Cube Settings

1. Navigate to Maintenance > Report Administration > Cube Settings.
2. Click the Attribute Settings tab.
3. Select a Reporting Area.
4. To map an attribute from the Mapped Attributes list:
   1. Click the Add icon. The Select Attributes screen appears.
   2. Locate the attribute in the hierarchy and select it.
   3. Click Add Selected. The attribute is added to the Mapped Attributes list. (To unmap an attribute from the list, select it and click the Unmap  icon.)
5. (optional) Select Include Rollup Members to include leaf-level members with the mapped attributes. Leaf-level members represent the posting level members of a hierarchy and contain attribute values.
   Note:

   The dimension that the attribute is built on must be on the page level in a report.

To Map Workforce Planning Default Measures from the Attribute Settings Screen, follow the steps below:

1. Navigate to Maintenance > Report Administration > Cube Settings.
2. The first tab is displayed when the screen opens, which is Attribute Settings.
3. Select Workforce Attributes from the list-box.
4. Click the Add button to select measures to map.
5. You MUST map Amount in CC (Common Currency), Headcount and any one of the measures each from the Position and Employee dimensions to take advantage of Workforce Reporting. 
6. Click Add Selected.
7. Click Save.

Unmapping Measures

Not all measures can be unmapped. You will receive an informational message for measures that cannot be unmapped. Workforce Reporting measures (Amount in CC, Headcount and any one of the measures each from the Position and Employee dimensions) are required to be mapped.

To Unmap Measures:

1. Click the checkbox next to the measure you want to unmap.
2. Click the Unmap Measures button.

Let's say you have a Location dimension that has different types of physical locations such as offices, distribution centers, and manufacturing plants. Using the hierarchy example below, on your Location dimension, you have a hierarchy that has all distribution centers rolling up to a parent (DC-Texas,DC-New York, and DC-Oregon roll up to Distribution Center parent), all manufacturing plants rolling up to a Manufacturing parent and all offices rolling up to an Office parent. On your Profit and Loss Statement, you have totals for Distribution Centers, Manufacturing Plants and Offices using the primary hierarchy shown below for the Location dimension.

Primary Location Hierarchy

These locations (offices, distribution centers and manufacturing plants) are located in different states. The Tax department needs a different view of these locations that shows totals by state for tax return purposes.

To provide this information to the Tax department, you could reorganize the Location dimension so that the leaf member rollup is by State, but then you would not have totals by distribution center, manufacturing, and offices. Instead, create an "alternate" or "second view" of the Location dimension and name it State (shown below) while still retaining the view in your primary hierarchy (shown above).

New Attribute on Location Dimension Named State

Edit the Location dimension and update the attribute value for each leaf member to identify the state where that location exists. You can also load this data using Data Load Rules. Next, map the attribute to the Financial Reporting cube so that you can use it in reports. You do so by navigating to Maintenance > Reports >Cube Settings. Add the State attribute to your Financial Cube via the Attribute Settings tab (shown below).

Once the attribute is mapped to the cube, you can use it like a dimension. When you open a new Dynamic report, you will notice that the dimension (Location in this example) selection box has changed and has a greater than icon (>) on the right (highlighted in yellow in the image below). When you click the Location dimension, it will expand and you will see the attribute (State in this example). Drag it to an axis and use it like any other dimension to build the Dynamic report.

Location Dimension in Dynamic Report List of Available Dimensions - Click to Expand and View State Attribute

• Attributes and attribute hierarchies mapped for Financial Segments are populated automatically in the Scorecard cube and available in the Scorecard Reporting Area in Reports and Scorecard modules.
• Attributes mapped as properties are also available in the Scorecard Reporting Area in the Reports module.

1. Navigate to Maintenance > Report Administration > Cube Settings.
2. Click the Default Members tab.
3. Select a Reporting Area (Financial, Sales, etc.) The pre-defined default members for each dimension appear under the Default Member Name column, listing the root node value in the hierarchy (e.g., Department Main for Department dimension).
4. Click the Change Default Member icon for the dimension default member you want to edit. The Hierarchy screen appears.
5. Navigate through the hierarchy and highlight the member of the hierarchy you want to assign as default.
6. Click Select. The change appears under the Default Member Name column.
   Note:

   When you update the default member for a secured dimension, ensure that all reporting users have access to the new member, otherwise they will not be able to design or run reports using the Reporting Area

To add a substitution variable to use in a reporting formula, follow the steps below:

1. Navigate to Maintenance > Report Administration > Cube Settings and click the Substitution Variables tab.
2. Click the Add icon.
3. Enter an identifier in the Code field.
4. Select the reporting area where you want the substitution variable defined.
5. Select the dimension where you want the substitution variable defined.
6. Select the Substitution Value by opening the Hierarchy dialog page. Use the hierarchy or filter functions to search for, and select, a specific value.
7. Click Save.

