Decision tree hierarchy in OLAP

This topic describes the transformations of the Business Modeling structure published to OLAP and its impact on the C-Suite.

TOTAL_DECISION_TREE hierarchy

A new TOTAL_DECISION_TREE top node is created in the GLDACCOUNT dimension.

These are the elements published under the TOTAL_DECISION_TREE node:

  • Strategies
  • Assigned objectives
  • KPIs: accounts, account mappings, account group mappings, or calculated metrics

KPI elements

A mirrored element is created for each KPI assigned to an objective. This is the format used for creating mirrored elements: <ObjectiveName>_<KPI_ID>.

The mirrored KPIs are published as children under their respective objective nodes.

The KPI_OBJECTIVE_ASSIGNMENT property

A mirrored KPI gets a new KPI_OBJECTIVE_ASSIGNMENT property, which identifies the KPI role in the objective.

These are the available KPI roles:

  • KVI: Key Value Indicator
  • KPI: standard metric
  • Driver: supportive metric

The KPI_OBJECTIVE_ASSIGNMENT property drives the Type element in the C-Suite Metrics table.

Metric Type property

When the KPI_OBJECTIVE_ASSIGNMENT property is empty, the MetricType property drives the Type element in the C-Suite Metrics table.

This is the logic of setting the Type element with the MetricType property:

  • If MetricType is empty, the Type element is set to Account.
  • If MetricType is Account Mapping or Account Group Mapping, the Type element is set to Sum Acc.
  • If MetricType is Calculated Metric, the Type element is set to Calc. Metric.

GrowthImpact property

The GrowthImpact property drives the Δ and Δ% color coding across C-Suite.

These are the possible values of the GrowthImpact property:

  • Positive
  • Negative
  • Not Applicable or Empty

GrowthImpact is applicable to these business objects:

  • accounts
  • account mappings
  • account group mappings
  • other metrics registered as KPIs: statistical accounts, foundational metrics, calculated metrics
This table shows the logic of the GrowthImpact property by object type:
Object type The GrowthImpact property source
Account

If Account type is Asset, the GrowthImpact property is defined as Positive.

If Account type is Equity, the GrowthImpact property is defined as Positive.

If Account type is Liability, the GrowthImpact property is defined as Negative.

If Account type is Income, the GrowthImpact property is defined as Positive.

If Account type is Expense, the GrowthImpact property is defined as Negative.

Statistical Accounts are excluded from this logic.
Account mapping

If Account mapping type is Asset, the GrowthImpact property is defined as Positive.

If Account mapping type is Equity, the GrowthImpact property is defined as Positive.

If Account mapping type is Liability, the GrowthImpact property is defined as Negative.

If Account mapping type is Income, the GrowthImpact property is defined as Positive.

If Account mapping type is Expense, the GrowthImpact property is defined as Negative.

Statistical Accounts are excluded from this logic.
Account group mapping The GrowthImpactproperty is provided by the data source. You can modify the settings in Business Modeling
Other metrics registered as KPIs These are the other metric types:
  • Statistical accounts
  • Foundational metrics
  • Calculated metrics

The GrowthImpact property is provided by the data source. You can modify the settings in the Business Modeling Manage KPI view.

HasPositiveDisplaySign property

The HasPositiveDisplaySign property drives the signage of the Δ and Δ% for Account and Account mapping. It follows the Variance Display Sign setting in the Global Sign Definition screen in Financial Reporting and is applied in Financial Reporting and C-Suite components.

This property is not applied to Account group mapping and other metrics registered as KPIs. For the Account group mapping and other metrics, the variance display is always 1.

Cube rule setup

Cube rules are automatically created in the GLCMAIN cube under the KPI Objective Assignment folder. The rules forward values from the original KPI to each of its mirrored objective-specific elements.

Example:

Target: [GLDACCOUNT: 'Objective1_CALC_XXX']

Formula: [GLDACCOUNT: 'CALC_XXX']

Parent-child relationships

The parent-child relationships of the original KPI are replicated on the mirrored KPI elements to preserve drill-down paths.

Other OLAP properties related to C-Suite

Property name Description Impact on C-Suite
HasCurrency Indicates if a metric is stored with the currency information Metrics such as Revenue show currency, margins do not.
HasUnitOfMeasure Indicates if a metric has a unit of measure. Enables correct formatting and filtering.
HasCurrencySelectionEnabled Controls currency visibility in filter options. If true, the currency is displayed in the report filters.

If false, the currency is not displayed.
HasUnitOfMeasureSelectionEnabled Controls the visibility of Unit of Measure in filters options. If true, the Unit of Measure is displayed in the report filters.

If false, the Unit of Measure is not displayed.
UnitOfMeasureID Specifies the Unit of Measure or Unit of Measure category. Used to determine if a metric is an amount, percentage, ratio or other.
DefaultUnitOfMeasureID Sets the default display of the Unit of Measure Used to display default the Unit of Measure in reports.

The Decision tree hierarchy impact on the C-Suite

The TOTAL_DECISION_TREE structure from the OLAP hierarchy directly powers the behavior and content of the C-Suite widgets.

This is the behavior of the widget once the model is published:

  • Strategy & Objective widget displays all published strategies along with their assigned objectives from the OLAP hierarchy. When a strategy is selected, the list of objectives is filtered. Selecting an objective updates the Metrics widget. The widget also includes color-coded icons, with colors determined by the HasPositiveDisplaySign and GrowthImpact properties.
  • Metrics Table widget populates KPIs assigned to the selected objective, using mirrored KPI elements from OLAP to display metrics. The order of KPIs is determined by the Rank set in Business Modeling. The KPI types, such as KVI, KPI, Driver, Account, Sum Acc., and Calc. Metric, are shown based on the KPI_Objective_Assignment or MetricType property. The color coding is applied to Δ and Δ%.
  • The Trend & Projection widget inherits the KPI context from the Metrics table, which is based on the OLAP decision tree structure. It applies color coding across the chart.
  • The Top & Bottom Analysis widget inherits the KPI context from the Metrics table, which is structured according to the OLAP decision tree. Its sorting logic is influenced by the KPI type and its growth impact as defined in OLAP. The color coding is applied throughout the widget to visually indicate performance.