Evaluation and analysis services

The manager upgrade of K2 OLAP

Introduction into OLAP

You can use the Standard tools of the K2 IS or specialized systems for evaluating data from a data warehouse for data evaluation in the K2 IS. The K2 IS offers the OLAP Manager upgrade that is built on Microsoft SQL Server 2005 and higher.

Advantages of the manager upgrade for the users:

The possibility of predefining the required outputs and views.
Evaluation can run in the background independently on running of the information system.
The presented results are immediately available thanks to theirs saving in a special database.

The source data that are current in the time of export are analysed in the K2 OLAP. If there is e.g. the issue or payment of any invoice and the source data are not updated in the OLAP, the changes are not reflected in the view.

Note: If you check the Display page O - Olap views field in the User parameters, you can create the same views as in the OLAP browser in any code lists and modules on the 'O' page (not 0).

OLAP Parameters:

OLAP Parameters enables to set the behaviour of the OLAP manager upgrade and setting of individual cubes. The parameters that influence the behaviour of the OLAP are called the General parameters and they can be displaying by selecting the General item in the menu of parameters.

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Picture: Selection of cube parameters

Icons of OLAP parameters:

	The icon of a parameter that switches on or switches off the cube export.
	The icon of a parameter that switches on or switches off the dimension export.
	The icon of a parameter that sets any function except the ones mentioned above.

General OLAP Parameters:

Name	Description	Type	Value
DateFrom	The value determines a starting date for the Time dimension.	Date	01/01/1993
DateTo	The value determines a final date for the Time dimension.	Date	31/12/2011
ArchiveDate	The date of the archive part of data. It is used for Audit in OLAP. Documents are copied into a comparing table and audit tables have been created.	Date	01/03/1993
ControlDate	Date of the controlled part of data. It is used for Audit in OLAP. Documents are copied into a comparing table, the values that have been changed and the date of change are controlled - the audit tables will be created. The closed periods and last periods in the purchase, sale and cash vouchers are controlled.	Date	31/12/2010
DMServerName	The name of server with the SQL database. If the value is empty, the value from the K2_3main.ini file is used.	String
DMCatalog	The name of main catalogue of the SQL. If the value is empty, the value from the K2_3main.ini file is used.	String
DSOServerName	The name of OLAP server. If the value is empty, it is identical with SQL server.	String
DSODatabase	The name of OLAP database. If the value is empty, the value from SQL catalogue is used and it is added to the _Firm_DM name .	String
PVFactStuct	The description of dimension structure - invoice in/out .	String
Descr.OfWorkDays1	For the time-line the number of working days in individual months of year.	String
Descr.OfWorkDays2	For the time-line the number of working days in individual months of year.	String
Descr.OfWorkDays3	For the time-line the number of working days in individual months of year.	String
ArticleAbbr	If the parameter is On, the Article is displayed according to an abbreviation.	Boolean	Off
NumberInArticles	It took the groups of 500 for a customer time-line.	Integer	500
NumberOfCharOfPrefixInArt	- N characters of an abbreviation/description.	Integer	5
NumberInCustomer	It took the groups of 500 for a customer time-line.	Integer	500
Weight	If the parameter is On, the Weight measure will be added to the Invoices in, Invoices out and Stock card cubes.	Boolean	Off
Descr_RabGr	If the parameter is On, the Product groups are displayed according to a Description.	Boolean	Off
RunWithoutFactI	If the parameter is On, the Fact1 (an experimental run) tables are not generated.	Boolean	Off
RunWithoutFact	If the parameter is On, the Fact (an experimental run) tables are not generated.	Boolean	Off
K2ServerName	The name of server with the K2 database. If the value is empty, the default value from the K2.ini file is used.	String
K2Catalog	The name of catalogue of the K2 SQL. If the value is empty, the value from the K2_3main.ini text file is used by default.	String
DoNotDisplayRec	If the parameter is On, the numbers of records are not displayed.	Boolean	Off
ArticleLangProp	A complementary characteristic for articles - it is not generated by default, otherwise the number of a language is generated.	Integer	0
RoleK2All	A separated list of users.	String
NoGauge	If the parameter is On, the information about export are not displayed.	Boolean	Off
FormOfOrder	If the parameter is On, the Form of order time-line is created.	Boolean
Employee	If the parameter is On, the Employee time-line is created in the Purchase, Sale, Stock, Costs and releases cube.	Boolean	Off
SPS_ItemCode1	Creation of a time-line for the ItemCode1.	Boolean	Off
SPS_ItemCode1Descr	If the parameter is On, the ItemCode is displayed accor. to a Description, if it is Off, the ItemCode is displayed by an Abbreviation.	Boolean	Off
SPS_ItemCode2	Creation of a time-line for the ItemCode2.	Boolean	Off
SPS_ItemCode2Descr	If the parameter is On, the ItemCode is displayed accor. to a Description, if it is Off, the ItemCode is displayed by an Abbreviation.	Boolean	Off
AbbrCustomer	If the parameter is On, the Customer is displayed according to an abbreviation.	Boolean	Off
ExportOfAddressee	If the parameter is On, the Addressees are exported.	Boolean	Off
The Payment Method dimension	If the parameter is On, the Payment method dimension is exported to the Purchase, Sale, Orders and Sales orders cubes.	Boolean	Off
Data import from archive	If the parameter is On, the Data from archive are imported.	Boolean	Off
RegionCD1	If the value is ON, the territory is filled according to CD1 and if CD1 is not entered, the territory is filled by CD0. At the same time it is necessary to have the parameter ExportAddressee set for the On value to export the addressee.	Boolean	Off
TreeDimensionOnLinear	If the parameter is ON, the tree dimensions are switched to the linear.	Boolean	Off
Territories_LengthAbbr_Country	The value defines the length of a Country abbreviation in Spestr. Value - 2 by default.	Integer	2
Territories_LengthAbbr_Region	The value defines the length of a Region abbreviation in Spestr. Value - 5 by default.	Integer	5
Territories_InvolveFromLength	The value defines to what length of abbreviation the items are taken as cards. (If Regions and Countries should become the cards as well). Default = Territories_Length_Abbr_Region	Integer	5
Aggregation	The value defines the percentage of created aggregation.	Integer	30
Sequential filling of export	Export to DM server executes sequentially. It is slower than SQL export. It is suitable for export between two servers.	Integer	Automatically
Analyses services language	Setting of language for Analyses services	String	1033
Analyses services collation	Setting of sorting for Analyses services	String	Czech_CI_AS
SQL Server type	The value defines the SQL type. The value is set to Automatically by default. Another possibilities are MS SQL 2000 - 2008 and Oracle 10g.	Integer	Automatically
AS Server type	The value defines SQL type. The value is set to Automatically by default. Another possibilities are MS SQL 2000 - 2008 and Oracle 10g.	Integer	Automatically
Measures in currency	If the parameter is ON, the measures are created in the Purchase and sSale cubes that defines the values in a current currency.	Boolean	Off
Integration of data errors at the O2	If there is an error in data upon a cube processing in Analysis services 9.0 and higher, then the error is ignored and the process will be executed.	Boolean	Off
Day in a week	If the parameter is ON, the Day in a week dimension is created.	Boolean	Off
ReferenceCustomer	If the parameter is On, the dependency directly on the superior customer (the CD1 field) is created in the dimension Customer1 . In order to evaluate superior customer in OLAP, you must enable the CD1 parameter otherwise the Customer1 dimension will not begenerated.	Boolean	Off
Type of Article	If the parameter is ON, the Article type dimension is added.	Boolean	Off
Delivery terms	If the parameter in On, dimension Delivery terms will be added into Contracts and Orders cubes.	Boolean	Off
Accounts - language names	A parameter, which determines numbers of a language from language names. This language translation will be displayed in particular accounts in the General ledger cube.	Integer	0
Issue date in Sales Orders/Orders	If the parameter in On, a new dimension will be created accor. to data in Sales orders and Orders cubes.	Boolean	Off
Time dimension with terms	If the parameter in On, terms will be added to Basic time dimensions.	Boolean	Off
To control domain names of users in roles	On - controls domain names of users in roles. Errors are written into a log.	Boolean	On
Displays own companies	If the parameter in On, then the dimension Own companies will be displayed in OLAP cubes.	Boolean	Off
Shift the end of time dimension automatically	Value in this parameter determines the number of months, from a current date, for the end of a dimension. If this parameter has 0, the value from Date To parameter is taken for the end of a dimension. Value from Date To parameter has the priority in that case it is higher than value in this parameter.	Integer	12

Search on a dimension

This function is important for records searching in dimensions. By means of this function you can search for records and adjust their setting (checking) in case the dimension is places into filter. By means of Ctrl+F keys you can run Search on dimension function.

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Picture: Search on dimension form

Fields Description:

Dimension	Dimension, which is searched through.
Searched text	Searched text
Searching	By pressing the button it starts to search the records in a particular dimension.
Found	The records found in selected dimension are displayed in this part of form. By means of check fields you can adjust integrating of these found records into a container.
Add all founded to the filter	All found records will be added into a container, e.i. these records will be checked in a container.
Delete all from filter	All found records will be deleted from a container, e.i. these records will not be checked.
Empty container	All found records will be deleted from a container, e.i. these records will not be checked.
Add all to filter	All found records will be added into a container, e.i. these records will be checked.

Users rights for cubes and dimensions

It is possible to set an access for cubes for particular domain users via roles. Within these roles you can combine number of domain users and set them the right for selected cubes, or permit the access for selected elements of dimensions.

You can add the rights by means of function no. 1104 - OLAP users' rights for cubes and dimensions. This function is possible to be added, as a button, on K2 IS desktop or to run it from tree menu in OLAP. The user, who does a configuration of access via this function, must have the right Parameters changes for OLAP.

The form, where the list of all defined roles is, will be displayed after you run it.

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Picture: List of defined roles

Role

You can create a new role by means of icon pic_130i or by Insert key. The form with several folders, where you define all aspects of that role and access for cubes, will be displayed.

It is possible to enter the name in the field Name of role on Roles folder.

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Picture: Roles folder

Users in roles

Enter a role for domain users in this folder. Added users can approach this roles to OLAP cubes via this role.

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Picture: Users in roles folder

You can insert a user here by means of Insert key and by entering his name into User domain name.

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Picture: User domain name

Available cubes for users in role

This folder is important to set the access to cubes for users in a particular role.

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Picture: Available cubes for users in role

In the part of Available records form all available processed cubes will be offered. You can set the access to selected cubes the way that you switch the item into the right part of Selected records form. Then the users will have the access, always via created role, to all the cubes combined in the part called Selected records.

Restrictions of dimensions to selected members

It is possible to add the right for the cube to particular domain users. Then you can permit the access just of some dimensions elements of particular cubes to those users. The folder Restrictions of dimensions to selected members helps with it.

You can add Restrictions of dimensions to selected members as items into the right part of the form.

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Picture: Restrictions of dimensions to selected members

You can insert a new item (restriction) by means of icon pic_130i or by Insert key.

