Let's say that we have
a need to compare Information Systems (IS) Cost between the Stores
located in California. We also want to view this
information specifically for 1997 (the default year). Let's walk
through the process of doing the appropriate additional drills to meet our
11. Right-click the Total Expense
12. Select Drill Down --> Account --> Level 4 across the cascading menus that
The resulting view
appears in Illustration 13.
It is at Level
4 of the Account dimension hierarchy that we can distinguish the
break out of IS
Cost, along with the other components of what is known as Total Expense
at the Level 3 rollup. We have attained our goal of "narrowing our
beam" to focus upon IS Cost.
need to drill the other related dimensions to the appropriate levels to meet
the business need we have proposed. ProClarity makes this drill down, even in
other dimensions, easy to accomplish, while allowing us to "maintain our
bead" on IS Cost from the Account dimension perspective.
13. Right-click on the Information
14. Select Drill Down, once
again, from the context menu that appears.
We note that, while Account
no longer appears as an option for selection in the first cascading context
menu that emerges (we are already at the bottom of the Account dimension
hierarchy for the Budget cube structure), we can select the Category,
Store, or Time dimensions from our current position.
We will select Store
next (Category is somewhat irrelevant, as only one Category, Current
Year's Actuals, exists in the Budget cube structure for 1997.
15. Select Store --> Store State in the cascading menu pair that
The Store States
appear. They will be in compact formation, if the window is significantly less
than maximized. Make sure the window is maximized to gain a complete
perspective of how ProClarity is visually representing the decompositions as we
request them going forward.
The full perspective is
presented in Illustration 14.
Illustration 14: Maximized
View of Decomposition
We note that all states
appear. We will narrow the presentation to focus upon the California stores, to meet the requirement
we outlined earlier.
16. Right-click the newly appearing CA
box in the bottom row of the diagram.
17. Select Drill Down --> Store --> Store City from the respective cascading
context menus that, in turn, appear.
We see the five California stores appear, as shown in Illustration
Illustration 15: The California Stores Appear
met the objective of narrowing our focus, within the context of IS Cost,
to the California stores. Because the Time
(already in year 1997, by default) and Category (defaulted as the
Current Year's Actual category, because it is the only category that
existed in 1997) dimensions are intersected to meet our stated goal, we
can now perform analysis on the California stores with regard to IS Cost. The Decomposition
Tree view provides an excellent presentation of the precise drill-down path
we have taken, and clearly highlights the significance of each box / member of
the chain, to make the allocation of "shares" of the IS Cost
component of Total Expense intuitive to the reader. As we noted
earlier, more information can be obtained with a simple mouse rollover of any
box that the analyst feels a need to examine more closely.
Let's save our work at
18. Select File --> Save Book As ... from the main menu.
We receive a warning message
box, informing us that books need to contain at least a page. The Warning
message box appears in Illustration 16.
Illustration 16: The Warning Received
upon our First Save Attempt
The Add to Briefing
Book dialog appears, offering a default name. I chose to rename the book
to a shorter title, as shown in Illustration 17.
Illustration 17: The Add to Briefing
20. Click OK, after renaming to
21. Navigate to an appropriate storage
location when the Save Briefing Book As ... dialog appears next.
22. Give the Briefing Book a
name (I named mine the same as the page above).
23. Click Save to save the .bbk
The Save Briefing
Book As ... dialog closes, and we return to the page where we left it before
the save procedure.
At this stage, we will
look at some of the visualization options that abound in ProClarity.