What are Derived Variables?

Derived Variables contain a formula that references a Substitution Variable and derives an appropriate value by evaluating the formula.

Example 1:

In the example below @CURYR@ is the substitution variable, which displays the current year for the Workforce reporting area. Derivatives of @CURYR@ are:

@CURYR+1@ = pulls data for the year following the current year

@CURYR+2@ = pulls data for 2 years from the current year

Example 2:

Another example may be that you need to set up a derived variable off of substitution variable @CURMTH@ (current month) to list all the days in the month. Your hierarchy is set up where Jan 2017 has 1/1/2017 through 1/31/2017.

Use the following options:

@CurMth@ = Jan-17

@CurMth.Day01@ = @CurMth@.FirstChild

@CurMth.Day02@ = @CurMth@.FirstChild.lead(1)

@CurMth.Day03@ = @CurMth@.FirstChild.lead(2)

Because the Time dimension is not symmetrical, meaning every month does not have the same # of days, you could change @CurMth@ to Feb-17, but since Feb only has 28 days, the last 3 derived variables would get the 1st 3 days in March.

Description of Fields on the Substitution Variable Page

Grid Fields

Code - The name of the substitution variable as used in reporting formulas.

Reporting Area - The reporting area where the substitution variable is defined.

Dimension - The dimension where the substitution variable is defined.

Value - The value a substitution variable points to.

Derived Variables - The number of derivatives for the selected variable.

Substitution Variables Explained with Examples

A substitution variable contains a Name and Value pair. For example:

Substitution Variable Name: @CURMNTH@

Substitution Variable Value: Jan-2018

The Substitution Variable Name is replaced by its Value when the report is executed, thereby making reporting flexible. In the example above, you may create a report column using a the @CURMNTH@ Substitution Variable. When the report is executed the Name is substituted by its Value (i.e. Jan-2018).

In Practice

Let's say you want to create a Rule for the following:

Prior Year Quarter 1

Prior Year Quarter 2

Prior Year Quarter 3

Prior Year Quarter 4

Q1 Prior year – Openingperiod(Ancestor(Parallelperiod(year,1,Time.CurrentMember),year))

Q2 Prior year - Openingperiod(Quarter,Ancestor(Parallelperiod(year,1,Time.CurrentMember),year)).lead(1)

Q3 Prior year - Openingperiod(Quarter,Ancestor(Parallelperiod(year,1,Time.CurrentMember),year)).lead(2)

Q4 Prior year - Openingperiod(Quarter,Ancestor(Parallelperiod(year,1,Time.CurrentMember),year)).lead(3)

You can also create prior year quarters as derived variables on the @CURQTR@ substitution variable:

@PRYRQTR1@ - Openingperiod(Quarter,Ancestor(Parallelperiod(year,1,@CURQTR@),year))

@PRYRQTR2@- Openingperiod(Quarter,Ancestor(Parallelperiod(year,1,@CURQTR@),year)).lead(1)

@PRYRQTR3@- Openingperiod(Quarter,Ancestor(Parallelperiod(year,1,@CURQTR@),year)).lead(2)

@PRYRQTR4@- Openingperiod(Quarter,Ancestor(Parallelperiod(year,1,@CURQTR@),year)).lead(3)

Substitution Variables can be used on any of the dimensions or attributes available and in any of the reporting areas. You cannot create a substitution variable that includes multiple dimensions, however, you can add multiple dimensions while defining static report sets. For example, if you want to define November MTD you can set the Rule to (@CURMTH@,[Measures].[MTD]) in your report set. If you want to set November for a selected department you might use the following (@CURMTH@,@CURDEPT@).

Attributes and attribute hierarchies mapped on the Attribute Settings page are available in the Financial and Scorecard Reporting Area. Attributes mapped to properties are not available.

Types of Substitution Variables

1. Standard Substitution Variables:Standard Substitution Variables point to a value, which can be updated by a Reporting Administrator using the Substitution Variable page located under the Maintenance menu. Substitution Variables can be established for any of the dimensions or attributes available in any of the reporting areas.

   For example, variable @CURYR@ contains the year value 2018, which internally points to the appropriate Time dimension member such as [Time].&[5045]. The value is used on column headers and the dimension member is used in rule expressions.

