Using Reference Cube

RC stands for Reference Cube and indicates the line references data from the reporting cube. For example, the RC line displays a total from data that was looked up. 

RC stands for Reference Cube and indicates the line in the template references data from the reporting cube. For example, the RC line displays a total from data that was looked up. The results is total revenue on a balance sheet.

Use Reference Cube lines to extrapolate a dimensional data intersection from the reporting cube and to enhance performance and provide more robust budgeting.

Or, use a Reference Cube line when creating an income statement where the first column is balance forward, or to average an account over a period of time, or when pulling the last 12 months of data for a particular account.

Dissecting a Formula in a Rule

Setting up the RC line requires the use of MDX. In Planful, MDX is referred to as Rules. When a reference cube line is already defined and you click Mappings > Reference Cube, the MDX or rule for the line is shown on the Rule page.

The Formula Description displays the code/name/label of the selected dimension member (selected in the Dimension area).

The Formula displays the syntax along with the member key.

The beginning of the formula above is dissected below with a description of each section. Note that all tuples begin and end with parenthesis.

[Account].&[174]

Indicates that an account member is part of the formula. The member key is 174. That account is displayed under Dimension and represents the 4000-Revenue account.

[CalculatedDim].&[1]

Represents the Calculated dimension. The member key is 1, which is the Default member.

[Company].&[2257]

Represents the US Operations Company dimension member, which has a member key of 2257.

Rules for Template RC Lines

Planful Rule Builder creates the syntax while you build the expression.

1. On the Template Setup page, select a template line and click Mappings > Reference Cube.
2. Select dimension members from the Dimension pane.
3. As you select members, the formula is built. You will need to add commas where appropriate and brackets. See Also: Planful Rule Builder.
4. Click Check Syntax to ensure the formula is correct.