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Picture: Restrictions of dimensions to selected members

Fields description

Cube	Field Select a cube. It is necessary to select a cube, where a particular role has an access (on theAvailable cubed for users in role tab). This cube is then important for entering allowed members. It is not possible to define the rights for members if you do not have the right for the whole cube! Created limits are valid for the other cuber with these members. If you e.g. choose IOSale cube and limit members over Basic axes and this limits will be valid in all cubes, where the role has the access and when the Basic time dimension is.
Name of dimension	The dimension, where you select the members and define the availability of user's roles.
Attribute in dimension	Attributes (characteristics) of members in dimension. It is always necessary to choose an attribute that is on the same level as a member, e.i. if you want to limit e.g. a basic dimension just for some years as an attribute, you must select Years.
Hide overall totals	If this field is checked, the users in a particular role will have the access for the total overalls, just in (allowed) members of dimension. If this field is not checked, the users have access for the total overalls in all members of dimension.

Members of dimension, which the users are accessible to, can be selected by means of Select allowed members button. After you press this button, the list of allowed members of selected dimension will be displayed.

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Picture: List of members

If you check these members, the user's access will be limited (e.g. just for some years, cost centres etc.). Domain users in roles will then have the access just to members of dimension that have been selected here.

Limits for displayed measures

You can define cubes for particular domain users. According to these allowed cubes, you can limit an access to a cube measures or to define just those measures, which should have been displayed to a user. Limits of displayed measures folder is important for it.

You can add Restrictions of dimensions to selected members as items into the right part of the form. It is possible to define just one line for each cube.

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Picture: Limits for displayed measures

You can insert a new item (restriction) by means of icon pic_130i or by Insert key.

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Picture: Setting of allowed measures

Fields description

Cube	Field Select a cube. It is necessary to select a cube, where a particular role has an access (on theAvailable cubed for users in role tab). This cube is then important for entering allowed measures. It is not possible to define the rights for members if you do not have the right for the whole cube! Created limits are valid for the other cuber with these members.
Allowed measures	Measures, which members you will select from, and define the access of users' roles.

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Picture: Allowed measures

Export and import of rights setting

Rights setting for users' access to cubes can be exported into "*.XML" file and then to be imported into K2 IS. Transfer of this setting is provided via this way. e.g. among clients or among particular K2 IS. You can export all settings as complex, or you can make an export in a role level. The setting of particular roles can be transferred among clients via this way.

By means of icon, you can run the function to export the setting of OLAP rights . Dialog box, where you can select the name of "*.XML" file and choose a file, where you want to save it. The setting of rights with all aspects, e.i. with rights for cubes, measures, or members of dimensions, will be saved into created "*.XML" file.

Following import will be run by means of icon pic_200i . In import it is necessary to select "*.XML" file with settings and then to finish it.

Examples of using of any general parameters

The DateFrom and DateTo Parameters

Set the time range of exported data by parameters to the OLAP.

The smallest adjustable time period is one day.

If you set the range on the 1 day, all data that have been created in the day till to the time of running of export of data to OLAP are exported.

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Picture: Set parameters for export into OLAP

Parameter Measures in currency

The Measures in currency Parameter creates measures in current currency in the Purchase (InvInPurchase) and Sale (InvOutSale) cubes.

To better distinguish the measures in a currency, it is necessary to switch on the CurrencyInvInPurchase in the Purchase cube and the CurrencyInfOutSale parameter in the Sale cube

An example of Measure usage in currency

Create a view in the Sale cube, in the view you can monitor the sold goods in selected period in selected currencies.

Process

In the Data resource select the InvOutSale cube.
Select the Turnover in currency measure from the list of fields, insert the Articles-Book dimension to the field rows and insert the Currencies dimension to the column fields.
Insert the Years dimension to the filter.
Select the EUR and CZK currencies in the Currency dimension and select the 2010 year in the Years dimension.

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Picture: View - Display of articles turnover by a selected currency.

The Form of order parameter (FormOrder)

The Form of order parameter creates in the Orders, InvOutSale, Costs and Releases and Sales orders cubes the Form of order dimension.

An example of usage of the Form of order dimension:

Create a view in the Sales order cube and you can compare the number of sales orders of an individual article by a form or order there.

Process

In the Data resource select the Sales orders cube.
Select the Number of sales orders measure in the list of fields, insert the Articles-Book dimension to the field rows and insert the Form of order dimension to the column fields.

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Picture: View - Number of sales orders of a particular article by the form of order

Structure of the Currency dimension parameter (CurrencyStruc)

Define the currency in the Invoices out Sale (InvOutSale) and Invoices out purchase (InvInPurchase) cubes by a parameter, which you use in K2, but is not exported to OLAP.

These currencies are used to be classified to K2 empty group and K2 error group.

It is necessary to switch On the CurrencyInvOutSale and CurrencyInvInPurchase parameters if you want to use the Currencies dimension in the cubes mentioned above.

Definition of CurrencyStruc parameter - Adding SK currency

An example of the definition of currency with the string entry: AllCurrencies, AllCurrencies, Currency, Group of currencies;(US:$)(EU:EUR)(TU:Kč)(O:-)(SK:Sk)

An example of usage of the Structure of the dimension of Currency dimension:

In the Invoices out sale cube create a view that will display the turnover of goods that was sold in the SK currency.

Process

In the Data resource select the InvOutSale cube.
Select the Turnover measure from the list of fields, insert the Articles-Book dimension to the field rows and insert the Currencies dimension to the column fields.
Select the SK currency in the filter of the Currency dimension.

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Picture: The Turnover of sold articles according to selected currency view

Books for evaluation and analytical services

For the correct function of K2 IS and for its communication with Analytic service and in case of the work with dashboards and rights configuration for OLAP cubes and other modules, the books for administration and communication must be installed. They are Microsoft® SQL Server® ADOMD.NET and Microsoft® SQL Server® 2012 Analysis Management Objects. These books can be searched by means of web locator for text entering called Feature Pack SQL Server.

K2 IS searches for these books in a user system in the first place. If they have not been found, the books distributed with K2 IS version will be used. They are "Microsoft.AnalysisServices.dll" and "Microsoft.AnalysisServicesAdomdClient.dll", which communicate with SQL server 2008 R2.

We notify the users that these books cannot communicate with all the available SQL server versions. We recommend to install the stated books for particular SQL server version you use!

It is necessary to set Provider ".4" in client station in Connection string for the correct function of records in OLAP (Drillthrough). Just install Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider. The Installation file is called SQLSERVER2008_ASOLEDB10.

Cubes

For work in OLAP browsing the "Cube" term is used. The Cube in OLAP can be understood as an information marketplace.

Every cube contains two kinds of fields that you drag from the PivotTable Field List. The first kinds are the dimensions (e.g. Basic time dimension, Commodities, Location, etc.) that you select (drag) to the filter area, column and row fields. The next kinds of fields are the field of sums, so called measures (e. g. the Profit, the Turnover) that you drug to the field of sums area and detailed data.

Picture: PivotTable Field List

It is possible to define the tree structure (code of a customer, an article code, a sales order code, a cost centre) for any dimensions. The contain and the tree structure are defined via the function of a tree menu in the part for OLAP. If any code or cost centre is not classified into the tree, it is exported as K2-error. New defined codes or cost centres are important to be classified manually into trees. The tree structure of these dimensions enables us to display easily the sum of individual groups in the tree.

Another type of fields is the calculated fields. Their usage has certain restrictions that are described in the Stock card (SkladKarta_All)chapter.

The data from displayed cube can be displayed in the classic view, further it is possible to unpack (drillthrough) one concrete value and to get an overview of items, which the selected value is calculated from. The result of this unpacking is partly influenced by the OLAP export settings. When creating of views it is suitable to set the number format from the File menu - Actions - Format.

If you want to transfer the information into the Excel file, there are two ways:

The first one is the icon of Excel that exports displayed data as PivotTable. In this case it is possible to update the table directly from Excel (it is not necessary to generate the table from the OLAP viewer again).
The second way is to export it by the icon of print. By this way you can get just the result table without the relation to data in OLAP in Excel. The layout corresponds exactly to layout that you can see in the K2 IS.

Some cubes, their measures and dimensions can be left out in export due to increase of an output or their unavailability in these conditions.

Marketing

Marketing uses cubes Activity and Opportunities for evaluation.

Activity cube

The Activities_All cube comes out from Activities in the Marketing, the Date from is used for the time dimension.

OLAP parameters of Activities cube:

Name	Description	Type	Value
Marketing_Type_Description	If the parameter is On, the Activities types are displayed by the Description and if it is Off the Activities types are displayed by an Abbreviation.	Boolean	Off
ActivitiesSale	If the parameter is On, the Information from sale are added to the cube.	Boolean	Off
Activities_Opportunities_Description	If the parameter is On, the Description switches on in Opportunities and if it is Off the Abbreviation switches on.	Boolean	Off

Measures

QuantityF - Quantity of invoices.
CostsF - from sale (data of invoices) of a partner, who appears in these activities. It is necessary to switch on the ActivitiesSale parameter in the OLAP parameters to have available these data in a cube as well.
CapacityA - monitored capacity from particular activities. Measures relates to activities, where Monitor checkmark is set. This characteristic enables to monitor current capacity that is in a superior activity and that is actualised according to the capacity of the last inferior activity. In activity that has not set the Monitor checkmark and contains a value in the Capacity field in the K2 IS, this value is set on "0" in the OLAP. Thanks to this you can see the current level of a capacity for monitored activities in the OLAP.
TurnoverF- from a partner's sale (data of invoices) that appears in these activities. It is needed to switch on the ActivitiesSale parameter in the OLAP parameters to have available these data in a cube too.
CapacityP- from heading of an opportunity.
Number of partners - number of various partners.
Number of sales orders - number of various sales orders.
Number of articles - number of various articles.
Last capacity - it deals with value of capacity of particular activities, this value enables to monitor its progress in time unlike the CapacityA measure. The Last capacity measure is not dependant on monitoring as the CapacityA measure. In the higher levels the last value of capacity per a current month is always displayed (the values are not added up, but the last value in time on a level of months is displayed).
Expected capacity - an expected capacity (amount) of business.
Expected last capacity - it is the value of capacity from the last activity in the period.
Evaluation - bases on Evaluation, which is accessible in activity type. It evaluates marketing activities, monitors productivity of employees or the efectivity of marketing actions.

Dimensions

Acquisition - the status of transactions in progress.
The Basic time dimension - time period. The dimension comes from Date from stated in an activity.
DayT - it displays the name of a day in a week according to a user defined date.
Date of execution - a date of an activity execution.
Additional values - see the Stock card - Additional valueschapter.
Campaign - it displays all activities by campaign.
Contract code - a contract code from a document item. Contract code can have a tree structure - it is possible to display the sum of a contract codes group.
Code 1, Code 2 - particular codes from a document.
Contact persons - contact persons.
Months - it displays all selected months regardless the year.
Location, Territory - it displays location and territory from a customer.
Partners - it displays a partner accor. to activity.
Status - activity status.
Class - a class from partner.
Confirmation status- confirmed activities.
Probability of execution - probability of execution of business.
Opportunity - it displays all activities by opportunity.
Activity type - it displays all activities by type.
Responsible persons - it displays all activities by opportunity.
Employee - an officer from activity.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.
Specification - the field Specification from an activity. It deals with dimension, which has two levels Type and Specification.

