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These are the actions you can do in the Dimension Build Settings:• Select the Dimension Name: In this section, you can chose the dimension name for which this rule is being built—in our

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• Second, you can see that the data is starting from the top to the bottom,

meaning we are going from the Total Markets to all the way down to the

individual Dealer information Remember, the best top-down data load

method is the generations setting We will need to choose the generation

build method

To choose the build dimension method, in EAS, with the Data Prep Editor open:

1 Click on Options, and then click on the Dimension Build Settings

2 Select the second tab which is the Dimension Build Settings, and you will

see the Dimension Build Settings screen as shown in the following screenshot:

This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009

8601 ave p #1, , lubbock, , 79423

Download at Boykma.Com

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These are the actions you can do in the Dimension Build Settings:

Select the Dimension Name: In this section, you can chose the dimension

name for which this rule is being built—in our example, we have chosen

Total Market as the dimension name

Existing Members: If you are updating the outline quite often, you can

chose these options

° Allow Moves: This property should be set to true if you think

the member would move from one parent to another parent

When this move happens, the data will also move along with the

member If the parent of this member is a stored member, the roll

up information will show the incorrect number

Let us say, in our example INDIANA is in the EAST region Profit on

INDIANA is 1 million dollars, profit on EAST is 5 million dollars and

profit on WEST is 8 million dollars.

During our market reorganizing the top management decides that INDIANA should be moved into the WEST region from the EAST region After we run

the Market rules file with the corrected data file, the Market dimension is

updated with the new structure shown as follows:

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INDIANA moves to WEST along with its profit, but the EAST still shows 5 million dollars, and WEST still shows 8 million dollars In order to show the

right numbers, the data needs to be recalculated as the parents WEST and

EAST are stored data In our example, we will enable this property for the

Total Market member.

° Allow property changes: This allows the rules file to update

the data storage properties, and consolidation operators

For example, changing the Dynamic Calc setting to Dynamic

Calc and Store, or from (+) to (–) consolidation on a member

If this option is disabled, the rules will not allow the member

properties to be updated In our example, we will enable the

Allow property changes And yes, in your data file, the column

that you designate as the member properties will actually contain

the characters used in the database outline editor to indicate the

specific properties For example, if the member you are adding

will have a consolidation of add, there will be a plus character (+)

in the data When this column is tagged as the member properties

column during the build, Essbase will set the consolidation

property to +.

° Allow formula changes: This allows the rule file to update

the formula on a member, if a formula exists If this property

is disabled, you will not be allowed to change the formula from

the rules file In our example, we do not have a new property

for Total Market so we are not enabling this property.

Select the Build method: This is where you specify which method is used

by this rules file to update the outline There are three main methods in

this section from which you can choose We have previously chosen the

Generation method as our source file is in the top to bottom hierarchical order

Member sorting: This property will set the sorting order while updating

the outline using this rule This sorting is applied to all of the members

under this dimension

These are the three sorting choices you can make:

° None: No sorting order is selected

° Ascending: Updates the outline in the ascending sort order

° Descending: Updates the outline in the descending sort order

For our example, let's select the Ascending order (A to Z).

This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009

8601 ave p #1, , lubbock, , 79423

Download at Boykma.Com

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Member Update: There are two ways you can update members in the outline

Either adding a new member to the outline when a new member is included

in the data file, or by completely replacing the outline with a new outline

° Merge: This will add new members into the outline whenever a

new member comes in with the data New members are added in

alongside existing members

° Remove unspecified: This will delete all of the members in the

outline and update the outline with the new members specified

in the rules file and the accompanying data file

Step 7: Format file

When necessary, Essbase allows you to manipulate or transform input data in

order to make the data Essbase-friendly To open an input source file in EAS,

with the Data Prep Editor open:

1 Click on Options and then click on the Data Source Properties.

2 Go to second tab which is File Edits tab

These are things that you can edit in the input data file:

Move: Changes the order of the fields in the input data For example, if you want to move Field 3 into Field 2's place, you can click on the Move button

and then move Field 3 up as shown and click on OK Field 3 has now traded positions with Field 2 This is helpful when ordering data for dimension

building purposes

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If you change your mind, you can always delete (undo) the column that was moved Once you delete the moved column, it goes back to its original place

Join: Joins two or more fields to make a new unique column.

In the example below, we have joined Field 9 and Field 10 together:

Split: Splits the field at a given number of characters into two fields.

In the following example, we split Field 12, which has the dealer code,

into two fields as shown:

This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009

8601 ave p #1, , lubbock, , 79423

Download at Boykma.Com

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