As mentioned in my previous post, I will be sharing the documents I found in ‘BI VPC 6.0’ VPC.
An association defines the relationship between the source and destination model when models are mapped in Planning Business Modeler. When an association is created, it enables the movement of fact data when a data movement job is performed. Fact data is a measure that exists in reference or in context to dimensions. For example, if there is a customer, time, and product dimension, actual sales will result from these dimensions. A measure is a summarizable numerical value that you use to monitor your business.
Associations created between models will include corresponding dimensions and members. Models can be mapped between two separate model sites.
How Associations are used
An association may be created from an existing model’s data to reuse data in order to create a model in its own right. Purposes for this kind of association may be to segment a corporate model for each of its divisions. This allows the divisions to work on the model to meet financial planning requirements. This association is also used for taking a snapshot of data for what-if analysis. The following diagram visually demonstrates a larger model contributing to a segment model.
An association may be created to contribute to a larger model as a method to feed data from a business segment or division into a corporate model. For example, by creating a model for analysis that can contribute to a larger model, each division can do its own planning and feed its final numbers into a corporate model. The following diagram visually demonstrates a segment model contributing to a larger model.
An association may also be created from an existing model’s data to reuse data in order to contribute dimensions and members to a segment of another model. The new model may be used for planning, reporting, or hypothetical analysis. The following diagram visually demonstrates an association between segment models.
Create an Association
An association defines the relationship between a source and destination model that are mapped in Planning Business Modeler. Once the data between models is mapped, an association is created and then enables the movement of fact data when a data movement job is executed.
To create a new association
1. In the Site Browser pane, select Associations.
In the Association Tasks pane, click Create a New Association. The Create New Association dialog box is displayed.
In the Name text box, enter a name for this new association. Association names must be fewer than 100 alphanumeric characters long, and must be unique.
2. In the Label text box, enter a label for this new association. Association labels must begin with a letter, must be fewer than 40 alphanumeric characters long, and must be unique.
3. Optional. In the Description text box, enter a description of this new dimension. The description can be up to 256 characters long.
4. In the Aggregation Function drop-down list box, select the aggregation type. For disproportionate model mappings where the number of members in the source is greater than the number of members in the target, you can identify the method that should be used for aggregation.
Note One or more source members may be associated (mapped) to only one destination member. Selecting one source member to many destination members is not supported.
Select one of the following:
· AVG: Performs an average on the set of numbers.
· MAX: Returns the highest value from a set.
· MIN: Returns the lowest value from a set.
· SUM: Returns a total of the numeric values in a set.
5. Select the model from the Source Model drop-down list box. The Source Model Site will default to the model site in which the user is currently working.
6. Select the destination model site from the Destination Model Site drop-down list box.
7. Select the destination model from the Destination Model drop-down list box.
8. Click OK to create the new association. The Association Summary workspace is displayed.
About Model, Dimension, and Member Associations
Associations are created when models are mapped to enable the movement of fact data between source models and destination models. Fact data constitutes the actual values when dimension members act as reference points for which those values exist. Creating an association involves mapping dimensions and members from one model to another. Associations also involve mapping sets of source members to a target member. This allows you to map to objects that store valuable corporate data and reuse the data for other purposes such as contributing to another model or creating a model for hypothetical analysis.
After the associations exist, data can be moved from the source fact table to the destination fact table when data is moved in Planning Business Modeler during a data movement job.
Note Models can be mapped between a local model site and a model located in another application.
The model association is the first step taken to make sure the correct data is moved. The source model site and source model are selected to be associated with the selected destination model site and destination model.
The source model is assumed to be in the current model site from which the association is created. A selection for aggregation is provided with AVG, SUM, MIN, and MAX values so that you apply the appropriate aggregate function to the source data while it moves to the selected new model.
When the source and destination model site and models are selected, a model association is created and the next step may be to create associations between dimensions and members. There are two options for selecting and moving data: dimension mapping and dimension scoping. Dimension mapping allows you to map between dimension reference data in the Member Associations tab after creating a dimension mapping. Reference data is the context in which fact data exists and is a result of having dimensions and members (reference points to the fact data).
Dimension scoping allows you to map between members of dimensions in the Dimension Associations tab by clicking the member-picker button. The member-picker button opens a dialog that allows you to scope or filter what source dimension members are selected for data movement and to scope which destination dimension members will contain those values.
The following further defines the difference.
Planning Business Modeler allows you to configure mapping between member sets to specify the movement of data between models. When selecting a dimension in the source destination as a reference point for the destination model and resulting fact data, you may choose to map all the members to the destination, where no scoped dimensions exist. This makes the new model identical to the source model.
Scoping refers to filtering dimension members or member sets. A scoped dimension is a dimension where members have already been selected. The following table helps illustrate the difference between a scoped source dimension and a scoped destination dimension.
Scoped Source Dimension
Scoped Destination Dimension
If the source dimension is scoped, only the scoped members are included in the data selection for data movement, as this diagram shows.
If the destination dimension is scoped, the data movement should assign the moved values to that defined scope, as this diagram shows.
You select set of members to include in the mapping from source to destination from the button with the ellipsis that is used as a member-picker. The member-picker exists for each dimension in the source and target models.
Example of Dimension Scoping
The following are examples of source and destination dimension scoping.
Source dimension scoping
If a model association is created to move data into a new model for analysis purposes and only data from a given year’s quarter should be included, you should scope (or filter) for the source dimension. You may scope or filter data from the source model on any selectable Time dimension member. As a result of scoping the Time dimension, the fact data transformed will reflect only the members you selected. In other words, only those measure group rows that match the set you scoped for, in a particular dimension, will be considered in the map movement.
Destination dimension scoping
If a model association is used to feed currency data from the business segment model to the corporate model, you should create an association between the Currency dimensions in the source and destination models. If the source model data uses EUR currency and the destination model requires USD, you must scope the destination Currency dimension to reflect the change during a data transformation. In other words, by setting the scope in the destination dimension, you dictate which member is used for the resulting data. That resulting data becomes the single value that will appear for all moved and aggregated rows of data.
Note Source dimension scoping and destination dimension scoping are different because there is no filtering of data in the latter.
In short, source dimension scoping is a form of filtering which members to include while destination dimension scoping establishes the member to which source members aggregate or map.
Member mapping is an alternative method for customizing the dimensions that correspond to the model association you created. You may prefer it over member scoping as it allows for more detailed mapping between members.
Data Movement Job
When models are mapped to the metadata objects in preparation for data movement, the association is made to perform the data movement across models in Planning Business Modeler.