SAS Activity-Based

Management 7.2
Data Administration Guide

SAS® Documentation
The correct bibliographic citation for this manual is as follows: SAS Institute Inc 2012. SAS® Activity-Based Management 7.2: Data Administration
Guide. Cary, NC: SAS Institute Inc.
SAS ® Activity-Based Management 7.2: Data Administration Guide
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Contents

PART 1 Managing Permissions 1

Chapter 1 • User Capabilites and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Creating Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Creating Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Creating Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Sample Allocation of Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Table of Capabilities and Model Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

PART 2 Working with Reports 37

Chapter 2 • Predefined Report Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Predefined Report Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Report Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Correlation Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Destination Furthest Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Dimensional Attribute Cost Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Dimensional Attribute Unit Cost Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Dimensional View Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Driver - Cost and Rate Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Idle Capacity Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Module Hierarchy Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Multi-level Contributions Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Profit Cliff Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Resource Contributions Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Resource Contributions by Attribute Report Template . . . . . . . . . . . . . . . . . . . . . . . . . 50
Resource Contributions Intermediate Report Template . . . . . . . . . . . . . . . . . . . . . . . . . 51
Single-stage Assignments Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Single-stage Contributions Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Unassigned Costs Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Unit Cost Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Chapter 3 • Report Export Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Correlation Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Destination Furthest Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Dimensional Attribute Cost Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Dimensional View Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Driver - Cost and Rate Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Idle Capacity Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Module Hierarchy Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Multi-level Contributions Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Profit Cliff Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Resource Contributions Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Single-stage Assignments Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Single-stage Contributions Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Unassigned Cost Report Export – Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
iv Contents

Unit Cost Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

PART 3 Surveys 77

Chapter 4 • Introduction to Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Introduction to Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Logging On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
The Survey Process in a Nutshell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Chapter 5 • Exporting Data to Use with Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Exporting Survey Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Chapter 6 • Surveys: User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Survey Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
User Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Chapter 7 • Creating Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Create the Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Create a Group Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Create Follow-up Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Create an Aggregated Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Chapter 8 • Manage Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Reassign Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Add Attributes to a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Chapter 9 • Administer Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Mark a Survey as Incomplete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Audit Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
View Approved Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Send an e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Enable E-mail Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Delete a Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Chapter 10 • Survey Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Application Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Model Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Chapter 11 • Taking a Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Take a Driver Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Take a Non-Driver Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Submit a Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Chapter 12 • Importing Survey Data back into the Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Importing Survey Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

PART 4 Using Staging Tables to Import and Export 151

 Contents v

Chapter 13 • Importing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

General Information on Importing a Model from a Database . . . . . . . . . . . . . . . . . . . 153
Using the Import Data Wizard to Import from a Database . . . . . . . . . . . . . . . . . . . . . 160

Chapter 14 • Exporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Exporting Model Data to a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Using the Export Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Archive a Model to a Database with the Export Wizard . . . . . . . . . . . . . . . . . . . . . . . 185

Chapter 15 • Connecting to a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

How to Access the Connection Information Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . .189
About Connecting to a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Using A JDBC Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .191
SAS/ACCESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .196
Office Driver (client side) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197
Connection Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Chapter 16 • Staging-Table Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .206
Naming Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Reference Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .222
Account table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Assignment table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
AssignmentNonUnique table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
CurrencyRate table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .228
Dimension table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
DimMemberDimAttrAssociation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .229
DimMemberValueAttrAssociation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .230
DimensionAttributeAssociation table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .230
DimensionLevel table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .231
DimensionMember table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
DimensionOrder table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .232
Driver table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .233
EnteredCostElement table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
ExternalUnit table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235
Model table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237
MultiStageContribution table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .241
PerformanceMeasure table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .242
Period table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .242
PeriodLevel table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
ResourceContribution table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
RollupAccount table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .244
Scenario table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
ScenarioLevel table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
ValueAttribute table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
ValueAttributeAssociation table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .247
ValueAttributePeriodicDef table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

PART 5 Using the API 251

Chapter 17 • Programming the API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .253
Progress reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
Log files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
vi Contents

Writing a program in Java . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Example programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Chapter 18 • API Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Calculate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
CancelOperation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
CopyModelData . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Disconnect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
ExportCubeConfigurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
ExportModelData . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
ExportReportData . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
GenerateCube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
GetOperationLog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
GetOperationProgress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
ImportModelData . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
ImportCubeConfigurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
OnOperationComplete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
PublishPeriodsScenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
PublishSPMMetrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
ValidateModel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Chapter 19 • XML Passed to the API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
XML to Calculate a Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
XML to Copy a Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
XML to Export Cube Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
XML to Export a Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
XML to Export a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
XML to Generate a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
XML to Import Cube Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
XML to Import a Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
XML to Publish Period/Scenario Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
XML to Publish SPM Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
XML to Validate a Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

Chapter 20 • Easy API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Using Easy API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309
Example of Using Easy API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

PART 6 Public Views 327

Chapter 21 • Public Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
PublicModel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332
PublicModelStatus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
PublicPeriod . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
PublicScenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
<modelRef>_PV_Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
<modelRef>_PV_Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
<modelRef>_PV_AssignmentExt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
<modelRef>_PV_Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341
<modelRef>_PV_AttributeValue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
<modelRef>_PV_Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
 Contents vii

<modelRef>_PV_DimMember . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
<modelRef>_PV_Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
<modelRef>_PV_EnteredCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
<modelRef>_PD_<DimRef> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
<modelRef>_PD_CostElement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
<modelRef>_PD_Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
<modelRef>_PD_Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
<modelRef>_PD_Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
<modelRef>_PD_Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
<modelRef>_PD_YesNo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
<modelRef>_PF_MSC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
<modelRef>_PF_RC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
<modelRef>_PF_SSC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
<modelRef>_PF_<cubeConfigRef> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

Chapter 22 • Legacy Public Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
M<modelID>_PublicAccount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
M<modelID>_PublicAssignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
M<modelID>_PublicAssignmentExt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
M<modelID>_PublicAttributeValue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
M<modelID>_PublicDim<dimID> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
M<modelID>_PublicDimCostElement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
M<modelID>_PublicDimDriver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
M<modelID>_PublicDimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
M<modelID>_PublicDimMember . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
M<modelID>_PublicDimModule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
M<modelID>_PublicDimPeriod . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
M<modelID>_PublicDimScenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
M<modelID>_PublicDimYesNo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
M<modelID>_PublicDriver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
M<modelID>_PublicEnteredCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
M<modelID>_PublicFactMSC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
M<modelID>_PublicFactRC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368
M<modelID>_PublicFactSSC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
PublicModel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
PublicModelStatus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
PublicPeriod . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
PublicScenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371

PART 7 Information Maps 373

Chapter 23 • Information Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Account IMAP Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376
Assignment IMAP Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380

Chapter 24 • Legacy Information Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
Account IMAP Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386
Assignment IMAP Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
viii Contents

PART 8 Working with Other SAS Programs 395

Chapter 25 • Using Information Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397

Create Information Maps (Register Metadata) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
Work with Information maps in SAS Information Map Studio . . . . . . . . . . . . . . . . . . 399
Work with Information Maps in SAS Web Report Studio . . . . . . . . . . . . . . . . . . . . . . 401
Use SAS Management Console to Configure for Information Maps . . . . . . . . . . . . . . 405
Change the SAS Metadata Server Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Register Metadata / Metadata Server Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423

Chapter 26 • SAS Profitability Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427

Specify the SAS Profitability Management Input Library . . . . . . . . . . . . . . . . . . . . . . 427
Use Account Data with SAS Profitability Management . . . . . . . . . . . . . . . . . . . . . . . 429
Mark Accounts as Behaviors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
Publish Behaviors to SAS Profitability Management . . . . . . . . . . . . . . . . . . . . . . . . . 432
Create a SAS Profitability Management Input Library . . . . . . . . . . . . . . . . . . . . . . . . 436
Map to the Behavior Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440

Chapter 27 • SAS Strategy Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443

Steps for Integrating with SAS Strategy Management . . . . . . . . . . . . . . . . . . . . . . . . . 443
Import Performance Measures into SAS Strategy Management . . . . . . . . . . . . . . . . . 451

Chapter 28 • SAS Enterprise Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467

Using the Add-In for SAS Enterprise Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467
Set the METAOUT Option for the Metadata Library . . . . . . . . . . . . . . . . . . . . . . . . . 470

PART 9 The ABC Procedure 473

Chapter 29 • PROC ABC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
PROC ABC Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 478
ATTRIBUTE Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
CALCULATE Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
DIMENSION Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
FACTGEN Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481
LIST Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
LOAD Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
MODELVALIDATE Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
QUERY Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
STAGE Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Rules Governing the ABC Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
Sample Uses of the ABC Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487
 1

Part 1

Managing Permissions

Chapter 1
User Capabilites and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
2
 3

Chapter 1
User Capabilites and Groups

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Creating Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Creating a Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Creating Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Create a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Creating Groups versus Creating Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Creating Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Sample Allocation of Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Groups Created During Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Modelers and Business Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Reporters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
SAS OLAP Cube Creators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Survey Takers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Table of Capabilities and Model Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
About the Table of Capabilities and Model Access . . . . . . . . . . . . . . . . . . . . . . . . . 25
How to Read this Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Overview
As an administrator, you create users, roles, and groups. In general, the sequence you
will follow is the following:
1. Create roles See “Creating Roles” on page 4.
A role is a set of capabilities. When you make a group be a member of a role, users
who are members of that group inherit the capabilities of the role.
2. Create groups See “Creating Groups” on page 12.
A group is a set of users who share the same capabilities. It is convenient to create
groups before creating users because if groups exist, then when you create a user you
can assign the user to one or more groups and thereby determine the user's
capabilities.
3. Create users and assign them to groups. See “Creating Users” on page 17.
4 Chapter 1 • User Capabilites and Groups

What features of SAS Activity-Based Management are available to a user is determined

by the combination of the following two factors:
• the capabilities that the user inherits from the groups to which the user belongs
• the permissions that are granted to the groups to which the user belongs
For a table that lists all the features of SAS Activity-Based Management and specifies
what features are available to a user based on those two factors, see “Sample Allocation
of Capabilities” on page 20.
For examples of allocating capabilities using roles and groups, see “Table of Capabilities
and Model Access” on page 25.

Creating Roles

Overview
A role is a set of capabilities. The following picture shows the SAS Activity-Based
Management capabilities that can be assigned to a role.
 Creating Roles 5

The following table shows the roles that are automatically created for you on installation
of SAS Activity-Based Management. The table also shows the capability that each role
possesses.

Role Capabilities

Activity-Based Management: Administration Administer

Activity-Based Management: Create Model Create Models

Note: The capability to create a model includes the
capability to create a survey. See Chapter 7,
“Creating Surveys,” on page 97.

Activity-Based Management: Take Surveys Take Surveys

See Chapter 11, “Taking a Survey,” on page 139.

Activity-Based Management: View Models View Models

6 Chapter 1 • User Capabilites and Groups

As an administrator you create roles with one or more capabilities. Then when you
create a group, you make the group be a member of a role so that the group inherits
capabilities from the role.
For examples of allocating capabilities using roles and groups, see “Table of Capabilities
and Model Access” on page 25.
The following picture summarizes the inheritance of capabilities from roles and groups:
• Role B inherits from role A because role A is a contributing role to role B.
• Group C inherits from role B because group C is a member of role B.
• Group D inherits from group C because group D is a member of group C.

Note: The relationship inherits from is transitive. That is if C inherits from B, and B
inherits from A, then C inherits from A.
Another way to look at the inheritance of capabilities is as one of inclusion as shown in
the following picture which (assumes the Contributes to and Member of relationships in
the picture above):
 Creating Roles 7

In this picture:
• Users in Role A have only the capabilities of Role A.
• Users in Role B have the capabilities of Role A and Role B.
• Users in Group C have the capabilities of Role A and Role B (and they could have
whatever capabilities not pictured that Group C inherits from other roles).
• Users in Group D have the capabilities of Role A and Role B and Group C (and they
could have whatever capabilities not pictured that Group D inherits from other roles
or groups).

Creating a Role
1. Open SAS Management Console, connecting to your metadata server.
2. Select User Manager, and then select New ð Role.
8 Chapter 1 • User Capabilites and Groups

3. Name the role (for example ABM Modeler Role).

4. Click the Members tab and add, as members of this role, the groups that you want to
inherit the capabilities of the role.
 Creating Roles 9

For example, the following picture shows CreateModels_Group added as a member

of the new role. This causes the CreateModels_Group to inherit the capabilities of
the role being created.

5. Click the Capabilities tab and select the capabilities that you want to assign to this
role—and indirectly to any group that is a member of this role.
10 Chapter 1 • User Capabilites and Groups

The Create Models capability gives full access to a model including model creation
and deletion, cube creation and viewing, etc. Plus, it gives users some other abilities
not related to a particular model such as creating column layouts and setting up
exchange rates. The Create Models capability provides the abilities of a Modeler in
previous releases of SAS Activity-Based Management.
The View Models capability gives user the ability to create, view, and publish
reports, plus some other abilities. The View Models capability provides the abilities
of a Business User in previous releases of SAS Activity-Based Management.
For a table that lists all the features of SAS Activity-Based Management and
specifies what features are available to a user based on those two factors, see
“Sample Allocation of Capabilities” on page 20.
Note: In the Capabilities tab of SAS Management Console, the following icon
indicates a capability that has been explicitly assigned to a role, whereas the
following icon indicates a capability that has been inherited from a
contributing role. For example, in the following picture you can see that the first
eight capabilities have been inherited from one or more contributing roles,
 Creating Roles 11

whereas only the last capability (Administer) has been explicitly assigned to the
role.

6. Click the Contributing Roles tab and add any roles that you want to contribute
capabilities to the role being created. This step is optional.

7. Click the Authorization tab and add any groups or roles that you want to have
authorization to access the role being created. This step is optional.
12 Chapter 1 • User Capabilites and Groups

8. Click OK to finish creatiing the role.

Creating Groups

Overview
A group is a set of users who share the same capabilities. It is convenient to create
groups before creating users because if groups exist, then when you create a user you
can immediately assign the user to one or more groups and thereby determine the user's
capabilities. The following table shows the groups that are automatically created on
installation of SAS Activity-Based Management. The table also shows the capabilities
that each group inherits by being a member of a group or a role..

