OLAP Cube Configuration

How to Configure an OLAP Cube, Reporting Scenario, and Dimension Security

Planful provides OLAP Cube configuration functionality to help Administrative users manage dimension hierarchies, rollup members, and calculated members. To configure an OLAP Cube, complete the following steps:

1. Navigate to Maintenance > Reports > Cube Settings. The Attribute Settings tab is displayed. This page allows Administrative users to manage attribute reporting. Attributes in the All Attributes hierarchy can be added to (mapped) or removed (unmapped) from the OLAP cubes. You can map up to 5 attribute hierarchies per OLAP cube.

Now that the attributes/attribute hierarchies are attached to the Reporting (OLAP) cubes, they can be used in Reports like any other dimension.

2. Navigate to Maintenance > Reports > Process Reporting Area. Select the Reporting Area and the scenarios to process and click Process Now.

3. Click the Dimensions tab to process dimensions. Select the checkbox next to each dimension and click Process Now.

4. Navigate to Maintenance > Reports > Lock Data. Lock Data applies to periods. Use lock data to prevent further data input and manage cube processing for reporting. Click the Actual Data Load Months tab to process only those periods selected. For example, if you load data for June 2016, but you don’t select June 2016, the June data is not processed in the cube and is not available in reports.

5. Navigate to Maintenance > Reports > Point of View to define dimension members used as default report level (page level) parameters in a report. Select members for each segment displayed for the selected Reporting Area.

6. Navigate to Maintenance > Reports > Setup Reporting Scenario to select a budget and forecast scenario for each fiscal year.

7. Navigate to Maintenance > Reports > Dimension Security to control dimension access to report users.