Analyzer/Named Sets

­­General Discussions
22

We use them during the budget process

23

Have not used the tool.

24

This is very helpful, thank you!

25

We used it for reporting in an external report for admin cost analysis. Was easy to classify certain costs for this report

26

We used named sets in the time version to group by the current month.

27

Named sets can be very helpful

28

We do use named sets, but I have not used Analyzer.

29

Hi @sabrina.deyoung - named sets are great to automate template/data view/processes. To your point, budget templates are probably the most common use case. Other common use cases are:

  • Monthly Reporting - if you have monthly reports that should show either closed months to data or just current month a closed month or current month Time Named Set. Using these types of Named Sets would reduce monthly report maintenance

  • If you plan beyond annual budget (e.g. monthly or quarterly forecasting) - a version named set for current planning version could be used to update templates.

  • If you have large process groups in Process Manager, some processes allow for use of named sets to reduce the amount of clicking you have to do to update your processes

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30

This is very similar to how we use it. Thanks

31

I am using single member named sets in Analyzer. The most simple way is pulling in the current forecast (Version dimension) each time the file is refreshed. To get that, I use the formula

=PROPHIX.GETMEMBERKEY([Cube Name], "Current Forecast")

This returns the key for the member I have set as Current Forecast. So one month it might return F01, then the next month I roll my sets and it now returns F02. I reference this in my GETVALUE formulas so it’s always pulling what I have designated as current.

You can only do this with single member named sets, not “standard” named sets which can accept multiple members because they would have to return an array rather than one value. It would be nice to get some extra functionality in Analyzer to handle arrays. I REALLY want a way to pull dynamic member lists like we can in a data view while keeping the advantages of Analyzer.

2 Likes