Create a cube perspective

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1. Overview

When you create a data connector using an OLAP provider such as SQL Server Analysis Services, you gain access to native OLAP cubes and their measures and dimensions. However, you may not want to expose all of these elements (e.g. entire cubes) to other users.

As a Dundas BI Developer, you can create a cube perspective which defines a subset of the available measures and dimensions from a native OLAP cube. You then give Power users access to this cube perspective instead of the full (native) cube so they can build metric sets and dashboards.

Data flow with cube perspective option
Data flow with cube perspective option

Related video: Understanding Cube Perspectives

2. Creating a cube perspective

2.1. Connect to an OLAP data source

Before creating a cube perspective, you need to connect to an OLAP data source which gives you access to a native OLAP cube. See the first part of Connect to OLAP data and apply a formula for the steps.

2.2. Create a new perspective from the main menu

Use the main menu to create a new cube perspective.

New cube perspective from main menu
New cube perspective from main menu

This opens the Cube Perspective Designer.

2.3. Create a new perspective from Explore

You can also create a new cube perspective from the Explore window.

Expand your OLAP data connector and right-click on a native OLAP cube (e.g. AdventureWorks). From the context menu, select New Cube Perspective.

New cube perspective from Explore
New cube perspective from Explore

This opens the Cube Perspective Designer with the selected OLAP cube already loaded (so you can skip the next step).

2.4. Drag and drop a native OLAP cube

Next, go to the Explore window, find your OLAP data connector and expand it to see your native cube.

Drag-and-drop the native cube from the Explore window to the Cube Perspective Designer canvas.

Drag a native OLAP cube to the canvas
Drag a native OLAP cube to the canvas

2.5. Select measures and dimensions

In the Edit Cube Perspective screen, expand the measures, dimensions, and hierarchies of the native cube.

Then use the checkboxes to select the elements of the native cube that you want.

The Cube Perspective panel and table visualization in the middle part of the screen lets you review measures and dimensions before selecting them. Just drag measures or hierarchies onto the various fields of the panel to see your data.

Select measures, dimensions, and hierarchies
Select measures, dimensions, and hierarchies

2.6. Check in your changes

Once you are done with the checkbox selections, go to the toolbar and click Check In so others can see your changes too.

3. Using a cube perspective

Cube perspectives can be used in the same way as native cubes. For example, simply drag measures and hierarchies from a cube perspective in the Explore window to the dashboard canvas to display a table or chart.

Drag measures and hierarchies from a cube perspective to the dashboard canvas
Drag measures and hierarchies from a cube perspective to the dashboard canvas

4. See also

 

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