Analytics Maestro: Custom Members

Follow
We're transitioning to a new User Interface, and are in the process of updating Help Hub content to match the new interface.

Analytics Maestro is Centage's plug-in to Excel, where you can analyze your data (actuals, budget, and any what-if scenarios you have created). After setting up Analytics Maestro and connecting to your Cube, you can run reports to analyze your data.

The Custom Member Manager in Analytics Maestro allows you to create your own calculated members that can be defined on any Excel worksheet and subsequently be selectable for any part of the report, as if they’re a member of a dimension in the Cube.

The Custom Member Manager window shows the list of existing Custom Members and their Dimensions. In this window, you can indicate the order of calculation. It is calculated top-down.

In order to work with custom members, you must be connected to your cube.

This example describes creating a custom member to calculate the variance between the Actuals and Budget versions.

Step 1: Click on the Analytics Maestro menu, and click Customer Members.

The Custom Member Manager window opens.

Step 2: Click Add New to open the Custom Member Editor window.

Step 3: Enter Member Name for your custom member as you want it to appear on your report.

Step 4: Click Select Dimension – This launches the Choose Parent Dimension window. Select the Dimension that the Custom Member should appear in and Click OK.

This is typically determined by how you would like to present this in Report Layout. In this example it is a  displayed with the Version columns.

Step 5: Enter the formula for the Customer Member Expression

Click Insert to open the Dimension Member Selector window.

  • Select Actuals in Dimension Members and click OK.
  • Click Enter
  • Select the " - " operator
  • Click Enter
  • Click Insert to select the Budget version.

Step 6: Click Verify to confirm that you have entered a valid formula. 

For a valid expression, the window is displayed indicating this.

Step 7: Click OK to close the Custom Member Editor window. Your new Custom Member will appear in the Custom Member list, with existing Custom Members and the Dimension they were defined under.

Step 8: Click OK to close the Custom Member Manager window.

Step 9: To add this custom member to your report, copy an existing member cell in the report and paste to the desired cell.  In the desired cell, click Member Selector to see the Member Selector window. Custom Members appear at the top of the list in blue text.  Select the Custom Member and click OK.

Then click Refresh Sheet.

 

Resources 

Watch Intro to Report Designer Video

Watch Additional Report Designer Tabs Video

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.