1. On the EPM Cube Editor - Measures screen, right-click anywhere in the upper pane, and select Add Measure - Define new business definition.
2. On the EPM Cube Editor - Create New Business Definition screen, in the Supply name of business definition field, enter XXX Actual Sales Margin (where XXX are your initials).
3. Click OK.
4. To the info message, click Close.
5. On the EPM Cube Editor - Edit Business Definition screen, right-click the Heritage node and select Add Base Business Definition.
6. On the EPM Cube Editor - Business Glossary screen, on the Alphabet tab, expand the A node to browse for Actual Sales.
7. Right-click Actual Sales and select Select.
View the Actual Sales node now displays under the Heritage node.
8. In the EPM Cube Editor - Edit Business Definition dialog, under the Formula node, right-click the Filter node and select Define filter as.
9. Select the filter type.
The following Filter types are available:
• A linkage of logical statements
A linkage of logical statements can have as many operands as you specify. The NOT statement handles only the first operand.
Description Abbreviation
Logical multiplication returns true if all the child conditions are true.
AND
Logical addition returns true if at least one of the child conditions is true.
OR
Logical inversion returns the logical inversion of the first child operand. All the following child operands are ignored.
NOT
• A logical statement
All logical statements handle only two operands. If you specify more operands, the first two operands are handled, and all other operands are ignored.
Description Symbol
Returns true when the first child operand is equal to the second child operand.
=
Returns true when the first child operand is not equal to the second child operand.
<>
Returns true when the first child operand is greater than the second child operand.
>
Returns true when the first child operand is less than the second child operand.
<
Returns true when the first child operand is greater than or equal to the second child operand.
>=
Returns true when the first child operand is less than or equal to the second child operand.
<=
Returns true when the first child operand is equal to the second child operand by wildcard.
*=
All logical statements compare only the first two child operands.
For example, select Define filter as > A logical statement, and then select Less.
10. If you select a logical statement as the filter type, select its operands.
For this purpose, right-click the name of the logical statement to invoke the context menu. This menu is the same as the menu for selecting calculation operands.
Refer to step 2 of the Compose a Calculation procedure for more information on operands.
For example, right-click the Less node, select Add Operand > Value of > Business Definition. On the Business Glossary screen, on the Alphabet tab, expand the A node, right-click the Actual Sales and select Select. Now select the second operand.
11. Right-click the Less node, select Add Operand > Value of > Business Definition. On the Business Glossary screen, on the Alphabet tab, expand the S node, right-click the Sales Quota and select Select.
12. You can perform different actions on the operands. Right-click the operand to invoke the context menu.
For more information refer to step 4 of the Compose a Calculation procedure.
Repeat steps 8-10, in any order, as many times as required to compose the filter you need.
Note
To create a business definition formula, you can alternatively click the Calculation Wizard or Filter Wizard button in the Edit Business Definition toolbar to start the Calculation or Filter Wizard. In the Wizard, you can select a pre-defined calculation or filter template.
The changes take effect immediately.
You can compose filters of any level of difficulty. Any nesting level is supported for the filter.
Test the new XXX Actual Sales Margin measure
1. On the EPM Cube Editor - Edit Business Definition screen, click the Test button to test the cube with your new measure against the live data.
2. On the EPM Cube Editor - Create Epicor 10 Company Configuration screen, click Create company configuration button.
3. To the Company configuration has been created successfully message, click OK.
4. On the EPM Cube Editor - Compiling User Cube screen, wait for the User Cube Compilation Success message to appear.
5. To the The user cube has been compiled successfully message, click OK.
6. Close the EPM Cube Editor - Compiling User Cube screen.
7. On the EPM Cube Editor - Edit Business Definition screen, click Close.
Dimensions
You can use EPM Cube Editor to customize existing dimensions or add new dimension attributes to the Glossary and new dimensions to your cube.
Dimensions, Dimension Attributes and Business Definitions
In Cube Editor, every dimension is represented by a group of dimension attributes also referred to as dimension levels.
EPM Cube Editor supports hierarchical dimensions.
You can also add dimension attributes that are not included in any hierarchy.
When you add a new dimension, you should add at least one dimension level to it. Dimensions cannot exist without at least one dimension level in Cube Editor.
All business definitions are stored in the Glossary. You cannot assign a business definition to a dimension; a business definition can be assigned only to a dimension attribute, or to a measure.
Every cube has a timing dimension. This dimension shows how the corresponding measure evolves with time.