Group is a member of: inherits these ca

Activity-Based Management Administrators Activity-Based Management Users (group) Administer

Activity-Based Management: Administration
(role)

Activity-Based Management Cube Creators Activity-Based Management Users (group) none

Activity-Based Management Modelers Activity-Based Management Users (group) Create Models

Activity-Based Management: Create Models
(role)
 Creating Groups 13

Group is a member of: inherits these ca

Activity-Based Management Survey Takers Activity-Based Management Users (group) Take Surveys
Activity-Based Management: Take Survey
(role)

Activity-Based Management Users none none

Activity-Based Management Viewers Activity-Based Management Users (group) View Models

Activity-Based Management: View Models
(role)

Note: In order to access SAS Activity-Based Management, a user must be a member of

either:
• the group Activity-Based Management Users
• a group that is a member of the group Activity-Based Management Users. Notice
that all the groups that are automatically created on installation (listed in the table
above) are members of the Activity-Based Management Users group.
Note: In the case of each group listed above, the capability possessed by the group is
inherited from a role, and not from another group.
Note: The Activity-Based Management Cube Creators group does not inherit any
capability. For information on giving capabilities to this group to work with SAS
OLAP cubes, see “SAS OLAP Cube Creators” on page 23. The Create Cubes
capability is not necessary for creating Microsoft Analysis Services cubes.
Note: The “Create Models” capability includes the capability to create a survey—there
is no “Create Survey” capability per se.
Creating a group is the second part of a two-step process:
1. Create roles with the capabilities that you want to assign to the group.
2. Create a group and make it a member of the roles that you created. This gives the
group the capabilities of the roles.

For examples of allocating capabilities using roles and groups, see “Table of Capabilities
and Model Access” on page 25.

Create a Group
To create a group, do the following:
1. Open SAS Management Console, connecting to your metadata server.
2. Select User Manager, and then select New ð Group.
14 Chapter 1 • User Capabilites and Groups

3. Name the group (for example ABM Modeler Group).

4. Click the Groups and Roles tab and add the roles whose capabilities you want the
group to have.
 Creating Groups 15

We say that the group is a member of the role. Such roles contribute their capabilities
to the group. Alternatively, we can say that the group inherits its capabilities from
the roles.

5. Click OK to finish creating the group.

Creating Groups versus Creating Roles

You might be aware of the fact that an administrator can give capabilities to a user by
making the user a member of a role. The following picture shows ABM User 1 as a
member of the ABM Modeler Role. By being a member of this role, ABM User 1
acquires the capabilities of the role in this caseCreate Model.
16 Chapter 1 • User Capabilites and Groups

So, you might wonder why an administrator should bother to create a group, ABM
Modeler Group, that inherits from the ABM Modeler Role. Why not simply make users
a member of the ABM Modeler Role or some other role? The answer is that in order to
access SAS Activity-Based Management, a user must be either:
• a member of the group Activity-Based Management Users
• a member of a group that is a member of the group Activity-Based Management
Users.
Access to individual workspace items (models, cubes, and so forth) is assigned to groups
and not to roles. So, if a user is not a member of a group, then that user cannot access
Activity-Based Management objects (such as models) even if the user is a member of a
role.
Additionally, the owner of a workspace item can assign read or read/write access to that
item. To assign access to a workspace item, the owner does the following:
1. Select the workspace item.
2. Right-click and select Item Properties (or select Edit ð Item Properties).
3. Click the Permissions tab.
4. Assign Read or Read/Write access to the desired groups. (Only groups are listed not
roles.)
 Creating Users 17

Creating Users
To create a user, do the following:
1. Open SAS Management Console, connecting to your metadata server.
2. Select User Manager, and then select New ð User.
18 Chapter 1 • User Capabilites and Groups

3. Enter the user's Name (which is the user's ABM logon name) and the user Display
Name.

4. Click the Groups and Roles tab and add the group or groups of which the user is a
member.
This gives the user all the capabilities of the group. If the user is a member of
multiple groups, then the user has the union of the capabilities of the groups of which
the user is a member.
 Creating Users 19

5. Click the Accounts tab and click New to add a new account. Enter the user's domain
and user ID.
You should leave the password blank. When the user logs onto SAS Activity-Based
Management, the password that the user enters will be verified against the user's
password on the system.
20 Chapter 1 • User Capabilites and Groups

6. Click OK twice to finish creating the user.

Sample Allocation of Capabilities

Groups Created During Installation

During installation of SAS Activity-Based Management, the following groups are
created automatically:

Group is a member of: inherits these ca

Activity-Based Management Administrators Activity-Based Management Users (group) Administer

Activity-Based Management: Administration
(role)

Activity-Based Management Cube Creators Activity-Based Management Users (group) none

 Sample Allocation of Capabilities 21

Group is a member of: inherits these ca

Activity-Based Management Modelers Activity-Based Management Users (group) Create Models

Activity-Based Management: Create Models
(role)

Activity-Based Management Survey Takers Activity-Based Management Users (group) Take Surveys
Activity-Based Management: Take Survey
(role)

Activity-Based Management Users none none

Activity-Based Management Viewers Activity-Based Management Users (group) View Models

Activity-Based Management: View Models
(role)

See “Creating Groups” on page 12.

Roles
During installation of SAS Activity-Based Management, the following roles are created
automatically.

Role Capabilities

Activity-Based Management: Administration Administer

Activity-Based Management: Create Model Create Models

Note: The capability to create a model includes the
capability to create a survey. See Chapter 7,
“Creating Surveys,” on page 97.

Activity-Based Management: Take Surveys Take Surveys

See Chapter 11, “Taking a Survey,” on page 139.

Activity-Based Management: View Models View Models

As an administrator, you can also create your own roles. One option is to create a
separate role for each capability for which there is not a role created automatically. This
gives you maximum flexibility in assigning capabilities. Alternatively, you can create
roles each of which has multiple capabilities. This gives you less flexibility but makes it
easier to assign multiple capabilities to a group.
22 Chapter 1 • User Capabilites and Groups

See “Creating Roles” on page 4.

Modelers and Business Users

The following picture shows an example of creating two groups:
• Modeler
• Business Users
Note: The arrangement that is pictured is only a suggestion. It is not required.

The Modeler group inherits the Create Models capability, which gives users in the group
full access to a model. With full access, users can create and delete models, create cubes,
view cubes, and also perform other tasks such as creating column layouts and setting up
 Sample Allocation of Capabilities 23

exchange rates. The Create Models capability provides the abilities of a Modeler in
previous releases of SAS Activity-Based Management.
The Business Users group inherits the View Models capability, which gives users in the
group the ability to create, view, and publish reports, plus some other abilities. The View
Models capability provides the abilities of a Business User in previous releases of SAS
Activity-Based Management.
For full details of what access to features the capabilities provide, see “Table of
Capabilities and Model Access” on page 25.
Note: The Modeler group and the Business Users group are both members of the
Activity-Based Management Users group. This enables every user in the Modeler
group and the Business Users group to log onto SAS Activity-Based Management.

Reporters
The following picture shows an example of creating a Reporter group. Members of this
group inherit the View Reports and Create Reports capabilities.
Note: The arrangement that is pictured is only a suggestion. It is not required.

Note: The Reporter group is a member of the Activity-Based Management Users group.
This enables every user in the Reporter group to log onto SAS Activity-Based
Management.

SAS OLAP Cube Creators

A user who wishes to create SAS OLAP cubes must be a member of the Activity-Based
Management Cube Creators group. Membership in this group is not required for creating
Microsoft Analysis Services cubes.
The Activity-Based Management Cube Creators group should have the following
capabilities:
• Create Models
• View Models
24 Chapter 1 • User Capabilites and Groups

• Create Cubes

Alternatively, members of the Activity-Based Management Cube Creators group can

inherit those capabilities by belonging to other groups with those capabilities.
Note: Members of the Activity-Based Management Cube Creators group inherit the
authorizations shown in the following picture to access the Cubes folder for the SAS
Activity-Based Management product. These authorizations are required for creating
SAS OLAP cubes.
 Table of Capabilities and Model Access 25

Note: The Activity-Based Management Cube Creators group is a member of the

Activity-Based Management Users group. This enables every member of the
Activity-Based Management Cube Creators group to access SAS Activity-Based
Management.

Survey Takers
The following picture shows an example of creating a Survey Taker group. Members of
this group inherit the Take Surveys capability.

Table of Capabilities and Model Access

About the Table of Capabilities and Model Access

The following table shows how the combination of a capability and access to a model
determines a user's access to features of SAS Activity-Based Management.
(link to how to read this table)
Note: All of the following capabilities assume that the user has proper access privileges
to the data needed to perform the operation.
26 Chapter 1 • User Capabilites and Groups

View
Create View Contri
Repor Repor Create View bution Admin
Create Models View Models ts ts Cubes Cubes s Audit ister

Produ Model Model Model Model Model Model Model

ct Read Read Read Read Read Read Read
Featur or or or or or or or
e or Model Model Model Model Model Model Model Model Model Model Model
Area Read RW Read RW RW RW RW RW RW RW RW

)ł6i

New ✓ ✓ )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i
Model
Wizard
(*)

Import ✓ ✓ )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i
Model
Data

Export ✓ ✓ ✓ ✓ )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i

Model
Data

Export ✓ ✓ ✓ ✓ )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i

Report
Data

Report ✓ ✓ ✓ ✓ ✓ )ł6i )ł6i )ł6i )ł6i )ł6i )ł6i

Wizard

Cube ✓ ✓ ✓ ✓ )ł6i )ł6i ✓ )ł6i )ł6i )ł6i )ł6i

Config
uration
Wizard

Cube ✓ ✓ ✓ ✓ )ł6i )ł6i ✓ )ł6i )ł6i )ł6i )ł6i

Config
uration
Import/
Export

New ✓ ✓ ✓ ✓ )ł6i )ł6i ✓ ✓ )ł6i )ł6i )ł6i

OLAP
View
Wizard

OLAP ✓ ✓ ✓ ✓ )ł6i )ł6i ✓ ✓ )ł6i )ł6i )ł6i

View
Import/
Export

Contri ✓ ✓ ✓ ✓ )ł6i )ł6i )ł6i )ł6i ✓ )ł6i )ł6i

butions
Viewer
 Table of Capabilities and Model Access 27

View
Create View Contri
Repor Repor Create View bution Admin
Create Models View Models ts ts Cubes Cubes s Audit ister

Produ Model Model Model Model Model Model Model

ct Read Read Read Read Read Read Read
Featur or or or or or or or
e or Model Model Model Model Model Model Model Model Model Model Model
Area Read RW Read RW RW RW RW RW RW RW RW

Colum ✓ ✓ ✓ ✓ qc– qc– qD6´˝ qc– qc– qc– qc–

n
layouts
Create/
Save/
Import/
Export

Publis qcw´œfldÜ RPD RP RP RP R qc– qc– qc– qc– qc–

h
Report
(*)

Insert ✓ ✓ ✓ ✓ ✓ qc– qc– qc– qc– qc– qc–

Publis
hed
Report
(*)

Publis qc– ✓ ✓ ✓ qc– qc– qc– qc– qc– qc– qc–

h
Model
Period/
Scenari
o

Publis qc– ✓ qc– qc– qc– qc– qc– qc– qc– qc– qc–
h
Behavi
ors

Registe qc– ✓ qc– qc– qc– qc– qc– qc– qc– qc– qc–
r
Metada
ta

qc–

Model ✓ ✓ ✓ ✓ ✓ qc– qc–✓ qc– qc– qc– qc–

Validat
ion

Calcul qc– ✓ qc– qc– qc– qc– qc– qc– qc– qc– qc–
ate

Genera qc– ✓ qc– qc– qc– qc– ✓ qc– qc– qc– qc–
te Fact
Tables
28 Chapter 1 • User Capabilites and Groups

View
Create View Contri
Repor Repor Create View bution Admin
Create Models View Models ts ts Cubes Cubes s Audit ister

Produ Model Model Model Model Model Model Model

ct Read Read Read Read Read Read Read
Featur or or or or or or or
e or Model Model Model Model Model Model Model Model Model Model Model
Area Read RW Read RW RW RW RW RW RW RW RW

Genera ¯ÌàÚ ✓ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ✓ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ
te
Cubes

¯ÌàÚ

Audit R R R R ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ R ¯ÌàÚ

Log Purge

Periods ¯Ìà(5ä½ò·À ¯Ìà(5ä½ò·À ¯Ìà(5d½ò ¯Ìà(5d½r·$ ¯Ìà(5d½÷ ¯ÌàÚ ¯Ìà(5d½÷ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ
&
Scenari
os (*)

Exchan ¯Ìà(5ä½ò ¯Ìà(5ä½ò ¯Ìà(5ä ¯Ìà(5ä½÷ ¯Ìà(5ä ¯ÌàÚ ¯Ìà(5ä ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ
ge
Rates
(*)

Dimen ¯Ìà(5ä ¯Ìà(5ä½ò·À ¯Ìà(5ä ¯Ìà(5ä½ò ¯Ìà(5ä ¯ÌàÚ ¯Ìà(5ä ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ
sions

Model ¯Ìà(5ä ¯Ìà(5ä½ ¯Ìà(5ä ¯Ìà(5ä ¯Ìà(5ä ¯ÌàÚ ¯Ìà(5ä ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ
Propert
ies
Dialog

Period/ ¯Ìà(5ä ¯Ìà(5ä½ò·À ¯Ìà(5ä ¯Ìà(5ä½ò ¯Ìà(5ä ¯ÌàÚ ¯Ìà(5ä ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ
Scenari
o
Associ
ations

Copy ¯ÌàÚ ¯ÌàÚ✓ ¯ÌàÚ ¯ÌÇi5ä ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ
Period/
Scenari
o Data

Manag ¯Ìà(5ä ¯Ìà(5ä½ò·À ¯Ìà(5ä ¯Ìà(5ä½ò ¯Ìà(5ä ¯ÌàÚ ¯Ìà(5ä ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ
e
Attribu
tes

Drivers ¯Ìà(5ä ¯Ìà(5ä½÷·$ ¯Ìà(5ä ¯Ìà(5ä½ò ¯Ìà(5ä ¯ÌàÚ ¯Ìà(5ä ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ ¯ÌàÚ
D
 Table of Capabilities and Model Access 29

View
Create View Contri
Repor Repor Create View bution Admin
Create Models View Models ts ts Cubes Cubes s Audit ister

Produ Model Model Model Model Model Model Model

ct Read Read Read Read Read Read Read
Featur or or or or or or or
e or Model Model Model Model Model Model Model Model Model Model Model
Area Read RW Read RW RW RW RW RW RW RW RW

Edit ñü`¢ ñü`¢jx„â¢+ ñü`¢ ñü`¢jx„â ñü`¢ ñüò ñü`¢ ñüò ñüò ñüò ñüò
model
using
Model
Views

Diagno ✓ ✓ ✓ ✓ ✓ ñüò ✓ ñüò ñüò ñüò ñüò✓

stics

Autom ñüò ✓ ñüò ñüò ñüò ñüò ñüò ñüò ñüò ñüò ñüò
ation
API

Workspace Items: models, cube configurations, cubes, column layouts, OLAP views, reports, report configurations, etc.

