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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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:
- Navigate to Maintenance > Reports > Cube Settings.
- On the Attribute Settings tab, click the Add icon to add an attribute.
- The Select Attributes window appears, for the selected area (Financial, Workforce, or Sales).
- Select the attribute in the hierarchy (organized by dimension) and click Add Selected.
- 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.
- Select the Include Rollup Members checkbox.
- Click Save.
- Now, navigate to Maintenance > Hierarchy > Hierarchy Management.
- Select the Project Finance Hierarchy and the dimension where the attribute has been mapped.
- Click Setup and select the hierarchy.
- Click More and select Attribute Setup.
- 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:
- Navigate to Maintenance > Reports > Process Reporting Area.
- Click the Dimensions tab.
- Select the Reporting Area.
- Select the checkbox next to dimensions.
- Change the Process Type to FullProcess.
- Click Process Now. The changes will now be reflected in reports.
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