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day as it does in our sample calendar, views of the data can be created to show only year, quarter, and month data These views can be used in models and fulfill the role of Hierarchies or Member Sets within the Time dimension For the purpose of the examples given in this chapter, a new year-quarter-month (YQM) Calendar view is created by clicking on the Create a View link on this page The value YQM is entered in the text boxes for Label and Description in the top right of this page This new name YQM will appear in the Calendar Views box on the left side of this page First select the new view by clicking on it once and then click on the check boxes next to Year, Quarter, and Month in the Included Frequencies box on the bottom right of this page Now the new YQM view with year, quarter and month levels from the Time dimension is defined, as shown in Figure 7-13 Unwanted Calendar views can be removed from this page by clicking on the Delete Selected View link on this page
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Figure 7-13 The Time dimension hierarchies to be used in the model can be created as Calendar Views while creating or extending the application calendar
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Click Next to open the Review and Create page Review the information that is displayed If the new calendar contains any errors, the Back button can be used to return to the appropriate page to correct it If the new calendar is accurate, clicking the Finish button will create the new calendar and will take you back to the Dimensions workspace where the newly added members of the Time dimension can be seen Though the Application Calendar is now created, it is not saved into the PPS Planning system until the Time dimension is explicitly saved by clicking on the Save this Dimension link under the Dimension Tasks on the right side of the Dimensions workspace, as shown in Figure 7-14 The Check In link will automatically save the changes and check them in as well It is recommended that you check in the changes on a regular basis and after any major changes or modifications to any dimension or model The menu bar within the Member Maintenance tab in the Dimensions workspace shows a drop-down list on the left side Clicking on the arrow next to the dropdown list will show the list of all available member sets within the Time dimension This is the same for every other dimension as well In the case of Time dimension
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Figure 7-14 The YQM Calendar View within the Time dimension is displayed after expanding some members
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this drop-down list shows the calendar views that were created including the YQM calendar view (hierarchy) Clicking on the YQM will change the display of the Time dimension members to show the YQM member set To the right of the drop-down list in the same menu bar is a plus (+) sign button that will expand the member set to display all the members within the member set, and a minus (-) sign button that will collapse the member set to the top level members Figure 7-14 shows the drop-down list along with the YQM member set being displayed
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Creating User-Defined Dimensions
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More often than not, the predefined dimensions that come with the PPS Planning Server may not be sufficient to accurately model the planning needs of a business User-defined dimensions can be created in the Planning Business Modeler, which in turn will extend the functionality and flexibility of the business models created in the Planning application There is no limit to the number of user-defined dimensions that can be added to an application The user-defined dimensions can then be customized to suit the business models requirements This section will discuss how to add a userdefined dimension to a Planning application The first item under the Dimension Tasks shown in Figure 7-11 is the link to Create a Dimension Clicking on this link will display the Create a Dimension Wizard The first page of the wizard asks for the Name, Label, and an optional Description of the new dimension The value Employee is entered in all the three text boxes (as shown in Figure 7-15), for the purpose of the examples in this chapter Select the Allow This Dimension to Be Shared check box to make this dimension available to other model subsites When a dimension is shared by selecting this check box, all members and member sets that are contained in the dimension are shared with all model subsites below the model site in which they are created The next page in the Create a Dimension wizard is the Select Dimension Structure Source page There are three options on this page that you can use to select the source for the new dimension structure These options include creating a new dimension structure, defining the dimension structure from a Comma Separated Values (CSV) file, and defining the dimension structure from a data source that has already been added to the Data Sources link on the left pane of the Planning Administration Console page The first option for Create a New Dimension Structure was selected for the purpose of the examples in this chapter The next page in the Create a Dimension wizard is the Define Member Creation page Out of the two options on this page, the first option of Define Members Later is selected for this example Selecting this option will create only the default NONE member within the dimension The last page in the Create a Dimension wizard is the Review and Create page Here the developer can review the information that is displayed If any of the
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