Create ñÛA`¢ ñÛA`¢ ñÛA`¢ ñÛA`¢ ñÛA`¢ ñüò ñüòñÛA`¢ ñüò ñüò ñüò ñüò

Create ñÛA`¢ ñÛA`¢ ñÛA`¢ ñÛA`¢ ñÛA`¢ ñüò ñüòñÛA`¢ ñüò ñüò ñüò ñüò
Folders

Open Owner Owner Owner Owner Owner Owner Owner Owner ñüò ñüò ñüò
(Run, ñü
`¢ ñü
`¢ ñü
`¢ ñü
`¢ X1 ñü
`0j‘ X3 ñü
`6j‘
Invoke
, View)

Edit Owner Owner Owner Owner Owner ñüò Owner ñüò ñüò ñüò ñüò
ñü`Uj‘ ñü`Uj‘„â ñü`Uj‘ ñü`Uj‘„â ñü`Uj˚„â ñü`Uj˛„â

Delete/ ñü˛`ujA„'¢˛Û× ñü˛`ujA„'¢˛Û× ñü˛`ujA„'¢˛Û× ñü˛`ujA„'¢˛Û× Owner ñüò Owner ñüò ñüò ñüò ñÛA`¢
Renam
e/Cut
(Move)

Item ñü˛`ujA„'¢˛Û× ñü˛`ujA„'¢˛Û× ñü˛`ujA„'¢˛Û× ñü˛`ujA„'¢˛Û× Owner ñüò Owner ñüò ñüò ñüò ñÛA`¢
Propert
ies

ñüò

My ñÛA`¢ ✓ ✓ ✓ ✓ ñüò ✓ ñüò ñüò ñüò ñüò

Shortc
uts

Operati ñü`¢jj„â¢+Û× ñü`¢jj„b¢+Û× ñü`¢jj„â ñü`¢jj„â ñü`¢jj ñüò ñü`¢jj„â ñüò ñüò ñüò ñüò
on
Summ
aries(*
)
30 Chapter 1 • User Capabilites and Groups

View
Create View Contri
Repor Repor Create View bution Admin
Create Models View Models ts ts Cubes Cubes s Audit ister

Produ Model Model Model Model Model Model Model

ct Read Read Read Read Read Read Read
Featur or or or or or or or
e or Model Model Model Model Model Model Model Model Model Model Model
Area Read RW Read RW RW RW RW RW RW RW RW

Manag +CÕ26#zZ +CÕ26#zZ~ R R +CÕ26#zZ +CÕÀ +CÕ26#zZ +CÕÀ +CÕÀ +CÕÀ +CÕ26#z¾~ñ
e
Tasks(
*)

User +CÕ26£zI~ +CÕ26#zI~ +CÕ26#zI~ +CÕ26#zI~ +CÕ26#zI~ +CÕ26#zI~ +CÕ26#zI +CÕ26#zI~ +CÕ26#zI +CÕ26#zI~ +CÕ26#zI
Option
s(*)

Legend
* = This facility is not model specific and cannot be controlled on a model-by-model
basis
R = Read
W = Write
D = Delete
P = Publish
E = Export
Purge = Purge
Note: A user with Audit capability can purge an audit log without having either Read or
Read/Write access to a model.
Owner = The Owner of the Workspace item has the ability
OwnerX = The Owner or any user in an authorized Read or Read/Write Group for the
item has the ability.
• OwnerX1 = The Owner or any user in an authorized Read or Read/Write Group for
the item has the ability for Report configurations and Published Reports only. It
excludes all other workspace items.
• OwnerX2 = The Owner or any user in an authorized Read or Read/Write Group for
the item has the ability for Published Reports only. It excludes all other workspace
items.
• OwnerX3 = The Owner or any user in an authorized Read or Read/Write Group for
the item has the ability for Cube configurations and Saved Cube Views only. It
excludes all other workspace items.
• OwnerX4 = The Owner or any user in an authorized Read or Read/Write Group for
the item has the ability for Saved Cube Views only. It excludes all other workspace
items.
OwnerRW = The Owner or any user in an authorized Read/Write Group for the item
has the ability.
 Table of Capabilities and Model Access 31

• OwnerRW1 = The Owner or any user in an authorized Read/Write Group for the
item has the ability for Report configurations and Published Reports only. It excludes
all other workspace items.
• OwnerRW2 = The Owner or any user in an authorized Read/Write Group for the
item has the ability for Cube Configurations and Saved Cube Views only. It excludes
all other workspace items.
Create = This refers to the ability to create folders and links to other workspace items.
Creation of workspace items is not done in the workspace. Creation of workspace items
is performed via operations on models and model data. For the ability to create
workspace items, see the section at the top of the table that enumerates the wizards and
dialogs that are used to create workspace items.
Publish Model = Model Viewers with read only access to a model cannot see data in a
model unless it is in a published period/scenario.
Workspace items = Ability to perform operations on workspace items means that the
user has permission to the workspace item and access to the model data (if any) needed
for it. For example, to launch a Cube View, the user must have privileges to the Cube
View and to the model it refers to.
Edit = This means to edit workspace items (other than models). For example, to edit an
existing report configuration, column layout, etc. and change its contents without
changing its name.
Import Model Data = The permissions on a model are applied if a user overwrites an
existing model on import. The user is not allowed to overwrite the model unless the user
has Write permission on the model.
User Options = Items that affect how the tool behaves and appears to the user. Example:
background colors, number of displayable significant digits. These do not affect the
Model data stored on the server in any way.
Model Views = Includes the Resource, Activity, Cost Object, and External Unit
modules, Attributes view, Dimensions view, and Drivers view. Editing a model includes
all editing tasks within those model views.
My Shortcuts = This includes all operations that can be performed under the My
Shortcuts section of the Workspace Manager.
Item Properties = Open the Item Properties dialog box to change the owner of the item,
edit its description, or assign permission to the item to groups.
32 Chapter 1 • User Capabilites and Groups

How to Read this Table

1. Capabilities
The column headings (Create Models, View Models, Create Reports, View Reports,
Create Cubes, View Cubes, View Contributions, Audit, and Administer) refer to
capabilities that are granted to groups, and roles via SAS Management Console.

2. Model Read and Model RW Access

The column headings Model Read and Model RW refer to the access that a user has to a
particular model.
 Table of Capabilities and Model Access 33

A user can acquire the access in either of the following ways:

• The owner of a model automatically has Read/Write (RW) access to the model.
When a model is created, the creator becomes the model owner. However, the owner
of a model (or an administrator) can transfer ownership of the model to another user
by selecting the model in the Models Workspace and selecting Edit ð Item
Properties and then selecting a new owner from the drop-down list of users.

Note: The drop-down list of potential owners includes those users who have Create
capability for the item. For example, you can transfer owership of a model only
to those users who have Create Models capability.
• The owner of a model (or administrator) can grant Read or Read/Write model access
to members of a group by selecting the model in the Models Workspace and
selecting Edit ð Item Properties. Then, by checking either Read or Read/Write, the
owner grants that model access to all members of the group.

3. Understanding the Columns

34 Chapter 1 • User Capabilites and Groups

The columns in the table refer to a set of users with a combination of a capability and a
Read or Read/Write access to a model.
For example column 1 refers to the set of user with Create Models capability and Read
access to a model. Because the owner of a model automatically has Read/Write access
the model, users with only Read access are those users who are members of a group that
has been granted Read access to the model by the model's owner.

Similarly, column 2 refers to the set of users with Create Models capability andRead/
Write access to a model. Users with Read/Write access are the model owner and users
who are members of a group that has been granted Read/Write access to the model by
the model's owner.

Note: By itself, theCreate Models capability primarily provides the ability to run the
New Model Wizard and a few other facilities such as running diagnostics. It is
mostly in conjunction with model permissions that the Create Models capability
fulfills its potential.
4. Understanding the Rows
Each row in the table refers to an action or facility of SAS Activity-Based Management.
For example row 1 refers to the New Model Wizard. Row 2 refers to the action of
importing model data.
5. Understanding the Cells
The cells in the table specify either of the following (or both):
• Who specifically has the ability referred to in the row.
• What aspects of the ability does someone have
Who specifically has the ability referred to in the row
The following table lists the cell indicators that specify who specifically has the ability
referred to in the row, and what those cell indicators mean.

cell indicator what it means

✓ A user with both the capability and the Read

or Read/Write access in the column heading
has the ability.
 Table of Capabilities and Model Access 35

cell indicator what it means

Owner A user has the ability if the user:

• has both the capability and the Read or
Read/Write access in the column heading,
and
• is the model owner.

OwnerX A user has the ability if the user:

• has both the capability and the Read or
Read/Write access in the column heading,
and
• is the model owner, or
• is a member of an authorized Read or
Read/Write group for the item.

OwnerRW A user has the ability if the user:

• has both the capability and the Read or
Read/Write access in the column heading,
and
• is the model owner, or
• is a member of an authorized Read/Write
group for the item.

What Aspects of the Ability Does Someone Have

The following table lists the cell indicators that specify what aspect of an ability
someone has, and what those cell indicators mean.

cell indicator what it means

R A user with both the capability and the Read

or Read/Write access in the column heading
has Read access to the item.

W A user with both the capability and the Read

or Read/Write access in the column heading
has Write access to the item.

D A user with both the capability and the Read

or Read/Write access in the column heading
has Delete access to the item.

P A user with both the capability and the Read

or Read/Write access in the column heading
has Publish access to the item.

Purge A user with both the capability and the Read

or Read/Write access in the column heading
has Purge access to the item.
36 Chapter 1 • User Capabilites and Groups
 37

Part 2

Working with Reports

Chapter 2
Predefined Report Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Chapter 3
Report Export Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
38
 39

Chapter 2
Predefined Report Templates

Predefined Report Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Report Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Correlation Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Destination Furthest Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Dimensional Attribute Cost Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Dimensional Attribute Unit Cost Report Template . . . . . . . . . . . . . . . . . . . . . . . . . 43
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Dimensional View Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Driver - Cost and Rate Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Idle Capacity Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Module Hierarchy Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Multi-level Contributions Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Profit Cliff Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Resource Contributions Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Resource Contributions by Attribute Report Template . . . . . . . . . . . . . . . . . . . . . . 50
40 Chapter 2 • Predefined Report Templates

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Resource Contributions Intermediate Report Template . . . . . . . . . . . . . . . . . . . . . 51
Single-stage Assignments Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Single-stage Contributions Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Unassigned Costs Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Unit Cost Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Information in this report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Predefined Report Templates

A report template is a file that specifies the layout of a report and the fields of data in a
report (but not the report's data itself). When you create a report, you choose a report
template.
SAS Activity-Based Management comes with several report templates that provide set
formats and permit great flexibility in the amount and type of data to include in a report.
• Destination Furthest
• Dimensional Attribute Cost
• Dimensional Attribute Unit Cost
• Dimensional View
• Driver - Cost and Rate
• Idle Capacity
• Module Hierarchy
• Multi-level Contributions
• Profit Cliff
• Resource Contributions
• Resource Contributions by Attribute
• Resource Contributions Intermediate
• Single-stage Assignment
• Single-stage Contributions
• Unassigned Costs
• Unit Cost
 Correlation Report Template 41

Report Header
Each report has a header that lists pertinent information for that report. All or some of
the following information can be listed in a report's header:

Information Description

Model Name The model selected for the report

Module One or more modules selected for the report;

each module starts on a new page

Period The period selected for the report

Scenario The scenario selected for the report

View Perspective The dimension selected for the report

Filtered Indicates that one or more attributes were used

to select items for the report; attributes used to
select report data are listed on a report's last
page

Correlation Report Template

Overview
This report displays the correlation between Cost and Used Quantity.

Information in this report

Report header See “Report Header” at top of chapter.

ModelId Model ID

ModelName Model name

ModuleId Module Id for ExternalUnit (0), Resource (1), Activity (2), and CostObject (3)

Module Module name

DriverName Driver name

AccountId Account Id. Useful for joining with other tables

AccountRefnum Account Reference

42 Chapter 2 • Predefined Report Templates

Report header See “Report Header” at top of chapter.

