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NOTE You can also access the Create Extract screen of the Metric Extract Wizard by opening an
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existing project from the Metric Designer main page, expanding the hierarchy, right-clicking the metrics store in the Metric Designer Project Explorer, and selecting Create Metrics Extract from the menu that displays 10 In the Create Extract - Provide Name screen s Name text box, enter the name to be given to the extract This names the metric extract
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11 Click Next The Create Extract - Select Import Source screen displays, as shown next
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12 Click Create Package Import Source The Create Import Source - Name window opens Enter a Name to be assigned to the import source and click Next The Create Import Source - Select Package screen displays:
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TIP We recommend that you give the import source the same name used for your package This
helps you identify the import source in the list when required 13 Click the folder to the right of the text box The Select Metric Package In Content Store screen opens, as shown next, with a list of import sources from which you can choose All packages created for use with Metric Designer display in this screen:
PART III
NOTE You can extract more than one metric from a single data source, and you can extract as many
metrics as needed at one time 14 In the Select Metric Package In Content Store screen, select a metric package and click OK The screen closes 15 Click Finish The Create Import Source screen closes, and Metric Designer displays a message indicating the package is being accessed You have named the metric extract and identified the import source to be used to import data
Part III:
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16 Click Next The Create Extract - Scorecard Mapping screen displays, as shown next Using the Available Objects, New Scorecard Levels, and Level Attributes panes, you build your scorecard hierarchy
17 From the Create Extract - Scorecard Mapping screen, drag the objects to be used in the scorecard from the Available Objects pane into the New Scorecard Levels pane In this example, we use Products, Product line, and Product type as shown next:
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Scorecards and Metrics
PART III
The objects nest themselves in a hierarchy in the New Scorecard Levels pane based on how they are dragged into the pane The Identification Code attribute indicates the name assigned to the scorecard level If you are not sure that your internal naming conventions ensure unique names, you should set the Append Scorecard attribute to Yes For more information about this attribute, refer to the Ensure Scorecards Have Unique ID Codes section later in this chapter
NOTE All scorecard identification codes (or category codes) must be unique and cannot be used
anywhere else in the data store When you load metrics from any data source, you must have a consistent, predictable, and repeatable scorecard ID so that your metrics are displayed in the correct scorecard In older versions of PowerPlay cubes, the identification (category) code was not as important as it is in Cognos 8 This code ties all components of Cognos 8 together and ties Metric Studio and all of the scorecards together particularly when importing data using Metric Designer Use extreme care when creating the model to ensure the identification code s uniqueness Note also that you can verify the identification code for each level in the hierarchy in the Preview Scorecard Tree window Click Preview Scorecard Tree at the bottom of the New Scorecard Levels pane to open this window The identification code displays preceding the metric name
Part III:
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18 Click Next The Create Extract - Time Periods Filtering screen displays, as shown next, in which you identify the time periods to be extracted from the data source Use the time period options as follows: Use All Time Periods All time periods of data contained in the dimensional import source are loaded, including future time periods that may be in the dimensional source for budgets and forecasts This option is ideal for loading data for the first time because it pulls all history Once the metric store has been populated, this option is less desirable as you typically do not need to load history every time you run an extract Use The Current Time Period Retrieves metrics only for the current time period, which is based on your computer s system date So, for example, if the system date is 1/1/2008, then data for 1/1/2008 will be loaded into Metric Studio If you have an inventory of PowerPlay cubes, this has nothing to do with the PowerPlay Current Period Use The Last Completed Period Retrieves data for the period that includes the computer s system date minus one period So if the system date is 1/1/2008, this would load 12/31/2007 data Use The Selected Time Periods Allows you to capture history manually for specified time periods
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