Loading Legacy Measures

Measure Name

The measure you are editing.

Units

The unit of measure used for this measure.

Link/Unlink Objectives... (button)

Displays the Link Measures to Objectives panel, which enables you to link the measure to additional scorecards and objectives.

For details on this panel, see How to Link or Unlink Measures.

Measure Type

Type of production measure.

• Loaded
• User Entered

Aggregation Method

Method you can use when aggregating this measure. Choose from Additive, Percentage, Change in Percentage, or Ratio.

Threshold/Flex Type

The type of value used in the Threshold/Flex fields:

• Percent
• Units

Threshold/Flex Direction

Direction to be used to determine how thresholding is performed.

• Ascending (higher is better)
• Descending (lower is better)
• Range (should fall within range)

For more information about these options, see Indicator Concepts.

Threshold/Flex

In the first field, the value used for the threshold, which determines the outer range when an indicator shows red.

In the second field, the value used to determine the inner edge of the yellow zone. Setting a flex of 0 indicates that the measure does not allow any deviation from the target.

Threshold/Flex Slider

Displays a grid that enables you to graphically adjust the threshold and flex values.

Target

Select the type of target you desire.

• Load from field
• Use fixed value
• Aggregate fixed value

When you select Use fixed value or Aggregate fixed value, the Set Fixed Target Values button appears, which opens the Fixed Target pop-up dialog box where you can select the desired target types and enter a target value for each.

Owner Id

The owner ID currently assigned to the measure. You can select another owner to reassign the measure to that owner ID.

Select this check box to archive any changes made to the measure in the PMF measures history table, used for reporting purposes.

When this check box is selected, data is filtered using access security at the user's security level.

Display Format

A WebFOCUS numeric display format valid for the unit of measure. Valid format types are D (floating-point double-precision), F (floating-point single-precision), I (integer), and P (packed decimal).

The formats are I n, D n.o, F n.o, and P n.d, where n represents the maximum number of digits to display, and .o, which is optional, and .d, which is required, represent the decimal point and the number of digits to display after the decimal point. The maximum number you can code before and after the decimal point is 10 for I, 15 for D, 7 for F, and 31 for P.

For more information about numeric display options, see the Describing Data With WebFOCUS Language manual.

Description

Intuitive description of the data loaded into this measure.

Measure Report

From the drop-down menu, select an operational or PMF measure view to which users can automatically drill down.

Measure Formula

You can add a text description of the calculation method and source fields that you will use in the load procedure for this measure here. Reports use this field to prompt for actual values displayed for a measure. This field is useful to explain to constituents how a measure was calculated.

Load

Select one of the following options from the drop-down menu:

• Full Refresh. Deletes all existing records and replaces them with the current load data.
• Add new, replace actual/target. Adds new load data that does not already exist, replaces existing actuals and targets with new values from the load, retains all existing records not in the load data.
• Add new, increment actual/target. Adds new load data that does not already exist, increments existing actuals and targets with new values from the load, retains all existing records not in the load data. Useful for transaction-based data loaded on a rolling basis.
• Add new, replace act/targ, delete old. Adds new load data that does not already exist, replaces existing actuals and targets with new values from the load, deletes all existing records not in the load data.
• Add new, increment act/targ, delete old. Adds new load data that does not already exist, increments existing actuals and targets with new values from the load, deletes all existing records not in the load data. Useful for a trickle-feed approach to loading data.

On Error

Select one of the following options from the drop-down menu:

• Nothing loaded if any mismatches. PMF searches for mismatches on dimensions and does not load any data if there are any errors.
• Bypass errors, load good measures. PMF searches for mismatches on dimensions and does not load any mismatched data.
• Load everything, including mismatches. PMF searches for mismatches on dimensions and loads all data regardless of whether there are any errors or not.

Source Table

Allows you to select a source table or Master File for the dimension, or you can use this to select sample data you want to view.

Limit display

Type in a number of records. This does not affect loading, only the display of sample data. It improves performance of the Load Wizard. You can leave it at the default (100 records) unless you need to see a deeper data range.

Case sensitive compare

This option is checked, by default. When this option is checked, if there is a mismatch on the dimensionality, it will be flagged as an error in the Measure Loader report. When this option is not checked, PMF uppercases everything before comparing the dimensionality.

Dimension

Lists the type of dimension.

Aggregation at Level

Lets you select the appropriate level of aggregation for the associated dimension.

Join from Key Field

Joins a key field from the measures source table with the associated dimension source table. If there is a field in the measures source table with the same name as the key field in the dimension source table, PMF automatically selects that field as the Join from Key Field. If this is not the correct join field, use this Join from Key Field drop-down menu to select another field.

This option is only available if the Separate table option is selected from the Table Type drop-down menu in the Dimension Loader.

Define Procedure

Available only if Custom coding is selected as the Source Type.

