Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Panel
bgColor#DEEBFF

Welcome to our training materials! We're excited to have you here and hope that this training will provide you with valuable knowledge and skills. Below, you can find the complete table of contents, this will give you an overview of what topics will be covered and in what order. Be sure to check back regularly for any updates, as we make changes or additions to the training materials.

Table of Contents

...

Working with Subset Editor

...

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

If you want to make additional adjustments it's possible to copy & paste and change the order of the elements.

...

  • Open Subset editor for Overview widget directly form from its header

  • Choose Version from the list

  • Subset editor popup will appear on the screen

  • Select Actual, Budget and Act Vs _Bud_Var from the list by pressing and holding Ctrl to select multiple items

  • Click Keep button

  • Apply the changes

...

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

With the use of the UX placeholder, you can also retrieve the alias of elements. This is done by using the syntax: $<<(Instance_Name).(Dimensions name).(Hierarchy name)-alias>>

...

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

Those variables can be used in every text field in the view definition: info tool-tips, page titles etc. as well as in MDX query.

...

Next, we are going to set up the view:

  • Open cube settings popup

  • Select Default view

  • Drag and drop:

...

    • Period to Row Dimensions

...

    • Product to Column Dimensions

...

Now we will set up Product dimension to dynamically change based on the hierarchy selected:

  • Click Add Dimension (+ icon) button in Global Settings Filters section

  • Choose Product from the list

  • Click Add Dimension button

  • Click Add button again

  • Set Control objects option to Yes

  • Choose }Hierarchies_Product from the list

  • Click Add Dimension button

...

  • Select }Hierarchies_Product dimension

...

    • Open Subset Editor

...

    • Click All button

...

    • Select Product:Color and Product:Size

...

    • Click Apply

  • Select Product global filter dimension

...

    • Open the advanced options panel Dimension Settings ◦ Click Select button visible above Hierarchy dropdown list

...

    • In the editable text box input UX Placeholder: $<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>

...

    • Change the list type to MDX

  • Select Product dimension added in columns

...

    • Add the same placeholder in the Hierarchy text box

...

    • Change the list type to MDX

...

  • Close the cube settings popup

  • Change }Hierarchies_Product filter to Product:Size and back to Product:Color

...

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

This configuration will work for global filters as well as for dimensions selected in rows or columns.

...

  • Open cube settings

  • Select Product dimension added in columns

  • Open advanced options panel and select Dimension Settings ◦ Change the MDX query to:

Code Block
languagejson
{[Product].[$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>].[$<<UX_Demo.Product.$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>>>]}

...

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

Adding new rows works the same way. After right clicking on the row element, context menu appears and we will have the option to add row above or below selected element.

...

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

Spreading & Holds shortcut can be entered directly in the cell without using the right-click options or spreading dialog.

...

  • Tooltip shared

  • Chart title

  • Chart Null Values

  • Calculated Rows and columns.

  • Series section, which gives you many customization options, after clicking on the + icon next to Populate our data will automatically be added to the advanced options panel and now you can change:

...

    • Type: we have area, line, bar and column option

...

    • Color, which can be selected from the color picker

...

    • We can enable data labels for selected series

...

    • And change their format

Plot Options and Data Labels

...

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

Every update that occurs in settings also gets codded and we can check it in the code tab, which is another place where the widget can be customized.

...

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

Name of the elements that can be drilled are marked in bold. Use breadcrumbs to navigate back to previous step on the drill path.

...

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

As the waterfall chart dynamically calculates the variance between 2 series, "Comment Row: 1" means that the chart will display comments for 1st series.

...

  • Navigate to Exec Dashboard

  • Click on the plus icon and select Widget from the list

  • In the popup:

...

    • Set the title to 'KPI'

...

    • Set the cube source to 'General Ledger'

...

    • Click Create button

...

Next, we are going to set up what information to retrieve for the KPI widget:

  • change the widget type to 'KPI Trend'

  • open Cube Settings for the KPI widget

  • move Region dimension to rows ◦ Change List Type to Subset

  • move Version dimension to rows

...

    • Change List Type to Element Comparison

...

    • Set Value to Actual and Value MAX to Budget

  • move Period dimension to columns ◦ Change the subset to Default

...

    • Set the Attribute to Short Description

...

  • Close the cube settings popup

  • Adjust the widget size using the flexible layout

...

Below you can also find, in the attached file, the complete TI setup.