2. Derived Variables:Derived Variables contain a formula which references a Substitution Variable and derives an appropriate value by evaluating the formula.

   For example, A Derived Variable named ‘@CURMTH -1@’ can:

   Reference the following Substitution Variable: @CURMTH@.

   Contains a formula, such as: @CURMTH.Lag(1).

   Will result in the month preceding the Current Month based on setup.

   At run time @CURMTH.Lag(1) is evaluated based on the value of @CURMTH@.

   Generally, the value is used for column headers and the dimension member is used in rule expressions.

How to Set Up Substitution Variables?

1. Navigate to Maintenance > Reports > Cube Settings and click the Substitution Variables tab.

2. Review the list of substitution variables delivered with the application.

3. Click the Add button to setup a new substitution variable on the Add Substitution Variable page.

4. Complete the fields on the Add Substitution Variable page. Note that substitution variables are defined for a reporting area and dimension.

5. Select the newly added substitution variable on the list page and click the Derived Variables button to view the corresponding derived variables.

6. Add new derived variables by clicking the Add button on the Derived Variables list page.

7. The Add Derived Variable page is opened. Complete the fields on this page.

8. Click Save.

How to Use Substitution Variables?

Substitution variables are used in the creation of Dynamic Reports. A substitution variable replaces a complex multi-dimensional expression (Rule) with a specified value. Substitution variables must be added to Report Sets as lines to be reflected in reports. Planful provides over 40 system-defined substitution variables.

Here is a list of places where you can use substitution variables:

• In Rules and on Row or Column Labels and Headers
• To Dynamically Display Report Set Lines
• As an Efficient Way to Replace Formula Exceptions
• In Combination with Static Text
• To Improve Report performance by Avoiding the Use of Calculated or Measured Dimensions when Building Column Sets
• To Improve Report Performance Instead of Reporting Scenario Functionality
• To Improve Efficiency in Building Report Sets
• To Overcome Rule Limitations

As an Efficient Way to Replace Formula Exceptions

Example: To display the current period in the column header of a report, replace the column set’s line name with a substitution variable, such as @CURMTH@. When the report is run, @CURMTH@ will be replaced with the actual month name Mar-10.

In Combination with Static Text

Examples:

YTD~ @CURMTH@ will display YTD~ Jan-18

@CURYR@Actual will display 2018 Actual

To Improve Report Performance by Avoiding the Use of Calculated or Measured Dimensions when Building Column Sets

The following Report Set is commonly used:

Setting up this Report Set requires the usage of complex Rules that typically require a column set on a Calculated or Measured dimension and utilizes the Reporting scenario for the Budget column. The following table displays commonly used formulas to deliver report columns.

While the rules above deliver the expected result, they are complex. This complexity adversely impacts report performance. The same report can be set up more efficiently using Substitution Variables. The table below displays how Substitution Variables compare to the formulas in the table above.

Performance for the Report Set depicted in the table above can be improved by moving the repeated member on the Page axis. The Report Set above uses [Measures].[MTD] and [Measures].[YTD] frequently. Move one of these members to the page level. For example, use the member [Measures].[YTD] on the Page axis rather than repeating [Measures].[YTD] on the first and second lines as shown in the table below.

To improve report performance instead of reporting scenario functionality

When using reporting scenario functionality to retrieve the budget and forecast for a selected year, you might use the following rule.

StrToMember ("Scenario.&["+Time.Currentmember.properties("Budget_Id")+"]"))

While the rule above delivers the expected result, it slows report performance. A performance improvement is to use Substitution Variables as described below.

To improve efficiency in building report sets

Substitution Variables aide in the setup and maintenance of time-based Report Sets, such as Trailing 12 months, along with Budget and Forecast columns. The following example displays a Trailing 12-month Report Set:

To overcome Rule Limitations

You cannot use the same dimension on two axes simultaneously. For example, a report that requires a Report Set on the Time dimension, will not allow selection of Time dimension members at the Page level. To set up a trailing 12-month report, define the column set on either the Calculated or Measure dimension. Time should be on the Page axis. This setup does not use substitution variables so performance will not be optimal. With Substitution Variables, the report column set can be set up on the Time dimension directly and the required selections can be made using Substitution Variables, which will result in improved performance.

How to Transition Existing Reports to Use Substitution Variables

Transition an existing report to utilize Substitution Variables to take advantage of the following benefits:

• Improve Financial report performance.
• Improve the ease and maintenance of Report Sets.
• Display the report column/row headers dynamically.
• Provide you with additional flexibility in changing report parameters.