AccountName Account Name

Correlation The correlation value in the range [-1,+1]

Periods The number of period/scenarios the account exists in

CostMean The mean average of cost for account across the period/scenarios

UsedQuantityMean The mean average of UsedQuantity across the period/scenarios

Destination Furthest Report Template

Overview
This report template traces the costs from an account, through the model, to the accounts
that ultimately receive the costs. For example, you can generate a report that lists all the
cost objects that receive costs from a specific department in the Resource module. The
Destination Furthest report can be run to display two currencies.
Note: Before you run the Destination Furthest report, you must generate the Resource
Contributions cube, the Multi-stage Contributions cube is not required for this report.

Information in this report

Report header See “Report Header” at top of chapter.

Name Name of the account that contributes or receives costs

Parent Name of the account where the costs originated

Reference Account reference

Module The module of each account that receives costs: Resource (R), Activity (A), or
Cost Object (C)

% Percentage assigned from the parent account to the account that receives costs
or the total assigned or the idle capacity

Assigned Cost Assigned cost or total assigned for the period

Assigned To Names of accounts that receive costs

Total Assigned Total of the % (percentages) or total of the Assigned Cost of the accounts that
receive costs
 Dimensional Attribute Unit Cost Report Template 43

Dimensional Attribute Cost Report Template

Overview
This report template lists costs of accounts for the selected dimension attributes,
independent of the module hierarchy.
For example, you can look at all accounts with a specific attribute, regardless of their
level or association in the module hierarchy. Because the Dimensional Attribute Cost
report supplies information about selected dimension attributes, if you do not select any
dimension attributes, the report is not generated.
If an account has more than one dimension attribute, that account is listed for each
dimension.

Information in this report

Dim Dimension name

Attribute Dimension attribute name

Name Account name

Reference Account reference

Cost Cost of the item or sum of the costs of the items that have the selected
dimension attribute or, for the listed module, the sum of the costs of all the
items that have the selected dimension attributes

BOC Cost Cost from the bill of costs for the item or sum of the bills of costs of the items
that have the selected dimension attribute or, for the listed module, the sum of
the bills of costs of the items that have the selected dimension attributes

Dimensional Attribute Unit Cost Report Template

Overview
This report template lists costs and unit costs of accounts for the selected dimension
attributes, independent of the module hierarchy. It is similar to the Dimensional
Attribute Cost report template, except it has unit cost and output information.
For example, you can look at all accounts with a specific attribute, regardless of their
level or association in the module hierarchy. Because the Dimensional Attribute Unit
Cost report supplies information about selected dimension attributes, if you do not select
any dimension attributes, the report is not generated.
If an account has more than one dimension attribute, that account is listed for each
dimension.
44 Chapter 2 • Predefined Report Templates

Information in this report

Report header See “Report Header” at top of chapter.

Dim Dimension name

Attribute Dimension attribute name

Name Account name

Reference Account reference

Output Type Output type of the account that receives costs; Default, User, or Sold

Output Qty The quantity can be one of the following:

• Default: Quantity is 1
• User: The user-entered output quantity
• Sold: The quantity sold

Cost Cost of the item or sum of the costs of the items that have the selected
dimension attribute or, for the listed module, the sum of the costs of the items
that have the selected dimension attributes

Unit Cost Unit cost of the account; calculated by dividing the Cost by the Output Qty

Dimensional View Report Template

Overview
This report template lists revenue, cost, profit, and unit cost for the selected dimension.
By selecting dimensions, you build a hierarchy to report the profitability for those
dimensions. For example, you can build a dynamic hierarchy that lists each region, each
sales person in each region, each sales person's customers, and each customer's product
purchases. You can select up to 10 dimensions.
In the Report Wizard, in the Select dimensions step, order the dimensions so that in the
Selected box, the dimensions are ordered with the dimension at the top of the box that
represents the top of the dimension hierarchy.
Only accounts are listed in this report.

Information in this report

Report header See “Report Header” at top of chapter.

Name Dimension attribute name

Reference Dimension attribute reference

 Driver - Cost and Rate Report Template 45

Report header See “Report Header” at top of chapter.

Dim Depth Level in the dimension hierarchy; the first dimension you selected in the Report
Wizard is Dim Depth 1; selection order determines Dim Depth

Revenue The roll up, through the dimensional hierarchy, of user-entered revenue for
individual accounts

Cost Amount of money consumed to support the intersection of the dimensions in the
dimensional view; calculates a total of all the accounts with cost elements
tagged with the dimension attribute

Profit Revenue minus Cost

Profit % Profit divided by Revenue

Sold Qty For each dimension attribute, the sum of the sold quantities in the Sales table;
each higher level Sold Qty is the sum of its sub-items

Unit Revenue Revenue divided by Sold Qty

Unit Cost Cost divided by Sold Qty

Unit Profit Profit divided by Sold Qty

• Tip Print this report in landscape orientation.

Driver - Cost and Rate Report Template

Overview
This report template lists each driver used in the selected module and the accounts that
use that driver.

Information in this report

Report header See “Report Header” at top of chapter.

Driver Name Driver name, followed by a list of accounts that use the driver

Reference Driver reference (and, for a calculated driver, the formula); Reference contains
the Driver Type (Basic, Weighted, calculated) and Driver Qty Type (Unique or
Shared)

Cost Account cost or total cost of the accounts that use the driver

User Total Driver Qty User-entered total driver quantity for an account

Total Driver Qty Total driver quantity for the account that the system calculated by adding the
Basic driver quantities and Weighted driver quantities

Driver Rate Calculated by dividing an account's Cost by its Total Driver Qty
46 Chapter 2 • Predefined Report Templates

Report header See “Report Header” at top of chapter.

Driver Type Type of driver: Basic or Weighted

Driver Qty Type Type of driver quantity: Shared, Unique, or Unknown

Idle Capacity Report Template

This report template lists all of the accounts that have an idle capacity greater than zero.
This information can help users locate accounts whose costs have not been fully
assigned and accounts with total user-entered driver quantities that do not equal total
assigned driver quantities.

Information in this report

Report header See “Report Header” at top of chapter.

Name Module name, period, scenario, module, or account name

Driver Driver name

Reference Account reference

Idle Percent Driver percentage that has not been assigned from this account; calculated by
subtracting the sum of the account's driver percentages from 100 percent

Idle Qty Calculated number between the total user-entered driver quantity and the total
calculated driver quantity; for a percentage driver, because the default total
driver quantity is 100, the Idle Qty is a calculated remainder from 100, minus
the user-entered driver quantities

Idle Cost Cost that has not been assigned for the percentage, account, or module;
calculated by subtracting the sum of the account's assigned costs from its total
cost

Grand Total Sum of all <Scenario> Idle Cost for all accounts for the entire model

Module Hierarchy Report Template

Overview
This report template lists information about accounts and their contents for each module.
This information can help users validate and analyze a model or document the full detail
in a model. The complete hierarchy of any section of the model is displayed with all of
the centers, accounts, and cost elements and their costs.
 Multi-level Contributions Report Template 47

• Tip When the Module Hierarchy report is run to display two currencies, the unit cost
is replaced with the cost in the alternative currency.

Information in this report

Report header See “Report Header” at top of chapter.

Level Level of item being displayed as a contributor; resource accounts are defined as
level 1 contributions and cost elements are defined as level 2 contributions
because they roll up to the account cost

Name Name of the account (or cost element) that contributes or receives costs

Reference Account reference

Terminal Dimension The dimensional value of the structural dimension displayed in the column
layout

Type The type of the item being displayed, such as Root, Rollup Account, Account,
Entered Cost Element

Cost Cost of the item or sum of the costs of the items that have the selected
dimension attribute or, for the listed module, the sum of the costs of the items
that have the selected dimension attributes

Unit Cost Unit cost of the account; calculated by dividing the Cost by the Output Qty

Multi-level Contributions Report Template

Overview
This report template lists the contributing accounts and their costs at every level back to
the original contributing accounts.
In the Report Wizard, if you choose to show cost elements, the Multi-level Contributions
report also lists the cost elements of the original contributing accounts and is called the
Multi-level Contributions With Cost Elements report.
Note: A maximum of 10 previous contributing accounts are listed. If your model has
more contributing accounts, the results will be incomplete or wrong.
The Multi-level Contributions report does not correctly present accounts in a reciprocal
system because it follows each contributing cost and ends up in an assignment loop that
exceeds the supported contribution depth of 10 accounts.
The Final Account is the account that receives all the costs.
48 Chapter 2 • Predefined Report Templates

Information in this report

Report header See “Report Header” at top of chapter.

Source Depth Number of steps through the assignment path from the final destination

Name Name of the account or cost element

Reference Reference of the account or cost element

Module Module of the account (or cost element or bill of costs) that contributes costs
• Assigned cost; values are Resource module (R), Activity module (A), or
Cost Object module (C)
• Entered costs; value is CEE (Cost Element Entered)
• Bills of costs; value is Ext (External Unit)

Cost Cost of the account or cost element

% Percentage of the account; calculated by dividing the cost of the account that
contributes costs by the cost of the account that receives costs

Unit Cost Unit cost of the account; calculated by dividing the Cost by the Output Qty

Output Type Output type of the account that receives costs; Default, User, or Sold; the
quantity can be one of the following:
• Default: Quantity is 1
• User: The user-entered output quantity
• Sold: The quantity sold

Profit Cliff Report Template

Overview
This report template generates a graph of the cumulative profit for one dimension. This
information can help users determine the break-even point of items and unprofitable
items.
Only accounts are listed in the Profit Cliff report.

Information in this report

Report header See “Report Header” at top of chapter.

Record Sorted record number graphed on the x-axis that matches the Profit Cliff
graphic to the data table detail; all records are sorted by Profit. Cumulative
Profit is graphed on the y-axis
 Resource Contributions Report Template 49

Report header See “Report Header” at top of chapter.

Name Dimension attribute name

Reference Dimension attribute reference

Revenue The roll up, through the dimensional hierarchy, of user-entered revenue for
individual accounts

Cost Amount of money consumed to support the selected dimension attribute;

displays a total of all the cost elements in the accounts with the dimension
attribute

Profit Revenue minus Cost; Profit only applies to accounts with a dimension attribute
of the selected dimension

Sold Qty Total quantity sold for the dimension attribute

Cumulative Profit Cumulative profit across all dimension attributes

Grand Total Total Revenue, Cost, Profit, and Sold Qty for the dimension attributes in the
selected dimension

Resource Contributions Report Template

Overview
This report template lists the first accounts in which costs are entered into the model.
And, it displays how those costs are ultimately assigned to the final cost object in the
model. The Resource Contributions report is useful for analyzing the beginning and end
of the assignment path.
In the Report Wizard, if you choose to show cost elements, the Resource Contributions
report also lists the cost elements of the original contributing accounts and is called the
Resource Contributions with Cost Elements report.
This report lists the contributing costs from reciprocal allocations.
• Before you run this report, you must generate the Resource Contributions cube.

Information in this report

Report header See “Report Header” at top of chapter.

Level Level of item being displayed as a contributor; resource accounts are defined as
level 1 contributions and cost elements are defined as level 2 contributions
because they roll up to the account cost

Name Name of the account (or cost element) that contributes or receives costs

Reference Account reference

50 Chapter 2 • Predefined Report Templates

Report header See “Report Header” at top of chapter.

Module Module of the account (or cost element or bill of costs) that contributes costs
• Assigned costs; values are Resource module (R), Activity module (A), or
Cost Object module (C)
• Entered costs; value is CEE (Cost Element Entered)
• Bills of costs; value is Ext (external items)

Cost Cost of the account or cost element

% Percentage of the cost contributed by account (or cost element)

Unit Cost Unit cost of the account; calculated by dividing the Cost by the Output Qty

Output Output type of the account that receives costs; Default, User, or Sold; the
quantity can be one of the following:
• Default: Quantity is 1
• User: The user-entered output quantity
• Sold: The quantity sold

Total Cost Total costs from the accounts that contribute costs

Resource Contributions by Attribute Report

Template

Overview
This report template lists the first accounts in which costs are entered into the model.
And, it displays how those costs are ultimately assigned to the final cost object in the
model. The Resource Contributions by Attribute report is identical to the Resource
Contributions report, but adds the ability to see resource dimension member values. This
report is useful for analyzing the beginning and end of the assignment path.
The Resource Contributions by Attribute report lists the contributing costs from
reciprocal allocations.
• Before you run this report, you must generate all cubes

Information in this report

Report header See “Report Header” at top of chapter.

Name Name of the account (or cost element) that contributes or receives costs

Reference Account reference

Source Dimension The dimension member to which the account that gives the costs belongs
Member
 Single-stage Assignments Report Template 51

Report header See “Report Header” at top of chapter.

Cost Cost of the account or cost element

% Percentage of the cost contributed by account (or cost element)

Unit Cost Unit cost of the account; calculated by dividing the Cost by the Output Qty

Resource Contributions Intermediate Report

Template
This report template enables you to export a report of the resources contributing to any
account in the model. Unlike the Resource Contributions report, which supports only the
analysis of the cost contribution to the final cost objects, the Resource Contributions
Intermediate report enables you to run the export report for an activity account or a non-
final cost object. This gives you more flexibility in defined export content.
• This report cannot be run to display a report result in SAS Activity-Based
Management.

Single-stage Assignments Report Template

Overview
This report template lists all available information about accounts and the costs that flow
from one account to another. This information can help users understand how different
(or unrelated) accounts impact the costs of other accounts.

Information in this report

Report header See “Report Header” at top of chapter.

Name Name of the account (or cost element) that contributes or receives costs

Reference Account reference

Module The module of each account that receives costs: Resource (R), Activity (A), or
Cost Object (C)

% Percentage assigned from the parent account to the account that receives costs,
idle capacity or total assigned

Driver Qty Total driver quantity, account driver quantity, total assigned driver quantity, or
idle capacity driver quantity

Assigned Cost Cost of the account that contributes costs, assigned cost for account that
receives costs, idle capacity, or total assigned
52 Chapter 2 • Predefined Report Templates

Report header See “Report Header” at top of chapter.

