Create a Fact, business entity

Contents

• Create Fact Business Entity
• Create Calculated Measure
• Change Measure
• Define Attributes
• View Key Definitions
• Define Association
• Data Preview

Business entities can be modeled as a dimension or as a fact. Dimensions are generally used to contain master data and must have a key defined. Facts are generally used to contain transactional data and must have at least one measure defined.

In this lesson we will create a business entity modeled as a Fact, with the AR Open graphical view as the source, created in the Finance Accounts Receivable Open Item Modeling with Data Builder unit.

Review the Help Portal for more information at Creating a Business Entity.

Create Fact Business Entity

1. From the Home page navigate to the business builder.

   Select Business Builder from the Navigation Menu on the left, then the space assigned to your user if not already selected.

   If you already selected your space in a previous exercise you will not be asked again, and instead redirected to the Business Builder main page.

   

2. Create a new Fact.

   Click on the New Fact tile.

   

3. Select the source for your new fact from the list of data sources.

   Select AR Open View.

   Change the Business Name to Accounts Receivable - Open Items.

   Change the Technical Name to Accounts_Receivable_Open_Items.

   Then click Create to confirm the selection.

   

4. The source properties are automatically recognized from the data layer, and you have the option to copy them or create your own.

   Click Create to copy the source properties from AR Open View, graphical view.

   

5. Navigate to the General tab.

   Keep the Business Name and Technical Name.

   Check the Allow public data access if not already selected, to allow unrestricted access for this business entity.

   Then click on Save to confirm the changes (if no modifications were needed then Save would be not available, and can be skipped).

   

Create Calculated Measure

A measure is a quantifiable value that refers to an aggregatable field of the underlying model.

1. Create an additional calculated measure, to determine the open item percentage compared to the overall customer’s open receivables.

   Navigate to the Measures tab.

   Click on New Measure ‘+’.

   

2. Update the properties of your new measure.

   Give it a meaningful Business Name, Open % of Total.

   Select the Measure Type as Calculated Measure.

   Enter the formula, using the Add measure to formula button.

   Code Snippet

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   Amount in LC / Total Open Amount in LC * 100
   

   Click Save.

   

3. Click Save and verify you have the following measures:

   Amount in LC

   Open % of Total

   Total Open Amount in LC

   

Change Measure

Change the aggregation type for the Total Open Amount in LC.

We don’t want the Total Open Amount in LC to be aggregated, since it is already totaled per customer.

Still in the Measures tab.

1. Click on the measure Total Open Amount in LC, to open it’s properties.

2. Select Maximum for the Aggregation.

   In the Currency or Unit section, notice the the Local Currency automatically pulled from the source in the Data Builder.

   

3. Save to confirm changes.

Define Attributes

An Attribute is a descriptive element of a business entity.

1. Navigate to the Attributes tab.

   Delete the attributes not going to be used, by clicking the Delete ‘X’ to the right of each attribute, and confirm deletion:

   Clearing Date

   Document Date

   Document number

   Document type

   Line item

   Local Currency

   Net Due Date

View Key Definitions

Keys unambiguously identify a single record in a business entity.

1. Navigate to the Key Definitions tab, and view the keys automatically created from the data layer.

   

Define Association

An association describes the relation between business entities.

1. Navigate to the Associations tab, and click New ‘+’ .

   

2. Under Target Source, select Time Dimension - Day as the Target Business Entity, and Apply.

   The Referential Integrity Ensured is used for performance optimizations during querying. If switched on, it indicates that each data record of the currently opened business entity finds a match in the selected target business entity.

   

3. Define your keys under section Target Key Mapping.

Set the Foreign Key Field to Net Due Date.

See the message on the key mapping validation: This provides you feedback on how many entries within the current business entity there are and how many of them match to entries of the target business entity.

4. With Association Context you can provide information on the context of the association within the business entity.

   Update Context Name - Net Due Date with Time Dimensions

   

5. Click on Save to confirm the settings.

Data Preview

You can check your business entity in data preview. A data preview is only possible if the underlying object in the Data Builder is deployed.

1. Click on Data Preview.

   Notice the association with Time Dimension - Day, and the currency semantic type defined in Data Builder.

   We will change the data preview layout in the next exercise.

   

2. Navigate back to the Business Builder main screen.

Congratulations on successfully creating the Fact business entity.