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Adaptive Planning
Example Steps: Build a Merged Cube Sheet for Revenue by Product and Customer

Example Steps: Build a Merged Cube Sheet for Revenue by Product and Customer

This example illustrates how to create a merged cube sheet that calculates the revenue for each customer and product.
You want to plan with 2 new custom dimensions: Product and Customers. You want to calculate the revenue for each customer and product. To improve the performance of the sheets, you don't want a single cube sheet with both custom dimensions.
Security:
Model includes sheets, accounts, dimensions, and formulas
 permission.
  1. Create custom dimensions for products and customers with dimension values.
  2. Build a modeled sheet to forecast how many products each customer purchases.
  3. Build a cube sheet to forecast the price and mix of product purchases.
  4. Click
    Modeling
    Level Assigned Sheets
    .
  5. Click
    New Sheet
    .
  6. Complete the form like this:
    選項 說明
    Create new sheet
    Select
    Cube
    .
    Sheet name
    Enter
    Merged Revenue
    .
    Sheet code
    Enter
    MREV
    .
  7. Select
    Create as Merged Cube
    .
  8. Click
    Next
     to display the
    Sheet Summary: Merged Revenue
     page.
  9. Click
    Dimensions, Attributes and Levels
    .
    Time
    ,
    Account
    , and
    Level
     columns populate the center canvas.
  10. Click the gear icon from the toolbar.
  11. From the
    Settings
     tab, select these sheets from the prompts:
    • Quantity
       from
      Source Modeled Sheet
      .
    • Price and Mix
       from
      Source Cube Sheet
      .
  12. Click
    OK
    .
  13. From the
    Elements
     tab, click
    Dimensions
     and drag
    Customer
     and
    Product
     into the canvas.
  14. Select
    Account
     from the center canvas.
  15. From the
    Accounts
     tab in the
    Account Properties
     section, select the check box next to
    Merged Revenue
    .
  16. From the breadcrumbs, click
    Summary of Merged Revenue
    .
  17. Click
    Cube Accounts
    .
  18. From the toolbar, click
    Create new cube calculated account
    .
  19. Complete these settings like this:
    選項 說明
    Code
    Enter
    PRxQTY
    .
    Name
    Enter
    Price by Quantity.
    Formula,
    Enter
    ACCT.PRC.prc[Product=this, Customer=(-)] *ACCT.PRC.mix[Product=this, Customer=(-)] *ACCT.QTY.Timespan[Customer=this, Product=(-)]
    .
    The formula references the uncategorized Customer dimension value in the
    Price and Mix
     sheet accounts, which didn’t plan at the Customer dimension. The formula references the uncategorized Product in the
    Quantity
     sheet, which didn’t plan at the Product dimension.
  20. Click
    Save
    .
For the merged cube to calculate at the dimension values of the source sheets, enter data in the source sheets at each dimension value.
From the
Sheets
 menu, open the
Merged Revenue
 sheet. You can review the revenue of each customer per product.