...
- Extract ICP Details: check this box if you want to report on ICP transactions. Note that this may result in a lot more data records and will slow down the extraction and transformation process.
- Aggregate ICP Entities: this is a reflection of a setting within HFM named ICPEntitiesAggregationWeight. Checking the box is equivalent to a weight of 1.0 (this is most widely used). Un-checking means 0.0.
Retrieve HFM Meta-data & Update CXO dimensions
In order to setup the extraction (creating Load Sets and Subsets) we first need to retrieve a local copy the HFM Meta-data (the dimension specifications).
This can be done by pressing the button 'Get Metadata' and then wait (few seconds to couple of minutes) until the following dialog appears:
Note that copying : Maintain a running application:
1. Copying the metadata has to be done each time the dimensions of HFM has changed (added / removed / moved members of a dimension)
After 'Get Metadata' there is still no data on the new members, therefore running a 'Base' load set is recommended and will extract data for all scenario's.
2. If you are not able to run a 'Base' load set an 'Incremental' load set could be triggered. First press the (2) 'Update CXO Dimensions' to send all (new) metadata to CXO and secondly run an 'Incremental' load set to extract corresponding data and process the cube.
Create a Calendar
...