Opportunity cube

This cube comes from Opportunities in marketing. It uses Date of execution of opportunities for a time dimension.

OPPORTUNITY measures

Costs - opportunity's costs. It is calculated from the Price of costs field.
Number - number of items.
Capacity - capacity value of particular opportunities. It is calculated from the Capacity field.
Average probability of realisation - the probability of realisation, which is counted by average per selected group of opportunity (e.g. partner's opportunities).

Dimensions - OPPORTUNITY

The Basic time dimension - time period. It is from Date of execution of particular opportunity.
DayT - it displays the name of a day in a week according to a user defined date.
Date from - Date from the opportunity.
Date to - Date to the opportunity.
Contract code - a contract code from the opportunity. Contract code can have a tree structure - it is possible to display the sum of a contract codes group.
Competence - it is from the Competence field in the opportunity.
Months - it displays all selected months regardless the year.
Urgency - it is from the Urgency field in the opportunity.
Partners - it displays a partner accor. to the opportunity.
Class - Class field from a partner.
Confirmation status - evaluates the confirmation status of the opportunity.
Probability of execution - probability of execution of business.
Opportunities - particular opportunities.
Origin - it is from the Origin field in the opportunity.
Status - it is from the Status field in the opportunity.
Cost centre - it is from the Cost centre field in the opportunity.
Type - type of the opportunity.
Status of partner - it is from the Status of a partner field in the opportunity.
Winning partner - value is from the opportunity Supplier.
Winning partner - value is from the opportunity Winner.
Responsible persons - displays opportunities by Responsible persons.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.

Opportunities MSSQL 2005 and MSSQL 2008 Demo views

Usage of marketing cubes of Activities and Partners

Explanation of meaning of any accessible measures

Cube of activities and partners contains several measures that you can use for analysis. But not all are calculated standardly and it is not clear at all by which way they can be projected into the OLAP from the IS K2, eventually how to use them in the OLAP. The followed table contains description of any measures.

Columns Description:

Measure name	Description
TurnoverF	Turnover from sale (data of invoices) of a partner that appears in these activities. It is needed to switch on the AktivityProdej (ActivitiesSale) parameter in the OLAP parameters to have available these data in a cube too.
NakladyF (CostsF)	Costs from sale (data of invoices) of a partner that appears in these activities. It is needed to switch on the AktivityProdej (ActivitiesSale) parameter in the OLAP parameters to have available these data in a cube too.
ObjemA (CapacityA)	A monitored capacity from particular activities. Measures relates to activities where the "Monitor" checkmark is set. This characteristic enables to monitor actual capacity that is in a superior activity and that is actualised according to the capacity of the last inferior activity. In an activity that has not set the "Monitor" checkmark and that contains a value in the "Capacity" field in the K2 IS this value is set on "0" in the OLAP. Thanks to this you can see the current level of a capacity for monitored activities in the OLAP.
ObjemP (CapacityP)	A capacity from heading of an opportunity.
Last capacity	It deals with value of capacity of particular activities; this value enables to monitor its progress in time unlike the CapacityA measure. The measure is not dependant on monitoring as the CapacityA measure. In the higher levels the last value of capacity per a current month is always displayed (the values are not added up, but the last value in time on a level of months is displayed).

Opportunities

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Picture: The selection of the Demo view

Examples of possible analyses

There is lots of analysis that you can create over a marketing cube of activities and partners. The following text offers some selected, which summarize the possibilities of this analytical cube.

Monitor of frequency of activities of dealers

Create a view by this the company can monitor frequency of activities of dealers. You can display the number of individual types of activities executed by the dealer for a period of time.

Process:

In the Data resource select the Activities cube.
Select the Number item in the list of fields, the Responsible persons, Types and Partner into the rows fields. Select the Years field to the columns fields.
Draw the Basic time dimension field to the filter and check the 2004 value.

Picture: Table of monitoring frequency of activities of dealers

You can see the frequency of activities of dealers executed in selected years in the view.

Picture: Graph of monitoring frequency of activities of dealers

Numbers of companies by branches and types

The view displays all companies with a defined Origin by particular Branch and Territory.

Description

Select the Partners cube in the Data resource.
Select the Number item in the measures.
Select the Branches and Types items in the list of fields and insert them to the rows fields.
Insert the Origin item to the column fields.

Picture: Table of numbers of companies by types and territories

Picture: Graph of numbers of companies by branches and types

Comparison of planned and invoiced purchase

Process

In the Data resource select the Activities cube.
Select the Difference, CapacityA and TurnoverF measures in the list of fields; insert the Partner and Codes group items to the row fields.
Insert the Basic time dimension item into the filter.

Picture: Table of comparison of the planned and invoiced purchase

Picture: Graph of comparison of the planned and invoiced purchase

The distribution of activities in the months of the year

You can monitor the distribution of activities of dealers in the months of the 2009 year for selected responsible persons by this view.

Process

In the Data resource select the Activities cube.
Select the Number measure in the list of fields, insert the Types item to the row fields and insert the Months item to the columns fields.
Insert Responsible persons into the filter.

Picture: OLAP view - Table of Distribution of activities in the months of the year

Picture: OLAP view - Graph of Distribution of activities in the months of the year

Comparison of activities of dealers by years

By this view the firm can compare activities of dealers in a year.

Process

In the Data resource select the Activities cube.
Select the Number item in the list of fields, the Responsible persons and Years into the rows fields.
Insert the Activity type field to the columns fields.

Picture: Part of the table Comparison of activities of dealers by years

Picture: Graph of comparison of activities of dealers by years

The top opportunities according to the expected capacity

Process

In the Data resource select the Activities cube.
Select the Last capacity and Expected capacity items in the list of fields. Insert the Opportunity, Days (Basic time dimension), Percentage (Probability of execution) into the rows fields.

Picture: OLAP view - The top opportunities according to the expected capacity table

Sorting clients by territories

Process

In the Data resource select the Partners cube.
Select the Number item in the list of measures. Insert Areas into the rows fields and Classes into the columns fields.

Picture: Table of Sorting clients by area

Picture: Graph of Sorting clients by area

Purchase, Sale, Warehouse, Costs and Incomes, Orders, Sales orders

Purchase, Orders

Invoice in cube

This cube consists of the FaPrNakup, FaPrNakup_CiZ, FaPrNakup_Zbo, FaPrNakup_Dny, FaPrNakup_Zak cubes and proceeds from the invoices in items. The invoice date is used for the time dimension.

OLAP parameters of the Invoice in cube:

Name	Description	Type	Value
CurrencyInvInPurchase (MenaFaPrNakup)	If the parameter is ON, the Currency dimension is added to the cube.	Boolean	Off
CreditNoteInvInPurchase (DobrFaPrNakup)	If the parameter is ON, the Credit notes dimension is added to the cube.	Boolean	On
BooksP (RadyN)	If the parameter is ON, the Purchase books dimension is added to the cube.	Boolean	On
BooksNLNamTempl (RadyNLNamTempl)	For the Level naming template purchase books.	String

Measures

NMnozstvi (NQuantity) - quantity from the invoice item in a basic stock unit.
NHmotnost (NWeight) - weight from the Article card multiplied by Quantity.
BObrat (NTurnover) - an invoicing price of an item.
NNaklady (NCosts) - a stock price of an item.
NPocet (NNumber) - number of items of invoices.
NPocet dnu (NNumber of days) - number of invoicing days (according to the Invoice date).
NPocet firem (NNumber of companies) - number of customers/suppliers.
NPocet zbozi (NNumber of articles) - number of articles.

Dimensions

Articles - according to the setting of OLAP parameters. Dimension by an abbreviation or by a name of article.
Article category - the description of an article category (material, semi-finished product).
Type of article - type of articles (goods, other than goods, package).
Discount groups - product group from selling price from Articles.
Optimal supplier - an optimal supplier of an article.
Group of articles - group of articles of articles on the document.
Brand of article - a brand of the article.
Customers - a customer defined on the document.
Customers1 - an addressee defined on the document.
Customers group - a group of a customer from the document.
Territory, Area - a territory and an area from the Customer card.
Device - a device defined on the document
Warehouse - a warehouse defined on the invoice item.
Employee - an employee defined in the stock document.
Credit notes - it displays Yes, if the document is a credit note; No, if it is not. As mentioned above, the dimensions filter and divide only documents. If you set the filter of a period and the credit notes dimension, you can see credit notes created in this period, you cannot see credit notes to documents created in this period.
Contract code - a contract code from a document item. Contract code can have a tree structure - it is possible to display the sum of a contract codes group.
Article code - an article code from an Article card, it is a tree structure again.
Customers code - a customer code from the document item (it has a tree structure).
Invoice in state - state of a document of an invoice in from the header document
Cost centre - a cost centre from the document item (has a tree structure).
Time dimension, months, Week's time dimension, Day in a week - date taken from the Invoice date of a document.
Months, Day in week - a calculated data from the Time dimension.
Code 1, Code 2 - the appropriate codes of a document.
Routing variant - a routing variant of an appropriate batch in a document; if the batch is not defined, the field is empty.
Quality - a characteristic of a batch of articles; it is obtained by the same way as a Routing variant.
Books PurchaseSale - it contains purchase books.
Delivery terms, Form of order - linked to invoices headings.
Additional values - see the Stock card - Additional valueschapter.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.

Orders cube

This cube is similar to the InvInPurchase_All cube. However it does not proceed from invoices items but from the items of orders.

The difference is in the definition of the time dimension as well. It does not proceed from Invoice date (it does not have to exist). The date for the time dimension is taken by one of two following processes (according to the setting of export of OLAP):

firstly the date of receipt cards confirmation is taken - if it is empty (the document does not exist, is not confirmed), a delivery date from order (DDod) is used,
firstly the date of a receipt card confirmation is taken - if it is empty, the date of a delivery confirmation is entered (DPrev), and if this is either empty, the delivery date of an order (DDod) is taken.

This clearly shows that if you compare data from cube of invoices in and cube of orders for some time even if there was a restriction only for invoiced items, the results do not have to match. They will be the same just only in case of absolute agreement of Invoice date with the date of confirmation of receipt card, or with the others dates mentioned above (if the receipt card is not confirmed).

OLAP parameters of Orders cube

Name	Description	Type	Value
ExportOrdSalOrd	If the parameter is On, the Sales orders cube is exported.	Boolean	On
The Invoice number in DT order	If the parameter is On, the number of order is replaced by a number of invoice in the Drillthrough of Orders cube (LinkToK2 does not work).	Boolean	Off
Differ books in orders	If the parameter is On, the orders are distinguished based on a Number and a Book (to calculate Orders deduction measures). If the parameter is off just the order numbers are distinguished.	Boolean	Off

Measures

OQuantity - quantity from the invoice item in a basic stock unit.
OWeight - weight from the Article card multiplied by Quantity.
OTurnover - invoicing price of an item.
OTurnoverP - order price of an item.
OCosts - stock price of an item.
ONumber - number of invoices' items.
ONumberOfDays - number of days (the date is the same as in the time dimension).
ONumber of companies - number of various customers/suppliers.
ONumber of articles - number of various articles.
ONumber of articles - number of various articles.

