Best Practices When Using Rules

Use members from the dimension main hierarchy for improved report performance.

• The Main hierarchy contains data and rollup members. The data members store data. Use data members directly in a query to improve report performance. Data for rollup members is calculated using the value of the children and the rollup operator. It is best to use rollup operators on an Account dimension only. Use the default rollup operator ‘+’ for all other dimensions.

Avoid using alternate hierarchies unless they are necessary.

• Alternate hierarchies contain reference members. Report performance will be slow when you use reference members in reports.

Limit use of calculated members in a dimension.

• Calculated members can be configured on any dimension and used in the Main and Alternate hierarchies. These members contain calculations and often refer to other data or calculated members. It is best to define calculated members for an Account dimension only, which will improve report performance.

Use Dynamic Report sets in Financial reports versus Static report sets if there are no formatting requirements or custom formulas needed.

• Dynamic Report Sets are created using Rules, which fetch members directly from the dimensional hierarchies. Dynamic Report Set performance is directly linked with the dimension hierarchy setup.