Driver Driver name specified for the account that contributes costs (and, for a
calculated driver, the formula); in the Reference column, the driver type is
Shared or Unique

Total Driver Qty Total driver quantity for the account that contributes costs that the system
calculated by adding the Basic driver quantities and Weighted driver quantities
for the accounts that receive costs

User Total Driver Qty Only listed when an account that contributes costs has a user-entered Total
Driver Qty

Assigned To Names of accounts that receive costs

Total Assigned Total of the % (percentages), driver quantities, and assigned costs of the
accounts that receive costs

Idle Capacity Total Assigned subtracted from the Total Driver Qty

Single-stage Contributions Report Template

Overview
This report template lists cost information about accounts and the costs that contribute to
them.
In the Single-stage Contributions report, you see the contributing unit cost and the
contribution of each unit to an account. This information can help users review all the
costs that contribute to an account. It lists all contributing items: entered costs, assigned
costs, costs from bills of costs, and costs assigned.

Information in this report

Report header See “Report Header” at top of chapter.

Name Name of the account (or cost element) that contributes costs or receives costs

Contributions Name of the account where the costs originated with an element type of
Assigned, Entered, or Bills of Costs

Reference Account reference

Module Module of the account that contributes costs to the noted account:
• Assigned costs; values are Resource (R), Activity (A), or Cost Object (C)
• Entered costs; value is CEE (Cost Element Entered)
• Bills of costs; value is Ext (external items) or Int (internal items)

Cost Cost of the account or cost element

 Unit Cost Report Template 53

Report header See “Report Header” at top of chapter.

% Percentage of the account; calculated by dividing the cost of the account that
contributes costs or unit cost by the cost of the account that receives costs

Unit Cost Unit cost of the account; calculated by dividing the Cost by the Output Qty

Output Output type of the account that receives costs; Default, User, or Sold; the
quantity can be one of the following:
• Default: Quantity is 1
• User: The user-entered output quantity
• Sold: The quantity sold

Total Contributions Subtotal for each type of cost (assigned costs, entered costs, or bills of costs)

Total cost Sum of all the Total Contributions

Unassigned Costs Report Template

Overview
This report template lists accounts that do not have outgoing assignments. This
information can help users validate a model because, in general, all accounts have
outgoing assignments.

Information in this report

Report header See “Report Header” at top of chapter.

Name Name of the module or unassigned account that does not have outgoing
assignments or has not been used as an internal bill of costs unit in another
account

Driver Driver name

Reference Reference of the unassigned account

Cost Cost or total costs of unassigned accounts for the module

Unit Cost Report Template

Overview
This report template lists unit costs that reveal the costs of a single product or customer.
54 Chapter 2 • Predefined Report Templates

Information in this report

Report header See “Report Header” at top of chapter.

Name Name of the account

Reference Account reference

Output Type The source for the output type: Driver, Default, User, or Sold; a given output
type could be based on the default value=1; or the output type could be based on
a user-entered value (OutputUE); or the output type could be based on the
Quantity Sold (SoldQty).

Output Qty A number that is based on one of the following:

• default value=1
• Output Quantity UE (OutQtyUE)
• Sold Quantity=<value that the destinations in an Assignment have as Sold
Qty>
• Total Driver Quantity Calculated (TDQCalc)

Cost Cost of the account or cost element

Unit Cost Unit cost of the account; calculated by dividing the Cost by the Output Qty
 55

Chapter 3
Report Export Tables

Correlation Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Destination Furthest Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Dimensional Attribute Cost Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . 58
Dimensional View Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Driver - Cost and Rate Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Idle Capacity Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Module Hierarchy Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Multi-level Contributions Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Profit Cliff Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Resource Contributions Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Single-stage Assignments Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Single-stage Contributions Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Unassigned Cost Report Export – Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Unit Cost Report – Export Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Correlation Report – Export Table

This report displays the correlation between Cost and Used Quantity.

Column name Data type Length Explanation

ModelId Integer Model ID

ModelName Alphanumeric 64 Model name

ModuleId Integer Module Id for ExternalUnit (0), Resource (1),

Activity (2), and CostObject (3)

Module Alphanumeric 64 Module name

DriverName Alphanumeric 64 Driver name

56 Chapter 3 • Report Export Tables

Column name Data type Length Explanation

AccountId Integer Account Id. Useful for joining with other tables

AccountRefnum Integer Account Reference

AccountName Alphanumeric 64 Account Name

Correlation Float The correlation value in the range [-1,+1]

Periods Integer The number of period/scenarios the account

exists in

CostMean Float The mean average of cost for account across the
period/scenarios

UsedQuantityMean Float The mean average of UsedQuantity across the

period/scenarios

Destination Furthest Report – Export Table

This report export table contains information about contributions made by accounts in
the model that precede a specific account.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

SourceName Alphanumeric 64 The name of the account that gives the costs

SourceReference Alphanumeric 64 The reference of the account that gives the costs

SourceModuleId Integer Sxö" The ID of the module

1 Resource
2 Activity
3 Cost Object

SourceModuleName Alphanumeric 64 The name of the module containing the account

that gives the costs

SourceParentName Alphanumeric 64 The name of the rollup account that contains the
account that gives the costs

SourceParentReference Alphanumeric 64 The reference of the rollup account that contains

the account that gives the costs

SourceOutputQuantity Float Sxö" The output quantity of the account that receives
the costs
 Destination Furthest Report – Export Table 57

Column name Data type Length Explanation

SourceOutputType Integer .Vª. The output quantity type of the account that
gives the costs
1 User-entered
2 Used
3 Driver
4 Sold
5 Default

SourceCost Float 64 The cost of the account that gives the costs

DestinationName Alphanumeric 64 The name of the account that receives the costs

DestinationReference Alphanumeric 64 The reference of the account that receives the

costs

DestinationModuleId Integer .Vª. The ID of the module that contains the account
that receives the costs
1 Resource
2 Activity
3 Cost Object

DestinationModuleName Alphanumeric 64 The module that contains the account that

receives the costs

DestinationOutputQuantity Float .Vª. The output quantity of the account that gives the
costs

DestinationOutputType Integer .Vª. The type of the account that receives the costs

DriverName Alphanumeric 64 The name of the driver on the account that gives
the costs

ContributionCost Float .Vª. The cost contributed by the account

ContributionPercent Float .Vª. The percentage of the total cost contributed by

the account

Dimension Alphanumeric 256 The attribute folders, up to four selected in the

Report Wizard, on the account that receives the
costs

DimensionMember Alphanumeric 256 The attribute names, up to four selected in the

Report Wizard, on the account that receives the
costs
58 Chapter 3 • Report Export Tables

Dimensional Attribute Cost Report – Export Table

This report export table contains information about costs of accounts for selected
dimension attributes.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

ModuleId Integer Vù;' The ID of the module

1 Resource
2 Activity
3 Cost Object

ModuleName Alphanumeric 64 The name of the module

Id Integer Vù;' The ID of the account

Type Integer Vù;' The type of cost:

3=Normal Cost
27=Reversing Entry to Avoid Dimensional
Double Counts

Name Alphanumeric 64 The name of the account

Reference Alphanumeric 64 The reference of the account

DimName Alphanumeric 64 The name of the attribute folder containing the

attributes attached to the account

DimMemberName Alphanumeric 64 The name of the attribute attached to the

account

Cost Float Vù;' The cost contributed by bills of costs and

assigned costs

BOCCost Float Vù;' The cost contributed by bills of costs

OutputQuantity Float Vù;' The output quantity for the account

 Dimensional View Report – Export Table 59

Column name Data type Length Explanation

OutputType Integer $RB The output quantity type for the account (Sold
or User or Driver or Default)
1 User-entered
2 Used
3 Driver
4 Sold
5 Default

Dimensional View Report – Export Table

This report export table contains information about revenue, cost, profit, and unit cost
for the selected dimension.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

ModuleId Integer $RB The ID of the module

1 Resource
2 Activity
3 Cost Object

ModuleName Alphanumeric 64 The name of the module

AccountName Alphanumeric 64 The dimensional value of the structural

dimension displayed in the column layout

AccountReference Alphanumeric 64 The dimensional value of the structural

dimension displayed in the column layout

DimA - J Name Alphanumeric 64 The name of the first to tenth dimension

attribute selected for defining the view in the
Report Wizard

DimA - J Alphanumeric 64 The name of the first to tenth dimension

member attribute selected for defining the view
MemberName
in the Report Wizard

DimA - J Alphanumeric 64 The reference of the first to tenth dimension

member attribute selected for defining the view
MemberReference
in the Report Wizard

Cost Float $RB The cost of the dimensional intersection

60 Chapter 3 • Report Export Tables

Column name Data type Length Explanation

Revenue Float ¢Sé4 The revenue of the dimensional intersection

account

Profit Float ¢Sé4 The Revenue minus the Cost of the dimensional
intersection account

SoldQuantity Float ¢Sé4 The sold quantity for the dimensional

intersection account

Driver - Cost and Rate Report – Export Table

This report export table contains information about drivers.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

ModuleId Integer ¢Sé4 The ID of the module

1 Resource
2 Activity
3 Cost Object

ModuleName Alphanumeric 64 The name of the module

DriverName Alphanumeric 64 The name of the driver on the account that gives
the costs

DriverType Integer ¢Sé4 The driver type

1 EvenlyAssigned
2 Percentage
3 Normal
4 Weighted
5 BillOfCost
6 Calculated
7 SalesVolume

DriverFormula Alphanumeric memo The formula for a calculated driver

DriverQuantityType Integer ¢Sé4 The driver quantity type of the account that
gives the costs

AccountName Alphanumeric 64 The name of the account

 Idle Capacity Report – Export Table 61

Column name Data type Length Explanation

AccounttReference Alphanumeric 64 The reference of the account

ParentName Alphanumeric 64 The name of the rollup account that contains the
account

ParentReference Alphanumeric 64 The reference of the rollup account that contains

the account

TDQ Float ¬ô8ò The total driver quantity of the account

UserTDQ Float ¬ô8ò The user-entered total driver quantity of the

account

Cost Float ¬ô8ò The cost of the account

Dimension Alphanumeric 64 The attribute folders, up to four selected in the

Report Wizard, on the account

DimensionMember Alphanumeric 64 The attribute names, up to four selected in the

Report Wizard, on the account

Idle Capacity Report – Export Table

This report export table contains information about the idle capacity of accounts.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

ModuleId Integer ¬ô8ò The ID of the module that contains the account
that receives the costs
1 Resource
2 Activity
3 Cost Object

ModuleName Alphanumeric 64 The name of the module

Name Alphanumeric 64 The name of the account

Reference Alphanumeric 64 The reference of the account

DriverName Alphanumeric 64 The name of the driver on the account

IdleQuantity Float ¬ô8ò The idle driver quantity for the account

IdleCost Float ¬ô8ò The idle cost for the account

62 Chapter 3 • Report Export Tables

Column name Data type Length Explanation

IdlePercent Float ÓhÒÌ The idle percentage for the account

Cost Float ÓhÒÌ The costs of the account

TDQ Float ÓhÒÌ The total driver quantity of the account

UserTDQ Float ÓhÒÌ The user-entered total driver quantity of the

account

Dimension Alphanumeric 256 The attribute folders, up to four selected in the

Report Wizard, on the account

DimensionMember Alphanumeric 256 The attribute names, up to four selected in the

Report Wizard, on the account

Module Hierarchy Report – Export Table

This report export table contains information about accounts and their contents for each
module.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

ModuleName Alphanumeric 64 The name of the module

Id Integer ÓhÒÌ The ID of the item

Type Integer ÓhÒÌ The type of item

1 Root
2 Rollup account
3 Account
4 Entered cost element
5 Assigned cost element
11 Internal unit cost element
12 External unit cost element
13 External unit

Name Alphanumeric 64 The name of the item (rollup account, account,

or cost element)

Reference Alphanumeric 64 The reference of the account

 Multi-level Contributions Report – Export Table 63

Column name Data type Length Explanation

ModuleLevel Integer q6¸ The level in the hierarchy

TerminalDimension Alphanumeric 64 The dimensional value of the structural

dimension displayed in the column layout

ParentId Integer q6¸ The ID of the parent rollup account

Cost Float q6¸ The cost of the item

OutputQuantity Float q6¸ The output quantity for the account

OutputType Integer 256 The output quantity type for the account
1 User-entered
2 Used
3 Driver
4 Sold
5 Default

Dimension Alphanumeric 256 The attribute folders, up to four selected in the

Report Wizard, on the account that receives the
costs

DimensionMember Alphanumeric 256 The attribute names, up to four selected in the

Report Wizard, on the account that receives the
costs

Multi-level Contributions Report – Export Table

This report export table contains information about contributing accounts and their costs
at every level back to the original contributing accounts.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

FinalId Integer q6¸ The ID of the final account in the assignment

path

FinalModuleId Integer q6¸ The ID of the module that contains the final
account in the assignment path
1 Resource
2 Activity
3 Cost Object
64 Chapter 3 • Report Export Tables

Column name Data type Length Explanation

FinalModuleName Alphanumeric 64 The module that contains the final account in

the assignment path

FinalName Alphanumeric 64 The name of the final account in the assignment

path

FinalReference Alphanumeric 64 The reference of the final account in the

assignment path

FinalCost Float ˘¤k The total cost of the final account in the
assignment path

OutputQuantity Float ˘¤k The output quantity of the final account in the
assignment path

OutputType Integer ˘¤k The output quantity type of the final account
in the assignment path
1 User-entered
2 Used
3 Driver
4 Sold
5 Default

Dimension Alphanumeric 64 The attribute folders, up to four selected in the

Report Wizard

DimensionMember Alphanumeric 64 The attribute names, up to four selected in the

Report Wizard

ModId_D1 - D10 Integer ˘¤k The ID of the module containing the account
one to 10 steps back in the assignment path that
contributes to the final account
1 Resource
2 Activity
3 Cost Object

Mod_D1 - D10 Alphanumeric 64 The name of the module containing the account
one to 10 steps back in the assignment path that
contributes to the final account

