Toolbar for Transactions

Add Table Group

Opens the Add Table Group wizard.

Add Transaction Tables

Opens the Add Transaction Tables wizard.

Properties

Transaction Table - General tab

Table group name

Description

Transaction Table - Columns tab

Include

Source column

Description

Category

Transaction Table: General tab

Name - The name of the source table

Repository - The source table repository

SAS libref - The source table SAS libname

Table name - The name of the source table

Period - The correct period for this source table


Remove

Deletes the selected items.


Analysis Settings

Opens the Analysis Settings window.

Period tab

Include transaction tables from all periods

Include transaction tables from selected periods

Measures tab

Format measures

Measure

SAS Numeric Format - The display format for the reporting

OK - Accept any changes and close the window

Cancel - Cancel changes and close the window


Audit Log

Opens the Audit Log window.


Organize Models

Opens the Organize Models window.

Models - Select the model from the list

New Model - Start the Add Model wizard

Properties - Display the properties for the selected model

General tab 

Name

Description -

Time dimension -

Select -

Preview

Analysis tab

Analysis view name - The name for the model

Analysis view library -

Select

Output table library -

Select

Data Location tab

Server folder -

Metadata folder -

Behavior Table tab

Behavior table -

Select

Preview

Column mapping 

Id - The key that will be used to map cost to reporting

Name - The description for the field

Unit Value - The source unit cost amount that is used in calculations

Total Value - The source total cost amount that is used in calculations

Period -

Dimensions tab

Name - Each dimension in the SAS Profitability Management model

Levels - Each layer in each dimension

Preview

Add

Remove

Reports tab

Report hierarchy - The source table that is used to define the drill-down hierarchy in the contributing cost dimensions for reporting

Select

Preview

Report layout - The source table that is used to define the calculation for the profit and loss statement

Select

Preview

OK -

Cancel -

Delete - Remove the selected model

Close - Close the window


Calculate Model

Opens the Calculate wizard.                                                               


Refresh

Refreshes the screen to display the current table source data. When you change the underlying SAS tables, you should always refresh before you continue editing the content in SAS Profitability Management.


Preview Data

Opens the Preview window.