Framework:BI Center:Create CoPlanner Cube

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”

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.

Framework, BI Center, CoPlanner cube designer

Elements and Functions

• Ribbon
• Tabs

• Data sources
• Dimensions
• Measures
• Preview

“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 „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.

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.

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:

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.

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.