Creating data mart relationships

To update a data mart with budget data exported from the Pillar application, you must map the budget data to the data mart dimensions.

You must create data mart relationships when you have new budgets and data marts, and when there are changes in your data mart outline or budget metadata. Use this procedure to map the Pillar application's budget information to the data mart's dimensions:

  1. On Budget Architect (EB10.1), select a budget.
  2. Click Options and Budget Options (EB19.1) displays.
  3. Click Data Mart Link and Line Items to OLAP Data Mart (EB35.1) displays.
  4. Specify the information in these fields:
    Application Name
    Specify or select the data mart application name.
    Database Name
    Specify or select the data mart Database Name.
    Note: For Lawson Financials or Project Accounting Data Marts, you can click Auto Build button to have Budget Architect automatically create relationships between budget information and data mart dimensions.
  5. Review the Budget Dimension tab. Ensure that the budget is a member of the data mart dimension shown, and that the budget member name is correct. The budget member name must match the name in the outline.
    Note: For a Lawson Financials Data Mart, you can use a budget member name specified on Financial Analyzer Dimension Definition (GL87.1), Scenarios tab, Budgets (GL87.4). For a Project Accounting data mart, you can use a budget member name specified on Dimension Definition (AC87.1), Scenarios tab, Budgets (AC87.3).
  6. Review the periods and years on the Time Dimensions tab. Ensure that periods and years are mapped to the data mart dimensions shown.
  7. Click Mbrs to see the periods and years that are members of each dimension.
  8. Review the Types Dimension tab to see the data mart dimension associated with amounts and units. Ensure the Amounts and Units member names are correct.
    Note: If you export budget units from the Pillar application, then a unit member must exist in the data mart.
  9. Review the Report Dimensions tab. Click Associated To to see how data mart dimensions are mapped to budget dimensions.
    For example, the Lawson Financials Data Mart has separate dimensions for accounting units and accounts, and the Project Accounting data mart has separate dimensions for activities and account categories.
  10. Use these guidelines to specify the values for these fields:
    Report Type
    Specify the mapping available for all the Pillar application's report types, or for a specific the Pillar application's budget report types:
    • Asset
    • Liabilities and Equity
    • Revenue
    • Expense
    Data Mart Dimensions
    For the Lawson Financials Data Mart, Accounting Units, and Accounts dimensions to display. For the Project Accounting Data Mart, Activity and Accounting Category dimensions to display.
    Budget Dimension
    Specify the budget dimension from Budget Architect metadata that corresponds to the data mart dimension.
  11. Update the changes.
  12. Use the Overrides button on EB35.2 to specify additional information to be added or substituted when you populate the data mart dimension with exported the Pillar application's data. The Data Mart Dimension Mapping (EB35.3) displays.
    Apply Prefix to Value Names
    Specify a Prefix to be applied to the members that you are exporting from the Pillar application to the data mart.
    No Value Member Name
    Specify a member name to use if the data value exported from the Pillar application is blank.
    Fixed Member Name
    Specify a member name to use for all members in the dimension. This replaces the data value exported from the Pillar application.
  13. Update the changes. The data mart relationships are created.
  14. Close the open forms to return to the EB10 form.