Attributes, Loading and Assigning Attributes Using Outline Load Utility


Attributes, Loading and Assigning Attributes Using Outline Load Utility

I still remember the first time I was trying to load attributes using OutlineLoad utility, we tried
many permutations and combination to make it work, so here it is to make it work in one go.

Attributes:
Attributes help us to categorize dimension members, they allow us to add another level of
granularity to our data. Attributes can be of  type Text, Numeric, Boolean or Date. You can
assign attributes only to Sparse Dimensions members and yeah later if you converted the
dimension to dense (very rare chance but anyway) then of course all attributes and attributes
values are automatically deleted. The storage type of attribute dimension is also sparse,
storage properties of attribute dimension members is dynamic-calc. Few benefits of attributes
includes write a calculation for attributes, cross tab reporting, few built in functions like sum,
count, min, max, average for attributes etc.


Loading and Assigning Attributes:

To assign attributes we need to load the attributes first, once the attributes are loaded we can assign them to the base dimension members.

Here is an example to load Text Attributes with the attribute dimension name "Category" and then we will assign them to a dimension say "Entity", this example is for version 11.1.1.x and on windows box :

Here is a Sample .csv file for loading attributes, say we have saved it with Att.csv name:

Parent, Category
Category,CatA
Category,CatB
Category,CatC
Category,CatD

Here is the Entity Metadata Load file, say we have saved it with Entity.csv name:

Parent,Entity,Category
North,N1001,CatA
North,N1002,CatB
South,S1001,CatC
South,S1002,CatD

Loading attributes:
1. Login to the planning server,
2. Open a command prompt,
3. Navigate the the below location:
 Hyperion/products/Planning/bin/
4. Use the below command to load Attributes:
<DriveLetter>:\Hyperion\products\Planning\bin>OutlineLoad.cmd /A:<AppName> /U:admin
/DAT:Category:Entity /I:Att.csv
5. When you will hit enter it will ask for a password (we can use -f parameter with encrypted
password file)
6. You will get the below message in the command prompt.
Planning Outline data store load process finished.
4 data records were read, 4 data records were processed, 4 were successfully lo
aded, 0 were rejected.
7. Log into Hyperion Planning web to make sure these attributes are loaded.
8. Once you are logged in Planning web, Administration->Dimension and select Entity
Dimension
9. Highlight Entity Member under Entity Dimension and click on Custom Attributes,
10. Here you will see Category Attribute on the left pane and in the right pane you will find the
below hierarchy for the Attribute values:
Category
-CatA
-CatB
-CatC
-CatD
11. Refresh the database, Administration->Manage Database
12. Come Back to Command Prompt and load Members of Entity Dimension with attributes,
13. Navigate to Hyperion\products\Planning\bin
14. Type in the below command:
OutlineLoad.cmd /A:<AppName> /U:admin /D:Entity /I:Entity.csv
15. Hit enter and when prompted enter password
16. You will get following message in the command prompt:
Planning Outline data store load process finished.
4 data records were read, 4 data records were processed, 4 were successfully lo
added, 0 were rejected.
17. Come back to Planning web, check Entity Dimension and here you are with the attributes
assigned.
18. To check the attributes select Entity member, Click Edit and under  Attribute Values tab you
will find attributes assigned.


* OutlineLoad utitliy can only be used for Classic Planning Applications,

Here are the details:

Cheers...!!!

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