If you use Vision Analysis Cubes, select the
Available for Analysis Cubes check box if you want a user-defined field to populate the Vision data cubes. This makes the field available when you create custom reports with Analysis Cubes.
The
Available for Analysis Cubes check box displays only if you purchased the Performance Management application and activated it in
. If you have not purchased Performance Management, you still have access to Analysis Cubes, but you do not have access to adding user-defined fields and Analysis Cubes Configuration.
After you select the
Available for Analysis Cubes check box for a field, a system administrator must use the Vision Resource Kit to update the data cubes with the user-defined fields.
This option is not available for user-defined Info Centers.
Special Characters in Labels
You must not enter special characters (such as /, \, ?, &, %, $, ., !, *, and so on) in the
Label column for a user-defined field that you make available for Analysis Cubes. If you do, Vision displays an error message when you try to save it.
Optimal Performance
For optimum performance, Deltek recommends that you select no more than 21 user-defined fields per Vision application for the Vision data cubes. If you select more than 21, Vision displays a warning message about performance. (You enter the Vision application at the top of the User Defined Tabs form. The applications that apply to Analysis Cubes are Activities, Clients, Employees, Opportunities, Project Planning, Projects, and Vendors.)
User-Defined Fields
If you want a user-defined measure field to display in the list of Measures in
so that you can create a calculated measure with a user-defined measure, you must select the check box in the
Available for Analysis Cubes column on the Custom Fields tab in Vision
and then use the Resource Kit to update the Project data cubes with the user-defined fields.
User-Defined Fields that Are Removed from the Vision Data Cubes
If you clear the
Available for Analysis Cubes check box for a user-defined field after the user-defined field has populated the data cubes and after you created reports with the user-defined field:
- A system administrator must use the Vision Resource Kit to remove user-defined fields from the Vision data cubes.
- You must manually remove a user-defined field from a report. If the user-defined field remains in the report, Vision displays an error message when you run the report.
When Does the Available for Analysis Cubes Check Box Display and When Is It Enabled in the Grid?
Whether or not this check box displays in the grid, and whether or not it is enabled (allowing you to select or clear it), depends on the following factors:
- The Performance Management module must be activated for this check box to display in the grid.
- The application that you enter in the
Application field on this form and the data type that you enter in the
Data Type column on this form determine whether or not the check box is enabled (allowing you to select or clear it) as per the following table:
User-Defined Field Application
|
Data Type Entered for the User-Defined Field
|
Available for Analysis Cubes Check Box Is Enabled
|
Select any of the following:
- Activities
- Clients
- Employees
- Opportunities
- Project Planning
- Projects
- Vendors
|
Select any of the following:
- CheckBox
- Client
- Currency
- Currency (Project)
- Currency (Billing)
- Currency (Specific)
- Dropdown
- Employee
- Lookup
- Numeric
- Opportunity
- Organization
- Project
- Vendor
|
Yes
|
Select any of the following:
- Activities
- Clients
- Employees
- Opportunities
- Project Planning
- Projects
- Vendors
|
Select any of the following:
- Account
- Character
- Date
- Lead
- Marketing Campaign
- Memo
- Text Library
- URL
|
No
|
Select any of the following:
- Accounts
- Contacts
- Leads
- Marketing Campaigns
- Text Libraries
|
Select any data type.
|
No
|
Background Color of the Available for Analysis Cubes Check Box Cell
- When the check box is enabled, the background color of its cell in the grid is white and you can select or clear the check box.
- When the check box is
not enabled, the background color of the cell is shaded, and the empty check box does not display a check mark when you click it.
What Determines Whether a User-Defined Field is a Dimension or Measure?
A user-defined field's data type determines whether the field is available in the data cubes as a dimension or measure.
Dimensions
The following data types populate the data cubes as dimensions:
- Checkbox
- Date
- Dropdown
- Lookup
- Client
- Employee
- Vendor
- Project
- Opportunity
- Organization
User-Defined Dimensions:
- All of the user-defined dimensions populate the Project data cube.
- Only the Account, Employee, Project, and Vendor user-defined dimensions populate the General Ledger data cube.
- User-defined dimensions display in the Excel PivotTable Field List in the More fields folder in the user-defined field's application group.