Code Block
languagejson
"parameters": {
      "pLogoutput": {
        "hidden": true,
        "value": 0
      },
      "pCube": {
        "label": "Cube Name",
        "type": "subnm",
        "instance": "UX_Samples",
        "dimension": "}Cubes",
        "tm1Mdx": "{ [}Cubes].[}Cubes].Members }",
        "tm1Attribute": ""
      },
      "pView": {
        "hidden": true
      },
      "pFilter": {
        "hidden": true
      },
      "pFilterParallel": {
        "hidden": true
      },
      "pParallelThreads": {
        "hidden": true,
        "value": 0
      },
      "pDimDelim": {
        "label": "Dimension Delimiter",
        "disabled": true,
        "value": "&"
      },
      "pEleStartDelim": {
        "label": "Element Start Delimiter",
        "disabled": true,
        "value": ":"
      },
      "pEleDelim": {
        "label": "Element Delimiter",
        "disabled": true,
        "value": "+"
      },
      "pSuppressZero": {
        "label": "Suppress Zero",
        "type": "checkbox",
        "trueValue": 1,
        "falseValue": 0
      },
      "pSuppressConsol": {
        "label": "Suppress consolidation",
        "type": "checkbox",
        "trueValue": 1,
        "falseValue": 0
      },
      "pSuppressRules": {
        "label": "Suppress rules",
        "type": "checkbox",
        "trueValue": 1,
        "falseValue": 0
      },
      "pZeroSource": {
        "label": "Clear Source Data",
        "type": "checkbox",
        "trueValue": 1,
        "falseValue": 0
      },
      "pCubeLogging": {
        "label": "Cube Logging",
        "type": "checkbox",
        "trueValue": 1,
        "falseValue": 0
      },
      "pTemp": {
        "label": "Use Temp Views",
        "type": "checkbox",
        "trueValue": 1,
        "falseValue": 0
      },
      "pFilePath": {
        "label": "File Path",
        "disabled": true,
        "value": "C:\\"
      },
      "pFileName": {
        "label": "File Name",
        "type": "input"
      },
      "pDelim": {
        "label": "File delimiter",
        "disabled": true,
        "value": ","
      },
      "pQuote": {
        "label": "File quote",
        "disabled": true,
        "value": "\""
      },
      "pTitleRecord": {
        "label": "Title Records",
        "disabled": true,
        "value": "1"
      },
      "pSandbox": {
        "hidden": true
      }
    },

...

  • Click on the + icon visible in the page toolbar • Select TI Button from the list

  • In the popup:

...

    • Input title e.g. My New Process

...

    • Pick one Process form the dropdown list

...

    • Click Create

New Process button will appear in the toolbar. Further configuration can be done with the advanced options GUI as explained in the previous exercises. Save the changes.

...

  • select Currency dimension

  • open advanced options panel

  • select Dimension Settings

  • in the MDX textbox input following code:

Code Block
languagejson
{[Currency].[Currency].[$<<UX_Demo.Region.Region::Currency>>]}

...

» Alternative version of the MDX

Code Block
languagejson
{StrToMember("[Currency].[Currency].["+[}ElementAttributes_Region].([Region].[Region].[$<<UX_Demo.Region.Region>>], [}ElementAttributes_Region].[Currency])+"]")}

...

  • Open the cube settings popup

  • Select Region column dimension

  • Open the advnced options panel

  • Select Dimension Settings

  • In the MDX text box you will see following MDX query:

Code Block
languagejson
{
  Filter( 
    { TM1SubsetAll ( [Region] ) }
    , [General Ledger_C3UX].(
          [Version].[$<<UX_Demo.Version.Version>>],
          [T Year-Month].[2012],
          [Currency].[Local],
          [Region].CurrentMember,
          [Department].[Corporate],
          [Account].[$<<UX_Demo.Account.Account>>],
          [General Ledger Measure].[Amount]
        )
        > 1000000 ) 
}

...

> 1000000 )

Info

UX Placeholders ($<<Insatnce.Dimension.Hierarchy>>for Version ($<<UX_Demo.Version.Version>>) and Account dimensions ($<<UX_Demo.Account.Account>>) were added to enable the dynamic change of selected elements.

...

  • Replace [T Year-Month].[2012] with [T Year-Month].[$<<UX_Demo.T Year-Month.T YearMonth>>Year-Month>>] to enable dynamic selection

  • Close cube settings popup

  • Change YEAR MONTH global filter to 2014

  • Notice that different elements will be now displayed in the table

...

  • Open the cube settings of newly created widget

  • Move Period and Version dimensions to global filters

  • Open the advanced options panel by clicking on the wrench icon

  • Select Widget Settings

  • Turn on the Full MDX option

  • Collapse the advanced options panel

  • Click Edit MDX button

  • In the textbox input the query provided below:

Code Block
languagejson
SELECT
{TM1SubsetToSet( [Region].[Region], 'All Countries')} ON COLUMNS,
{TM1FILTERBYLEVEL({[Account].[Account].Members},
1 )} ON ROWS
FROM [General Ledger]
WHERE (
 [Period].[Period].[$<<UX_Demo.Period.Period>>],
 [General Ledger Measure].[General Ledger Measure].[Amount],
 [Department].[Department].[1],
 [Currency].[Currency].[Local],
 [Year].[Year].[2012],
 [Version].[Version].[$<<UX_Demo.Version.Version>>]
)

...

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

Period and Version dimension where defined dynamically with the use of settings service placeholder to facilitate dynamic data update based on selected value.

...

  • Open the cube settings popup

  • change the MDX query in the Full MDX textbox to the one provided below:

Code Block
languagejson
WITH
MEMBER [Region].[Region].[All Countries SUM] AS
Sum(TM1SubsetToSet( [Region].[Region], "All Countries" ) )
SELECT {[Region].[Region].[ All Countries SUM],{TM1SubsetToSet( [Region].[Region], "All Countries")}} ON COLUMNS,
 NON EMPTY {TM1FILTERBYLEVEL(
{TM1ToggleExpandMode({[Account].[Account].Members}, EXPAND_BELOW )},
1 )} ON ROWS
FROM [General Ledger]
WHERE (
 [Period].[Period].[$<<UX_Demo.Period.Period>>],
 [General Ledger Measure].[General Ledger Measure].[Amount],
 [Department].[Department].[1],
 [Currency].[Currency].[Local],
 [Year].[Year].[2012],
 [Version].[Version].[$<<UX_Demo.Version.Version>>]
)
Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#E3FCEF#B3F5FF

Using WITH MEMBER query you added an additional column, which is not part of the cube, that will show the sum of previously selected elements from the Region dimension (sum of all elements from the “All Countries” subset).

...