CeSrcId_D1 - D10 Integer ˘¤k The ID of the account one to 10 steps back in
the assignment path that contributes to the final
account

Name_D1 - D10 Alphanumeric 64 The name of the account one to 10 steps back in
the assignment path that contributes to the final
account

Reference_D1 - D10 Alphanumeric 64 The reference of the account one to 10 steps

back in the assignment path that contributes to
the final account
 Resource Contributions Report – Export Table 65

Column name Data type Length Explanation

Percent_D1 - D10 Float ÇJƒ The percentage of cost that the account one to
10 steps back in the assignment path contributes
to the final account

Profit Cliff Report – Export Table

This report export table contains information about the cumulative profit for one
dimension.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

DimensionName Alphanumeric 64 The name of the dimension, selected in the

Report Wizard, used to create the Profit Cliff

DimMemberName Alphanumeric 64 The name of the attribute attached to the

account

DimMemberReference Alphanumeric 64 The reference of the attribute attached to the

account

Cost Float ÇJƒ The cost of the account

Revenue Float ÇJƒ The revenue for the noted dimensional

intersection account

Profit Float ÇJƒ The profit for the noted dimensional intersection
account

SoldQuantity Float ÇJƒ The quantity sold for the noted dimensional
intersection account

Resource Contributions Report – Export Table

This report export table contains information about the highest level accounts that
contribute costs to selected accounts.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

66 Chapter 3 • Report Export Tables

Column name Data type Length Explanation

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

SourceId Integer „
Áà The ID of the account that gives the costs

SourceName Alphanumeric 64 The name of the account that gives the costs

SourceReference Alphanumeric 64 The reference of the account that gives the costs

SourceModuleId Integer „
Áà The ID of the module containing the account
that gives the costs
1 Resource
2 Activity
3 Cost Object

SourceModuleName Alphanumeric 64 The name of the module containing the account

that gives the costs

SourceModuleNameShort Alphanumeric 64 The abbreviation of the name of the module

SourceUnitCost Float „
Áà The unit cost (contributing account costs/
destination account output quantity)

SourceOutputQuantity Float „
Áà The output quantity for the account that gives
the costs

SourceOutputType Integer „
Áà The output quantity type of the account that
gives the costs
1 User-entered
2 Used
3 Driver
4 Sold
5 Default

SourceCeId Integer 64 The ID of the cost element

SourceCeName Alphanumeric 64 The name of the cost element of the account

that gives the costs

SourceCeReference Alphanumeric 64 The reference of the cost element of the account

that gives the costs

SourceCeContribution Float „
Áà The costs contributed from the cost element of
the account that gives the costs
 Resource Contributions Report – Export Table 67

Column name Data type Length Explanation

SourceCeType Integer zÚ»À The type of the cost element of the account
that gives the costs
1 Root
2 Rollup account
3 Account
4 Entered cost element
5 Assigned cost element
11 Internal unit cost element
12 External unit cost element
13 External unit

DestinationId Integer zÚ»À The ID of the account that receives the costs

DestinationName Alphanumeric 64 The name of the account that receives the costs

DestinationReference Alphanumeric 64 The reference of the account that receives the

costs

DestinationModuleId Integer zÚ»À The ID of the module that contains the account
that receives the costs
1 Resource
2 Activity
3 Cost Object

DestinationModuleName Alphanumeric 64 The module that contains the account that

receives the costs

DestinationParentName Alphanumeric 64 The name of the rollup account that contains the
account that receives the costs

DestinationParentReference Alphanumeric 64 The reference of the rollup account that contains

the account that receives the costs

DestinationOutputQuantity Float zÚ»À The output quantity (Sold, User, Driver,

Default) for the account that receives the costs

DestinationOutputType Integer zÚ»À The output quantity type of the account that
receives the costs
1 User-entered
2 Used
3 Driver
4 Sold
5 Default

DestinationSoldQuantity Float zÚ»À The sold quantity of the account that receives
the costs

DestinationCost Float zÚ»À The total costs of the account that receives the
costs
68 Chapter 3 • Report Export Tables

Column name Data type Length Explanation

ContributionCost Float Ł²ÿ· The costs contributed (assigned and bills of

costs) to the account that receives the costs

ContributionPercent Float Ł²ÿ· The percentage of costs contributed to the

account that receives the costs

Dimension Alphanumeric 256 The attribute folders, up to four selected in the

Report Wizard, on the account that gives the
costs

DimensionMember Alphanumeric 256 The attribute names, up to four selected in the

Report Wizard, on the account that gives the
costs

Single-stage Assignments Report – Export Table

This report export table contains information about assignments.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

SourceId Integer Ł²ÿ· The ID of the account that gives the costs

SourceName Alphanumeric 64 The name of the account that gives the costs

SourceReference Alphanumeric 64 The reference of the account that gives the costs

SourceModuleId Integer 64 The ID of the module containing the account

that gives the costs
1 Resource
2 Activity
3 Cost Object

SourceModuleName Alphanumeric 64 The name of the module containing the account

that gives the costs

SourceParentName Alphanumeric 64 The name of the rollup account that contains the
account that gives the costs

SourceParentReference Alphanumeric 64 The reference of the rollup account that contains

the account that gives the costs

SourceTDQ Float Ł²ÿ· The total driver quantity of the account that
gives the costs
 Single-stage Assignments Report – Export Table 69

Column name Data type Length Explanation

SourceUserTDQ Float ¬Š3fl The user-entered total driver quantity of the

account that gives the costs

SourceCost Float 64 The cost of the account that gives the costs

DestinationId Integer ¬Š3fl The ID of the account that receives the costs

DestinationName Alphanumeric 64 The name of the account that receives the costs

DestinationReference Alphanumeric 64 The reference of the account that receives the

costs

DestinationModuleId Integer 64 The ID of the module that contains the account

that receives the costs
1 Resource
2 Activity
3 Cost Object

DestinationModuleName Alphanumeric 64 The module that contains the account that

receives the costs

DestinationOutputQuantity Float ¬Š3fl The output quantity for the account that receives
the costs

DestinationOutputType Integer ¬Š3fl The output quantity type for the account that
receives the costs
1 User-entered
2 Used
3 Driver
4 Sold
5 Default

DriverName Alphanumeric 64 The name of the driver on the account that gives
the costs

DriverType Integer 64 The type of driver

1 EvenlyAssigned
2 Percentage
3 Normal
4 Weighted
5 BillOfCost
6 Calculated
7 SalesVolume

DriverFormula Alphanumeric memo The formula for a calculated driver

DriverQuantity Float ¬Š3fl The driver quantity that flows from one account
to another
70 Chapter 3 • Report Export Tables

Column name Data type Length Explanation

DriverQuantityType Integer ¶‘hŸ The driver quantity type of the account that
gives the costs
0 Shared
1 Unique

DriverWeight Float ¶‘hŸ The driver weight for the quantity that flows
from one account to another

CalculatedDriverQuantity Float ¶‘hŸ The calculated driver quantity that flows from
one account to another

DriverCost Float ¶‘hŸ The driver cost that flows from one account to
another

DriverPercent Float ¶‘hŸ The driver percent that flows from one account
to another

IdleQuantity Float ¶‘hŸ The idle driver quantity for the account that
gives the costs

IdleCost Float ¶‘hŸ The idle cost for the account that gives the costs

IdlePercent Float ¶‘hŸ The idle percentage for the account that gives
the costs

Dimension Alphanumeric 256 The attribute folders, up to four selected in the

Report Wizard, on the account that receives the
costs

DimensionMember Alphanumeric 256 The attribute names, up to four selected in the

Report Wizard, on the account that receives the
costs

Single-stage Contributions Report – Export Table

This report export table contains information about contributions made by accounts that
precede a selected account.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

SourceName Alphanumeric 64 The name of the account that gives the costs

SourceReference Alphanumeric 64 The reference of the account that gives the costs
 Single-stage Contributions Report – Export Table 71

Column name Data type Length Explanation

SourceModuleId Integer ôI Ý The ID of the module containing the account

that gives the costs
1 Resource
2 Activity
3 Cost Object

SourceModuleName Alphanumeric 64 The name of the module containing the account

that gives the costs

SourceModuleNameShort Alphanumeric 64 The abbreviation of the name of the module

containing the account that gives the costs

SourceUnitCost Float ôI Ý The unit cost

SourceOutputQuantity Float ôI Ý The output quantity for the account that gives
the costs

SourceOutputType Integer ôI Ý The output quantity type for the account that
gives the costs

DestinationId Integer ôI Ý The ID of the account that receives the costs

DestinationName Alphanumeric 64 The name of the account that receives the costs

DestinationReference Alphanumeric 64 The reference of the account that receives the

costs

DestinationModuleId Integer ôI Ý The ID of the module that contains the account

that receives the costs
1 Resource
2 Activity
3 Cost Object

DestinationModuleName Alphanumeric 64 The module that contains the account that

receives the costs

DestinationParentName Alphanumeric 64 The name of the rollup account that contains the
account that receives the costs

DestinationParentReference Alphanumeric 64 The reference of the rollup account that contains

the account that receives the costs

DestinationSoldQuantity Float ôI Ý The sold quantity of the account that receives

the costs

DestinationCost Float ôI Ý The cost of the account that receives the costs

DestinationOutputQuantity Float ôI Ý The output quantity for the account that gives
the costs (Sold, User, Driver, Default)
72 Chapter 3 • Report Export Tables

Column name Data type Length Explanation

DestinationOutputType Integer ,[ò˘ The output quantity type of the account that
receives the costs
1 User-entered
2 Used
3 Driver
4 Sold
5 Default

DriverName Alphanumeric 64 The name of the driver on the account that

receives the costs

DriverType Integer ,[ò˘ The driver type

1 EvenlyAssigned
2 Percentage
3 Normal
4 Weighted
5 BillOfCost
6 Calculated
7 SalesVolume

DriverQuantityType Integer ,[ò˘ The driver quantity type of the account that
receives the costs
0 Shared
1 Unique

CostElementType Integer ,[ò˘ The type of contributed costs

1 Root
2 Rollup account
3 Account
4 Entered cost element
5 Assigned cost element
11 Internal unit cost element
12 External unit cost element
13 External unit

ElementType Alphanumeric 64 The type of contributing costs

CalculatedDriverQuantity Float ,[ò˘ The calculated driver quantity that flows from
one account to another

BOCCost Float ,[ò˘ The costs from bills of costs of the account that
receives the costs

ContributionCost Float ,[ò˘ The cost from bills of costs and assigned costs
of the account that receives the costs
 Unassigned Cost Report Export – Table 73

Column name Data type Length Explanation

DriverCost Float »Ab The driver costs that flow from one account to
another

ContributionPercent Float »Ab The percentage of costs of the account that

receives the costs

Dimension Alphanumeric 256 The attribute folders, up to four selected in the

Report Wizard, on the account that gives the
costs

DimensionMember Alphanumeric 256 The attribute names, up to four selected in the

Report Wizard, on the account that gives the
costs

Unassigned Cost Report Export – Table

This report export table contains information about accounts that do not have outgoing
assignments.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

ModuleId Integer »Ab The ID of the module

1 Resource
2 Activity
3 Cost Object

ModuleName Alphanumeric 64 The name of the module

Type Integer »Ab The type of account:

1=Root
2=RollupAccount
3= Account
13=ExternalUnit
27=BalanceAdjustment

Name Alphanumeric 64 The name of the account

Reference Alphanumeric 64 The reference of the account

DriverName Alphanumeric 64 The name of the driver on the account

74 Chapter 3 • Report Export Tables

Column name Data type Length Explanation

Cost Float H˶ The cost of the account

Dimension Alphanumeric 256 The attribute folders, up to four selected in the

Report Wizard, on the account

DimensionMember Alphanumeric 256 The attribute names, up to four selected in the

Report Wizard, on the account

Unit Cost Report – Export Table

This report export table contains information about unit costs.

Column name Data type Length Explanation

ModelName Alphanumeric 64 The name of the model

Period Alphanumeric 64 The name of the period

Scenario Alphanumeric 64 The name of the scenario

ModuleId Integer H˶ The ID of the module

1 Resource
2 Activity
3 Cost Object

ModuleName Alphanumeric 64 The name of the module

Type Integer H˶ The type of item:

3=Account

Name Alphanumeric 64 The name of the account

Reference Alphanumeric 64 The reference of the account

Cost Float H˶ The cost of the account

BOCCost Float H˶ The costs contributed by the account from bills
of costs

OutputQuantity Float H˶ The output quantity for the account

OutputType Integer H˶ The output quantity type for the account
1 User-entered
2 Used
3 Driver
4 Sold
5 Default
 Unit Cost Report – Export Table 75

Column name Data type Length Explanation

Dimension Alphanumeric 256 The attribute folders, up to four selected in the

Report Wizard, on the account

DimensionMember Alphanumeric 256 The attribute names, up to four selected in the

Report Wizard, on the account
76 Chapter 3 • Report Export Tables
 77

Part 3

Surveys

Chapter 4
Introduction to Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Chapter 5
Exporting Data to Use with Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Chapter 6
Surveys: User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Chapter 7
Creating Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Chapter 8
Manage Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Chapter 9
Administer Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Chapter 10
Survey Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Chapter 11
Taking a Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Chapter 12
Importing Survey Data back into the Model . . . . . . . . . . . . . . . . . . . . . . 147
78
 79

Chapter 4
Introduction to Surveys

Introduction to Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Logging On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
The Survey Process in a Nutshell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Export a model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Create a survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Assign survey items to survey takers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Take the survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Administer the survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Reimport the model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Introduction to Surveys
One of the most difficult tasks in maintaining a model is keeping its data accurate and
up-to-date. Now you can create Web surveys to solicit data from the people who are
directly responsible for the activities and accounts in your model. Data from the surveys
is written directly to staging tables that have been exported from the model.
The following table shows the types of surveys that you can create for each module and
the fields that a survey taker can update for each type of survey.
Note: Each field name is qualified by the staging table that it is in.

