Request a Consultation

CheckPoint Consulting Blog

Smart Lists have become a little smarter in EPBCS with Dimensional Smart Lists. Dimensional Smart Lists are enhanced only in EPBCS to make data mapping easier among cubes. Here are some succinct steps to walk you through the set up.

Start with a typical Smart List configuration of setting up a Smart List and then creating an Account member to hold the Smart List value in a given data intersection.

  1. Create a Smart List in EPBCS; Click the Navigator or “Hamburger” and select Smart Lists


2. Create a new Smart List from the Action menu


3. Name the Smart List, in this example SL_Customer, and a label is required as well. The other choices are optional, but the key option in this case is to select “Create From Members”.  Member Selection will become active and a dimension that exists in the reporting cube may be selected (or another cube within the application).


4. Select a dimension from the drop-down, Customer in this case. A function may be used for member selection and in this case we have chosen “Level 0 Descendants” of the Customer dimension. Click OK.


5. By selecting the Preview tab, you may see all of the members that you selected from the Customer dimension.


6. Now that the Smart List exists, the administrator may create an Account dimension member Customer_SL “Customer Smart List” in the Account metadata load file with the following key property settings.


7. Once the application is refreshed, find the Data Mapping tool and select the Source and Target cubes. In this example I will select the OEP_PFP cube at the source and the PFPRPT reporting cube as the target.  One will find that the common dimensions automatically map between the cube with the odd dimensions remaining unmapped in the lower section of the GUI.

8. Use the up-arrow next to the Customer dimension in the reporting target cube to bring that dimension into the mapping area. Select Smart List on the Source side and select SL_Customer. 


And there you have it!  All of the data that is common between those Smart List member with data associations will now transfer to the Reporting Customer dimension as if both cubes had identical dimensions.  What a great feature!