KPI Calculations (by Version) for Personnel Costs Cube

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The KPI calculation defines calculations for some elements of a dimension. The calculation is defined through an expression stored in an attribute of the calculated element. The KPI calculation for the Personnel Costs cube is defined in the Personnel Costs_measure dimension.

The KPI calculation can be different for actual data than for planning data. Therefore, the Version elements are grouped into calculation schemas. The standard configuration defines the following two calculation schemas:

Calculation Schema	Definition
A	Calculation in the Actual version
P	Calculation in planning versions Mid-Term Planning, Budget, Forecast 3+9, Forecast 6+6, Forecast 9+3, etc.

This assignment is defined by the Calculation Schema attribute of the Version dimension.

If the Calculation Schema attribute is empty (like for Previous Year in the above example), no calculation applies to this version.

The calculations for elements in the Personnel Costs_measure dimension are defined in the attributes PCalculation (for versions assigned to the P calculation schema) and ACalculation (for versions assigned to the A calculation schema). More generally, speaking the calculation for a calculation schema is defined in the attribute starting with the first letter of the calculation schema followed by …Calculation.

The calculation can be defined as an expression in the Jedox rule syntax. This expression must not contain the target nor the equal sign. It may contain an optional cell-type restriction (B: or C:) followed by any valid rule expression.

Example:

For each element of the Personnel Costs_measure dimension in combination with the calculation schema having a calculation, a rule instance will be created. This is managed by a rule template.

The creation of rule instances can be restricted by additional dependencies. The dependencies for elements of the Personnel Costs_measure dimension are defined in the attribute PCalculationDependencies (for versions assigned to the P calculation schema) and ACalculationDependencies (for versions assigned to the A calculation schema). More generally speaking, the calculation for a calculation schema is defined in the attribute starting with the first letter of the calculation schema followed by …CalculationDependencies.

If the calculation dependency is the text Cube: followed by a cube name, the calculation will only be valid if the referred cube exists in the database. Otherwise, the rule instance will not be created by the rule template. If the calculation dependency is empty or the attribute is missing, the calculation is always valid.

The target area of the calculation is the element from the Personnel Costs_measure dimension and the list of versions for the calculation schema.

Note: after changing the calculation schemas or the calculations, the rule templates handling the KPI calculations in the fact cubes need to be updated.

Updated July 8, 2024