Clarity Perf_Mngmt.qxd
6/15/04
12:32 PM
Page 1
Delivering visibility and performance.
C L A R I T Y
P E R F O R M A N C E
M A N A G E M E N T
Using Cube Manager
.....
Using Clarity Cube Manager
1st Edition, © 2005 Clarity Systems Ltd.
Microsoft is a registered trademark. Microsoft SQL Server, Office, Excel, Word, Internet Explorer, FrontPage,
Query, Windows and Windows NT are trademarks of Microsoft Corporation. Adobe Acrobat and Adobe
Acrobat Reader are registered trademarks of Adobe Systems Incorporated. All other brand and product names
are registered trademarks of their respective holders.
No portion of this manual may be reproduced or transmitted in any form by any means, electronic or
mechanical, including photocopying, recording, or using within information storage and retrieval systems, for
any purpose other than the purchaser’s personal use without express written permission of Clarity Systems.
Notice: The information contained in this document is subject to change without notice. Clarity Systems shall
not be liable for errors contained herein or consequential damages in connection with the furnishing,
performance or use of this material.
Clarity Systems Ltd.
2 Sheppard East
Suite 800
Toronto, ON M2N 5Y7
1-877-410-5070
1-416-250-5500
www.claritysystems.com
Printed in Canada
11/2005
All rights reserved.
.....
Table of Contents
0.0 About This Documentation
.......................................................................................1
Understanding This Document .................................................................................................. 2
1.0 Overview ........................................................................................................................... 2
2.0 Using Cube Manager ........................................................................................................ 2
3.0 Completing the Cube Building Process ............................................................................ 2
4.0 Custom Actions and Audit Reports ................................................................................... 2
Intended Audience ..................................................................................................................... 2
Additional Reading ..................................................................................................................... 3
1.0 Getting Started
...........................................................................................................5
1.1 Application Prerequisites ..................................................................................................... 6
1.2 Install Cube Manager ........................................................................................................... 7
1.2.1 Repair or Remove Cube Manager ............................................................................... 11
2.0 Using Cube Manager
...............................................................................................13
2.1 Starting Cube Manager ...................................................................................................... 14
2.2 Navigating the Interface ..................................................................................................... 17
2.2.1 Menu Bar ..................................................................................................................... 18
2.2.2 Command Toolbars ..................................................................................................... 19
2.2.3 Tree View ..................................................................................................................... 20
2.2.4 Tree View Objects ....................................................................................................... 21
2.2.5 Object Property Pane .................................................................................................. 21
2.3 Adding and Removing Dimensions .................................................................................... 22
2.3.1 Enforcing Member Name Uniqueness ......................................................................... 27
2.3.2 Importing Predefined Dimensions From Other Sources .............................................. 28
2.4 Adding and Removing Members ....................................................................................... 33
2.4.1 Defining Member Aggregation Values ......................................................................... 35
2.4.2 Defining Member Properties ........................................................................................ 37
2.4.3 Understanding Drop Down Properties ......................................................................... 39
2.4.4 Moving Existing Members ............................................................................................ 42
2.4.5 Importing a Predefined List of Members Into a Hierarchy ............................................ 43
2.5 Defining the Cube .............................................................................................................. 45
3.0 Completing the Cube Building Process
................................................................47
3.1 Enterprise Manager Tasks ................................................................................................. 47
3.2 Analysis Manager Tasks .................................................................................................... 47
4.0 Custom Actions and Audit Reports
.......................................................................49
4.1 Audit Reports ..................................................................................................................... 49
4.1.1 Using Audit Report ....................................................................................................... 51
4.1.2 Pending Changes ........................................................................................................ 56
4.1.3 Today ........................................................................................................................... 57
4.2 Custom Actions .................................................................................................................. 58
4.2.1 Viewing Custom Actions In Progress ........................................................................... 61
i
A Command Quick Reference
ii
......................................................................................63
.....
0.0 About This Documentation
0.0 ABOUT THIS DOCUMENTATION
This documentation is intended for individuals who want to use Clarity Cube Manager to
define and create a Microsoft Analysis Services (MSAS) cube structure. The dimension and
member hierarchy of this structure should conform to the implementation of the OLAP
Database Server component of an instance of Clarity Performance Management (CPM) 5.1.
The contents of this document outline Cube Manager procedures for defining the relational
tables used to build the dimension and member hierarchy of an Analysis Services cube.
Some of the processes involved in building the cube, such as linking the primary relational
table to tables that define individual dimensions, require manual procedures in SQL Server
Enterprise Manager and Analysis Manager. Cube Manager is intended to provide a means to
semi automate the creation of the initial relational tables and required metadata, but cannot
be used to complete the entire process from beginning to end. Detailed instructions on the
remaining procedures in the cube definition process that are done outside of Cube Manager
are outlined in the back of this document.
This document describes:
•
The role of Cube Manager in relation to the CPM implementation process
•
Task, procedures, and concepts that outline how to build a cube using Cube
Manager, SQL Server Enterprise Manager, and Analysis Manager
1
0.0 About This Documentation
Understanding This Document
This document is divided into sections that describe Cube Manager’s features and functions
in relation to the Analysis Services cube building process. Each description is accompanied
by procedural instructions.
This document contains the following sections:
1.0 Overview
The overview contains a description of Cube Manager and the hardware and software
prerequisites required to run the program.
2.0 Using Cube Manager
This section describes Cube Manager, its role in the CPM implementation process, and the
procedures required to successfully create the relational tables that will be used to define the
structure of the Analysis Services cube.
3.0 Completing the Cube Building Process
This section contains a list of additional procedures that you will need to perform in SQL
Server Enterprise Manager and Analysis Manager to complete the cube once its dimension
and member hierarchy tables have been defined.
4.0 Custom Actions and Audit Reports
This section contains information about viewing Cube Manager change audit reports and
information on integrating customized executables and stored procedures into the
hierarchies that you define.
Intended Audi ence
This documentation is written for individuals who want to create a cube in Analysis
Services to serve as the OLAP database component of CPM. It may also be of use to those
who require general information about Cube Manager, such as internal staff or prospective
clients.
It is assumed that readers who will utilize this documentation have a competent and
fundamental understanding of:
2
•
Microsoft SQL Server 2000, including SQL Server Enterprise Manager
•
Microsoft Analysis Services, including Analysis Manager
.....
0.0 About This Documentation
Additional Reading
The following additional documentation may be referenced to reenforce or strengthen the
conceptual and procedural information described in this guide:
•
CPM 5.1 System Documentation (for Microsoft Analysis Services)
•
CPM 5.1 Installation Manual
•
Microsoft Analysis Services and/or SQL Server 2000 documentation
3
0.0 About This Documentation
4
.....