Dimensions

Particular dimensions serves for dividing and filtering of documents involved in measures calculation. The dimensions are same as in the InvInPurchase_All cube. Following dimensions are different:

Existence of invoice - according to the appropriate document it can have these values: Exists, Does not exist, Confirmed.
The data as Form of order or Deliver terms are taken from the order, not from the invoice.
Shipping method - way of shipping from an order.
State of order - state of an order document from a document header
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.

Sale, Sales orders

Invoice out cube

This cube consists of the InvOutSale , InvOutSale _NoSA, InvOutSale _Art, InvInPurchase_Days, InvInPurchase_SA cubes and comes out from the Invoices out items. Date of execution(DIssue) is used for a time dimension.

OLAP parameters of Invoice out cube:

Name	Description	Type	Value
CurrencyInvOutSale	If the parameter is On, the Currency dimension is added to the cube	Boolean	Off
CreditNoteInvOutSale	If the parameter is On, the Credit notes dimension is added to the cube	Boolean	On
ExportItem_Note	If the parameter is On, the Item_note table is added.	Boolean	Off
CreditNoteStockCard	If the parameter is On, the credit notes dimension is added (incomes/releases).	Boolean	Off
Planned costs	If the parameter is On, the Planned costs dimension is added	Boolean	Off
BooksS	If the parameter is On, the Books of sale dimension is added to the cube.	Boolean	On
BooksNLNamTempl	For the InvOutSale cube the Currency dimension is defined too.	String
RespPers - InvOutSale	If the parameter is On, the Responsible person dimension is added to the cube.	Boolean	Off
Sales order state into InvOutSale	If the parameter is On, the State of sales order dimension is added to the cube.	Boolean	Off

Measures

Price for working days - a price recalculated to 21 working days in a month (turnover multiplied by 21 divided by (number of working days in a month)).
Quantity - quantity from the invoice item in a basic stock unit.
Catalogue price - a catalogue price from the article's card.
Cost price - a cost price from the selling items multiplied by quantity
Costs - a stock price of an item.
Turnover - an invoicing price of item.
Number - number of items of invoices.
Number of days - number of invoicing days (according to the Invoice date).
Number of companies - number of customers/suppliers.
Number of sales orders - number of sales orders (different book and number).
Number of articles - number of various articles.
Profit - Turnover minus Costs.

Calculated Measures

Price for working days - a price recalculated to 21 working days in a month (turnover * 21 / (number of working days in a month)).

Dimensions

Articles - according to the setting of parameters dimension; by an abbreviation or by an article name.
Article category - the description of an article category (material, semi-finished product).
Article type - the hierarchical Article type dimensions from the TypeH virtual dimension. You can switch on the dimension on a parameter from OLAP. (goods, other than goods, package).
Discount groups - a product group from selling price from Article.
Bank account - a bank account from the document
Optimal supplier - an optimal supplier of an article.
Group of articles - a group of articles of articles on the document.
Brand of article - a brand of the article.
Customers - a customer defined on the document.
Customers1 - an addressee defined on the document.
Customers group - a group of customer from the document.
Territory, Area - a territory and an area from the Customer card.
Device - a device defined on the document.
Warehouse - a warehouse defined on the invoice item.
Employee - an employee defined in the stock document.
Credit notes - it displays Yes, if the document is a credit note; No, if it is not. As mentioned above, the dimensions filter and divide only documents. If you set the filter of period and the credit notes dimension, you see credit notes created in this period, you do not see credit notes to documents created in this period.
Posting kind - the posting kind influences the parameter Posting kind. Posting kind is loaded from an article card or from the batch, and if it is stated on the batch, then it has the priority before an article's card.
Contract code - a contract code from a document item. Contract code can have a tree structure - it is possible to display the sum of a contract codes group.
Article code - an article code from the document items of Articles (it is a tree structure again).
Customers code - a customer code from the document item (tree structure).
Invoice in state - state of a document of an invoice in stated in the header of document.
Cost centre - a cost centre from the document item (tree structure).
Time dimension, months, Day in week - this dimension comes from Accounting transaction date (DIssue).
Months, Day in week - calculated data from the Time dimension.
Code 1, Code 2 - the appropriate codes of a document.
Routing variant - a routing variant of an appropriate batch in a document (if the batch is not defined, the field is empty).
Quality - a characteristic of a batch of articles; it is obtained by the same way as a Routing variant.
Books Sale - contains books of sale.
Method of transport, Form of order - linked to invoices headings.
Dealer - Price category from a document (previously the Dealer category term was used).
Existence of Delivery note, Reserving card, Stock document, Order confirmations - according to an appropriate document it can have these values: Exists, Does not exist, Confirmed, 1 confirmed (first confirmation on a stock document).
Inferior documents - dimension for the combination of existence of inferior documents ('D' delivery note, '0' does not exist, '1' exists, '2' confirmed, 'F' invoice, 'RL' Release note, 'RC' reserving card, 'O' order).
Form of order, Method of transport - from invoices heading.
Additional values - see the Stock card - Additional valueschapter.
Responsible person - a dimension from the Activity cube. It is activated by OLAP parameters, the default value is Disabled.
Customer1 - it creates a dependency directly on superior customer in the Customer1 dimension (the CD1 field). In order to evaluate superior customer in OLAP, you must enable the CD1 parameter otherwise the Customer1 dimension will not be generated.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.
State of sales order - data will be divided in particular views accor. to sales order state on the document.

Sales order cube

This cube is similar to the InvOutSale_All cube. However it does not proceed from invoices items but from the items of sales orders.

The difference is in the definition of the time dimension too. It does not proceed from Invoice date (it does not have to exist). The date for the time dimension is taken by one of two following processes (according to the setting of export of OLAP):

firstly the date of release note confirmation is taken - if it is empty (the document does not exist, is not confirmed), an invoice out date of issue (DDod) will be used, then delivery date (RDD),
firstly the date of a release note confirmation is taken; if it is empty, the date of a reserving card is taken (DRez), if it is empty too, the date of a sales order term(DDod) is taken.

This clearly shows that when you compare data from the cube of invoices out and cube of sales orders for some time even if there was a restriction only on invoiced items, the results do not have to match. They will match only in the case of absolute agreement of Invoice date with the date of confirmation of a release note, or with the other dates mentioned above (if the release note is not confirmed).

OLAP parameters of the Sales order cube:

Name	Description	Type	Value
DistinguishBooksOfSalesOrder	The Sales order book is distinguished in the number of sales order measure too.	Boolean	Off
CustOrdCustDateRD	If the parameter is On, the date of release note in a cube and for orders the date of a receipt card is ON.	Boolean	Off
Confirmation in Sales orders	If the parameter is On, the Confirmation in Sales order dimension is added to the cube.	Boolean	Off
Delivery terms	If the parameter in On, dimension Delivery terms will be added into Contracts cubes.	Boolean	Off
Analytical months in sales orders	You can influence the method of calculation of Months dimension in the Sales Orders cube. Default value of parameter is TimeM - for calculation of Time basic dimension. During the calculation of Date of Issue you can proceed by means of TimeMDV value. It is able to enter special fields as well.	TimeM	String

Measures

ZQuantity (ZMnozstvi) - quantity from the invoice item in basic stock unit.
ZWeight (ZHmotnost) - weight from the Article card multiplied by Quantity.
ZTurnover (ZObrat) - an invoicing price of an item.
ZTurnoverPL (ZObratPL) - a price of sales order.
ZCosts (ZNaklady) - a stock price of an item.
ZCostsPL (ZNakladyPL) - a planned stock price of an item.
ZProfit (ZZisk) - Turnover minus Costs.
Number - number of items of invoices.
Number of days - number of invoicing days (according to the Invoice date).
Number of companies - number of customers/suppliers.
Number of articles - number of articles.
Number of sales orders - number of sales orders (a different book and number)

Dimensions

Particular dimensions serves for dividing and filtering of documents involved in measures calculation. Dimensions are the same as in the InvOutSale_All cube. Following dimensions are different:

Existence of invoice - according to the appropriate document it can have these values: Exists, Does not exist, Confirmed, Cancelled.
The data as a Form of order or Deliver terms are taken from a sales order not from an invoice.
Shipping method - way of shipping from sale orders.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.
Status - sales order status.

Warehouse

Stock card cube

The Stock card cube proceeds from the basic stock documents, also from receipt cards, release notes, transfer notes and job cards. It displays the turnovers and balances on stock. The time dimension is based on the date of documents confirmation. It contains the StockCard and StockCard_Turn (SkladKarta and SkladKarta_Obr) cubes.

OLAP parameters of the Stock card in cube:

Name	Description	Type	Value
StockCardBatch (SkladKartaSarze)	If the parameter is ON, the information from Batches brand dimension is added.	Boolean	Off
StockCardAssigned (SkladKartaZadano)	If the parameter is ON, the Assigned value is added to the Actual date.	Boolean	Off
Unit dimension	If the parameter is ON, the Unit dimension is added.	Boolean	Off
DocumentTypeStockCard (TypDokladuSkladKarta)	There is Dimension for Export on the Stock card too.	Boolean	Off
StockDescription (SkladPopis)	If the parameter is ON, the stocks will be displayed according to the name, if the value is OFF the stocks will be displayed according to the abbreviation.	Boolean	Off

Measures

MPREP - quantity on Transfer notes (income part).
MPREV - quantity on Transfer notes (release part).
MPri - quantity on positive incomes, headings of transfer notes (products) and negative transfer notes items (income).
MPriD - the credited documents from MPri.
MVyd - quantity on positive Release notes and positive items of Transfer notes (consumption).
MPVydD - the credited documents from MVyd.
MPreP, MPri, MPrid, MVyd, MVydD v Kg - the amount corresponding to previous fields, but transferred to weight.
SAmount - sum of receipts minus sum of releases (MPri+MPriD-MVyd-MVydD+MPreP-MpreV).
SWeight - sum of receipts minus sum of releases transferred to weight.
Price - sum of receipts minus sum of releases in Currency.
SCount - number of stock documents items.
SAssigned - sum of receipts minus sum of releases in unconfirmed documents - by the date of export.
CVyd - the same as in MVyd, but a price will not be displayed.
CVydD, CPrep, CPreV, CPri - similarly to CVyd.
Stock cover in days - amount of balance divided average daily release per period. Average daily release is an Amount in release notes + an Amount in negative release notes for a period divided number of days per period.

Calculated Measures

The result of calculated measures can be incorrect in some cases, because the calculated measures can be dependent on selected time dimension.

