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Introduction

From here, the administrator can set /change specification of the dimension settings defaults on the source system level.

View

When you choose to manage the Source system defaults, on the left side you can see the available source systems, the list of dimensions will be in the middle and Source System Settings on the right side.default setting for each dimension in the selected Source System.
Source System Defaults are used for the default configuration of reports (e.g. Point of View, Comments).
Only users with Report Admin permission can edit Source System defaults. 

View

Select 'Source System Defaults' from the menu under 'Settings' in the upper menu. In the panel which will appear:

  • the left side shows the available Source Systems and the selected one
  • the middle area lists the dimensions inside the selected Source System and shows their default settings when the Source System is set as Primary Source System in the report and when the Source System is used in a report but is not set as primary
  • the right side show default settings of the selected Source System concerning Point of Views, Comments and other settings

CONTENT

 

Table of Contents

 

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Default Point of View Settings

Expanding 'Default Point of View Settings

Here, you can choose which dimensions will be used as filters. If you cick on the edit Button, the list of dimensions of the source systems will be displayed. After choosing the POV dimensions which can be done by clicking on the Edit Button, they will be grayed out (Dimension and Initial Value when Primary column) and will be shown on top of the list according to the POV order.

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Edit dimension

On double click on any of the columns in the Default Point of View section, the edit popup will appear.  Here, you can choose the Dimension Hierarchy Setting and the Initial Value.

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Comments

The ' in the right panel you can configure how the Point of View Bar will appear by default when a report uses the current Source System as Primary Source System.
Custom settings, valid for a particular report, can be set through the Settings Panel when editing the report.

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Set the Dimensions to Appear in Point of View Bar

  • Click on 'Set Dimensions' inside the 'Default Point of View Settings' section of the right panel
  • A popup will appear allowing you to select the dimensions to appear as filters in the Point of View Bar

Adding a new dimension it will get default values both for Hierarchy and Initial Value. They will appear in light grey. View the following section on how to set them. 

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Set the Initial Value and Available Hierarchy

  • Double click on a dimension inside the 'Default Point of View Settings' section 
  • The popup to configure how the dimension's combo will work in the Point of View Bar will appear.

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Dimension Hierarchy determines the options to appear appear in dimension's dropdown inside the Point of View Bar: 

  • Full Hierarchy - all members of the dimension will be available
  • Descendants of - only the descendants of a selected member will be available. You can choose whether to show the member itself (Include Top) or only its descendants (Exclude Top)
  • Use List - a Shared List will be used. Only the list members will be available. Only List defined on the dimension can be selected.

If a dimension is flat, e.g. year, the 'Dimension Hierarchy' section will not appear.

Initial Value determines the member selected by default in the dimension's dropdown inside the Point of View Bar: 

  • Do not specify ('Central') - as the user navigates between reports the dimension member which was selected in the report he comes from will be kept, e.g. if the user was viewing October month in the previous report, moving to the report October will be pre-selected
  • Set to - it is possible to select a specific member or variable (e.g. Current). 

Comments

Expanding 'Comments' section in the right panel you can configure how the Comments section will work for reports using the current Source System as primary Source System.
Custom settings, valid for a particular report, can be set through the Settings Panel when editing the report.

Set Dimensions to use as Narrative Keys

When a dimension is set as Narrative Key, comments added to reports are associated only to the dimension member selected in the Point of View. e.g. if Year dimension is Narrative Key, comments inserted when '2015' is selected in the Point of View Bar, will not be visible when '2016' is selected. At more general level the Narrative Key determines if the dimension is part of the key for the comments (narratives) created by a user for this report. In case the Dimension is added in the Comment section, these means that the comments are specific for this dimension. If  

When more dimension are set as Narrative Keys, the comments will be associated to the intersection of the selected dimension members.
e.g. Month, Year, Entity are all Narrative Keys. Inserting a comment for October 2015  for USA, the comment will not be visible when China is selected nor when September if selected.

To set the dimensions to use as narrative keys click on 'Set Dimensions' in Comments section of the right panel.

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Set Roll Up

RollUp is checked, the hierarchy of this dimension will be used to create a dependency tree for comments. On the report you will see the comment for the current member of that dimension but you can also see (and even consolidate) the comments of the children of that member. Only one (hierarchical) dimension can (and should) have the RollUp selection.

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Other Default Settings

Apart from the PoV settings Point of View and Comments setting and the initial values of dimensions, the user can also maintain the values of a number of common settings that could vary between Source Systems.
Double click on any row to edit the current settings.