1.0 Getting Started
1.0 GETTING STARTED
In a CPM implementation that utilizes MSAS as its OLAP Database Server component, the
structure of the Analysis Services cube must be defined in the early stages of the
implementation process.
The cube definition process involves the building of relational tables that store dimension
and member hierarchy structure definitions in SQL Server 2000 (via Enterprise Manager),
and the defining of the actual cube in MSAS (via Analysis Manager).
Clarity Cube Manager is a tool designed to automate the relational table building stage of
the cube definition process. It does this by communicating with SQL Server to
automatically build the relational tables used to define the dimension and member hierarchy
of the Analysis Services cube. These definitions are defined by an end user in Cube
Manager’s interface:
Individuals in the process of an MSAS-based implementation of CPM can use Cube
Manager to shorten the cube-building process and reduce the chance of human error
involved in building the cube’s relational table definitions.
5
1.0 Getting Started
1.1 Application Prerequisit es
Cube Manager can be installed on any client machine that meets standard CPM
requirements. Refer to the CPM Installation Manual for full CPM hardware and software
requirements.
Before using Cube Manager, ensure that each CPM component (Application Server, Web
Server, SQL Server 2000, and MSAS) has been fully installed on the appropriate machines.
Additionally, the following conditions must be met by the machine on which you are
installing Cube Manager:
6
•
.NET Framework 1.1 is installed.
•
TCP/IP connectivity with the instances of SQL Server 2000 and Analysis
Services used in the CPM implementation.
•
An empty relational database exists on SQL Server 2000 (this exists to store the
tables created by Cube Manager).
•
A valid SQL Server user ID has been created with permissions to create, delete,
and edit tables.
•
At least 20 MB of free hard disk space
.....
1.0 Getting Started
1.2 Install Cube Manager
Cube Manager is automatically installed on your machine when you run the Setup.msi
program located in the Cube Manager folder.
To install Cube Manager:
1.
Open the Cube Manager folder and double-click on Setup.msi. The installation
program will begin and the Welcome screen will appear:
7
1.0 Getting Started
Acknowledge the copyright notification and click Next to continue. The Select
Installation Folder screen appears:
2.
Specify the folder where you want the installation program to install Cube Manager
files in the Folder: field.
•
8
Click Browse if you want to specify an installation path using a Windows
Explorer style interface:
.....
1.0 Getting Started
•
Click Disk Cost to ensure your machine has enough available hard drive space
for the installation:
•
Select what Windows log on IDs have access to the Cube Manager application by
selecting the Everyone or Just me radio buttons located at the bottom of the
Select Installation Folder screen.
When you have finished selecting installation options, click Next. The Confirm
Installation screen appears:
9
1.0 Getting Started
3.
If there are any further changes you want to make, click the Back button and reselect
installation options. When you are satisfied with your selections, click Next. The
installation program runs and installs Cube Manager:
You can follow the installation program’s progress via the status bar on the screen.
When the install is complete, the Installation Complete screen will appear:
4.
10
Click Close. Cube Manager is now installed in the folder you specified in Step 2. You
can run the application by clicking the Windows Start menu and selecting the All
Programs, followed by the folder path previously specified.
.....
1.0 Getting Started
1.2.1 Repair or Remove Cube Manager
You can reinstall (or repair) the Cube Manager application, or remove it from a machine
altogether by running Setup.msi once Cube Manager has been installed on your machine.
To repair or remove Cube Manager:
1.
Open the Cube Manager folder and double-click on Setup.msi. The Clarity Cube
Manager Setup Wizard appears and enables you to choose whether you want to
repair, or remove, the Cube Manager application:
2.
Select Repair Clarity Cube Manager or Remove Clarity Cube Manager,
depending on if you want to reinstall Cube Manager or remove the application from the
system, respectively. Click Finish:
•
If you selected Repair Clarity Cube Manager, the installation program will
attempt to reinstall the application.
•
If you selected Remove Clarity Cube Manager, the installation program will
attempt to remove the application from the system.
11
1.0 Getting Started
12
.....
2.0 Using Cube Manager
2.0 USING CUBE MANAGER
This section describes all of the tasks and procedures required to build a table schema from
scratch with the intent to create an MSAS cube. It contains information regarding the
nuances of the process, features offered in Cube Manager that will optimize the process in
terms of time, and a navigational map of the interface itself.
The steps in this section are chronological in sequence, indicating that you can build a
hierarchy schema by completing the procedures in each section until you reach the end of
chapter.
Note: Cube Manager is able to handle multiple and simultaneous edits from different
clients. Changes are only persisted to the database when saved. If multiple clients
attempt to save at the same time, only the first client will succeed, others will be forced to
refresh.
A message will indicate to users what has occurred. Data is not overwritten and changes
DO NOT disappear after a save from multiple sources.
13
2.0 Using Cube Manager
2.1 Starting Cube Manager
Cube Manager is launched from the Windows Start menu via the All Programs>Clarity
Systems>Clarity Cube Manager command.
In order to use Cube Manager, you need to define the connection to the instance of SQL
Server where the relational tables used to define the cube will reside. Each time you open
Cube Manager, the Connection dialog window will precede the Cube Manager interface
and prompt you for connection information.
To start Cube Manager:
1.
From the Windows Start menu, select All Programs>Clarity Systems>Clarity Cube
Manager. The Cube Manager splash screen appears, indicating that the application is
loading:
When the application is finished loading, the Connect dialog appears:
14
2.
.....
2.0 Using Cube Manager
Enter the appropriate connection information in the fields provided:
•
In the Database Type field, select a database type. Currently, Cube Manager only
supports SQL Server and this is the only selection that is available.
•
In the Server field, type the name of the database server to which you want to
connect.
•
The Database drop down menu populates automatically with the names of
databases located on the server that you specified in the Server field.
If the server name specified in the Server field is incorrect or does not exist, the
drop down menu will be blank. Select the name of the database you want to create
the cube schema tables in.
3.
•
Select the Integrated Security check box if the Relational Database Server
resides on the same machine that you are running Cube Manager on. Leave the
check box de-selected if the Relational Database Server resides on a remote
machine.
•
In the User and Password fields, enter a valid database user ID and password
with rights to create, delete, and modify the tables in the database you specified in
the Database field.
Click Connect. The Cube Manager connects to the relational database, and the
interface appears:
15
2.0 Using Cube Manager
The first time you connect to an empty relational database with Cube Manager, it
automatically creates a list of standard relational tables and views that populate it.