Substitution Variables and their derivatives may be found by navigating to Maintenance > Report Administration > Cube Settings > Substitution Variables. This list displays system-defined variables, as well as any custom variables you create.

Complete the following steps to transition your existing reports to Substitution Variables:

1. Review the report and corresponding row and column set(s) in order to determine how you want to proceed. For example, if the column set is built on the measures dimension or calculated dimensions, consider how the report may be modified to use time or scenario on the column. Also consider using Substitution Variables in column headers and row titles.

2. Make a copy of the existing report prior to beginning the transition. This copy will be modified during the transition, but you can compare the end result with the original report/report set(s) to validate data.

3. If you plan to change the dimension upon which the report set is built, you must create a new report set as it is not possible to change an existing report set to run on a different dimension. If you plan to use the same dimension for your new report set, you may copy the original report set. This copy will be modified during the transition and you can then compare the end result with the original report/report sets to validate data.

4. Modify the formulas on the Advanced Rule page from the current string to include the appropriate Substitution Variables. For example; In a rolling twelve month column set, you can remove the expression “Time.CurrentMember.lag(1)” and replace it with “@CURMTH-1@” for the column pulling the last month’s data.

5. Modify the column headers/row titles as necessary. A column previously titled using Formula Exceptions to display the appropriate month or hardcoded to fixed text can be replaced with a Substitution Variable in the column header within the column set. This header may include the Substitution Variable alone, or included with static text. For example; If the month is May, the column header within the column set may be “@CURMTH-2@” to display “March.” Or, it may be “YTD @CURMTH-2@” to display “YTD March.”

6. Save the copied and modified report set. Adjust the dimensions on the copied report if you created new report sets to accommodate the Substitution Variables. When you have the report highlighted within the Reports file cabinet, select “Setup” to view the Report Details and Report Settings. For example, you may need to move one dimension to the Page (such as Measures) and another to the Column (such as time) to use the new column set.

7. Run the newly transitioned report. Compare the results to the original report/report set(s) and make adjustments if necessary. You may change the values of the Substitution Variables at run time, however, these changes will not be saved with the report.

8. In addition, moving highly repeated members of Rules to the page level will improve report performance. If “*Measures+.*MTD+” is used in many of the Rule within a report set, you may move Measures to the page and include the measures dimension in the Rule only in fields where you do not want MTD.

9. Delete or rename the original report, which is no longer in use. Rename the transitioned report accordingly.

Use of Substitution Variables in Dynamic Reports

Substitution variables displayed are filtered based on Reporting Area. For example, @CURBDGT@ may be defined under the Financial Reporting Area and therefore can only be used if you select Financial as the Reporting Area while creating a Dynamic Report.

System-Defined Substitution Variables

There are 49 derived variables for the @CURYR@ substitution variable on the Time dimension. These derived variables are available for Financial and Workforce reporting areas.

You can access the derived variables by navigating to Maintenance > Report Administration > Cube Settings > Substitution Variables > @CURYR@ > Derived Variables.

The following Substitution Variables are available in your application by default.

1. Create a formula by navigating to Maintenance > Report Administration > Cube Settings.
2. Click the Custom Members tab.
3. Click Add. The Add Custom Member page displays.
4. Enter a code and name.
5. Select the Reporting Area for which you want to build the formula.
6. Select Account for Dimension to build the formula on the Account dimension. Or, select any dimension for which you want to build a formula.
7. Select the Account dimension from the list-box next to the Members / Functions buttons.
8. Drag and drop the account dimension member to the Rule Builder pane. In the example below step 13, Balance Sheet (Account 269) is selected.
9. Select the Company dimension from the list-box next to the Members / Functions buttons.
10. Drag and drop the company dimension member to the Rule Builder pane. Make sure you add a comma after the account dimension.
11. Select the Department dimension from the list-box next to the Members / Functions buttons.
12. Drag and drop the department dimension member to the Rule Builder pane. Make sure you add a comma after the company dimension.
13. Enclose the rule in parenthesis. 
14. Click Save. Now, use the formula in a chart in Dashboards.

Now, you can use this custom member when designing a chart. In this example, a custom member named Sum was created on the Account dimension. It totals several accounts shown in the image below. Use the Sum custom member when the Account dimension is selected for a chart(s).

1. Access Dashboards.
2. Drag and drop a chart to the dashboard.
3. For the x or y axis, select Account for dimension.
4. Under Custom Members, select the Sum customer member as shown below. Continue to build the chart by selecting additional dimensions and members.