Module Type of survey Fields that can be updated

External Unit Quantity: (account) Assignment.DriverQuantityFixed

See “Assignment table” on page 226.

Unit Costs ExternalUnit.UnitCostEntered

See “ExternalUnit table” on page 235.
80 Chapter 4 • Introduction to Surveys

Module Type of survey Fields that can be updated

Resource Resource Drivers Assignment.DriverQuantityFixed

See “Assignment table” on page 226.

Resource Costs EnteredCostElement.EnteredCost

See “EnteredCostElement table” on page 234.

Numeric Attribute ValueAttributeAssociation.NumericValue

See “ValueAttributeAssociation table” on page
247.

Activity Activity Drivers Assignment.DriverQuantityFixed

See “Assignment table” on page 226.

Numeric Attributes ValueAttributeAssociation.NumericValue

See “ValueAttributeAssociation table” on page
247.

Cost Object Cost Object Drivers Assignment.DriverQuantityFixed

See “Assignment table” on page 226.

Revenues and Sold Quantities Account.Revenue

Account.SoldQuantity
See “Account table” on page 223.

Output Quantities Account.OutputQuantityUE

See “Account table” on page 223.

Numeric Attributes ValueAttributeAssociation.NumericValue

See “ValueAttributeAssociation table” on page
247.

Logging On
Log on to surveys by typing the survey URL into the command line of a browser. To
determine the URL, you can do the following:
1. Log on to SAS Management Console as an administrator, and access the SAS
Activity-Based Management middle-tier server.
2. Click the Plug-Ins tab.
3. Expand Application Management.
4. Expand Configuration Manager.
5. Expand SAS Application Infrastructure.
6. Right-click Activity-Based Mgmt Surveys 7.2 and select Properties.
7. Click the Connection tab on the Properties window.
 Logging On 81

The connection information appears. In the following picture, you can see that the
URL for invoking surveys is:
http://xyz.sas.com:8880/SASActivityBasedManagementSurveys

8. Type the survey URL into the command line of a browser.

9. Log on with a user ID and password. The user must exist in the SAS Metadata
Server with the following capabilities:
• To create a survey, the Create Model capability
• To take a survey, the Take Surveys capability
See Chapter 1, “User Capabilites and Groups,” on page 3.
82 Chapter 4 • Introduction to Surveys

The Survey Process in a Nutshell

Overview
The steps for using surveys are the following:
• “Export a model” on page 82
• “Create a survey” on page 82
• “Assign survey items to survey takers” on page 82
• “Take the survey” on page 82
• “Administer the survey” on page 85
• “Reimport the model” on page 85

Export a model
See Chapter 5, “Exporting Data to Use with Surveys,” on page 87.

Create a survey
See Chapter 7, “Creating Surveys,” on page 97.

Assign survey items to survey takers

The following picture shows how to assign a driver survey.

When the administrator finishes creating the survey, survey takers are notified by e-mail.

Take the survey

1. Answer the survey questions.
The survey taker logs on and begins taking the assigned survey.
 The Survey Process in a Nutshell 83

The following picture shows a driver survey.

2. Add additional assignments.

While taking a driver survey, a survey taker can add assignments that are not
currently in the model. See “Add New Assignments” on page 141.

3. Save the survey items as surveyed.

When each survey item has been satisfactorily responded to, the survey taker saves it
as surveyed.
Note: As soon as a survey taker saves an item as surveyed, it is written to a staging
table in the database. If the survey taker subsequently saves the item as not
surveyed, the value that was previously saved to the database is not rolled back.
84 Chapter 4 • Introduction to Surveys

The Survey Manager displays the Percentage Complete—the percentage of survey

items that have been saved as surveyed.

4. Submit the survey.

When all survey items have been saved as surveyed, the survey taker can submit the
survey.

Once the survey taker submits the survey, its status changes to Completed, and the
survey taker can no longer change any responses.

The administrator receives a notification e-mail.

 The Survey Process in a Nutshell 85

Administer the survey

Among other administration tasks, a survey administrator can do the following:
1. Reopen a completed survey.
On receiving notification that a survey has been submitted, an administrator has the
option of reopening the survey by marking it as Incomplete. If an administrator
reopens the survey, then:
• the survey status changes to Incomplete.
• the survey taker receives a notification.
• the survey taker retakes the survey and submits it again after saving all items as
surveyed.
Note: Staging tables in the database are not rolled back if an administrator reopens
a survey.
2. Audit new assignments.
If the survey taker has added any new assignments, then an administrator must audit
the assignments to either approve or disapprove.
• If the administrator approves, then the new assignment values, as entered by the
survey taker, are written to the staging table in the database.
• If the administrator disapproves, then the new assignment is removed from the
Assignment staging table in the database—it is as though the assignment was
never made.
See “Audit Surveys” on page 124.

Reimport the model

To reimport survey data:
1. Select File ð Import.
2. Select Surveys.
For general information on importing, see Chapter 13, “Importing,” on page 153.
3. Select an existing model to update with survey data. You cannot create a new model
from survey data.
Note: When importing into an existing model, make sure that the survey data is for
the correct model. If the data is from a different model, the import can corrupt the
existing model.
86 Chapter 4 • Introduction to Surveys

See Also
Chapter 12, “Importing Survey Data back into the Model,” on page 147
 87

Chapter 5
Exporting Data to Use with
Surveys

Exporting Survey Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Exporting Survey Data

To create a survey, you do not have to export everything out of your model. Here are the
steps to ensure you export only the required fields.
Note: Unless specified otherwise, accept all the default Export Wizard selections.
To export survey data, do the following. Also, see “Exporting Model Data to a
Database” on page 169. And, see “Using the Export Wizard” on page 175.
1. Select File ð Export ð Survey Model Data.

2. On the Select Model window:

a. Select the model to be exported.
b. Select one of the following:
• New Survey Model, and then enter a new survey model name.
You will use this name to access the model while working with the survey.
Note: You can export survey data multiple times for the same model—for
example, once for each period in the model. In this case, you would use a
different survey model name for each export.
• Update Existing Survey Model, and then select an existing survey model
name.
88 Chapter 5 • Exporting Data to Use with Surveys

Selecting this option overwrites the staging tables for the survey model in the
database.
c. Select the Period/Scenario associations to be exported.
d. Click Next.

3. Select the tables to export.

Note: You cannot unselect the required tables.

If you plan to survey Numeric Attributes, then you also must check the following
two tables:
ValueAttribute table
See “ValueAttribute table” on page 247.
ValueAttributeAssociation table
See “ValueAttributeAssociation table” on page 247.
4. Select common dimension columns (that is, select the columns that will always be
exported for each table).
Note: You cannot unselect required columns.
 Exporting Survey Data 89

Columns that you select are selected by default on the next Export Wizard page. You
can, however, change your selection on the next page. That is, you can deselect a
field that you had selected, or select a field that you had deselected.

5. Select dimension columns to export for each table.

Note: You can overwrite the name of the target column.
90 Chapter 5 • Exporting Data to Use with Surveys

6. Filter by dimensions (that is, select those dimension members that will be exported
for each table).

7. Choose the columns to export for each table.

Click Add to add filters to further select the columns to export. Selected columns are
exported only if they pass the filter. In other words, for a column to be exported, it
must both
• be selected
• pass whatever filters exist for the table
 Exporting Survey Data 91

In addition to all default selections, make sure the following columns are checked:
Account table
DriverName
Name
OutputQuantityUE
Revenue
SoldQuantity
PeriodicNote (optional - only if you have Account Notes)

Assignment table
Source Accounts.DriverName
DriverQuantityFixed

EnteredCostElement table
EnteredCost

ExternalUnit table
UnitCostEntered
Name
PeriodicNote (optional - only if you have ExternalUnit Notes)

8. Verify the summary and click Finish.

92 Chapter 5 • Exporting Data to Use with Surveys

Select Save configuration as to save your selections. The selections are saved in the
Survey Data Exports folder.
Double-click a saved configuration to begin exporting using the saved options. You
can modify the options while using the Export Wizard.
 93

Chapter 6
Surveys: User Interface

Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Survey Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
User Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Home
The Home page shows you all the alerts that you have received.
Double-click an alert to open the corresponding item.

Survey Manager
The Survey Manager lists surveys. Double-click a survey to open it. Use the Survey
Manager to
• Create a survey. See “Create the Survey” on page 97.
• Take a survey. See “Take a Driver Survey” on page 139.
• Audit surveys. See “Audit Surveys” on page 124.
• View approved assignments. See “View Approved Assignments” on page 125.
• Delete an assignment. See “Delete a Survey” on page 128.
94 Chapter 6 • Surveys: User Interface

• Send an e-mail. See “Send an e-mail” on page 126.

You can choose to list surveys by definition or by user.

Click Assigned Surveys to see the surveys assigned to you.

User Manager
The User Manager is available only to users who have Create Model capability. There is
no Administer Surveys capability. For a discussion of roles and capabilities, see
“Creating Roles” on page 4.
Use the User Manager to
• Reassign survey items to users. See “Reassign Users” on page 119.
• Manage user attributes. See “Add Attributes to a User” on page 120.
• Send e-mails to individual users. See “Send an e-mail” on page 126.
User Manager 95
96 Chapter 6 • Surveys: User Interface
 97

Chapter 7
Creating Surveys

Create the Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

General Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
External Unit Module: Quantity (account) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
External Unit Module: Unit Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Resource Module: Resource Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Resource Module: Resource Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Resource Module: Numeric Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Activity Module: Activity Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Activity Module: Numeric Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Cost Object Module: Cost Object Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Cost Object Module: Revenues and Sold Quantities . . . . . . . . . . . . . . . . . . . . . . . 108
Cost Object Module: Output Quantities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Cost Object Module: Numeric Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Create a Group Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Create Follow-up Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Create an Aggregated Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Create the Survey

General Procedure
To create a survey, a user must have Create Model capability. There is no Create Survey
capability. For a discussion of roles and capabilities, see “Creating Roles” on page 4.
To create a survey:
1. Log on using a browser.
The logon URI uses the form: http://machine_name:port/
SASActivityBasedManagementSurveys.
The machine name depends on where the SAS Activity-Based Management middle-
tier server is installed, for example:
http://sasabm.xyz.com:8880/SASActivityBasedManagementSurveys

See “Logging On” on page 80.

2. Click Survey Manager.
3. Select By Definitions.
98 Chapter 7 • Creating Surveys

4. Select Create a survey definition.

5. Name the survey and (optionally) provide a description, and then click Next.

6. Select the model to survey.

7. Select the period/scenario associations to survey.
8. Select the module to survey. You can select
• External Unit
• Resource
• Activity
• Cost Object

9. The next steps depend on the type of survey that you want to define. The steps for
each type of survey are described here:
 Create the Survey 99

• “External Unit Module: Unit Costs” on page 100

• “External Unit Module: Quantity (account)” on page 99
• “Resource Module: Resource Drivers” on page 101
• “Resource Module: Resource Costs” on page 102
• “Resource Module: Numeric Attributes” on page 103
• “Activity Module: Activity Drivers” on page 104
• “Activity Module: Numeric Attributes” on page 106
• “Cost Object Module: Cost Object Drivers” on page 107
• “Cost Object Module: Revenues and Sold Quantities” on page 108
• “Cost Object Module: Output Quantities” on page 109
• “Cost Object Module: Numeric Attributes” on page 110

Note: In assigning surveys items to survey owners, you cannot assign items to yourself.

External Unit Module: Quantity (account)

With this type of survey, a survey taker updates the following field:

Module Type of survey Fields that can be updated

External Unit Quantity: (account) Assignment.DriverQuantityFixed

1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
2. Select the External Unit module.
3. Select a source account in the External Unit, and then click Next.
4. Assign survey owners to destination accounts.

The following picture summarizes the process.

100 Chapter 7 • Creating Surveys

External Unit Module: Unit Costs

With this type of survey, a survey taker updates the following field:

Module Type of survey Fields that can be updated

External Unit Unit Costs ExternalUnit.UnitCostEntered

1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
2. Select the External Unit module.
3. Select Unit Costs.
4. For Top-Level Dimension Reference, do one of the following:
Specify Any Dimension
All External Unit accounts are presented for assignment to survey owners.
Select a specific dimension
Only those External Unit accounts under the specified dimension are presented
for assignment to survey owners.
Note: The selection list includes the lowest-level dimension members of the
External Units module.
5. Click Next.
6. Assign owners to those items that you want to survey.
7. Click Finish.
 Create the Survey 101

The following picture summarizes the process.

Resource Module: Resource Drivers

With this type of survey, a survey taker updates the following field:

Module Type of survey Fields that can be updated

Resource Resource Drivers Assignment.DriverQuantityFixed

1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
2. Select the Resource module.
3. Select Resource Drivers.
4. For Top-Level Dimension Reference, do one of the following:
Specify Any Dimension
All Resource accounts are eligible for assignment to survey owners
Select a specific dimension
Only those Resource accounts under the specified dimension are eligible for
assignment to survey owners.
102 Chapter 7 • Creating Surveys

Note: A restricted list of dimension members is displayed in the drop-down list

of dimension members available for filtering. The list is based on the first
dimension of the Resource module.
5. For Driver Name, do one of the following:
Specify Any Driver
All Resource accounts with drivers are presented for assignment to survey
owners
Select a specific driver
Only those Resource accounts using the selected driver are presented for
assignment to survey owners.
6. Click Next.
7. Assign source accounts for the driver to survey owners.

The following picture summarizes the process.