These tables can be viewed in Enterprise Manager:
Cube Manager
Default Tables
All tables created by Cube Manager are identified by the prefix CM_. They are:
•
•
•
•
•
•
•
•
•
•
•
•
CM_AUDIT
CM_CUBE
CM_CUBEDDIMENSIONMAP
CM_DIMENSION
CM_DIMENSIONIMPORTSPEC
CM_HIERARCHY
CM_LEVEL
CM_MEASURE
CM_MEMBERPROPERTY
CM_PARTITION
CM_SETTINGS
CM_VERSION
These tables are generated by Cube Manager and are used to store the metadata that
drives Cube Manager functionality.
16
.....
2.0 Using Cube Manager
2.2 Navigating the Interface
Cube Manager is a graphical user interface used to define the dimension and member
hierarchy of an Analysis Services cube in a CPM implementation:
Menu Bar
Command Toolbars
Object Property Pane
Tree View
The following elements compose the Cube Manager’s interface:
•
Main Menu
•
Command Toolbars
•
Tree View
•
Object Property Pane
17
2.0 Using Cube Manager
2.2.1 Menu Bar
Commands are executed via menus located in the Menu Bar, right-clicking on Tree View
Objects, or by clicking the Toolbar shortcut icons. Commands can also be executed via
keyboard shortcut commands:
The following menus compose the Menu Bar:
•
The File menu contains standard commands relating to a single session, such as
Connect, Disconnect, and Save.
•
The Edit menu contains search and schema modification commands such as Cut,
Paste, and Delete.
•
The View menu contains commands that enable you to modify the hierarchy in
terms of display. For example, the Font command enables you to change the font
displayed in the Tree View.
•
The Insert menu contains commands that enable you to add or remove Tree View
Objects such as dimensions, members, and cubes, from the Tree View.
•
The Member menu contains commands that modify member definitions. This
includes aggregation values and link commands.
•
The Tools menu contains commands that are used to build hierarchy schemas in
the Tree View.
•
The Help menu contains help topic commands.
A detailed list of each menu and its available commands is located in Appendix A:
Command Quick Reference.
18
.....
2.0 Using Cube Manager
2.2.2 Command Toolbars
The Command Toolbars contain shortcuts to the commands located in the Main Menu.
They can be moved by clicking on them and dragging them to other locations on your
screen:
The following Toolbar menus exist in Cube Manager:
•
The Main Toolbar contains standard Cube Manager commands such as Connect,
Save, etc.
•
The Tools Toolbar contains commands that are used to build hierarchy schemas
in the Tree View.
•
The Insert Toolbar contains commands related to adding or removing Tree View
Objects such as dimensions, members, and cubes, from the Tree View.
•
The Special Toolbar contains member linking commands and the active task
display dialog.
•
The Aggregation Toolbar contains value markers used to specify the aggregation
values of various members in the hierarchy schema.
A detailed list of each toolbar, the command icons, and keyboard shortcuts are located in
Appendix A: Command Quick Reference at the back of this guide.
19
2.0 Using Cube Manager
2.2.3 Tree View
Cube Manager communicates directly with SQL Server in order to dynamically generate
relational tables used in the cube hierarchy definition. This definition is based on the
structure that you define in Cube Manager’s Tree View:
All Tree View Objects are represented by various icons. These icons and what they
represent in the hierarchy schema are described under the appropriate task sections in this
document.
You can right-click, drag and drop, or rename Tree View Objects that appear in the Tree
View. Depending on the type of object, these actions have different results. For example, the
menu that appears when you right-click on a Dimension will contain different commands
than if you had right-clicked on a member.
The nuances of individual tree view objects and their behaviors are discussed in detail under
the appropriate task sections in this document.
20
.....
2.0 Using Cube Manager
2.2.4 Tree View Objects
Tree View Objects are representational of various hierarchy schema elements developed in
Cube Manager. When you click on a Tree View Object, its properties will appear in the
Object Property Pane. These vary based on individual object and object type.
The following object types can appear in the Tree View:
•
Dimension
•
Member Property
•
Member
•
Cube
•
Audit Report
•
Custom Action
2.2.5 Object Property Pane
All dimensions and members, and their corresponding levels and properties are defined in
the Object Property Pane.
Depending on the type of Tree View Object that has been selected, the properties displayed
in the pane will differ. Some property lists are divided into Advanced and General
parameters for better end user comprehension and usability. These properties are discussed
in detail under the appropriate task sections in this document.
21
2.0 Using Cube Manager
2.3 Adding and Removi ng Dimensions
Dimensions are added to the Tree View using the Add Parent-Child Dimension and Add
Standard Dimension commands, depending on the type of dimension that you want to
create.
All dimensions appear beneath the Dimensions tree view folder. You can remove
dimensions from the tree view using the Remove Dimension command.
Each time you create a new dimension and Save, a relational table is automatically created
in SQL Server. This table is used to define the dimension when the Analysis Services cube
is processed:
22
.....
2.0 Using Cube Manager
The table is named in the database based on the following convention:
DIMdimensiontype_dimensionname
Where dimensiontype is either PC (representing a parent-child dimension) or Standard (for
standard dimension types), depending on the type of dimension specified at creation time.
For example, if you define a dimension named Accounts, and specify the dimension type as
parent-child, a corresponding relational table named DIMPC_ACCOUNTS is created.
Alternatively, if the Accounts dimension is a standard-type dimension, a relational table
named DIMSTANDARD_ACCOUNTS is created.
The following tables are examples of the format Cube Manager will build a parent-child
dimension and standard dimension in the relational database:
Parent-Child Dimension Table
Aggregation
Expression
Dimension
Order
Order
Alias
Planning
Years
~
1
0
Planning
Years
0
Y1999
~
2
4
Y1999
4
0
Y2000
~
3
5
Y2000
5
0
Y2001
~
4
6
Y2001
6
0
Y2002
~
5
7
Y2002
7
0
Y2003
~
6
8
Y2003
8
0
Y2004
~
7
9
Y2004
9
0
Y2005
~
8
1
Y2005
10
0
Y2006
~
9
2
Y2006
11
0
Y2007
~
10
3
Y2007
ID
Parent_ID
Name
1
0
3
23
2.0 Using Cube Manager
Standard Dimension Table
ID
Gen0_
Key
Gen0_
Name
Gen0_
Aggregation
Gen0_
Order
Gen1_
Key
Gen1_
Name
Gen1_
Aggregation
Gen1_
Order
Alias1
1
1
Planning
Years
~
1
Planning
Years
9
Y2005
~
8
Y2005
2
1
Planning
Years
~
1
Planning
Years
10
Y2006
~
9
Y2006
3
1
Planning
Years
~
1
Planning
Years
11
Y2007
~
10
Y2007
4
3
Y1999
~
2
Y1999
3
Y1999
null
null
null
5
4
Y2000
~
3
Y2000
4
Y2000
null
null
null
6
5
Y2001
~
4
Y2001
5
Y2001
null
null
null
7
6
Y2002
~
5
Y2002
6
Y2002
null
null
null
8
7
Y2003
~
6
Y2003
7
Y2003
null
null
null
9
8
Y2004
~
7
Y2004
8
Y2004
null
null
null
Alias
In the tables above, both contain information from the same Cube Manager hierarchy, listed
below:
The ID column in both types of tables is used as a row key by Cube Manager. The
remaining properties correspond with member properties specified through the Member
Properties pane.
