Dynamic Subset

Post Reply
Rayan12
Posts: 18
Joined: Sat Mar 16, 2013 12:07 am
OLAP Product: Cognos EX
Version: 9.1.1
Excel Version: 2010

Dynamic Subset

Post by Rayan12 »

I have two dimension Salesman and Customer. Every salesman belongs to same customer or unique customer.
Examples : SM1(Sales Man -1) -> Cust-1 , Cust-2, Cust-4
SM2 (Sales Man-2) -> CUST-1, Cust-2 and Cust-3
I need to filter on Sales man (SM1) to see only his customer information. I know it is possible in dynamic subset but I don’t know how to do that. Can anybody help me to resolve this issues.

1) Sales Man (Dimension)
SM1
SM2
2) CUSTOMERS (Dimension)
CUST-1
CUST-2
CUST-3
CUST-4
tomok
MVP
Posts: 2836
Joined: Tue Feb 16, 2010 2:39 pm
OLAP Product: TM1, Palo
Version: Beginning of time thru 10.2
Excel Version: 2003-2007-2010-2013
Location: Atlanta, GA
Contact:

Re: Dynamic Subset

Post by tomok »

if what you say is true, you have both a Salesman and a Customer dimension, then data should only be stored at the intersection of each salesman and his customers, right? Then why do you need a dynamic subset? Just zero suppress the view and only those matches will show. The other option, in case this is a planning environment and you can't rely on existing data, is to create a security group for each Salesman and restrict the customer dimension to only those each salesman is supposed to see.
Tom O'Kelley - Manager Finance Systems
American Tower
http://www.onlinecourtreservations.com/
User avatar
Martin Ryan
Site Admin
Posts: 2003
Joined: Sat May 10, 2008 9:08 am
OLAP Product: TM1
Version: 10.1
Excel Version: 2010
Location: Wellington, New Zealand
Contact:

Re: Dynamic Subset

Post by Martin Ryan »

Rayan12 wrote:I need to filter on Sales man (SM1) to see only his customer information
What do you mean by "customer information"? Do you mean the information held in the cube against that customer, or do you mean attributes held in the customer dimension?

If you mean the former then Tomok's solution is best, simply zero suppress the cube. If you want to get attribute information then you need to filter the dimension to create a subset. I see two options to do that. One is a "Sales Man" attribute in the customer dimension, then you can filter on the attribute (there's a Filter by Attribute button near the Filter by Wildcard button).

The other option is the dynamic subset that you talk about for which you'll need to get into MDX. This intro to MDX is a good way of getting into that, but MDX is fairly complex, especially if you're new to multi dimensionality.

What's your end goal? Perhaps explaining the situation in a bit more detail might enable us to suggest the easiest and most complete way to get there.
Please do not send technical questions via private message or email. Post them in the forum where you'll probably get a faster reply, and everyone can benefit from the answers.
Jodi Ryan Family Lawyer
Post Reply