In this section we are going to set up FIN Company dimension.

Menu: Apliqo Settings / Business Segments / FIN Company.

Select Automation on the sidebar.

In the first step is the cube setup for the default elements in the FIN Company dimension.

The source of the dimension is CUBE. This means the dimension is build from the Definition page. Note the Source Index is 0001. This is the index in the Dimension Definition page that the dimension definition has been entered.

The Template Type is ByParentChild. This mean each line in the Dimension Definition page the element and parent relationship is set.

A number of attributes have been defined for the first step. The Automation page list the attributes type and Alias pattern.

Add a step to the Automation page.

Add attributes to the FIN Company.

In Apliqo FPM the “Description” and “Code and Description” are standard attributes for all dimensions. The FIN Company also needs the “CurrencyISOCode” attribute.

Each Automation Step define their own attributes. The attributes do not have to in the same order or include all attributes as the other Automation Steps.

Build the FIN Company dimension

Add the company information as per the following screenshot.

Click on [Build Dimension] to update the FIN Company dimension.

Create a new Subset

Select Company from the sidebar.

Click on the Subsets button, a dropdown will appear with three options: Dynamic, Static, and Standard.

1. Static Subset:

   1. Click on the + sign to create a new subset, input a name for it, and click the “check” button.

   2. Click on the new subset. From the middle part select which elements to include in the subset(you can select one or multiple elements).

   3. Click on the arrow button and the Subset Content side will be updated. By clicking on the element you can change its order in the subset.

   4. After adding all elements click on the Save&Close button.

2. Dynamic Subset:

   1. Click on the + sign to create a new subset, input a name for it, and click the “check” button.

   2. Click on the new subset. On the Configuration side, there are four fields:

      1. KeepSubsetDynamic: after the subset creation by mdx it will become static

      2. Automated MDX Type: Predefined mdx subsets

      3. Automated MDX Base Element: dimension elements

      4. SubsetExpression: Manually type an MDX subset(Only available if nothing is selected on Automated MDX Type)

   3. See the results on the Content side

   4. Click on the Save&Close button.

3. Standard - Decide if the standard subsets are to be updated or not.

Manage Security

Select Company from the sidebar. Click on the Security button.

Auto-create Groups button will activate security for the dimension for the first time. Set Create Root Only Group to Yes and press Auto-create Groups.

Create Groups button will create a new security group. Complete the new group name then click Add Groups.

To modify the dimension security, is needed to select a subset and a group.

• Permission Level - set the permission level

• Permission Type

  • Recursive -apply the same permission level to all children of that element ( if the elements do not have any permission set)

  • Point - apply permission only to the specific element

Click on Update Security after the permissions are set up, select the group, and press Update Security