Properties are only stored at the top most level where the key/name is first encountered. In
the case of rugged hierarchies, a parent’s key/name is repeated to fill in intermediate
hierarchy levels. The exception to this is with generation 0 leaf members, where no parent
exists and so the member’s key/name is repeated to the leaf level.
The Remove Dimension command removes the dimension from the Cube Manager Tree
View. If you Save the schema in this state, the table is automatically deleted from SQL
Server as well.
24
.....
2.0 Using Cube Manager
To add a dimension:
1.
Right-click the Dimensions folder in the tree view. A menu appears.
2.
Select Add Parent-Child Dimension or Add Standard Dimension. The dimension
definition appears in the tree view beneath the Dimensions folder and properties with
default values appear in the Object Property Pane:
3.
Enter values for the dimension in the Object Property Pane. Parent-child and standard
dimensions share the same property fields.
The following properties are available for Dimensions:
•
Name
•
Process
•
Audit ID
These values can be changed later, as needed, and do not need to be assigned at this
point. However, it is recommended that you work from an existing property schema
and have this information available before you actually begin defining dimensions and
members in Cube Manager.
4.
Press Enter and then select File>Save. The relational table is generated in SQL Server.
25
2.0 Using Cube Manager
You can add as many dimensions as needed by right-clicking on the Dimensions folder
again and repeating the steps in this procedure.
To remove a dimension:
26
1.
Right-click on the dimension and select Delete from the menu. The dimension and all
of its associated members and deleted from Cube Manager.
2.
Select File>Save. The relational table associated with the dimension is deleted from
SQL Server.
.....
2.0 Using Cube Manager
2.3.1 Enforcing Member Name Uniqueness
You can enforce member name uniqueness on dimension tables via Cube Manager.
When uniqueness is enforced, you will be unable to add members that have the same name
anywhere in the specified dimension’s hierarchy.
For example, if you created a member named Net Income in the Accounts dimension, and
have indicated that member name uniqueness is enforced, Cube Manager will not allow you
to add any other members to the dimension named Net Income.
If member name uniqueness is left disabled, you will be able to add as many members as
you like with the same name, as long as they are not siblings in the dimension hierarchy.
You can check to see if unique name enforcement is enabled by right-clicking on a
dimension and viewing the member. If the Unique Member Names icon is outlined by a
box, it indicates that enforcement has been enabled for the specified dimension:
: Enforcement Enabled
: Enforcement Disabled
To enforce member name uniqueness in a dimension:
1.
Right-click on the dimension that you want to enforce member name uniqueness in and
select Unique Member Names from the menu.
2.
Select File>Save from the menu. Cube Manager will enforce unique member names in
this dimension.
To disable member name uniqueness enforcement in a dimension:
•
Right-click on the dimension you want to disable enforcement in and select
Unique Member Names from the menu. Cube Manager will remove unique
member name enforcement from the dimension.
27
2.0 Using Cube Manager
2.3.2 Importing Predefined Dimensions From Other Sources
You can import predefined standard or parent-child type dimensions from other relational
sources using the Import Dimension command.
You can import dimensions from:
•
SQL Server
•
Oracle
The Import Dimension command launches the Import Dimension wizard, which enables
you to specify the source of extraction, the dimension type (star-schema or parent-child), the
structure of the dimension table as it will appear in your database, and the property columns
of each table row in a parent-child dimension or the level properties of a standard
dimension.
Note: Once a dimension has been imported, the import data is stored in the advanced
properties of the dimension. You can re-import a dimension if its values have changed on
the native relational database source. The stored properties are then used to regenerate the
dimension structure.
To import a dimension from a relational source:
1.
28
Right-click on the Dimensions folder in the tree view and select Import Dimension.
The Import Dimension Wizard starts:
2.
.....
2.0 Using Cube Manager
Specify the relational source you want to import the dimension from by entering the
appropriate connection information in the fields provided:
•
In the Database Type field, select a database type from the drop down menu.
Either SQL or Oracle.
•
In the Server field, type the name of the database server to which you want to
connect.
•
The Database drop down menu populates automatically with the names of
databases located on the server that you specified in the Server field.
If the server name specified in the Server field is incorrect or does not exist, the
drop down menu will be blank. Select the name of the database you want to
extract the dimension from.
•
In the Table field, type the name of the table that contains the dimension data you
want to import.
•
Select the Integrated Security check box if the Relational Database Server
resides on the same machine that you are running Cube Manager on. Leave the
check box de-selected if the Relational Database Server resides on a remote
machine.
•
In the User and Password fields, enter a valid database user ID and password
with rights to create, delete, and modify the tables in the database you specified in
the Database field.
You can click Test to ensure your connection information is valid and correct. When
you are ready, click Next> to continue. The next step appears:
3.
Select Star-Schema if you importing a standard dimension, or Parent-Child if you are
importing a parent-child dimension. Click Next>. The Configure Table Structure
screen appears.
29
2.0 Using Cube Manager
4.
Depending on the type of dimension you specified in step 3, the parameters on this
screen will differ:
If you selected star-schema:
You will need to define levels, properties, and their relationships:
•
30
Click Add to add new levels to the table structure. Define each level using the
fields on the right-hand side of the screen and then click Next.
.....
2.0 Using Cube Manager
•
The Configure Level Properties screen appears:
•
Click Add to add new properties to the table structure. Assign a Name, a Level,
and a Level Column to each property and click Next.
If you selected parent-child:
You will need to specify each column, and then select the columns of the table to be
used as property values:
•
Use the drop down menus to specify each column used to represent the
corresponding value and click Next.
31
2.0 Using Cube Manager
5.
32
•
The Select Property Columns screen appears:
•
Select each column that you want to use as properties and click Next.
