Planning Analytics

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Using Attributes in #Planning Analytics

By Archive User posted Tue May 02, 2017 12:26 PM

Sometimes there's more to your data and your metadata than names and numbers. Planning Analytics allows you to store additional information about you members as attributes. Attributes help identify and describe objects, so that you can know that that particular piece part has a size of 12mm and an anodized finish, that that device runs on Operating System 7.01 or that that customer is in area code 416. Attributes are particularly useful for product and geography dimensions whose members are rich in details that can be recorded as attributes, but they have uses throughout your planning system, from recording account type to currency code.

Filtering by Attribute

In the set editor, you can filter members by one of more attributes allowing you to choose what appears in your tables and charts based on their attributes. In the example below we're filtering on cars that are both 4WD and Wagons. This is a dynamic set, so as new 4WD Wagons are added they will automatically be included.

Attributes in Views (New April 2017)

Including attributes in your reports helps users understand the information. Starting with the April 29 2017 update of Planning Analytics you can include attributes directly on the report, to the right of the member on rows or below the member on columns. In the example below Model Type (Sedan, Coupe, Wagon) and Engine Size are attributes of the car models. Note the tag icon in the headers of those columns. You can sort on attributes, much as you would on the member name itself. This list is sorted by Engine Size.

Adding Attributes to the table

To add an attribute to a table, simply select row or column selector at the top of the row or column, right click and select Show Attributes.

In the Show Attributes dialog you can choose which ones to show by moving them to the right and the order by moving them up and down the list.

Table can include multiple attributes and attributes on multiple nested members. In the table below both  the Region and Model hierarchies have attributes displayed.

Creating and Editing Attributes and Hierarchies

Attributes are created and modified by modelers. Users with modelling roles can define new attributes, enter the value for the attributes of each member. They can also create Hierarchies based on attributes. Now that attributes can be shown in workspace, there's even more benefit to adding this additional information. The Knowledge Center provides guidance on creating and editing attributes as well as creating hierarchies based on them.

#Planning Analytics Workspace

1 comment



Sat March 12, 2022 02:27 AM

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