Select a procedure from the drop-down menu. This is the procedure that contains the defined fields you can use when you load the measure from the source data. The define procedure contains fields mapped to the ACTUAL, TARGET, and THRESHOLD series fields, as well as any component fields used in calculating these values, and any JOINs necessary to perform the calculations.

Date Mapping

If Field Mapping is selected as the Source Type, select one of the following Time dimensions from the drop-down menu:

• Measure Dt determines Time Dim
• Source data Contains Time Dim

Measure Field Name

If Field Mapping is selected as the Source Type, the following data metrics are displayed:

• ACTUAL. This is the value to be evaluated against the target.
• BENCHMARK. This is the value to be evaluated against the benchmark.
• FORECAST. This is the value to be evaluated against the forecast.
• STRETCH. This is the value to be evaluated against the stretch target.
• TARGET. This is the value of the goal for the related measure.

If Measure Dt determines Time Dim is selected as the Date Mapping option, the following date metric is also displayed:

• MEASURE_DATE. This is the date when a measure value is effective. The measure date can be used independently from the Time dimension, or it can be used to determine the Time dimension.

If you selected any of the discrete date options beginning with Time Dim, the following date metrics are displayed instead of MEASURE_DATE:

• YEAR. This is the year attribute of the date when a measure value is effective.
• MONTH. This is the month attribute of the date when a measure value is effective.

Source

Select one of the following from the drop-down menu:

• Field. Activates the Field/Field Mapping Code drop-down menu where you will select a field.
• Code. Displays an Edit button next to the Field/Field Mapping Code field where you will enter, and optionally edit, a filter code statement.

Field/Field Mapping Code

Allows you to do one of the following:

• If Field is selected in the Source drop-down menu, select a field from this Field/Field Mapping Code drop-down menu.
• If Code is selected in the Source drop-down menu, enter code here. Field mapping code can span multiple lines, and this field can only display one line of code at a time.

  To view, and optionally edit, multiple lines of code displayed at the top of the Measure Loader, click the Edit button. Click the OK button to save any changes, otherwise click the Cancel button.

Add Filter Below

This button adds an additional filter level field below the filter currently selected with the option button to the left of the Filter Name.

Add Filter Above

This button adds an additional filter level field above the filter currently selected with the option button to the left of the Filter Name.

Drop Filter

This button deletes the filter level field currently selected with the option button to the left of the Filter Name.

Move Level Up

This button moves the filter level field currently selected up one level. Use the option button to the left of the Filter Name to select a filter to move.

Move Level Down

This button moves the filter level field currently selected down one level. Use the option button to the left of the Filter Name to select a filter to move.

Filter Name

Name for the filter. You can type a maximum of 50 characters.

Source

Select one of the following from the drop-down menu:

• Field. Activates the Field/Field Mapping Code drop-down menu where you will select a field.
• Code. Displays an Edit button next to the Field/Field Mapping Code field where you will enter, and optionally edit, a filter code statement.

Field/Filter Code

Enables you to do one of the following:

• If you select Field in the Source drop-down menu, select a field from this Field/Filter Code drop-down menu.
• If you select Code in the Source drop-down menu, enter code here. Field mapping code can span multiple lines, and this field can only display one line of code at a time.

  To view, and optionally edit, multiple lines of code displayed at the top of the Measure Loader, click the Edit button. Click the OK button to save any changes, otherwise click the Cancel button.

Operator

Select one of the following comparisons from the drop-down menu:

• EQ (equals)
• NE (does not equal)
• LE (less than or equal to)
• LT (less than)
• GE (greater than or equal to)
• GT (greater than)
• LIKE
• NOT LIKE

Value

Type a value in the field in single quotes (for example, '2001').

Prefix Code

This button opens a field box in which you can type FOCUS or SQL code that will run before the measure is loaded. Click OK to save the code or Cancel to close the field box without saving your changes.

If the table you are using is DBA protected, you can type the command SET USER = user_DBA_ password before you select the source table. For example, the sample Century Corp data uses the password WEBFOCUS.

Formula

This button opens a field box in which you can enter a formula for the measure load. Click OK to save the formula or Cancel to close the field box without saving your changes.

Preview

This button runs and displays the Measure Loader report in the Data for tab of the Measure Loader. This report shows you how the load will be performed. For more information, see Interpreting the Measure Loader Report.

Save

This button saves metadata information for a measure.

Load

This button performs the measure load. Use this after you enter the appropriate information and make the proper selections in all of the required fields of the Dimensions, Field Maps, and Filters tabs. For more information, see Running a Measure Load.

Schedule

This button opens the measure load schedule panel, where you can schedule a one-time or recurring measure load. For more information, see Scheduling a Measure Load.

Sample Data

This button displays a report in a new browser window, showing sample data for the source table you selected in the Source Table drop-down menu. For more information, see Sample Data From Source Tables.