Infor Enterprise Performance Management Designer User Guide (On-premises)

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Overview of Designer
Program start and user interface
Starting Designer
Creating a new Designer database
Registering a Designer database
Registering a farm repository
Adding connections
Editing connections
Connecting with a Designer database
User interface
Navigation tree
Moving objects between projects
The Common folder
Data section
Status section
Running the DistClean utility
Working with Designer
Menu commands
File
Creating database
Validating database
Importing database languages
Validating database schema
Settings
Language
Repository Connection
Modeling Service
Models
Logging
Auditing
Audit events in Designer
Designer Database
General
Action
Help
Folders
Creating and deleting folders
Folder objects in the data section
Relational tables
Data section of relational tables
Data input
Creating, editing, and deleting elements
Comments and notes
The Help tab
Dimensions
Creating and deleting dimensions
Editing dimension properties
Dimension Properties
Level Names
Attributes
Creating and editing attributes
Cubes
Mappings
Hierarchies
Creating a parent-child hierarchy
Creating an attribute-driven hierarchy
Subsets
Creating subsets
Creating a static subset
Creating a dynamic subset
Creating a parent-child subset
Editing and deleting subsets
Data section of dimensions
Adjusting and analyzing the structure
Data input
Parents
Using parent and child elements in hierarchies
Permissions
Import
Selecting the data source text file
Selecting the data source table from a relational database
Importing data
Schema tab – overview and column mappings
Data tab – importing and mapping elements
Order position
Unified data sources
Comments and notes
The Help tab
Cubes
Creating cubes
Editing and deleting cubes
Using MDAC cubes
Properties of cubes
Editing general cube properties
Administering cube permissions
Cube-to-cube relations
Comments and notes
Importing and exporting rules
Importing rules
Exporting rules
Confirming rule creation
Office documents
Embedding, saving, and deleting documents
Opening Office documents
Web pages
Embedding and removing web pages
Opening web pages
Scripts
Creating and deleting scripts
Specifying, editing, and running scripts
Script properties
Comments and notes
Moving a Designer database between farms
System folder
Connections
Data Sources
Data Connections
Languages
Managing languages
Assigning multilingual captions
Assigning Designer permissions to roles
Common
Rules
Rule groups
Creating a rule group
Assigning a rule to a group
Deleting an assignment
Editing a rule group
Connector
ODBC connections
Source databases
Business units
Business groups
Mapping source tables to target dimensions
Mapping elements and creating hierarchies
Reference database
Data connections for cubes
Step by step
Connector settings
ODBC connections tab
Configuring data connections
Enabling connections and business units
Enabling business units
Configuring business units
Editing the business units
Work space of the business unit configuration
Icons of the tree nodes
Buttons to configure nodes
The Properties section
Properties of the tables
Configuring the fact tables
Incrementally loading the fact tables
Configuring the dimensions
Specifying the Key field
Specifying the Description field
Additional settings of specific dimension types
Properties of the fields
Synchronizing attribute table fields
Editing the related fields
Adding related fields
Removing related fields
Navigating between related fields
Erroneous relations
Importing hierarchical information
Adding tables
Removing tables
Creating lookup dimensions
Editing SQL statement
Configuring business groups
Creating business groups
Step 1 - Specify the name and description
Step 2 - Select the business units
Step 3 - Configure the currencies
Step 4 - Create the unified mappings
Step 5 - Data Transfer
Step 6 - Loading structures
Step 7 - Summary
Editing business groups
Changing the description of a business group
Specifying exchange rates
Business units
Currencies
Mappings
Data connections for cubes
Data transfer
Loading structures
Carry forward
Deleting business groups
Refreshing the mappings of a business group
Mapping tables and dimensions
Creating mappings
Editing mappings
Selecting source elements for import
Copying elements
Mapping elements
Copying with dynamic ranges
Refreshing the mappings
Deleting mappings
Mapping dimension elements
Copying elements
Mapping elements
Copying with dynamic ranges
Creating hierarchies with dynamic ranges
Configuring data connections for cubes
Creating, editing, deleting data connection for cubes
Configuring the data transfer
Importing data
Exporting data
Connector configuration check
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