The final screen in the Import Dimension Wizard is the Summary screen. It displays
a summary of the table’s parameters.
.....
2.0 Using Cube Manager
2.4 Adding and Removi ng Members
Members are added to the Cube Manager tree view using the Add Member command.
They appear beneath their respective dimension in the tree view beneath the Hierarchy tree
view object. Alternatively, if members already exist in Cube Manager, you can add sibling
or child members to a dimension by selecting the specified existing member and choosing
Add Child or Add Sibling Member from the menu, respectively.
Each time you add a new member to a dimension and save it, the relational table that defines
the dimension on SQL Server automatically updates to include the new member definition.
The Remove Member command removes a member from the Cube Manager tree view. If
the member has already been written to SQL Server, it will be removed from the specified
table when you Save.
To add a member:
1.
In the tree view, right-click on the name of the dimension or parent member to which
you want to add a member. A menu appears.
2.
Select Add Child. The member definition appears in the tree view beneath the
dimension you selected, and its properties with default values appears in the Object
Property Pane:
33
2.0 Using Cube Manager
3.
Enter values for the member in the Object Property Pane. Parent--child dimension
members and standard dimension members share the same property fields.
The following properties are available for Members:
Advanced Properties
•
Member ID
•
Audit ID
•
Order
•
Generation
•
Skipped Generations
General Properties
•
Name
The values entered at this point can be changed later, as needed, and do not need to be
assigned at this point. However, it is recommended that you work from an existing
property schema and have this information available before you actually begin
defining dimension members in Cube Manager.
•
<Property>
Property definitions that have been defined for the dimension will be listed for each
member. This field will appear as a drop down menu, if the property is defined as a
Dropdown Property. Otherwise, the property value will need to be manually typed
into the field. There will be a separate property field for each property definition. Each
field will be listed by the name specified in the definition’s Name field. For example, if
the property is named Color, this field will appear as Color.
4.
Press Enter and then select File>Save. The member definition is added to the
appropriate dimension table in SQL Server.
5.
You can add as many members as needed by right-clicking on another Dimension
object and repeating the steps in this procedure.
To remove a member:
34
1.
Right-click on the member and select Delete from the menu. The member and all of its
children are removed from Cube Manager.
2.
Select File>Save. The rows representing the members and their corresponding
properties are deleted from the appropriate table in SQL Server.
.....
2.0 Using Cube Manager
2.4.1 Defining Member Aggregation Values
All members have a specified aggregation behavior that defines how the member value
affects its parent’s member value.
Member aggregation values are defined in the right-click menu of a member you select from
the tree view. Aggregation values are represented by a series of Boolean symbols that
indicate the aggregation behavior of a member’s value:
Aggregation Value
Behavior
+
Member value is added to the parent value.
-
Member value is subtracted from the parent value.
*
Member value multiples the parent value.
/
Member value divides the parent value.
~
Member value is ignored by the parent value.
For example, if two members named The Supply Depot and Eastern Pen Warehouse are
the children of a member named Eastern Region, and both have an aggregation value of +,
the values of The Supply Depot and Eastern Pen Warehouse are added to the Eastern
Region value.
By default, all members have a default aggregation value of + when they are initially added
to the tree view. Member aggregation values are displayed as their respective symbol beside
the name of the member in the tree view:
Member Aggregation Behavior Indicators
35
2.0 Using Cube Manager
To define a member aggregation value:
1.
Right-click on the member whose aggregation value you want to change. A menu
appears.
2.
Select the appropriate aggregation behavior from the list provided at the bottom of the
menu:
Select an aggregation
behavior from the
menu
When you make a selection, the aggregation behavior icon beside the member name
will change based on your selection.
3.
36
Select File>Save, the member change is written to the appropriate dimension table in
SQL Server.
.....
2.0 Using Cube Manager
2.4.2 Defining Member Properties
Member properties can be defined in Cube Manager using the Property Definitions object
in a Dimension’s hierarchy schema. They are added by right-clicking on the Property
Definitions object and selecting Add Member Property from the menu.
To define a member property:
1.
Expand the tree view of the dimension to which you want to add a member property,
until the Property Definitions folder is visible.
2.
Right-click Property Definitions. A menu appears.
3.
Select Add Member Property. A new member property object is added to the tree
view and properties with default values appear in the Object Property Pane:
37
2.0 Using Cube Manager
4.
Enter values for the member property in the Object Property Pane.
The following properties are available for Properties:
•
Name
•
Dropdown Property
•
Dropdown Table
•
Dropdown Column
These values can be changed later, as needed, and do not need to be assigned at this
point. However, it is recommended that you work from an existing property schema
and have this information available before you actually begin defining dimensions and
members in Cube Manager.
5.
Press Enter and then select File>Save. The property is added to the appropriate table
in SQL Server.
6.
You can add as many properties as needed by right-clicking on the Property
Definitions folder and repeating the steps in this procedure.
To remove a property:
38
1.
Right-click on the property and select Delete from the menu. The property is removed
from Cube Manager.
2.
Select File>Save. The property is deleted from SQL Server.
.....
2.0 Using Cube Manager
2.4.3 Understanding Drop Down Properties
Drop down properties enable you to select property values by member in the Cube
Manager’s tree view. Drop down properties are defined by selecting True in the Dropdown
Property field in the property’s definitions:
If a property is a drop down property, when you select a member from the same dimension,
the property value will enable you to select a list of values from the specified Dropdown
Table and Dropdown Column that you specified in the property definitions. If the property
is not specified as a Drop Down Property, you will have to manually type the property value
for that property, per member.
39
2.0 Using Cube Manager
For example, if you defined a Property named Color as a drop down property, and specified
a Dropdown Table as Vehicle (a list of available vehicles in a table on the Relational
Database Server), and the Dropdown Column as Color (a list of available paint colors),
when you selected a member from the dimension list, the Color property would contain a
drop down menu which would be populated by the values in the Color column of the
Vehicle table:
To define drop down properties:
1.
40
Define the Dropdown Property:
2.
.....
2.0 Using Cube Manager
Choose a value from selected members based on the values in the table and column
specified in Step 1:
41
2.0 Using Cube Manager
2.4.4 Moving Existing Members
Cube Manager has drag-and-drop navigation capabilities for the purposes of moving
members from one level of a dimension hierarchy to another level in the same dimension, or
relocate a member among its siblings in the same level. (You cannot move members
between separate dimension hierarchies, however.) You can use this feature to move a
member from a sibling to a child quickly, without having to delete the member and redefine
it in a different level of the hierarchy.
