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There are many options to build and maintain the structure of each business segment. One or multiple can be used depending on the use case and access to source systems:
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It can also be a viable option to create new business segment elements as part of the data load, please refer to this paragraph.
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Setting up dimension load steps / Automation
Even if the build of the dimension is a simple one step process some general settings have to be present in the "Automation" tab before the dimension can be loaded successfully. For a complete documentation of all options please refer to the Apliqode Framework manual. In this chapter only the most relevant options for Apliqo FPM will be explained. The "Dimension" filter in the Automation tab will provide three options for the business segment: the operational BSEG dimension (which is mainly covered in this chapter), the plan BSEG (specifics will be covered in the planning setup chapter) and unique element hierarchy (which is a technical dimension that only needs to be setup once).
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By default the order of the elements in the dimension will be as in the source, by turning this option on you can configure a different sort order, e.g. alphabetically.
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Update Steps
Under Under "Update Steps" click the plus icon to create a new step, the next available step index will be pre-selected. Depending on the chosen source type additional fields will appear. After clicking "Ok" the new step should appear in the list and can be expanded and edited. A detailed description of source type specific settings for each step follows in the next paragraphs.
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Manual dimension definition
Choosing "CUBE" as the source for a dimension update step will allow you to manually maintain the structure either by directly entering the structure on screen or uploading it from an Excel template (Note: It is called cube because the definition is stored in a staging cube within Apliqo FPM's database). In the step setup you need to define the template type (ByRollup or ByParentChild, the format is common for all source types and described in a separate paragraph below) and a source index. The source index allows you to use multiple source slots for the same dimension to more easily manage more complex dimension structures. Please note that unlike for other source types the definition of attributes is handled directly from the source definition and will automatically appear in the step setup once added to the source cube.
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You can manage the dimension content in an Excel template if preferred. The easiest starting point would be to set up the required levels and attributes as described above and then use the "Export" -> "Excel (Load Format)" option from the toolbar. Ensure the format is correct according to the template definition before uploading the modified Excel file. It is strongly recommended to use the clear function in the Excel upload dialogue to make sure there is no remaining content in the staging cube.
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Template types to load dimensions
There are two types of template formats for the dimension loads the format is specified below. In both cases the "Total Rows" item is supposed to hold any attribute names in the following naming convention:
[Type] AttributeName[locale code], the locale code is optional.
Example: [S] Description[de] -> defines the German locale for a string attribute "Description"
» ByRollup
RowID | vType | vWeight | vParent1 | vParent2 | [vParentx...] | vAttribute1 | [vAttributex...]Example:
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» ByParentChild
RowID | vType | vWeight | vElement | vParent1 | vAttribute1 | [vAttributex...]Example:
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