For the correct interpretation of these measures it is important to select the time dimension in the columns or in a filter. Imagine the following situation. You want to monitor the Balance amount in the stock. The balance in the stock is defined like the sum of all movements of all days till the last day of displayed period. E.g. If you choose a month time dimension and drag it into column fields, then it will be limited by e.g. 16. 1. 2005 displays the balance not by 16. 1., but to the end of the month, as the month is a displayed month. If you move this defined time dimension to filters, the balance will be displayed really by the 16/01/2005. If you select more records in the filter, the balance is not possible to be calculated.

Another consequence of the dimension registration to filter is no display of total sums. This can lead to acceleration of a view display.

Price balance - a price balance by the last day of displayed period - it is the sum of the Price of all days with a turnover till the last day of displayed period.
Quantity balance - a quantity balance to the last day of displayed period - it is the sum of the SQuantity with a turnover till the last day of displayed period.
Quantity balance in kg - similarly to the previous balances.
Average quantity balance - the sum of quantity balance / number of days with the movement in the selected period.
Average price balance, quantity balance in kg - similarly to the average quantity balance.
January - December price - an average price balance / number of days with a movement.
Accounting price - measure explains the price balance. If it is used in a combination with the Stock cube on its lowest level (Basic stock), then it will obtain the value by calculation. The price per unit will be obtained by the share of Net book value and Balance amount from the superior node (Accounting stock). Balance amount on its lowest level (stated Basic stock) will be multiplied by this price.

Dimensions

Particular dimensions serves for dividing and filtering of documents involved in calculations of individual measures. It is possible to divide total quantity on the stock to the quantity of individual Article cards through the dimensions.

Time dimension, months, Week's time dimension, Day in week - the date taken from the confirmation date of a document.
Months, Day in week - calculated data from the Time dimension.
Additional values - see the Stock card - Additional valueschapter.
Contract code - a contract code from a document item. Contract code can have a tree structure - it is possible to display the sum of a contract codes group.
Article code - an article code from an Article card (it is a tree structure again).
Customers code - a customer code from the document item, it has a tree structure.
Territory, Area - a territory and an area from the Customer card.
Stock - a stock defined on the document; an appropriate page of transfer at transfer notes.
Cost centre - a cost centre from the document item, it is a tree structure again.
Routing variant - a routing variant stated on a job card.
Customers - a customer defined on the stock document.
Category - the description of an article category (material, semi-finished product).
Unit - a unit of an item (dkg, kg, mm, min, ball, GBP)
Optimal supplier - an optimal supplier of an article.
Discount group - a product group from selling price from an Article.
TypeH - superior dimension of Type N dimension contains All stock items, All non-stock items and the Others.
TypeN - inferior dimension of a Type H dimension contains Non-stock items, Advances, Breakdowns, Sales, Stock items.
Articles-book - according to the setting of OLAP parameters; the dimension by an abbreviation or by an article name.
Brand - a brand of the article.
Group of articles - a group of articles of articles on the document.
Customers group - a group of customer from the document.
Employee - an employee defined in the stock document.
Posting kind - the posting kind influences the Posting kind parameter and a Batch stock. Posting kind is loaded from the article card or from the batch, and if it is stated on the batch, then it has the priority before the article's card.
Credit notes - it displays Yes, if the document is a credit note; No, if it is not. As mentioned above, the dimensions filter and divide only documents. If you set the filter of period and the credit notes dimension, you see credit notes created in this period, you do not see credit notes by documents created in this period.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.

Additional values

Additional values are the special kinds of calculated fields. The dimension of additional values is possible to add to the rows, or columns, it has no sense to set them to filter. Additional values displays the status of any selected measures concerning to changes in time. When calculating, the dimension of time is used, therefore it is not possible to use the other dimensions derived from time.

Current- it displays the value of selected measures as it would be displayed without additional value displaying.
Increase per year in % - it represents a percentage increase unlike the same period last year.
Increase in % - it represents a percentage increase between the value in a current period over the same previous period (according to displayed ones it can be a year, a quarter a month, a month, a day).
Increase per year - it represents an absolute difference between the value in a period unlike the same period in the last year.
Increase - it represents an absolute difference between the value in a period unlike the previous one.
The sum of year - the sum since the beginning of the year to a selected time period.
The sum of quarter - the sum since the beginning of the quarter to a selected time period.
The sum of month - the sum since the beginning of a month to a selected time period.
The sum of period - the sum since the beginning of a period to the selected time (e. g. it is a quarter for a month, it is a year for a quarter).
The sum of 12-period - the sum of 12 last periods including the actual.
The average of year - the average since the beginning of a year to a selected time period.
The average of quarter - the average since the beginning of a quarter to a selected time period.
The average of month - the average since the beginning of a month to a selected time period.
The average of period - the average since the beginning of a period to the selected time (e. g. it is a quarter for a month, it is a year for a quarter).
The average of 12-period - the average of 12 last periods including the current one.

Stock card cube 2

OLAP parameters of the Stock card 2 cube:

Name	Description	Type	Value
StockCard2	If the parameter is On, the Stock card 2 cube is exported.	Boolean	On
StockCard2Batches	If the parameter is On, the information from Batches is added to a cube. (variant, quality)	Boolean	Off
StockCard2CreditNotes	If the parameter is On, the Credit notes dimension is added (incomes/releases).	Boolean	Off
StockCard2Book	If the parameter is On, the Book dimension is added to a cube	Boolean	Off
StockCard2Month	If the parameter is On, the Month dimension is added to a cube.	Boolean	Off
StockCard2ArticleCode	If the parameter is On, the Article code dimension is added to a cube.	Boolean	Off
StockCard2CostCentre	If the parameter is On, the Cost centre dimension is added to a cube.	Boolean	Off

Measures

Price - price of article.
CPREP - price on Transfer notes on income.
CPREV - price on Transfer notes on release.
CPRI - price on Receipt cards
CPRID - price on Credited Receipt cards
CVYD - price on Release notes.
CVYDD - price on Credited Release notes.
MPREP - quantity on Transfer notes on income.
MPREV - quantity on Transfer notes on release.
MPRI - quantity on Receipt cards.
MPRID - quantity on Credited Receipt cards.
MVYD - quantity on Release notes.
MVYDD - quantity on Credited Release notes.
SQuantity (SMnozstvi) - total quantity of article.
SNumber (SPocet) - total number of documents with articles.

Dimensions

The Basic time dimension - time period.
DayT - It displays the Name of a day of a week according to a user.
Contract code - from items; if it is not defined in item, it is taken from heading, and for wages by the pKodZaMzdy parameter.
Area, Territory - a territory and an area from the Customer card.
BooksPaS -the purchase and sale books.
Stock - the type of stock.
SK document type - the type of document (Receipt cards, Release notes, Transfer notes and Transfer notes among stocks)
Customers - the company from documents.
Category - the description of an article category (material, semi-finished product).
Optimal supplier - an optimal supplier of an article
Discount group - a product group from selling price of an article.
TypeH - type of articles (goods, other than goods).
TypeN - type of articles (goods, other than goods).
Article-book - according to the setting of OLAP parameters; the dimension by the abbreviation or the article name.
Brand - a brand of the article.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.

Costs and Incomes

The Costs and Incomes cube comes out from items of invoices in and out, from wages and cash vouchers that are not invoices' payments. For the time dimension it is used Accounting transaction date (AccTransDate) in invoices, Accounting transaction date (AccDate) in cash vouchers, bank statements and internal documents and the month of processing in wages.

OLAP parameters in the Costs and Incomes cube

Name	Description	Type	Value
CostsReleases	If the value is On, the Costs and Incomes cube will be exported as well	Boolean	On
CodeForWages	Use the Contract code for the Costs and Incomes cube, the Wages part.	String

Measures

Quantity - The quantity of invoices items and the quantity of cash vouchers and Wages is zero.
Turnover - Net turnover of cash voucher items, bank statements and internal documents. Net (in client currency) and NetC (in document currency). The price per unit is multiplied by:
- quantity - for invoices,
- Net - for cash vouchers,
- the result amount that is paid by firm (gross wage + health and social insurance paid by a firm) - for wages.
Costs - stock price for invoices, "0" for a Cash register, refunds of sickness benefit for wages (separately - in turnover they have been already involved).
Number - number of items.

Dimensions

Article - it is taken from the invoice items, the(-K2 empty) is a default element for the cash register and wages.
Article category - virtual dimension according to an item's article.
Type of article - virtual dimension according to an item's article.
Discount groups - virtual dimension according to an item's article.
Supplier/Customer - he/she is taken from the items of cash vouchers, bank statements and internal documents (a Firm field).
Time dimension basic - invoices are according to the accounting transaction date (DIssue), in cash vouchers, bank statements and internal documents according to the (AccDate) and the wages accor. to processing month.
Week's time dimension - only on a parameter.
Article code from items - for wages from the date depended on header.
Device - a device defined on the document.
Cost centre - from items, if it is not defined in item, it will be taken from a header.
Day in week - virtual dimension according to the basic time dimension.
Contract code - from items; if it is not defined in item, it will be taken from a header, for wages by the pCodeForWages parameter.
Credit notes - incomes are negative, releases are positive.
Document type - II, IO, PO, WG for invoices in, invoices out, cash desk and wages, AP, AR, DAP, DAR for provided advances, received advances, deducted provided advances, deducted received advances.
Purchase/Sale Books - for Invoices and Cash Registers.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.

Purchase, Sale, Warehouse

This cube was created by merger of cubes of invoices in, invoices out and stock card. It contains all measures and dimension from these cubes. Drilltrough is set for measures of purchase.

OLAP parameters of the Purchase, Sale, Stock cube

Name	Description	Type	Value
WeeksNPS (TydnyNPS)	If the parameter is ON, the Purchase, Sale, Stock weeks' time dimension is added to the cube.	Boolean	On
AltUnit {AltJedn]	Add an alternate unit by entry	String
CD1	If the parameter is ON, the Alternate unit adds to the CD1 (a superior customer) into the invoices and sales orders.	Boolean	Off
PurchaseSaleWarehouse (NakupProdejSklad)	If the parameter is ON, the PurchaseSaleWarehouse cube is exported	Boolean	Off

Purchase and Sale

The InvInPurchase_All cube contains the items of Invoices in.
The InvOutSale_All cube contains the items of Invoices out.
The InvPurchaseSale_All cube contains items of Invoices in and Invoices out.

The Quantity, Costs (it comes out from stock price), Turnover (it comes out from invoices amounts), Number (number of invoices items) fields belongs to the most important monitored values.

