Defining custom rollups

Applies to: Kyvos Enterprise Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

Kyvos Azure Marketplace Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

Note

Kyvos supports naming semantic model entities in the ENTITY_ format, such as DIMENSION_, DIM_, and MEASURE_, and so on.

Custom rollups provide a simple way to control how member values are rolled up into parent values in a parent-child hierarchy. In a dimension containing a parent-child relationship, you can define a field that contains the weight specifying rollup for all non-calculated members of the parent. The weight is applied to members whenever the values of parent members are evaluated. A custom rollup uses the weight values to go back, remain static, or go forward a level.

You must include a field in your source data that you can use that contains values ranging from -1 to 1. You can use floating values like -1, -0.25, 0, 0.25, 0.5, 0.75, 1 and so on. Here, the positive values add to the parent level, negative values subtract to the next level, and 0 values make no change to the next level. For example, you may want to create a field named weight.

You can use custom rollup for all hierarchies, including parent-child and alternate hierarchies.

To define custom rollup settings, perform the following steps.

From the Toolbox, click Semantic Models.
Select the semantic model (and dimension > hierarchy) for which you want to define custom rollup, or create a new semantic model by doing the following:
1. Click the Actions menu ( ⋮ ) at the top of the Semantic Models column.
2. Click Add Semantic Models.
3. Enter a name for the semantic model.
4. Select a Relationship from the list and click Add.
  You can enter a term in the search box to quickly find a name.
5. Add a Hierarchy and Level to the dimension.
Select the level to which you want to apply custom rollup, and click Custom Rollup Settings from the Level Properties on the right.
Select the weight. You must use a field containing values ranging from -1 to 1. Navigate to the field you want to use or type into the Search box to find it.
Click Apply.