Creating a Rate Table from a Data Source

Note:

To create a rate table from a data source, your Analytics dataset must have:

• At least one dimension and one measure
• All Planning units contained in the unit dimension from the dataset in WorkGrid

To create a rate table from a data source:

1. From the Rate Tables tab, click New. The New Rate Table wizard displays.
2. Select Data Source.
3. Click Next.
4. Enter a unique name for the rate table.
5. [Optional] Enter a description for the rate table.
6. Search for and select the default Planning unit you want to use in your rate table. This cannot be modified once selected.
7. Search for and select the data source that is linked to the dataset you want to use to create your rate table.
8. Select a Unit Dimension. This links the selected dataset dimension to the Unit Dimension field in the new rate table.
9. Select a Rate Measure. This links the selected dataset measure to the Rate Measure field in the new rate table.
10. Click Next.
11. The Configure Rate Table Filters page of the wizard displays. This page enables you to define the filters applied to the dataset when retrieving data from Analytics.

12. [Optional] Define the dataset filters. To do this:

    1. Search for and select the dimension whose values you want to filter.
    2. Select the operator used when applying the filter. For more information about the available options, see Operators.

    3. Depending on the operator you selected, do one of the following:

       • If you selected "Equals" or "Does Not Equal", search for and select the values.
       • If you selected "Contains", "Does Not Contain", or "Starts With", enter the value you want to use.
       • If you selected "Is Null" or "Is Not Null", proceed to the next step.
    4. To add more filters, click Add Filter and then repeat steps a-c.

13. Click Next. The Rate Table Builder page of the wizard displays. This page enables you to set up the structure of your rate table. After you add a dimension, a preview of the rate table structure displays.

    Note:

    Only the dimensions that are mapped to the data source are available.

14. Define column-level dimensions. To do this:

    1. From the Dimensions panel, drag the dimension that you want to use as the top-level column group, for example, Role, and drop it into the Columns section.

       Tip:

       Instead of dragging and dropping, you can click next to the dimension name and then click Send to Dimension Columns.

    2. Repeat the previous step to add more column-level dimensions, for example, Quarter, Period, and so on.
    3. If required, drag the dimensions around the Columns section to reorder them.
    Warning:

    Ensure that the column-level dimension values created in the rate table match the column-level dimension values in the plan you want to apply the rate table to. To avoid conversion errors, you can apply a default column to your rate table that is used in case of any unmatched dimensions. To do this, see Inserting a Column in a Rate Table.

15. Define row-level dimensions. To do this:

    1. From the Dimensions panel, drag the dimension that you want to use as the first-level row dimension, for example, USD, and drop it into the Rows section. Instead of dragging and dropping, you can click next to the dimension name and then click Send to Dimension Rows.
    2. Repeat the previous step to add more row-level dimensions, for example, Trial EUR, GBP, and so on.
    3. If required, drag the dimensions around the Rows section to reorder them.

16. After you have defined the structure of your plan, click Save.

    Warning:

    This step cannot be undone. When a rate table is saved, its structure cannot be changed.

The rate table is now created.