Automation Steps

One or more automation steps can be used to build the business segment hierarchy. Each step is a different data source.

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Automation Steps

Source Type: CSV

Load the hierarchy definition from an external CSV file.

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Settings for the CSV Source Type

Setting

Description

Setting

Description

CSV File Folder

The is always set to the Location: Source Data in the File System Location Parameters section the System Settings.

CSV File Name

The file name of the csv file to be loaded.

Template Type

How the relationship between parent and child is maintained in the CSV.

ByRollup - The layout of the dimension definition closely represents how the hierarchy is presented in the subset editor. Elements on the same column are on the same level in heirarchy. Elements in the next column are components of the element in the previous column the directly above.

ByParentChild - On each row the Dimension Definition page the parent relationship to the previous column is defined.

Compact - Is ths same as ByParentChild except only the element and its parent can defined.

Override ASCII System Defaults

Enable this option to override the default ASCII separators set in the System Settings > Datafile Params.

DatasourceASCIIDelimiter

The ASCII charater that separates the fields in the CSV

DatasourceASCIIDecimalSeparator

The ASCII character that denotes a decimal place.

DatasourceASCIIDecimalSeparator

The ASCII charter that raps around string values.

Source Type: ODBC

Load the hierarchy definition from a database.

Setting

Description

Setting

Description

ODBC Source

The ODBC source as set in the System Settings > Database Connections Params.

SQL Query

The SQL Query to be executed for the heirarchy

Template Type

How the relationship between parent and child is maintained in the CSV.

ByRollup - The layout of the dimension definition closely represents how the hierarchy is presented in the subset editor. Elements on the same column are on the same level in heirarchy. Elements in the next column are components of the element in the previous column the directly above.

ByParentChild - On each row the Dimension Definition page the parent relationship to the previous column is defined.

Compact - Is ths same as ByParentChild except only the element and its parent can defined.

Source Type: Cube

The Cube source type allows for the maintenance of the hierarchy using the Definition tab. See for more information.

Setting

Description

Setting

Description

Source Index

The Dimension Definition index to use when executing the automation step.

Template Type

How the relationship between parent and child is maintained in the Dimension Definition.

ByRollup - The layout of the dimension definition closely represents how the hierarchy is presented in the subset editor. Elements on the same column are on the same level in heirarchy. Elements in the next column are components of the element in the previous column the directly above the element.

ByParentChild - On each row the Dimension Definition page the parent relationship to the previous column is defined.

Compact - Is ths same as ByParentChild except only the element and its parent can defined.

The Cube source type allows for the creation and updating of element attributes independently of the Attribute page. Attributes are created and deleted in the Dimension Definition page. The automation step shows the following information about the attribute.

Setting

Description

Setting

Description

Attribute Name

The name of the attribute as seen in the subset editor.

Attribute Locale

Regionalisation of the attribute. Allows for the maintenence of the same attribute name for a different region. The regional attribute will be displayed depending on the region of the browser.

Attribute Type

The value that is enter against the attribute

N(umeric) - Allow only numeric values. Can be used in calculations.

S(tring) - Allow only string values.

A(lias) - A special string attribute that can be used to refer to the element instead of the principal name of the element. Must be unique in the hierarchy.

Attribute Code Concatenation

Applies when the Attribute Type an Alias. Different combinations of the element principal name and the attribute value entered in the Dimension Definition page that are concationated when build in the dimension.

Source Type: Dimension

Build the hierarchy based on another dimension.

Setting

Description

Setting

Description

Source Dimension Name

The source Hierarchy to be loaded to the business segment.

Source Subset Name

Optional: Limit the source elements for the hiearchy to a subset of the source dimension.

MDX Expression

Optional: Limit the source element for the hiearchy to a MDX statement.

Delete Source Dimension After Clone

Optional: If the source dimension should it be deleted when the automation step is completed.

Source Type: Attribute

Build the hiearchy based on a attribute value. The resulting rollup that will be built Top Node Name > Attribute Value > Source Hierarchy element.

Setting

Description

Setting

Description

Source Dimension Name

The source Hierarchy to be loaded to the business segment.

Attribute Name

Required. The attribute that has the parent element for the leaf element.

Top Node Name

Required. The principal name of the top element of the hierarchy.

Prefix Attribute

Optional. Prefix to be added to the attribute value.

Suffix Attribute

Optional. Suffix to be added to the attribute value.

Skip Blank Attributes

Required. How to deal with attribute values that are null.

Y - The element will not be added to the hierarchy.

N - The element will be added to the Unallocated Node.

Unallocated Node

Conditional. The principal name of the unallocated node. The unallocated node is added when the attribute value is null and null attributes value are not being skipped.

Source Type: Process

The hierarchy is been built by a process.

Setting

Description

Setting

Description

Process Name

The name of the process to be executed.

Parameter Array

The parameter and parameter values to be used when executing the process.

Parameter Delimiter

The character that separates the parameters when more that one parameter is to be passed.

Parameter Start Value

The character that separates the parameter from the parameter value.