dimensionen werden im Bereich „Würfel Umsatz kombiniert“ alle zur Verfügung stehenden Dimensionen angezeigt.
Write-protected, shows the result of the formula wizards.
Hier erfolgt die Verknüpfung der OLAP-Dimensionen mit dem CoPlanner Dimensionen mittels dem Befehl „Dimensionen verknüpfen“ aus dem Kontextmenü.


[[image:Fw_BI_Center Konnektoren03.jpg|thumb|center|Framework, BI Center, CoPlanner Tabelle und OLAP-Würfel - Dimensionen]]
'''Numberformat'''


{| {{Bausteindesign2}}
Entry of the number format
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Öffnen Sie den Dialog „Dimensionen verknüpfen“ mittels einen rechten Mausklick auf der Dimension „OlapPcKst“.
|}
 
Dimensionen können mit allen zur Verfügung stehenden Attributen verknüpft werden. Die Dimension „OlapPcKst“ wird über der Attribut „COPSYS_ID“ mit der CoPlanner Dimension „PC/KST“ verknüpft.
 
[[image:Fw_BI_Center Konnektoren04.jpg|thumb|center|Framework, BI Center, Dimensionen verknüpfen]]


{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Aktivieren Sie in der Liste „Attribut der Quelldimension“ den Eintrag „COPSYS_ID“ und in der Liste „Zieldimension“ die CoPlanner Dimension „PC/KST“. Wählen Sie aus der Liste „Attribut der Zieldi-mension“ ebenfalls den Eintrag „COPSYS_ID“.
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Activate the “Preview” tab.
|}
|}


[[image:Fw_BI_Center Konnektoren05.jpg|thumb|center|Framework, BI Center, Dialog-Dimensionen verknüpfen]]


{| {{Bausteindesign2}}
===“Preview” tab===
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Bestätigen Sie mit „OK“.
Verknüpfen Sie auf die gleiche Weise die Dimensionen „Produkte“, „Unternehmen“ und „Zeit“.
|}


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.


{| {{Bausteindesign1}}
[[image:Fw_BI_Center Preview tab.jpg|thumb|center|Framework, BI Center, “Preview” tab]]
|-
| <span style="color: darkblue;">'''Hinweis'''</span> &nbsp;Verknüpfungen von Dimensionen können auch über die Bezeichnung erfolgen.
|}
 
[[image:Fw_BI_Center Konnektoren06.jpg|thumb|center|Framework, BI Center, Darstellung der verknüpften Dimensionen]]


Mittels Kontextmenü lassen sich bestehende Verbindungen wieder lösen.


{| {{Bausteindesign1}}
{| {{Bausteindesign1}}
|-
|-
| <span style="color: darkblue;">'''Hinweis'''</span> &nbsp;Erstellen Sie die Verknüpfung von der OLAP-Dimension auf die CoPlanner Dimension um die Dateneingabe zu ermöglichen.
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;If you activate the “preview” tab, all adjustments performed up to this point will be saved.
|}
|}


Line 501: Line 441:
{| {{Bausteindesign2}}
{| {{Bausteindesign2}}
|-
|-
|<span style="color: darkblue">'''Eingabe'''</span> &nbsp;Definieren Sie im Register Measure folgende Measure:
|<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.
:Umsatz Ist aus „OlapUmsatzerlöse Ist“
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.
:Menge Plan aus „Umsatzerloese_PLAN“
:Preis Plan aus „Umsatzerloese_PLAN“
:Umsatz Plan aus „Umsatzerloese_PLAN“
|}
|}


[[image:Fw_BI_Center Konnektoren07.jpg|thumb|center|Framework, BI Center, Erstellen der Measure]]
[[image:Fw_BI_Center Preview tab, select measure.jpg|thumb|center|Framework, BI Center, “Preview” tab, select measure]]


Im Register „Vorschau“ können Sie sich das Ergebnis ansehen.




__NOEDITSECTION__  
__NOEDITSECTION__  


[[Category:Framework|CoPlanner Würfel Designer]]
[[Category:Framework|CoPlanner cube designer]]
[[Category:BI Center|CoPlanner Würfel Designer]]
[[de:Framework:CoPlanner_Würfel_Designer]]

Latest revision as of 11:14, 25 January 2017

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.

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


Framework, BI Center, creating a new CoPlanner cube

The dialog “CoPlanner cube” is displayed.

Framework, BI Center, name of the CoPlanner cube
Entry  Enter the name of the new CoPlanner cube, “My P&L”, 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.

