Target Model Design

Now you are ready to set up your environment for regular updates from Structured Planning. You will create two calculations to maintain the model:

• Core App DW Download

• Model Refresh

Power or Contributor user access is required for these steps.

Decide which dimensions from HACPM_Financial you want to use in your Target model, and then decide what type of dimensions there will be. Here are the two types:

• Key: Dimensions and members will change; generally, there will be more dimension members.

• Value: Dimensions and members that don’t change frequently and are consistently populated with data; generally, there are fewer dimension members.

Tip!

Copy the list of dimensions, member count, and hierarchy levels to a separate document and mark which dimensions will be Key and which will be Value.

Ensure that your application has enough capacity to store the Target model you intend to define.

• Multiply the Member Count for all Key dimensions together. This result will give you the minimum Master Model Keys value. For example, if your Key dimensions have the following member counts: Account = 80, Company = 10, Department = 60, Product = 30, and Project = 40, then your Master Model Keys value must be equal to or greater than 57,600,000.

• Multiply the Member Count for all Value dimensions together. This result will provide the minimum Master Model Value Block Size value. For example, if your Value dimensions have the following members: Scenario = 3, Time = 15, and Measures = 2, then your Block Size must be equal to or greater than 90.

• Go back to Manage > Application Administration > Application Settings and increase the values, if necessary, to Master Model Keys and Master Model Value Block Size to accommodate the capacity that you expect to have in your Target model. Save your changes.

Model > Setup

1. In SpotlightXL, navigate to Model > Setup. This clears the screen of information that you may have been viewing before.

2. Now select “New Model” and type in the name of the Target model.

3. Set the Type to Master.

4. Change Data Tracking is an optional feature that marks leaf-level data as dirty whenever it is changed, such as through user input, calculations, or data load. When the next full aggregation (Aggregation, None) is performed, only the rollups with dirty leaf-level data are aggregated. This makes full aggregations faster.

   Enabling Change Data Tracking is helpful in cases where users are updating one or two departments' data and need to run a full aggregation to see the data rolled up against all departments. Once Change Data Tracking is enabled, the application will track which data blocks are changing. When a full aggregation is run, instead of running the aggregation for the entire model, the system will run aggregation only for the blocks that changed (in this case, the departments that changed and the dependent rollup members), so the total aggregation process will take less time.

   There are steps to complete if you want to Enable Direct Access to PCR. Access the Using Direct Access to Structured Planning Financial Reporting for more information.

5. Next define the dimensions that you want in your Target model in the Dimension and Type list.

   • List the names of the dimensions from the Source that you want to use. You can use the same names as Structured Planning application or you can change the names. You will map one name to the other when you do the Mapping.

   • List the names of any new dimensions you want to use in your Target model.

   • Specify the type for each of the dimensions: Key or Value.

6. Click Save. The Master model is then created, and the Created On and Created By fields are populated. At this point, you have a Source model that has been generated. And you have a Master/Target model that has been created at the highest level (dimensions only), but not generated. You cannot generate the Target model until members are defined.

Note:

If you are creating any new dimensions that are not copied from the Source, you now need to go to Map > Dimensions, specify all the members of those dimensions, and Save. (In a future release, the members you define will be saved after you generate the model. Previously only the DimensionFilter member was retained.)

Model > Map

Here you specify which members of the Source dimensions will be copied to the Target/Master. You need to be familiar with the detailed outline of the Source and know what you want to achieve in your Target outline before continuing this process. You do not have to enter each members' name because you can use filters to designate which members to copy.

1. The Target Model is the name of the Master model you created in the previous step.

2. The Name lets you give this mapping a name so you can re-use it.

3. The Type indicates what should be copied from the source: the metadata, the data, or both. For first-time mapping, select Metadata or Both. The Data type is used for Write-back.

   Hints :

   • If you want to test your Target outline for effectiveness for the user first, select Metadata so you can experiment with the resulting outline. Note that Selecting Metadata/Leaf or Metadata/All will not require the Data Download step described below. You will only need to Generate the Model in order to move the metadata into the Target.

   • If you expect the data that will be copied to take a long time, you may want to copy just Metadata first, and then copy Both at a different time, such as overnight.

   • Eventually you will likely have more than one map defined for the model. But note that only one of those maps can include metadata as part of its definition (ie. type Metadata or Both).

4. The Source Model is HACPM_Financial.

5. Transfer = Leaf or All. Select Leaf. The All option does not apply to Data Integration with Structured Planning. The Structured Planning application store only leaf-level data, so there is no way to transfer parent data from Structured Planning application. Parent data is created only within Dynamic Planning using Calculations.