OLAP parameters of the Purchase and Sale cube

Name	Description	Type	Value
Area	If the parameter is On, the Area dimension will be exported.	Boolean	On
AreaDescr	If the parameter is On, the Area is displayed by a Description, if it is Off, the Area is displayed by an Abbreviation.	Boolean	On
Territory	If the parameter is On, the Territory dimension will be exported.	Boolean	On
TerritoryDescr	If the parameter is On, theTerritory is displayed by a Description, if it is Off, the Territory is displayed by an Abbreviation	Boolean	On
ArticleTypeDescr	If the parameter is On, the Type of article is displayed by a Description, if it is Off, the Article is displayed by an Abbreviation.	Boolean	On
ContractCode	If the parameter is On, the Contract code dimension will be exported.	Boolean	On
ArticleCode	If the parameter is On, the Article code dimension will be exported.	Boolean	On
ContractCodeDescr	If the parameter is On, the Contract code is displayed by a Description, if it is Off, the Contract code is displayed by an Abbreviation.	Boolean	On
ContractCodeLNamTempl	For the Level naming template contract code	String
CustomersCodeDescr	If the parameter is On, the Customers code is displayed by a Description, if it is Off, the Customers code is displayed by an Abbreviation.	Boolean	On
CustomerCodeLNamTempl	For the Level naming template customers code	String
ArticleCodeDescr	If the parameter is On, the Article code is displayed by a Description, if it is Off, the Article code is displayed by an Abbreviation.	Boolean	On
ArticleCodeLNamTempl	For the Level naming template Article code	String
BookPS	If the parameter is On, the Book of sale/purchase dimension will be exported.	Boolean	On
MethodOfTransport	If the parameter is On, the Method of transport dimension will be exported.	Boolean	Off

Invoices out and in

The cube is merging cubes of invoices in and invoices out. That means that it contains both measures of a cube of purchase and of a cube of sale. The dimensions are set to be applicable both on invoices in and invoices out. Drilltrough is set for measures of purchase.

Purchase, Sale MSSQL 2005 and MSSQL 2008 Demo views

Purchase

Purchased volume by suppliers

Create a view by this the company can monitor purchased volume by suppliers.

Process

In the Data resource select the FInvInPurchase cube.
Select the PTurnover (NObrat) measure in the list of fields and Customer field to the rows fields. Select the Years field to the columns fields.
Draw the Rows field to the filter.

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Picture: Purchased volume by suppliers

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Picture: Purchased volume by suppliers

Comparison of suppliers by years

Create a view by this the company can compare suppliers by years.

In the Data resource select the Orders cube.
Select the OTurnover (OObrat) field in the list of fields. Insert Customers dimension into the rows fields and Years into the columns fields.
Draw the Warehouse dimension to the filter and filter the SNORM - Material.

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Picture: Comparison of suppliers by years

Position of suppliers by turnover

Create a view by this the company can compare suppliers by turnovers.

In the Data resource select the FINv cube.
Select the PTurnover (NObrat) measure in the list of fields. Select the Customer dimension to the rows fields and insert the Years dimension to the filter and set the filter on the 2000 year.

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Picture: Table and graph of Position of suppliers by turnover

Balances in stock

Create a view by this the company can display the balances in stock of selected articles.

Select the Stockcard cube from the Data resource.
Select the Remaining stock value measure in the list of fields. Draw the Years dimension to the filtering fields and filter the 2001 year.
Draw the Articles dimension to the rows fields and filter articles of which you can see the balances in stock.
Draw the Warehouses dimension to the columns fields.

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Picture: Balances in stock

Sale

Costs and incomes by articles

Create a view, which the company can compare costs and incomes by articles by.

Select the Costs and Incomes cube from the Data resource.
Select the Gross profit, Costs and Turnover measures from the list of fields.
Insert the Years and Articles dimensions to the rows fields (filter 2009 year), insert the Cost centre dimension to the columns fields.
Insert the TypeH (Article type) dimension to filtering fields and filter All goods type.

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Picture: Costs and incomes by articles

Comparison of turnover by cost centres

Create a view, where the company can compare a turnover by cost centres by.

Select the Costs and Incomes cube from the Data resource.
Select the Turnover measure from the list of fields, drag the Years dimension to the rows fields, the Group of cost centres dimension to the columns fields and the TypeH dimension to filtering fields and select only the All goods type in the filter.

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Picture: Comparison of turnover by cost centres

Position of territories by turnover

The view displays the position of territories by a turnover.

Select the Sales orders cube from the Data resource.
Select the Number and ZTurnover measures from the list of fields. Draw Territories measures to the rows fields, Years to the column fields and Cost centre to the filtering fields and select only the Dispatch cost centre.

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Picture: Position of territories by turnover

Sale by contract codes

Create a view that display sale according to the contract codes.

Select the InvOutSale (FaVyProdej) cube from the Data resource.
Select the Turnover measure from the list of fields; draw the Group of codes and Customer dimensions to the rows fields.
Draw the Years dimension to the columns fields and draw the Cost centre dimension to the filtering fields and select the Dispatch cost centre.

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Picture: Table of Sale by contract codes

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Picture: Graph of Sale by contract codes

Comparison of sale by dealer levels

The view displays comparison of sale by dealer levels.

Select the InvOutSale (FaVyProdej) cube from the Data resource.
Select the Turnover measure from the list of fields, draw the Years dimension to the field rows and draw the Price groups dimension to the column fields.

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Picture: Comparison of sale by dealer levels

Wage cube

Wage cube enables to evaluate the data of Wage and Personnel data module. The date of the end of payroll period is used for a time dimension.

Measures - Wage

Output amount MS - Amount field on folders
Take-home pay - CFPayPNI field
Take-home pay - CFPayNIP field
Registration physical number - EmployeeStateEvidRealCalc field
Registration recalculated number - EmployeeStateEvidRecalcCalc field
Worked hours WC - CFNumHr_HF field
Gross wage - CFPayPFI field
Month fond - CFPTFHours_H field
Worked hours HF - CFWHours_H field
Personnel evaluation - Wagel field in the Wage data book
Personnel evaluation II - WageIR field in the Wage data book
Working days WC output - a NumDay field
Bonus - WageP field in the Wage data book
SP - Insurance organisation - CFSocOrgan field
Basic wage - WageB field in the Wage data book
Basic wage II - WageBR field in the Wage data book
ZP - Insurance organisation - CFHealthOrgan

Dimensions - Wage

Time dimension basic: Time dimension - data are loaded accor. to the date of the end of wage period
DayT - it displays the name of a day in a week
Months - it displays all selected months regardless the year
Achieved education - SNeV field
Type of job - IdTypWork field
Form of wage - IdTypWage field
Law relation attributes - IdCommerce field
Internal tariff - IdTarInt
Category 1 - IdCat1
Category 2 - IdCat2
Code CZ - ISCO - EXKZAMR field
Contract code - ContractCode field
Code of article - CodGoods field
Wage period - IdPeriod
Wage components - IdComp
Wage components - tree 1 - IdComp1
Wage components - tree 2 - IdComp2
Union organization - IdUnion
Sex - Sex field
Labour-law relation - IdRelWork
Working time - IdCal
Law relation II - EXIdRelWork2 field
Device - Device field
Group - IdGroup field
Group 1 - IdGroup1 field
Group 2 - IdGroup2 field
Working fixed time - IdCalShort field
Cost centre - CodDepart field
Cost centre 2 - CodDepart2 field
Employee - CFSurNa field
Speciality - IdJob field

Production cube

Production cube contains data about planned and real production. Data are based on either job cards or resource calendars or the sale depending on the setting of the cube parameters. The most frequently monitored values are measures of amount, prices and time of operations.

OLAP parameters of the Production cube:

Name	Description	Type	Default value
Production	On: In OLAP the Production cube will be exported.	Boolean	Off
ProductionBatches	On: Information from batches will be added (dimensions: Quality, Routing variant, Routing variant - product, 1-5 Parameter, 1-5 Parameter - product). To calculate data about routing variant you should switch on the "Routing variant" parameter. To calculate data about routing variant you should switch on the "Batch parameter 1-5" parameter.	Boolean	Off
ProductionAbbreviation	On: the Abbreviation will be displayed for products, resources and operations. Off: the Description will be displayed for products, resources and operations.	Boolean	Off
RoutingVariant	On: the dimension Routing variantand Routing variant - product will be displayed in the cube. It is necessary to switch On the "BatchProduction" parameter if you want to create the dimension.	Boolean	Off
Group of Products dimension	On: the dimension Group of Products will be displayed in the cube.	Boolean	Off
Code of Products dimension	On: the dimension Code of Products will be displayed in the cube.	Boolean	Off
Parameter of 1 - 5 batches	On: the dimension for particular parameter/s of articles will be displayed in the cube. The dimension expresses that parameter - e.g. the colour of products. The export of article's parameters into particular dimensions follows the setting in the definition of a parameter in OLAP field. It is necessary to switch On the "BatchProduction" parameter if you want to create the dimension.	Boolean	Off
Production - Cost centre of an item	On: Cost centre dimension is filled from an item. Off: Cost centre dimension is filled from a heading.	Boolean	Off
ProductionReservation	On: the dimension Reservation date will be displayed in the cube. The data evaluation is entered by the Delivered from in a transfer note heading.	Boolean	Off
ProductionTimeInHours	On: time measures are presented in hours. Off: time measures are presented in minutes.	Boolean	On
ProductionCapacityOfResources	On: makes available Capacity measure with resources capacity (according to resource calendar).	Boolean	Off
ProductionproductOrder	On: the Reservation date dimension will be displayed in the cube.	Boolean	Off
ProductionShift	On: the Shift dimension will be displayed in the cube.	Boolean	Off
Time dimension by weeks in the Production cube	If the parameter is On, Week time dimension will be added in the Production cube.	Boolean	Off

Dimensions

Time dimension basic: Time dimension - data are loaded accor. to the date of transfer note's confirmation
Reservation date: Time dimension - data are loaded accor. to Date from in a heading of transfer notes; just upon an activation of "ProductionReservation" parameter
Production date: Time dimension - data are loaded accor. to the confirmation date of an item (for items) and confirmation date of operation (for operations and resources)
Existence of inferior job card: the dimension by means of you can load either items with inferior job card or just items without an inferior job card.
Code 1: Code 1
Code 2: Code 2
Contract code: the dimension with contract codes
Cooperant: it is loaded for items of "Items - produced" type from the job cards heading; for items of "Items - consumed" and "Operations" it is firstly loaded from an operation then from the job card heading.
Quality: the dimension of quality (information from a batch); just for an activation of the "ProductionBatch" parameter
Months: time dimension displaying the data breakup for particular months and quarters
Operations: operations of transfer notes
Employee: dimensions of employees (from the heading of job card)
1-5 Parameter: the dimensions according to batches (for items); just upon an activation of "ProductionBatch" and "1-5BatchesParameters"
1-5 Parameter: the dimensions according to batches (for items); just upon an activation of "ProductionBatch" and "1-5BatchesParameters"
Production priority: the dimension according to Priority code list (the 2nd page of job cards)
PuS books: books of documents
Stock: stocks
Status of transfer note - the state of job card from a document heading
Shift: the dimension according to working shifts (from a job card heading); just upon an activation of "ProductionShift"
Cost Centre: the cost centre from job card (according to the "Production - cost centre items" parameter, either from a heading or from the items); the cost centre comes from the heading for the type of items "Resources - Requirements"
Type of job card: the types of job cards (planning, completion, normal, corrective)
Types of items: the types of evaluative items from job cards
- Items - Produced: the items from job cards' heading
- Items - Consumed: the items from TP items; values for incomes items are negative
- Operations: data of transfer notes operations
- Resources - Requirements: data from job cards' resources
- Resources - Capacity: data about resource capacities from a calendar
Routing variant: Routing variant (for items); just upon an activation of "ProductionBatch" and "Routing variant" parameters.
Routing variant - product: Routing variant (for products); just upon an activation of "ProductionBatch" and "Routing variant" parameters
Products: produced items (products, semi-finished products - job card's heading)
Category: Article categories (an old dimension, we do not recommend to use it)
Article category: Article categories (a new dimension, we do recommend)
Posting kind - the posting kind influences the Posting kind parameter and a Batch Production. Posting kind is loaded from the article card or from the batch, and if it is stated on the batch, then it has the priority before the article's card.
Optimal supplier - an optimal supplier of an article
Discount group - a product group from selling price from an Article
TypeH - type of article (goods, other than goods)
TypeN - type of article (goods, other than goods)
Article-book: articles' cards
Brand: articles' brands
Resources: capacity cost centres and resources
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.
Time dimension basic: Time dimension - data are loaded accor. to the date of job card's confirmation.