When you click on a member, you can then drag the cursor across the hierarchy. The cursor
changes into an arrow symbol that points in one of two directions:
•
A downward pointing arrow indicates that the member you selected will become
the child of the member beside which the arrow sits when you release your mouse
button:
•
An arrow that points to the right-hand side of your screen indicates that the
member you selected will switch locations with its sibling when you release your
mouse button:
The downward pointing
arrow indicates that Bic
Pen - Red will become
a child of Writing
Instruments.
The arrow pointing right
indicates that Writing
Instruments and Bic
Pen - Green will change
positions in the
hierarchy
Note: You cannot switch members from different levels in the hierarchy using the right
arrow drag-and-drop icon.
42
.....
2.0 Using Cube Manager
2.4.5 Importing a Predefined List of Members Into a
Hierarchy
You can import a predefined list of members into a dimension hierarchy via a flat list, or .txt
file, via the Import Flat List command.
Before importing the flat list, the Import Flat List dialog will prompt you to indicate the
following column values:
• Name Column
• Aggregation Column
• Property Columns
Once you have defined the parameters whose values will be applied via the flat list, you will
need to specify the directory path where the file is located.
A flat list’s format should following the convention below, per member included in the file:
name, unary, property1, property2, property3, ...
Where name is the Name Column value, unary is the Aggregation Column value, and
property are Property Column values.
Additionally, the flat list must contain a header row that defines each value in the flat list, as
specified in the Import Flat List dialog.
For example, if the following flat list exists for the purpose of importing members to a
dimension:
name,unary,property1,property2,property3
item1,+,prop1,prop2,prop3
item1,+,prop1,prop2,prop3
item1,+,prop1,prop2,prop3
item1,+,prop1,prop2,prop3
item1,+,prop1,prop2,prop3
item1,+,prop1,prop2,prop3
43
2.0 Using Cube Manager
The fields of the Import Flat List dialog must be entered appropriately, based on the first
line of the flat list (in bold above):
This indicates to Cube Manager how to import the members and their corresponding values
correctly.
All fields are required for the import to work successfully. Additionally, if any columns
conflict with member restrictions, the import will fail.
Note: When you import members, the source information is not retained by Cube Manager,
and mapping entries are not generated.
44
.....
2.0 Using Cube Manager
2.5 Defining t he Cube
Once you have defined the dimensions and members (i.e. the hierarchical structure of the
Analysis Services cube) you must define the cube itself, and the relationships between the
dimension tables in preparation for cube processing.
To define the cube:
1.
Right-click on the Cubes folder and select Add Cube. The cube object appears
beneath the Cubes folder and its properties are displayed in the Object Property Pane.
2.
Enter values for the cube in the Object Property Pane.
The following properties are available for Cubes:
•
Name
•
Process
•
Audit ID
The values entered can be changed later, as needed, and do not to be assigned.
However, it is recommended that you work from an existing schema and have this
information available before you actually begin defining cubes.
3.
Press Enter and then select File>Save.
45
2.0 Using Cube Manager
46
.....
3.0 Completing the Cube Building Process
3.0 COMPLETING THE CUBE BUILDING
PROCESS
Although you have defined the relational tables used to create the structure of the cube, you
will still need to define the cube in Analysis Services using the SQL Server Enterprise and
Analysis Manager applications.
The following list consists of a high-level view of the remaining tasks and procedures that
you will need to perform in order to complete the cube building process.
3.1 Enterprise Manager Tasks
•
Create a FACT table and add placeholder values so Analysis Services can process
and define the cube. Right-click on the FACT table once it has been created and
select Open Table>Return All Rows to access the database and type in a row of
placeholder values manually.
3.2 Analysis Manager Tasks
•
Register the Analysis Manager Server
•
Create a new Analysis Services database
•
Create a new cube via the Cube Wizard. Use the SQL Server tables you defined
in Cube Manager as its data source
•
Define each dimension in Analysis Services
•
Define the relational star schema of the cube by linking each dimension column in
the FACT table to the ID column of the appropriate parent-child type dimensions
and the lowest level key column of standard-type dimensions.
47
3.0 Completing the Cube Building Process
48
.....
4.0 Custom Actions and Audit Reports
4.0 CUSTOM ACTIONS AND AUDIT REPORTS
Cube Manager contains two features that will make the cube definition and table generation
process more comprehensive and easier to automate. Audit Reports enable you to track
changes made to the hierarchy structure, while Custom Actions enable you to define and
trigger various user-defined processes (executables or stored procedures).
4.1 Audit Reports
Audit reports enable you to view any changes made to the hierarchy structure. The audit
report interface is accessed via audit report object types located in the tree view under the
Reports folder:
•
Audit Report enables you to view any changes made in Cube Manager.
•
Pending Changes enables you to view change that have been made in the
hierarchy, but have not yet been saved for the present session.
•
Today enables you to view any changes made during the current day.
49
4.0 Custom Actions and Audit Reports
You can view changes on any audit report type based on the following criteria:
•
ID Values (audit ID, user name, etc.)
•
Date
•
Command
•
Object Type
Additionally, Object Type Property windows contain Audit tabs that are specific to the
object type selected:
In the screen above, the Audit tab for the Accounts dimension is displayed.
50
.....
4.0 Custom Actions and Audit Reports
4.1.1 Using Audit Report
Audit Report enables you to search for all changes made to the hierarchy structure:
The criteria you can filter changes by is sorted into the following categories:
•
General
•
Date
•
Operations
•
Object Types
51
4.0 Custom Actions and Audit Reports
Filtering by General Parameters
The General fields enable you to set filter criteria based on different ID values in Cube
Manager:
Type values in the fields that you want to include in the audit report.
The following table describes each of the fields in the General section and how to define
each set of criteria:
Criteria
Audit ID
Description
Audit IDs are internal criteria based on various objects in the Cube
Manager interface. Use the following conventions when entering filter
criteria based on this field:
Dimension - D<dimension ID>
Level - D<dimension ID>\H<hierarchy ID>\M<member ID>
Property Definition - D<dimension ID>\H<hierarchy ID>\L<level ID>\Z <property definition ID>
Member - D<dimension ID>\H<hierarchy ID>\M<member ID>
Cube - C<cube ID>
Member Property - D<dimension id>\H <hierarchy ID>\M <member ID>\P<property
ID>
Member Aggregation - D<dimension id>\H<hierarchy ID>\M<member ID>\A
Parent ID
52
Enter the audit ID value of the parent node. Use the same syntax
conventions you use when defining audit ID values.
Before
Enter a value that will filter based on ‘before’ change values.
After
Enter a value that will filter based on ‘after’ change values.