- User-defined dimensions have the naming convention <Application name> <Field label>.
For example, assume that you enter a user-defined (dimension) field with the label
CPR Certified. Its data type is
Checkbox. You create this for the Employees Info Center application.
CPR Certified displays in the Excel PivotTable Field List in the More fields folder under the Employee dimension group as
Employee CPR Certified.
Dimensions and the Projects Application User-Defined Fields
For the Projects application, if you use phases and/or tasks (work breakdown structures 2 and 3), the Project user-defined dimensions display in the Project folder, Phase, and Task folder within the Projects dimension group in the Excel PivotTable Field List.
Dimensions and the Clients Application User-Defined Fields
For the Clients application, you can create user-defined dimension fields for only those with a data type of
Checkbox,
Date,
Dropdown, and
Lookup. You cannot create user-defined dimensions for
Client,
Contact,
Employee,
Vendor,
Project,
Opportunity, or
Organization data types; you cannot select the
Available for Analysis Cubes check box for these data types.
User-defined fields for the Clients application that are dimensions display in the Excel PivotTable Field List in the following dimension groups:
- Clients
- Activities group\Activity Client folder
- Opportunities group\Opportunity Client folder
- Plans group\Plan Client folder
- Projects group\Project Billing Client folder and the Project Primary Client folder
Measures
The following data types populate the data cubes as measures:
- Currency
- Currency (Project)
- Currency (Billing)
- Currency (Specific)
- Numeric
User-Defined Measures:
- Populate the Project data cube only.
- Display in the Excel PivotTable Field List in the <Application name> Measures group.
- Have the naming convention <Application name> <Field label>.
For example, you enter a user-defined field with the label
Number of Client Referrals. Its data type is
Numeric. You create this for the Employee Info Center application. Number of Client Referrals displays in the Excel PivotTable Field List in the Employee Measures group as
Employee Number of Client Referrals.
Measures and the Projects Application User-Defined Fields
For the Projects application, if you use phases and/or tasks (work breakdown structures 2 and 3), the Project user-defined measures display in the Project folder, Phase, and/or Task folder within the Projects measure group in the Excel PivotTable Field List.
When you add a user-defined project, phase, or task measure to a report, each measure displays and provides totals for only the amounts entered (posted) directly at that level. It does not include amounts entered directly at other levels.
In the examples below, each user-defined measure (column) displays amounts and totals for only the amounts that were entered directly at the measure’s WBS level.
Example 1:
100 was entered for each of the three tasks.
Notice that the Grand Total of 300 (100 +100+100) also displays in the Project A row at the top of the Task Amount column. However, 300 does not display in the Project A row of the Project Amount column. And 100 and 200 does not display in the Phase1 and Phase 2 rows of the Phase Amount column.
User-Defined Measures
|
Project Amount
|
Phase Amount
|
Task Amount
|
Project A
|
0
|
0
|
300
|
Phase 1
|
0
|
0
|
100
|
Task 1
|
0
|
0
|
100
|
Phase 2
|
0
|
0
|
200
|
Task 1
|
0
|
0
|
100
|
Task 2
|
0
|
0
|
100
|
Grand Total
|
0
|
0
|
300
|
Example 2:
100 was entered for each of the two phase.
User-Defined Measures
|
Project Amount
|
Phase Amount
|
Task Amount
|
Project A
|
0
|
200
|
0
|
Phase 1
|
0
|
100
|
0
|
Task 1
|
0
|
0
|
0
|
Task 1
Phase 2
|
0
|
100
|
0
|
Task 1
|
0
|
0
|
0
|
Task 2
|
0
|
0
|
0
|
Grand Total
|
0
|
200
|
0
|
Example 3:
100 was entered for the project as a whole.
User-Defined Measures
|
Project Amount
|
Phase Amount
|
Task Amount
|
Project A
|
100
|
0
|
0
|
Phase 1
|
0
|
0
|
0
|
Task 1
|
0
|
0
|
0
|
Phase 2
|
0
|
0
|
0
|
Task 1
|
0
|
0
|
0
|
Task 2
|
0
|
0
|
0
|
Grand Total
|
100
|
0
|
0
|
|