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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 |
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Working with Subset Editor
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If you want to make additional adjustments it's possible to copy & paste and change the order of the elements. |
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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
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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>> |
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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. |
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Next, we are going to set up the view:
Open cube settings popup •
Select Default view
Drag and drop:
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Period to Row Dimensions
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Product to Column Dimensions
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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
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Select }Hierarchies_Product dimension
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Open Subset Editor
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Click All button
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Select Product:Color and Product:Size
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Click Apply
Select Product global filter dimension
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Open the advanced options panel Dimension Settings ◦ Click Select button visible above Hierarchy dropdown list
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In the editable text box input UX Placeholder: $<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>
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Change the list type to MDX
Select Product dimension added in columns
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Add the same placeholder in the Hierarchy text box
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Change the list type to MDX
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Close the cube settings popup
Change }Hierarchies_Product filter to Product:Size and back to Product:Color
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This configuration will work for global filters as well as for dimensions selected in rows or columns. |
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Open cube settings
Select Product dimension added in columns
Open advanced options panel and select Dimension Settings ◦ Change the MDX query to:
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{[Product].[$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>].[$<<UX_Demo.Product.$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>>>]} |
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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. |
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Spreading & Holds shortcut can be entered directly in the cell without using the right-click options or spreading dialog. |
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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:
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Type: we have area, line, bar and column option
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Color, which can be selected from the color picker
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We can enable data labels for selected series
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And change their format
Plot Options and Data Labels
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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. |
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Name of the elements that can be drilled are marked in bold. Use breadcrumbs to navigate back to previous step on the drill path. |
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As the waterfall chart dynamically calculates the variance between 2 series, "Comment Row: 1" means that the chart will display comments for 1st series. |
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Navigate to Exec Dashboard
Click on the plus icon and select Widget from the list
In the popup:
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Set the title to 'KPI'
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Set the cube source to 'General Ledger'
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Click Create button
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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
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Change List Type to Element Comparison
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Set Value to Actual and Value MAX to Budget
move Period dimension to columns ◦ Change the subset to Default
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Set the Attribute to Short Description
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Close the cube settings popup
Adjust the widget size using the flexible layout
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Below you can also find, in the attached file, the complete TI setup.
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"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 } }, |
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Click on the + icon visible in the page toolbar • Select TI Button from the list
In the popup:
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Input title e.g. My New Process
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Pick one Process form the dropdown list
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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.
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select Currency dimension
open advanced options panel
select Dimension Settings
in the MDX textbox input following code:
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{[Currency].[Currency].[$<<UX_Demo.Region.Region::Currency>>]} |
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» Alternative version of the MDX
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{StrToMember("[Currency].[Currency].["+[}ElementAttributes_Region].([Region].[Region].[$<<UX_Demo.Region.Region>>], [}ElementAttributes_Region].[Currency])+"]")} |
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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:
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{ 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 ) } |
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> 1000000 )
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UX Placeholders ($<<Insatnce.Dimension.Hierarchy>>for Version ($<<UX_Demo.Version.Version>>) and Account dimensions ($<<UX_Demo.Account.Account>>) were added to enable the dynamic change of selected elements. |
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Replace [T Year-Month].[2012] with [T Year-Month].[$<<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
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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:
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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>>] ) |
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Period and Version dimension where defined dynamically with the use of settings service placeholder to facilitate dynamic data update based on selected value. |
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Open the cube settings popup
change the MDX query in the Full MDX textbox to the one provided below:
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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>>] ) |
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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). |
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