User
Type a user name that exists on the relational database. The results of the
audit will return all changes made by that user specifically.
.....
4.0 Custom Actions and Audit Reports
Filtering by Date
The Date section enables you to filter changes between two dates across calendar years:
Specify a Start Date and an End Date by clicking the drop down menu icons. Use the
calendar to select a date value:
Filtering by Command Type
The Operations search criteria section enables you to search for changes by Cube Manager
command:
Select the check box beside the command types that you want to include in the audit report.
The following command types can be filtered:
•
Link
•
Update Process
•
Re-order
•
Unlink
•
Import
•
Delete
•
Create
•
Move
•
Rename
•
Update Property
53
4.0 Custom Actions and Audit Reports
Filtering by Object Type
The Object Types section enables you to filter the audit report by object type. For example,
if you only wanted to view changes to Cubes, you could select Cube from the section and
de-select all of the other object types:
Select the check box of the object type change that you want to include in the audit report.
The following object types can be filtered:
54
•
Aggregation
•
Level
•
Member
•
Dimension Source
•
Cube
•
Property Definition
•
Property
•
Parent-Child Dimension
•
Standard Dimension
.....
4.0 Custom Actions and Audit Reports
Running the Audit Report
Once you have made your search filter selections, click the Run Report button located at
the top of the Audit Report interface. Any changes that match your selection criteria will
appear in the Results section of the audit report:
The Run Report Button
The Results Section
The following table describes each of the column types of the audit report:
Heading
Description
ObjType
The type of object that the change
affected. For example, a parent-child
dimension change will return a value of
DimensionPC in this field.
OpType
The type of change that occurred. For
example, if a new member is created,
this field will read Create.
ObjectID
The audit ID value of the change.
Before
The ‘before’ state of the change.
After
The ‘after’ state of the change.
55
4.0 Custom Actions and Audit Reports
Heading
Description
UserName
The name of the Cube Manager log on
ID that issued the change.
StampTime
The time of the change.
TRANS
The transaction index value.
OpKey
The operation key.
Parent
The parent node’s audit ID value.
Name
The name of the changed object.
ParentName
The name of the parent of the changed
object.
4.1.2 Pending Changes
The Pending Changes screen enables you to generate an audit report for all changes that
have been applied to the hierarchy structure, but have not yet been saved in Cube Manager:
Click the Run Report button to generate the report.
56
.....
4.0 Custom Actions and Audit Reports
4.1.3 Today
The Today screen enables you to generate an audit report with filter criteria for all changes
to the hierarchy structure for the current date:
The Today report screen is identical to the Audit Report screen, with the exception that it
does not contain a Date section, as all changes will be for the current system date.
57
4.0 Custom Actions and Audit Reports
4.2 Custom Actions
Custom actions are user-defined processes that can be executed through Cube Manager. A
custom action can be one of types:
•
A command line executable file located in a directory path.
•
A stored procedure on the database to which Cube Manager connects.
Custom action definitions are accessed via custom action object types located in the tree
view under the Custom Actions folder:
Once the executable or stored procedure has been placed in a directory, or defined in the
database, respectively, you can add a Custom Action definition to the tree view and utilize
it through Cube Manager.
Custom Actions are added in the same manner as new dimensions and members. Each
action has its own set of properties that must be defined once the new action is added.
Custom action definitions must be Saved in Cube Manager to become valid in the system.
To add a custom action:
1.
58
In the tree view, right-click on the Custom Actions folder. A menu appears.
.....
4.0 Custom Actions and Audit Reports
2.
Select Add Custom Action. The custom action definition appears in the tree view
beneath the dimension you selected, and its properties with default values appear in the
Custom Action Properties pane:
3.
Use the drop down menu in the Action Type field to specify if this action is an
Executable or a Stored Procedure, and then complete the values in the other fields.
Executables and Stored Procedures share the same property fields.
The following properties are available for Custom Action definitions:
•
Name
•
Action ID
•
Action Type
•
Process
The Process field indicates to Cube Manager where the action is stored. The directory
path where the executable file or stored procedure is located should be defined in this
field.
59
4.0 Custom Actions and Audit Reports
•
Action Filter
This field should contain a regular expression that will be evaluated against a particular
node in the tree view. For details on valid expressions, refer to the .NET Framework
documentation.
The expression is evaluated against the node’s audit ID value. If it matches, than the
action will execute against that node.
•
Validation Action
This field references another custom action that must succeed before this action is
triggered.
•
Audit ID
•
User Parameter
4.
Press Enter and then select File>Save. The custom action definition is added to the
appropriate table in SQL Server.
5.
You can add as many custom actions as needed by right-clicking the Custom Actions
folder and repeating the steps in this procedure.
To remove a custom action:
60
1.
Right-click on the action and select Delete from the menu. The action is removed from
Cube Manager.
2.
Select File>Save. The action’s definition is deleted from the appropriate table in SQL
Server.
.....
4.0 Custom Actions and Audit Reports
4.2.1 Viewing Custom Actions In Progress
You can track the progress of any custom actions that are running in Cube Manager via the
Active Tasks dialog window:
If custom actions are running, the dialog will display them and include their current state. If
an action’s text appears in red, it indicates an error has occurred.
You can leave the Active Tasks dialog open and running in the background as you work in
Cube Manager.
To view active tasks:
•
Select View>Active Tasks from the menu. The Active Tasks dialog appears. You
can leave it open as you continue to work in Cube Manager.
61
4.0 Custom Actions and Audit Reports
62
.....
Appendix A: Command Quick Reference
APPENDIX A: COMMAND QUICK REFERENCE
The following tables describe all of the commands available in Cube Manager available via
the menu bar and the various toolbars. Each command is listed by Toolbar icon, command
name (as listed in the menu bar), shortcut key, and item description.
The following commands are available in Cube Manager:
Main Toolbar
Icon
Command
Shortcut Key
Menu Bar Location
Function
Connect
Ctrl-O
File>Connect
Opens the Connect dialog box. A
connection should be enabled at all
times, so this command should be used
to re-establish or change connection
parameters.
Disconnect
Ctrl-Shift-D
File>Disconnect
Disconnects the Cube Manager from the
database it is currently connected with
via a dialog. This will clear the Tree
View and disable all Tree View actions.
Save
Ctrl+S
File>Save
Saves the current schema to the
database.
Refresh
F5
View>Refresh
Reloads the schema as it was last saved
to the database. All changes will be lost.
Font
Ctrl+Shift+F
View>Font
Opens the Font dialog, which enables
you to change the font settings of Cube
Manager. Font modifications affect tree
view and property window text.