Demo view Production

Create a view by that the firm can have a planned and actual price of articles.

Process

In the Data resource select the Production cube.
Select the Price, Plan price in the list of fields and select the Article field to the rows of fields.

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Picture: Graph of comparison of the planned and current price of an article

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Picture: Table of comparison of the planned and current price of an article

Accounting

The General Ledger cube

The General Ledger cube comes out from the items of the General Ledge and contains accounts and rows of individual economic analysis according to the definition in the K2 IS within the dimension.

You can ensure the information about movements on individual accounts or you can complete economic analysis in this cube. Some of fields of PivotTable field list are determined only for analysis (e. g. Kinds of movement/Kinds/Columns), while the other are for monitoring of movements on the accounts (Kinds of movement/Kinds/Turnovers). It is not worked with the Kinds of movement/Kinds/Others possibility.

In the General Ledger cube no currency is set by default, thus it is necessary to set it when creating the views. Drag the Account Currency field to the filter and check an appropriate currency.

OLAP parameters of the General ledger cube:

Name	Description	Type	Default value
ExportAccDocItem	If the parameter is On, the Accounting document items table will be exported.	Boolean	On
ViewAccOsLNamTempl	For the Chart of Accounts Level naming template	String
GenLedg	If the parameter is On, the General Ledger cube will be added.	Boolean	On
BookAccount	If the parameter is On, the Accounting dimension will be added to the cube	Boolean	Off
AccountDocumentsExport	If the parameter is On, the Accounting documents table is exported and the Drillthrough function is extended by the data of identification of the primary document in the General Ledger.	Boolean	Off
GenLedgOnlyExceptionsLog	The parameter defines how to continue, when the "Long analysis" error will appear. Or if to log only and continue with calculation or end with an exception.	Boolean	Off
Id for identification of accounts	If the parameter is On, the ID is used for identification of accounts in the General ledger cube, if the value is Off, the Name is used for identification of accounts.	Boolean	On
Posting_Kind	If the parameter is On, the Posting kind dimension will be added to the cube.	Boolean	Off
Posting_Kind_Descr	If the parameter is On, the Description is switched on in Posting kind, if it is Off the Abbreviation is activated.	Boolean	Off
Accounting	If the parameter is On, the General Ledger cube is exported without Economic analysis.	Boolean	Off
AccountingCurrency	A parameter defines the default currency for accounting	String	[Accounting Currency].[Currencies].[All].[GBP]
Type DocumentGeneralLedgerDescription	The parameter says if the Type of document dimension displays the Description or the Abbreviation of that type. If the parameter is On, the Description is displayed. If the parameter is Off, the Abbreviation is displayed.	Boolean	On

Usage of the BookAccount parameter

Measures

Amount - an amount from an item of Accounting Journal.

Kinds of movement

This dimension is similar to additional values. It enables to display a selected measure from various views.

Turnovers - for monitoring account activity.
- Debit start, MD turnover, MD end,
- Credit start, D turnover, D end,
- Year balance - sum of turnovers from start of the year including opening and closing operations.
Columns - for monitoring analysis?
- Column 1, 2, 3, 4 from an appropriate analysis.
Others - for monitoring account activity.
- Sa - Turnover Debit-Credit side,
- KS - closing level without possible closing operation in the last day of displayed period,
- PS - KS in a previous year.

It is necessary to remark, that the calculated value of PS in OLAP answers the PS definition in the K2 IS analysis. But because the PS is used as an opening balance on the account in the K2 IS and as a closing level of an appropriate period of a previous year in OLAP, disagreement occurs sometimes between the economic analysis in the IS K2 (mostly column 2 or higher) and analysis in OLAP. The point is that a disagreement between the closing and opening on some account is used in the analysis of the K2 IS (e. g. for "431000 economic results in approval process" the opening level is used as a "different between 5 and 6 in a previous year").

Dimensions

Accounts - this dimension contains both particular accounts and economic analysis and their rows. From the information mentioned above it is clear that the selected type of movement and selected analysis or the account has to answer for a correct display.
Code 1, Code 2, Employee, Cost centre, Contract code, Article code, Customer - data from an appropriate side (Debit, Credit) of an Accounting Journal Item.
Book - Book of an accounting document.
Books PuS - the appropriate book of purchase or sale.
Basic Time Dimension, Months, Day in week - time period.
Account currency - for a particular displaying of cube it is necessary to add it to the filter.
Additional values - see the Stock card - Additional valueschapter.
Tax acknowledge - Tax acknowledge of an accounting document.
Accounting document type - type of accounting document. Documents can be filtered out according to this type. The Description or the Abbreviation of particular type (by means of parameter) is possible to be displayed.
Groups of accounts - differs the accounts for the need of financial planning.
Overhead - differs the accounts for the need of financial planning.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.

Accounting cube

The Accounting cube comes out from the items of the General Ledger, but unlike the cube, the General Ledger does not contain economic analysis.
In the cube, you can identify this information on the movements of individual accounts.

Measures and dimensions are the same with the General Ledger cube. Accounts dimension does not contain analyses.

OLAP parameters of the Accounting cube:

Name	Description	Type	Value
AccountingCurrency	Default currency of accounting in OLAP will be defined by a parameter.	String

Cash Desks - Payments cube

OLAP parameters of the Cash Desks - Payments cube:

Name	Description	Type	Value
Cash desks	If the parameter is ON, the Cash desks - Payments cube and Cash desks - Sale cube is exported.	Boolean	Off

Measures

Amount
Number
Number of customers

Dimensions

The Basic time dimension - time period.
DayT - it displays the name of a day in week.
Quarter-Hour dimension - evaluation after 15 minutes.
Type of payment - type of payment (in cash, vouchers).
Cash desks - cash desks.

Cash Desks - Sale cube

OLAP parameters of the Cash Desks - Sale cube:

Name	Description	Type	Value
Cash desks	If the parameter is ON, the Cash desks - Sale cube and Cash desks - Payments cube is exported.	Boolean	Off

Measures

Gross
PriceCat (CenaKat)
PriceSK (CenaSK)
CashProfitPo (KasZiskPo)
Quantity
Count
The last price
Selling price

Dimensions

The Basic time dimension - time period.
DayT - a day in a week.
Dealer - dealer levels.
Cash desks - cash desks.
Article code - an article code from an Article card (it is a tree structure again).
Kind - kind of articles.
Optimal supplier - an optimal supplier of an article.
Discount group - product group from selling price from Article.
TypeH - type of articles (goods, other than goods).
Article-books - articles.
Brand - a brand of this article.

Crediting cube

Multi-dimension Crediting cube comes out from Invoices in, Invoices out, Received Advances, Provided Advances and from the items of Cash vouchers, Bank statements and Internal documents, which are the payments of stated documents. It examines business relationships with customers in terms of balance of invoices out and invoices in. The individual dimensions represent individual overviews of the cube. The Movement and the Amount are monitored values for work with this cube.

The Movement represents the turnover of invoices and their payments. The Amount represents the balance at the end of monitored period. The Currency is the basic currency of company.

The Invoices dimension is frequently used dimension.

Invoices In (Out) represents the sum of invoices in (out) with the maturity date in this period regardless if the invoices are paid or not.
Payments In (Out) represents the sum of payments of invoices out (in) and advance received (provided) that are paid within the period. The date of payment of invoice is the determinative date.

You can evaluate the payment morale of customers in terms of unpaid invoices, eventually in terms of number of delay days upon invoices payment. The Days of settlement dimension is important for this purposes.

If you use the Settled dimension it is necessary to take the difference in the interpretation of the term "Settled" in the K2 IS and in OLAP into the consideration. The invoice will be "settled" in the K2 IS if a bank order has been issued. In OLAP the term "Settled" means that the invoice has been "paid" (by a bank statement or cash voucher).

OLAP parameters of the Crediting cube:

Name	Description	Type	Value
CurrencyStruc	The description of the Currency dimension.	String
CreditSettledStruc	The description of the structure of Settled/Not settled dimension.	String
CD1Credit	If the parameter is On, the Inferior customer dimension will be added to the cube.	Boolean	Off
CreditDaysOfIss	If the parameter is On, the Number of invoice dates dimension will be added to the cube.	Boolean	Off
RespPer - Crediting	If the parameter in On, then the Responsible persons dimension will be displayed in Crediting cube.	Boolean	Off

Measures

Movement - the sum of movements on invoices, advances and cash vouchers.

Calculated Measures

These measures use a time dimension.

Amount - The sum of movements since start to the last day of a selected period.
Average amount - an average of an amount in particular days and movement in the period.
January, February, ... December amount - average amounts in particular months of an year in which a selected period belongs (for comparison of months within one year).

Dimensions

Basic time dimension, months, day in a week - the comes out from the date of payment of cash vouchers (AccDate) and from the maturity date of invoices regardless to their payment status.
Contract code, Article code - appropriate codes of documents.
Cost centre - the cost centre from documents.
Customers - the firm from documents.
Customers1 - the addressee from documents.
Customers code - the code of customer (it proceeds from the Customer dimension).
Group of customers - a group of customers (it proceeds from the Customers dimension).
Invoices:
- Invoices P (V) - the sum of invoices in (out) that has the maturity date in a selected period regardless of their payment status.
- Payments P (V) - the sum of payments of invoices in (out) executed in a selected period either by a cash vouchers or a bank statements. The date of payment of an invoice is the determinative date.
- Provided advanced to the invoices in
- Received received to the invoices out
Settlement - the settlement of an invoice, the Settled invoice term means that the invoice has been paid (by a cash voucher or by a bank statement).
Days of settlement - it serves for dividing of documents according to how many days left to a maturity date of documents, eventually how many days is after a maturity day. The data comes out from a maturity date and from a date of payment.
Days of settlement to Invoice date - similar to the Days of settlement. It does not refer to due date. Accounting transaction date is taken into consideration in invoices out, invoices in, received advances, provided advances or internal documents.
Cash registers and Bank accounts - books of cash vouchers and individual bank accounts.
Responsible persons - Referent field from documents. Dimension can be displayed by means of RespPer - Crediting.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.