Framework, BI Center, CoPlanner cube designer

The CoPlanner cube designer contains four tabs.

  • Data sources
  • Dimensions
  • Measures
  • Preview


Ribbon

The icons in the toolbar have the following functions:

Framework, CoPlanner cube designer, Ribbon


Button Action
CheckIn/Out to modify the Cube
Save
Reload connectors

During a session, changes in the OLAP database are only reloaded from the server after a click on this button.


“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.

Framework, BI Center, changing the width of the object tree
Entry  As the data basis, choose the 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.
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.

Framework, BI Center, property of the data object

Caption

This text is shown.

Name

Name of the source.

SpecialDefinition

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.


Hint  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.

Hint  Is applied when time subsets are used.


Entry  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

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.

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 “Sub_P&LACM” subset from the “Dimensions” tree.

The following screen is presented.

Framework, BI Center, Adding a subset

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 subset opens. Only the possible assignments are shown in black.

Framework, BI Center, possible assignments
Entry  Select the entry Sub_P&LACM for both elements.

In the corresponding element, the “Manually assigned” icon is displayed. This data object is now linked with this subset.

Framework, BI Center, manually assigned subset

The dimension “P&L structure” is not required any more and deleted.

Entry  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:

Framework, BI Center, dimensions

Properties in the “Dimensions” tab

In the right part of the designer, the properties of the dimensions are shown.

Caption

This text is shown.

Name

Name of the source dimension.


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.

In this example, the values of the individual periods and the cumulated value are to be shown.

Entry  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.

Repeat this procedure.

The following screen shows up:

Framework, BI Center, “Measure” tab
Entry  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.
Framework, BI Center, properties of a measure
Entry  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.

Entry  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”.

The fourth element, “Value_3”, receives the alias “Actual value cum” and the same settings as the previous element.

Framework, BI Center, Properties of a measure, cumulated

Properties in the “Measure” tab

In the right part of the designer, the properties of the measures are shown.

Caption Description
Accumulation  
ToDateColumn ToDateColumn offers the dimensions of the data source for selection over which a cumulation is to be performed.
ToDateType Setting for cumulation. Defines the range of the cumulation. The following possibilities are available for selection:
  • CalendarYear
  • FiscalYear
  • Ongoing
  • Month
  • Quarter
  • Week
General  
AggregationsType Specifies how subordinated elements are aggregated (projected) in the sum element above.

AGG: Subelements are added

Member: Subelements are averaged

CalcBackExpression 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.

Hint  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.

Additionally you can calculate a weighted average price " (WAP) in this field.

[Costs per unit org]=WAP([Costs per unit])

Hint  If you have calcbacks on non-calculated measures, the measure itself has to be part of the calcback.

If the field 'Quantity' has a calcback for instance [Turnover]=[Quantity]*[Price], the 'Quantity' itself has to be part of the calcback. So in the calcback the following expression has to be defined:

[Turnover]=[Quantity]*[Price];[Quantity]=[Quantity]

Hint  Calculated measures only can be used, if the expression contains a non-calculated measure.

A calculated measure using the expression Attribute(Products.Attribute) can not used. A calculated measure using the expression IIF([Quantity]=[Quantity],Attribute(Products.Attriubte),0) can be used.

Caption This text is shown.
Expression If the measure is calculated via a formula, it is shown here.
Name The system name of the object.
NumberFormat Defines the formatstrings of the measure.
ReadOnly Defines whether this column is to be write-protected.
Visible Defines whether the measure is visible or not.
TimeShift  
ShiftCol This offers the dimensions of the data source to which a time shift can be applied.
Shift_Intervall Number of periods that are to be shifted. A forward and backward time shift is possible and defined by using the (+/-)sign.
TimeDimTyp Days/Calendar week/Month/Quarter/Year – defines the type of the period that is to be shifted.
Entry  Activate the “Calculated measure” tab

“Calculated measure”

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.

Entry  Create a new measure by pulling the “Add” button to the working area.

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.

Entry  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:

Framework, BI Center, creating a calculated measure

The second calculated measure should show this variance in percent.

Entry  Create a new measure and allocate the alias “in percent”. As the number format, enter “p2” under the property “Number format”.


Hint  The formula wizard supports the use of previously created calculated measures.


Entry  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.
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

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.

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

Framework, BI Center, “Preview” tab, select measure
Retrieved from "https://copsupport.coplanner.com/help11_en/index.php?title=Framework:CoPlanner_cube_designer&oldid=15723"