Setting Up An Attribute Used in Reporting and Enabling Drill Down to Dimension Member
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Setting Up An Attribute Used in Reporting and Enabling Drill Down to Dimension Member

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Article summary

On the Attributes list page (shown below) two options are not set up when you add the attribute to the hierarchy; Used in Reporting and Drill down to Dimension member.

Used in Reporting - Yes is displayed when the attribute is mapped to a dimension.


To map an attribute to a dimension, do the following:

  1. Navigate to Maintenance > Reports > Cube Settings.
  2. On the Attribute Settings tab, click the Add icon to add an attribute.

  3. The Select Attributes window appears, for the selected area (Financial, Workforce, or Sales).
  4. Select the attribute in the hierarchy (organized by dimension) and click Add Selected.

  5. Under Type select Basic or Property.
    Notes:
    • Select Basic as selecting Property does not allow you to select the Include Rollup Members checkbox. 
    • When you select the Include Rollup Members checkbox, it includes leaf-level members with the mapped attribute and allows you to drill down.

  6. Select the Include Rollup Members checkbox.

  7. Click Save.

  8. Now, navigate to Maintenance > Hierarchy > Hierarchy Management.
  9. Select the Project Finance Hierarchy and the dimension where the attribute has been mapped.
  10. Click Setup and select the hierarchy.
  11. Click More and select Attribute Setup.
  12. The Used in Reporting and Drill down to Dimension member setting is displayed.
    Note:
    Drill down to Dimension member - Yes is displayed if the Include Rollup Members checkbox is selected on the Attribute Settings page.

The Reporting Cube must be processed when changes are made to a hierarchy so that changes are reflected in reports.
To process the Reporting Cube, do the following:

  1. Navigate to Maintenance > Reports > Process Reporting Area.

  2. Click the Dimensions tab.
  3. Select the Reporting Area.
  4. Select the checkbox next to dimensions.

  5. Change the Process Type to FullProcess.
  6. Click Process Now. The changes will now be reflected in reports.


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