Attribute Settings
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Attribute Settings

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Article summary

Attributes and attribute hierarchies are mapped to reporting cubes for reporting purposes. You can map attributes as either attribute hierarchies or properties, with up to ten attributes and hierarchies per Financial reporting cube and ten for the Sales reporting cube (twenty total). Attributes can be used just like dimensions (for example, sliced and diced across axes and drilled down upon).

You can add any remaining attributes (those in addition to the 10 per cube) created on dimensions as member properties. There is no limit to the number of properties that can be mapped. Attributes mapped as properties cannot be drilled upon. Properties show up as notes on a report. They can be included as mapped properties in the report setup for a Dynamic Report. When you run the report, they’re displayed.

Attribute Settings are processed in the cloud so that you can continue working while processing takes place. Once complete, you will be notified.

Note:
You cannot map properties for the Workforce Reporting Area.

Attributes and Attribute Hierarchies are discussed in detail in the Hierarchy Management Admin Guide.

All default measures are enabled for selection on the Attribute Settings page so that you can map and unmap them to and from the reporting area. If you do not want to include annual salary or bonus, for example, in a Dynamic Report, you can hide them from the Measure dimension.

How to Map or Unmap Finance Attributes?

To map or unmap finance attributes from the Attribute Settings page, follow the steps below:

  1. Navigate to Maintenance > Report Administration > Cube Settings.
  2. Select Financial Attributes Reporting Area from the drop-down on the Attribute Settings tab.
  3. Click the Add icon to map an attribute from the Mapped Attributes list. The Select Attributes screen appears.
  4. Locate the attribute in the hierarchy and select it.
  5. Click Add Selected. The attribute is added to the Mapped Attributes list. (To unmap an attribute from the list, select it and click the Unmap  icon.)
  6. (optional) Select Include Rollup Members to include leaf-level members with the mapped attributes. Leaf-level members represent the posting level members of a hierarchy and contain attribute values.
    Note:
    The dimension that the attribute is built on must be on the page level in a report.


How to Map or Unmap Workforce Attributes?

To map Workforce Planning Default Measures from the Attribute Settings page, follow the steps below:

  1. Navigate to Maintenance > Report Administration > Cube Settings.
  2. Select Workforce Attributes Reporting Area from the drop-down on the Attribute Settings tab.
  3. Click the Add button to select measures to map.
  4. Select the attribute checkbox from the list.
    Note:
    You MUST map Amount in CC (Common Currency), Headcount and any one of the measures each from the Position and Employee dimensions to take advantage of Workforce Reporting.
  5. Click Add Selected. The attribute is added to the Mapped Attributes list. 
  6. Click Save.

Unmapping Measures

Not all measures can be unmapped. You will receive an informational message for measures that cannot be unmapped. Workforce Reporting measures (Amount in CC, Headcount and any one of the measures each from the Position and Employee dimensions) are required to be mapped.

To unmap Workforce Planning attributes from the Attribute Settings page, follow the steps below:

  1. Navigate to Maintenance > Report Administration > Cube Settings.
  2. Select Workforce Attributes Reporting Area from the drop-down on the Attribute Settings tab.
  3. Click the checkbox next to the measure you want to unmap.
  4. Click the Unmap Attributes/Attribute Hierarchies button.


Example of How to Use Attributes

Let's say you have a Location dimension that has different types of physical locations such as offices, distribution centers, and manufacturing plants. Using the hierarchy example below, on your Location dimension, you have a hierarchy that has all distribution centers rolling up to a parent (DC-Texas, DC-New York, and DC-Oregon roll up to Distribution Center parent), all manufacturing plants rolling up to a Manufacturing parent and all offices rolling up to an Office parent. On your Profit and Loss Statement, you have totals for Distribution Centers, Manufacturing Plants and Offices using the primary hierarchy shown below for the Location dimension.

Primary Location Hierarchy

These locations (offices, distribution centers and manufacturing plants) are located in different states. The Tax department needs a different view of these locations that shows totals by state for tax return purposes.

To provide this information to the Tax department, you could reorganize the Location dimension so that the leaf member rollup is by State, but then you would not have totals by distribution center, manufacturing, and offices. Instead, create an "alternate" or "second view" of the Location dimension and name it State (shown below) while still retaining the view in your primary hierarchy (shown above).

New Attribute on Location Dimension Named State

Edit the Location dimension and update the attribute value for each leaf member to identify the state where that location exists. You can also load this data using Data Load Rules. Next, map the attribute to the Financial Reporting cube so that you can use it in reports. You do so by navigating to Maintenance > Report Administration > Cube Settings. Add the State attribute to your Financial Cube via the Attribute Settings tab.

Once the attribute is mapped to the cube, you can use it like a dimension. When you open a new Dynamic report, you will notice that the dimension selection box has changed and has a greater than icon (>) on the right. When you click the added dimension, it will expand and you will see the attribute. Drag it to an axis and use it like any other dimension to build the Dynamic report.

Tip!
Attributes are not very useful until you map them to the Reporting Cube, which does NOT happen automatically. You can map up to 10 attributes to the reporting cube at any point in time. While you can create 10 attributes per dimension, you can only use up to 10 of them at any point in time for reporting.


Scorecard Attributes
  • Attributes and attribute hierarchies mapped for Financial Segments are populated automatically in the Scorecard cube and available in the Scorecard Reporting Area in Reports and Scorecard modules.
  • Attributes mapped as properties are also available in the Scorecard Reporting Area in the Reports module.

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