Find
Member
Ctrl+F
Edit>Find
Opens the Find Member dialog box.
You can search for members by name or
by property, and match case, as needed.
The tool will find the first member
instance that matches your criteria.
Click Find Next to cycle through the
hierarchy until the tool finds the next
member to match your criteria.
63
Appendix A: Command Quick Reference
Icon
64
Command
Shortcut Key
Menu Bar Location
Function
Find Shared
Ctrl+Q
Edit>Find Shared
Enables you to search for any shared or
linked members in the hierarchy
schema.
Rename
Ctrl+R
Edit>Rename
Select a dimension or a member and
then click Rename to change the name
of the member or dimension as it
appears in the Tree View.
Cut
Ctrl+X
Edit>Cut
Select a dimension or a member and
then click Cut to remove it from the
schema and place it’s properties on your
system’s clipboard. You can then use
Paste to reassign the dimension/member to a different location in the schema.
Copy
Ctrl+C
Edit>Copy
Select a dimension or member and then
click Copy to place it’s properties on
your system’s clipboard. You can then
use Paste to duplicate the
dimension/member in a different
location in the schema.
Paste
Ctrl+V
Edit>Paste
If you have used the Cut or Copy
commands, Paste will enable you to take
the properties stored in your
system’s clipboard and place them
elsewhere in the schema.
Delete
Ctrl+Delete
Edit>Delete
Removes a dimension or member from
the schema.
.....
Appendix A: Command Quick Reference
Insert Toolbar
Icon
Command
Shortcut Key
Menu Bar Location
Function
Add
Member
Ctrl+Shift+O
Insert>Child
Adds a member under a dimension or
another member.
Sibling
Member
Ctrl+K
Insert>Sibling
Member
Active only when you have selected a
member in the tree view. This command
adds a new member on the same
hierarchy level as the selected member.
Add ParentChild
Dimension
Ctrl+Shift+P
Insert>ParentChild Dimension
Adds a parent-child dimension to the
schema.
Add
Standard
Dimension
Ctrl+Shift+S
Insert>Standard
Dimension
Adds a standard dimension to the
schema.
Add Level
Ctrl+Shift+L
Insert>Level
Adds a level to a standard dimension.
This command is unavailable when you
select a parent-child dimension.
Add Level
Property
Ctrl+Shift+Y
Insert>Member
Property
Adds a property to a dimension.
Add Cube
Ctrl+Shift+C
Insert>Add Cube
Adds a cube to the schema.
Add Custom
Action
Ctrl+Shift+V
Insert>Custom
Action
Adds a custom action to the schema.
65
Appendix A: Command Quick Reference
Tools Toolbar
Icon
66
Command
Shortcut Key
Menu Bar Location
Function
Import
Dimension
Ctrl+I
Tools>Import
Dimension
Opens the Import Dimension dialog.
This command is only available when
Cube Manager is connected to a
database.
Import Flat
List
Ctrl+A
Tools>Import Flat
List
A shortcut to the Import Flat List
command, which enables you to import
a text file that contains a list of members
and their corresponding parameters.
Re-Import
Ctrl+Shift+T
Tools>Re-Import
R-eimports a flat list based on the
parameters that you initially set.
Process
Object
Ctrl+P
Tools>Process
Object
Executes and logs a selected custom
action. If no action is selected, this
command is disabled.
Unique
Member
Names
Ctrl+U
Tools>Unique
Member Names
Toggles a dimension’s unique member
name enforcement setting on and off.
Convert to
ParentChild
Ctrl+Shift+V
Tools>Convert to
Parent-Child
Changes a selected dimension from a
standard dimension type to a parentchild dimension type.
Convert to
Standard
Ctrl+Shift+V
Tools>Convert to
Standard
Changes a selected dimension from a
parent-child dimension type to a
standard dimension type.
Set Import
Source
Ctrl+Shift+I
Tools>Set Import
Source
Specifies the data source from which
you want to import a dimension.
Run Report
Ctrl+Shift+R
Tools>Run Report
Generates an audit report.
.....
Appendix A: Command Quick Reference
Aggregation Toolbar
Icon
Command
Shortcut Key
Menu Bar Location
Function
Set to [+]
Alt+1
Member>Set to [+]
Sets the aggregation value of the
selected member(s) to +, which indicates the member value adds on
aggregation.
Set to [-]
Alt+2
Member>Set to [-]
Sets the aggregation value of the
selected member(s) to -, which indicates
the member value subtracts on
aggregation.
Set to [*]
Alt+3
Member>Set to [*]
Sets the aggregation value of the
selected member(s) to *, which indicates
the member value multiples on
aggregation.
Set to [/]
Alt+4
Member>Set to [/]
Sets the aggregation value of the
selected member(s) to /, which indicates
the member value divides on
aggregation.
Set to [~]
Alt+5
Member>Set to [~]
Sets the aggregation value of a selected
member(s) to ~, which indicates the
member value does not aggregate.
67
Appendix A: Command Quick Reference
Special Toolbar
Icon
68
Command
Shortcut Key
Menu Bar Location
Function
Display
Member
Names
Ctrl+N
Member>Display
Member Name
Sets the tree view to display all
members by name. This command is
only enabled when the Levels node is
selected.
Set as
Display
Property
Ctrl+D
Member>Set as
Display Property
Selects the property to be displayed in
the tree view instead of the member
name. This command is only enabled
when the Properties node is selected.
Unlink
Member
Ctrl+Shift+H
Member>Unlink
Member
Removes the link between two
members. In dimensions in which
unique names are enforced, the
members must be renamed.
Link
Member
Ctrl+L
Member>Link
Member
Links the first selected member with an
active member node. When members
are linked, they share the same name
and ID value. Changes made to one
linked member automatically affect the
other.
Suffix
Property
Ctrl+Shift+F
Member>Suffix
Property
Indicates that the selected property
value will be included as a suffix on the
members in the hierarchy.
Custom
Actions
N/A
Tools>Custom
Action
Executes a custom action. Select the
action that you want to execute from the
drop down pane that appears.
Active Tasks
Ctrl+T
View>Active Tasks
Opens the Active Tasks dialog, which
enables you to view the status of
currently running custom actions.
Clarity Perf_Mngmt.qxd
C L A R I T Y
6/15/04
12:32 PM
Page 2
S Y S T E M S
L I M I T E D
2 Sheppard Avenue East, Suite 800
Toronto, Ontario, Canada M2N 5Y7
Tel: 416.250.5500 Toll Free: 877.410.5070
Fax: 416.250.5533 www.claritysystems.com