Cube - UverovaniSKD (CreditingSKD)

The UverovaniSKD cube proceeds from Invoices out, Invoices in, Received advances and Provided advances and from the items of documents that are payments of these invoices. This cube examines relations with customers in terms of balance; and individual evaluation can be displayed here according to the maturity days of specific documents.

OLAP parameters of UverovaniSKD cube

Name	Description	Type	Value
Maturity days - Lower limit	The lower interval, which specifies that all documents with a days' difference that is less than this limit will be marked by the description of the Maturity day parameter. - Lower limit Description. For example: "Long before maturity"	Integer	1
Maturity days - Upper limit	The Upper interval, which specifies that all documents with a days' difference that is higher than this limit will be marked by the description of the Maturity day parameter. - Lower limit Description. For example: "Long after maturity"	Integer	360
Days of maturity - Lower limit Description.	Description of Lower limit, e. g. "Long before maturity".	String
Days of maturity - Upper limit - Description.	Description of Upper limit, e. g. "Long after maturity".	String

Measures - Crediting SKD

Movement - the sum of movements on invoices, advances and payment documents.

Calculated Measures - CreditingSKD

Amount - The sum of movements since start to the last day of a selected period.
Average amount - average of amount in particular days and movement in the period.
Interval0az30 - amount of balance (amount still to be paid) in the interval from 0 to 30 days after maturity day.
Interval30az60 - amount of balance in the interval from 30 to 60 days after maturity day.
Interval60az90 - amount of balance in the interval from 60 to 90 days after maturity day.
Interval90az180 - amount of balance in the interval from 90 to 180 days after maturity day.
IntervalNad180 - amount of balance more than 180 days after maturity day.
IntervalPred0 - amount of balance before maturity day.
IntervalyCelkem - a total amount of balance through all intervals

Dimensions - CreditingSKD

Basic time dimension (years, quarters, months, days) - comes out from the date of payment of cash vouchers and from the maturity date of invoices regardless to their payment status.
DayT - a day in a week. Refers to the time dimension.
Days of settlement - it serves for dividing of documents according to how many days left to a maturity date of documents, eventually how many days is after a maturity day. The data comes out of a maturity date and a date of payment.
DocumentsAccorDueDate - time dimension coming out of a due date of documents.
Invoices:
- Invoices P (V) - the sum of invoices in (out) that has the maturity date in a selected period regardless of their payment status.
- Payments P (V) - the sum of payments of invoices in (out) executed in a selected period either by all documents. The date of payment of an invoice is the determinative date.
- Provided advanced to the invoices in.
- Received advances to the invoices out.
Contract code - a contract code from documents.
Months - it displays months regardless the year.
Cash registers and Bank accounts - established cash registers and bank accounts.
PuS books - books of a purchase and a sale in K2 IS.
OpenItemListByDate - time dimension for open item list by the date. It is possible to use it in a filter and display it by the particular date in term of individual intervals after due date.
Cost centre - the cost centre from documents.
Paid - invoice payment. The term Paid invoice means that the invoice has been already paid (by any payment document).
Customers - a Supplier and a Customer from documents.
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.

Bank statements and Cash vouchers

The BalBanCash comes out from items of bank statements and cash vouchers. The Date of payment is used for the time dimension. Values are mentioned in a basic currency of the K2 IS.

OLAP parameters of the Bank statements and Cash vouchers cubes:

Name	Description	Type	Value
BanCash	If the parameter is On, the Bank accounts and Cash registers dimension are ON in the cube.	Boolean	Off
BookPSDescr	If the parameter is On, the Confirmation in Sales order dimension is added to the cube.	Boolean	Off

Measures

Movement - sum of amounts from cash vouchers and bank statements. Net+Vat (in client currency) and NetC+VatC (in document currency).
Net - net value from cash voucher ('0' at bank statements). Net (in client currency) and NetC (in document currency).

Calculated Measures

These measures use a time dimension.

Balance - a balance to last day of a selected period.
Average balance - an average of balances in individual days and movement in the period.
January, February, ... December Average balance - average balances in particular months of an year in which a selected period belongs (for comparison of months within one year).

Dimensions

The Basic time dimension, months, a day in a week - it comes out from a date of payment.
Contract code, Article code - appropriate codes of documents.
Cash registers and Bank accounts - it contains the books of cash vouchers and books of bank statements.
Cost centre - the cost centre from documents.
Customers - the firm from documents.
Customers code - the code of customer (it proceeds from the Customer dimension).
Group of customers - a group of customers (it proceeds from the Customers dimension).
Own company - displays own companies of the client. According to these companies the data will be divided into particular views. Data from common books of their own companies will be stated in the Shared part.

The Intercompany bank cube

OLAP parameters of the Intercompany bank cube:

Name	Description	Type	Value
IPBCube (VPBCube)	If the parameter is ON, the Intercompany bank cube is exported	Boolean	Off

Measures

Amount

Dimensions

The Basic time dimension - time period.
DayT - it displays the name of a day in a week according to a user defined date.
Credit notes - Yes, if the document is a credit note; No, if it is not. As mentioned above, the dimensions filter and divide only documents. If you set the filter of period and the credit notes dimension, you see credit notes created in this period, you do not see credit notes by documents created in this period.
Additional values - see the Stock card - Additional valueschapter.
Account code - account code for an Inter-company bank.
Accounts - accounts of an inter-company bank.
Subtypes of account - the type of an account determines the characteristics of this account.
Employee - from the Personnel data book.
Cost centre - from the Cost centre code list.
Document type of ICB - type of order.
Type of account - types of accounts (current, overdraft,...).

Call centre cube

It is able to evaluate data of particular cost centre by means of Call centre cube. Data has the source either in records of a call centre or in added marketing information.

OLAP parameters of Call centre cube:

Name	Description	Type	Default value
Call centre	If the parameter is On, the Call centre table will be exported.	Boolean	On

Measures CALL CENTRE

Call duration - h - how long the conversation takes in hours.
Call duration - m - how long the conversation takes in minutes.
Call duration - sec - how long the conversation takes in seconds.
Number of calls - number of taken conversations.

Calculated Measures - CALL CENTRE

Average Call duration - h - an average duration of conversation in hours.
Average Call duration - m - an average duration of conversation in minutes.
Average Call duration - sec - an average duration of conversation in seconds.
Average ring duration

Measures - CALL CENTRE

Target call number - called telephone number.
Time basic dimension - Time periods (years, half-year, quarters, months, days).
DayT - it displays the name of a day in a week according to a user defined date.
Hour dimension - an hour dimension for the evaluation of utilization rate of the line.
Internal conversation - identification of internal conversation.
Campaign - Campaign from activity added to a call centre record.
Contact person- transferred - a contact person from a transferred call.
Contact person - the field Contact person from a call centre record.
Months - to the end calculated data from Time dimension.
Partners - a Partner field from a call centre record.
Partner status - the Status field from a partner stated in a call centre record.
Class - the Class field from a partner stated in a call centre record.
Campaigns - the campaign from activity added to a call centre record.
Call type - differs the calls according to Types.
Default call number - telephone call line, which the call is taking from.
Responsible persons - the field Responsible person from a call centre record.

Application statistics cube

This cube is important for evaluation of application statistics results. It is able to evaluate the number of monitoring actions running clearly.

OLAP parameters of Application statistics cube:

Name	Description	Type	Default value
Application statistics	If the parameter is On, the Application statistics table will be exported.	Boolean	Off

Measures - APPLICATION STATISTICS

Number - number of records.
Number of runs - frequency of measured function runs.
Number of samples - not used so far.

Dimensions - APPLICATION STATISTICS

Time basic dimension - the data are loaded from data measure.
DayT - a day in a week. Comes out from time basic dimension.
Hour dimension - an hour dimension that comes out from measuring time.
Contact persons - deals about a contact person connected with K2 IS user, who has run this function.
Client - a client, who the function runs over.
Monitored function - running function.
Factory function - the function for K2 atmitec company. The dimension acquires the Yes and No values.
Functions' types - a type of a running function (report, script, block, transaction)
User - a user, who has left the function.
User's function - the function of a monitored K2 IS user. The dimension acquires the Yes and No values.

Virtual dimensions

Virtual dimensions are created from particular physical dim. If a physical dimension is available in particular cube, then either virtual dimensions will be available. So the dimension can be switched on just once, then e.g. the dimension, which comes out from Articles dimension, will be available in all the cubes with a Articles dimension. A virtual dimension is not connected right away to a particular cube, but depends on the dimension, where has been created. So it is not necessary to create a new table and fill it upon an export, but it is also possible to proceed from existing data tables. Some dimensions are conditioned by Olap parameter settings.

Virtual dimensions should not been used in combinations with dimensions, where have been created. In these cases there can be a situation that MDX query, which communicates with Analytic database, will not be translated optimally. You can see unexpected results (e.g. the same numbers in a table).

Trouble usage of the combination of classical and virtual dimensions can be the situation, when the virtual dimension is in Filter and its resource dimension is added into a Row or a Column. No detail will be displayed upon Drillthrough in this case, but just the K2 IS error report.

pic_2852

Picture: Error report upon Drillthrough

The solving in this case is to transfer the virtual dimension from filter into a column or a row.

Difficulty of virtual dimensions usage can be the fact that those dimensions cannot be hierarchical (see TypeH and TypeN dimensions coming out from Articles dimension).

List of standard virtual dimensions:

Virtual dimensions from Articles dimension:

Category
TypeH
TypeP
Brand
Discount group
Optimal supplier
Unit

Virtual dimensions from Inferior documents dimension:

D exists
I exists
S exists
O exists
R exists

Virtual dimensions from Partners dimension:

Status
Class

Virtual dimensions from DocumentsAccToDueDate dimension:

DayT

Virtual dimensions from OpenItemListByDate dimension:

DayT

Virtual dimensions from Time basic dimension:

DayT

Virtual dimensions from Date of issue dimension:

DayT

Firm consolidation

Firm consolidation enables to evaluate the K2 IS data upon all subdivisions in one place, or compare those subdivisions among themselves. It is possible to consolidate the Sale, Sales order, Purchase, Crediting, GeLedger, Stockcard cubes in K2 IS.

The requirement of Firm consolidation is the main client (central) and sub client (subsidiary). Upon the consolidation you proceed from the main client code list and the all runs upon one database.

Process:

Script OLAP03 runs upon the main client. This step leads to transfer the main client code list.
The switching into a sub client and running OLAP02 script. Data will be loaded from a sub-client by means of this script. Tables with C suffix (client) will be created. In case you consolidate more clients, it is possible to repeat this step more times. It is possible to set the numbering of created (e.g. M1, M2 etc.) tables by means of parameter of "pDMMandant" script.
The switching into a main client and running the OLAP01 script, which is necessary to adjust by means of special editing in access points. By means of this step data from the tables with C suffix will be unified. It is necessary to create a special script coming out from OLAP01 script to unified the data.