Linked Cube Views

Linked Cube Views enable you to launch a Cube View from another when viewing it in data explorer, spreadsheet, or Excel. You can right-click a cell to launch a separate Cube View and access additional detail and visibility. This applies to any Cube View, such as those for data entry forms.

TIP: For information about evaluating source Cube View data in a linked Cube View using passed point of view selections, see Linking Cube Views Through the Cube POV.

NOTE: For linked Cube Views, the Workspace name is not automatically prefixed. The following search order of operations is used to find the correct Cube View: Requested Workspace, current Workspace, default Workspace, and then shared Workspaces.

Create a Linked Cube View

The following example describes how to create a linked Cube View. In this example, an Income Statement Summary Cube View has an Account Detail Cube View assigned to all data cells, and a Sales by Product Cube View linked to specific rows. You can also add a second level of linked Cube Views for more granular analysis.

Link a Cube View to an Entire Cube View

If the linked Cube View applies to the entire Cube View, you can right-click any data cell in data explorer, spreadsheet, or Excel to access the Cube View.

Complete the following steps to link a Cube View to all data cells:

  1. Start with two created Cube Views: one main Cube View and one linked Cube View. In this example, the main Cube View is IncomeStatementSummary, and the linked Cube View is AccountDetail. The IncomeStatementSummary Cube View displays Parent accounts for a specific time. The AccountDetail Cube View displays the selected account’s children for that same time period.

  2. Configure the navigation links on the main Cube View. To assign the linked Cube View to the entire main Cube View, select the main Cube View and go to General > Navigation Links. In the Linked Cube Views field, enter the name of the Cube View or select the ellipsis to find the Cube View using the Object Lookup dialog box.

  3. Enter the Bound parameters, which will pass from one Cube View to the next. In this example, a Bound parameter was entered for Account and Time so that both members are based on the selected IncomeStatementSummary data cell.

  4. In the linked Cube View, configure the columns and rows to query the correct data.

    In this example, |!DrillAccount!| is a Bound parameter that displays the correct account data based on the selected account in the IncomeStatementSummary Cube View.

    The Member Filters tab displays a Row named Drill Account Detail and the parameter A#|!DrillAccount!|.TreeDescendantsInclusive

    |!DrillTime!| is a Bound parameter that displays the correct time data based on the selected time in the IncomeStatementSummary Cube View.

    The Member Filters tab displays a Time column set to Time type with the parameter T#|!DrillTime!|

  5. In this example, the AccountDetail POV matches the IncomeStatementSummary POV with the exception of Account and Time. The |!DrillAccount!| and |!DrillTime!| parameters are entered into these member fields to ensure the AccountDetail Cube View displays data based on the selected account and time in the IncomeStatementSummary Cube View.

When the IncomeStatementSummary Cube View is run, you can right-click any cell to access the AccountDetail Cube View.

Link a Cube View to Specific Rows or Columns

If the linked Cube View only applies to columns or rows, it is only available when you right-click on a data cell in that row or column. In this example, the ProductDetail Cube View displays product details based on the IncomeStatementSummary Cube View's selected data cell. The IncomeStatementSymmary Cube View's data displays parent accounts for a specific time, so the ProductDetail Cube View's data displays the selected account's product sales.

Complete the following steps to link a Cube View to specific rows or columns:

  1. In the linked Cube View, configure the rows/columns, POV, and formatting to ensure the user sees the correct data.

  2. To assign the linked Cube View to the base Cube View's rows, select the base Cube View and go to Rows and Columns > Data > Linked Cube Views. Select the desired row or column and enter the name of the linked Cube View.

    NOTE: In this example, the AccountDetail Cube VIew is assigned to this property as well due to overrides. In the previous example, AccountDetail was assigned to the entire Cube View. However, because a Cube View is being assigned to a row, the Cube View settings are overridden and only display the Cube View specified for this property. Both must be specified to make them available on the row.

  3. If any Bound parameters need to be entered, go to General Settings > Navigation Links > Bound Parameter Names. In this example, the same Bound parameters are used for both Cube Views.

In the example above, the ProductDetail Cube View was assigned to the Net Sales row. When a user right-clicks on a Net Sales cell in the Data Explorer grid, Spreadsheet tool, or Excel Add-In, this cube view is available.

Nest Linked Cube Views

You can link a Cube Views to Cube Views that are already linked. In this example, the ProductDetail_2 Cube View is linked to ProductDetail and displays specific product data tied to a selected ProductDetail cell.

  1. In ProductDetail_2, the rows and columns are configured as needed.

    A |!DrillProduct!| Bound parameter is entered to display specific product details. For example, if you right-click a Clubs cell in the ProductDetail Cube View and select the ProductDetail_2, sales details for Clubs displays.

    A |!DrillTime!| parameter must also be used.

  2. The POV for ProductDetail_2 is set so it matches the ProductDetail POV, except for the User Defined 2 member. In this example, products are viewed using the UD2 member. |!DrillProduct!| is entered in User Defined 2.

  3. In the ProductDetail Cube View, in General Settings > Navigation Links > Linked CubeViews, ProdictDetail_2 is entered. This links the Cube View to the entire ProductDetail Cube View.

  4. The Bound parameter from ProductDetail_2 is entered in the UD2 Bound Parameter Name field.

When you launch the ProductDetail Cube View from the IncomeStatementSummary Cube View, you can right-click any cell in the ProductDetail Cube View and open the ProductDetail_2 Cube View.