Resource Module: Resource Costs

With this type of survey, a survey taker updates the following field:

Module Type of survey Fields that can be updated

Resource Resource Costs EnteredCostElement.EnteredCost

 Create the Survey 103

1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
2. Select the Resource module.
3. Select Resource Costs.
4. For Top-Level Dimension Reference, do one of the following:
Specify Any Dimension
All Resource accounts are eligible for assignment to survey owners.
Select a specific dimension
Only those Resource accounts under the specified dimension are eligible for
assignment to survey owners.
Note: A restricted list of dimension members is displayed in the drop-down list
of dimension members available for filtering. The list is based on the first
dimension of the Resource module.
5. Click Next.
6. Assign accounts to survey owners.

The following picture summarizes the process.

Resource Module: Numeric Attributes

With this type of survey, a survey taker updates the following field:
104 Chapter 7 • Creating Surveys

Module Type of survey Fields that can be updated

Resource Numeric Attribute ValueAttributeAssociation.NumericValue

Note: To create a survey for numeric attributes, you must have included the following
two tables when you exported survey data for the model:
• ValueAttribute table
• ValueAttributeAssociation table
See “Exporting Survey Data” on page 87.
1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
2. Select the Resource module.
3. Select a particular attrilbute.
4. Click Next.
5. Assign accounts to survey owners.

The following picture summarizes the process.

Activity Module: Activity Drivers

Note: You can only define a survey for Activity Drivers if the Follow-up driver
surveys flag for the model is off. If the flag is on, then survey items for activity
drivers are automatically added to the surveys for Resource Drivers. See “Follow-up
Driver Surveys” on page 135.
 Create the Survey 105

With this type of survey, a survey taker updates the following field:

Module Type of survey Fields that can be updated

Activity Activity Drivers Assignment.DriverQuantityFixed

1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
2. Select the Activity module.
3. Select Activity Drivers.
4. For Top-Level Dimension Reference, do one of the following:
Specify Any Dimension
All Activity accounts are eligible for assignment to survey owners
Select a specific dimension
Only those Activity accounts under the specified dimension are eligible for
assignment to survey owners.
Note: A restricted list of dimension members is displayed in the drop-down list
of dimension members available for filtering. The list is based on the first
dimension of the Resource module.
5. Select a particular driver or select Any Driver.
6. Click Next.
7. Assign accounts to survey owners.

The following picture summarizes the process.

106 Chapter 7 • Creating Surveys

Activity Module: Numeric Attributes

With this type of survey, a survey taker updates the following field:

Module Type of survey Fields that can be updated

Activity Numeric Attributes ValueAttributeAssociation.NumericValue

Note: To create a survey for numeric attributes, you must have included the following
two tables when you exported survey data for the model:
• ValueAttribute table
• ValueAttributeAssociation table
See “Exporting Survey Data” on page 87.
1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
2. Select the Activity module.
3. Select a particular attribute.
4. Click Next.
5. Assign accounts to survey owners.

The following picture summarizes the process.

 Create the Survey 107

Cost Object Module: Cost Object Drivers

With this type of survey, a survey taker updates the following field:

Module Type of survey Fields that can be updated

Cost Object Cost Object Drivers Assignment.DriverQuantityFixed

Note: You can only define a survey for Cost Object Drivers if the Follow-up driver
surveys flag for the model is off. If the flag is on, then survey items for Cost Object
Frivers are automatically added to the surveys for Resource Drivers. See “Follow-up
Driver Surveys” on page 135.
1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
2. Select the Cost Object module.
3. Select Cost Object Drivers.
4. For Top-Level Dimension Reference, do one of the following:
Specify Any Dimension
All Cost Object accounts are eligible for assignment to survey owners.
Select a specific dimension
Only those Cost Object accounts under the specified dimension are eligible for
assignment to survey owners.
108 Chapter 7 • Creating Surveys

Note: A restricted list of dimension members is displayed in the drop-down list

of dimension members available for filtering. The list is based on the first
dimension of the Resource module.
5. Select a particular driver or select Any Driver.
6. Click Next.
7. Assign accounts to survey owners.

The following picture summarizes the process.

Cost Object Module: Revenues and Sold Quantities

With this type of survey, a survey taker updates the following fields:

Module Type of survey Fields that can be updated

Cost Object Revenues and Sold Quantities Account.Revenue

Account.SoldQuantity

1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
2. Select the Cost Object module.
3. Select Revenues and Sold Quantities.
4. For Account Name Contains, you can limit the accounts to survey by specifying a
character string that each account’s name must contain.
 Create the Survey 109

The character string can contain blanks, and case does not matter. The string can
occur at the beginning, in the middle, or at the end of the account name.
5. Click Next.
6. Assign accounts to survey owners.

The following picture summarizes the process.

Cost Object Module: Output Quantities

With this type of survey, a survey taker updates the following field:

Module Type of survey Fields that can be updated

Cost Object Output Quantities Account.OutputQuantityUE

1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
2. Select the Cost Object module.
3. Select Output Quantities.
110 Chapter 7 • Creating Surveys

4. For Account Name Contains, you can limit the accounts to survey by specifying a
character string that each account’s name must contain.
The character string can contain blanks, and case does not matter. The string can
occur at the beginning, in the middle, or at the end of the account name.
5. Click Next.
6. Assign accounts to survey owners.

The following picture summarizes the process.

Cost Object Module: Numeric Attributes

With this type of survey, a survey taker updates the following field:

Module Type of survey Fields that can be updated

Cost Object Numeric Attribute ValueAttributeAssociation.NumericValue

Note: To create a survey for numeric attributes, you must have included the following
two tables when you exported survey data for the model:
• ValueAttribute table
• ValueAttributeAssociation table
See “Exporting Survey Data” on page 87.
1. Follow the general procedure for creating a survey. See “General Procedure” on page
97.
 Create a Group Survey 111

2. Select the Cost Object module.

3. Select a particular attribute.
4. Click Next.
5. Assign accounts to survey owners.

The following picture summarizes the process.

Create a Group Survey

In addition to assigning a survey to an individual survey taker, you can assign it to a
group. Then, when all the members of the group have completed the survey, their
individual responses are automatically added together and entered into the database.
You can assign only driver surveys (Resource, Activity, and Cost Object) to a group.
And, you can assign any type of driver survey to a group except for Percentage drivers.
This means that if you select Any Driver for the driver name, and if any of the drivers to
be assigned is a Percentage driver, then you can not assign the survey to a group.
112 Chapter 7 • Creating Surveys

As an example, suppose there is a group of survey takers (named Group of Surveyors)

with two members: Ashwin and Chirayu. For information about groups, see “Creating
Groups” on page 12. Also see “Survey Takers” on page 25.

Suppose also that as an administrator you create a Resource Driver survey for a
particular driver and assign the Operating Expenses account to the group.

Then, both Ashwin and Chirayu will receive an e-mail informing them that they have
been assigned a survey.
Suppose Ashwin takes the survey, and for each destination account assigns a quantity of
1.

Suppose also that when Chirayu takes the survey, he assigns a quantity of 2 to each of
the same destination accounts.

The Driver Quantity Fixed that is written to the Assignment staging table is 3—the sum
of the quantities entered by both Ashwin and Chirayu.
 Create an Aggregated Survey 113

Create Follow-up Surveys

If you select the model preference, Follow-up driver surveys, then whenever you create
a Resource Driver survey an Activity Driver survey is automatically created and
assigned to the same survey takers as the Resource Driver survey.
For more information, see “Follow-up Driver Surveys” on page 135.

Create an Aggregated Survey

In an aggregated survey the Driver Quantity Fixed (DQF) that is written to a staging
table is calculated (aggregated) according to a formula. The formula allows you to fix a
weight to the relative contributions to the DQF of the participants who determine the
DQF.
Note: Do not confuse aggregated surveys with calculated drivers. Unlike a driver
formula, the formula in an aggregated survey is not attached to the driver whose
DQF is being surveyed. The formula exists only when the survey is being taken.
You can create an aggregated survey for the following types of drivers:
• basic
• bill of cost
• weighted
What these driver types have in common is that their Driver Driven Cost for each
assignment is determined by the ratio of the DQF for each assignment relative to the
total DQF for all assignments—not by the absolute value of each DQF. The formula for
an aggregated survey calculates the relative contribution to the DQF—not the absolute
value of the DQF.
An aggregated survey allows one survey taker to answer for multiple people and to
assign a weight to the contribution of each type of person.
Aggregated surveys are best explained through an example. The following text describes
one such survey in detail.
1. Add attributes to a user. For information, see “Add Attributes to a User” on page
120.
Note: The attributes that you add to a user for surveys have nothing to do with the
attributes that you add to accounts in SAS Activity-Based Management. The
attributes that you add to a user for surveys are not written to any staging table.
a. Click User Manager.
b. Click Users.
c. Click Manage Attributes.
d. Add attributes.
Note: The number of attributes that can be added is limited by the application
preference Maximum Attributes. See “Application Preferences” on page
132.
114 Chapter 7 • Creating Surveys

e. Click OK.
The following picture shows how to add two attributes, managers and non-
managers, to the user Harshada.

2. Assign a survey to the user with the attributes.

3. The user takes the survey.

 Create an Aggregated Survey 115

This picture shows the user, Harshada, entering the following values for the percent of
DQF accounted for by managers and non-managers, respectively:

Percent of DQF Percent of DQF

accounted for by accounted for by non-
Account Name (Reference) managers managers

Enter Payment Data(PMT-001) 25 30

Perform Payment Balancing(PMT-002) 35 40

Research Payments(PMT-003) 40 30

Total percent: 100 100

There are two things to notice about these numbers:

• They are entered as percentages regardless of the type of driver. However, the
resulting DQF that is calculated by the system represents the unit of measure for the
driver being surveyed. In the case of this example, the unit of measure is Number of
Hours. It is this number that is stored in the Assignment staging table.
116 Chapter 7 • Creating Surveys

• The total percentage equals 100 in the case of both managers and non-managers.
Whether the total must equal 100% or not is determined by the application
preference, Enforce hundred percent for percentage values. See “Application
Preferences” on page 132.
The previous picture also shows a user entering the following values for the number of
managers vs. non-managers and the relative weighting to be allocated to managers vs.
non-managers.

Parameter Managers Non-managers

Number of people 4 75

Relative weighting 3 30

To explain the formula that is used to derive the resulting DQF, we can label the cells in
the previous two tables as follows:

Percent of DQF Percent of DQF

accounted for by accounted for by non-
Account Name (Reference) managers managers

Enter Payment Data(PMT-001) A: 25 U: 30

Perform Payment Balancing(PMT-002) B: 35 V: 40

Research Payments(PMT-003) C: 40 W: 30

Total percent: D: 100 X: 100

Number of people E: 4 Y: 75

Relative weighting F: 3 Z: 30

The following picture shows the labelling

The formula used to derive the resulting DQF for the first account (Enter Payment Data)
is the following:
 Create an Aggregated Survey 117

((A/D)*E*F) + ((U/X)*Y*Z)

((25/100)*4*3) + ((30/100)*75*30)=3+675=678

divided by:
(E*F)+(Y*Z)

(4*3)+(75*30)=12+2250=2262

times:
((A/D)*E) + ((U/X)*Y)
+((B/D)*E) + ((V/X)*Y)
+((C/D)*E) + ((W/X)*Y)

((25/100)*4) + ((30/100)*75)=1+22.5=23.5
+((35/100)*4) + ((40/100)*75)=1.4+30=31.4
+((45/100)*4) + ((30/100)*75)=1.6+22.5=24.1
23.5 + 31.4 + 24.1=79

or:
(678/2262)*79)=23.679045

The result is rounded to the number of decimal places as specified in the application
preference, Maximum Decimal Places. See “Application Preferences” on page 132. In
the case of this example, it is rounded to 23.68.
The resulting DQF is calculated in similar fashion for the other two accounts. The
resulting DQF for the three assignments are:
• 23.68

• 23.74

• 31.58

And the total Driver Quantity Calculated is 23.68+23.74+31.58=79.

So, the Driver Rates for the three assignments are:
• 23.68/79=0.2997

• 23.74/79=0.3005

• 31.58/79=0.3997
118 Chapter 7 • Creating Surveys
 119

Chapter 8
Manage Users

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Reassign Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Add Attributes to a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Overview
The User Manager is available only to users who have Create Model capability. There is
no Administer Surveys capability. For a discussion of roles and capabilities, see
“Creating Roles” on page 4.
Use the User Manager to
• Reassign survey items to users. See “Reassign Users” on page 119.
• Manage user attributes. See “Add Attributes to a User” on page 120.
• Send e-mails to individual users. See “Send an e-mail” on page 126.

Reassign Users
To reassign the fields in a survey to a different user:
1. Select Survey Manager.
2. Select Manage Surveys ð By Definitions.
120 Chapter 8 • Manage Users

3. Select a survey.
4. Click the Re-assign users icon.

The Re-assign Users window appears.

5. Select a user from the drop-down list and click OK.
Note: Select Notify users about survey assignments to send an e-mail to the new
user.

Add Attributes to a User

You can add attributes to a survey taker so that the survey taker can take an aggregated
survey. See “Create an Aggregated Survey” on page 113.
To add or delete attributes for a user:
1. Click User Manager.
2. Select a user.
3. Click Manage Attributes.
 Add Attributes to a User 121

4. The Manage Attributes window appears.

a. Click the plus button ( ) to add an attribute. Then enter the attribute name.

b. Select an attribute and click the X button ) )to delete an attribute.

c. Specify the Measure Name.

Note: What you specify for the name does not make any difference in how the
DQF is derived for an aggregated survey—it is only for your own
documentation.
d. Click OK.
122 Chapter 8 • Manage Users
 123

Chapter 9
Administer Surveys

Mark a Survey as Incomplete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Audit Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
View Approved Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Send an e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Enable E-mail Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Delete a Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Mark a Survey as Incomplete

When a survey taker submits a survey, the survey is marked as Completed. The
administrator is notified that the survey has been submitted, and the survey taker can no
longer modify any responses. Once the administrator is notified, the administrator can
mark survey items as Incomplete so that the survey taker can change the responses and
resubmit the survey.
To mark a survey item as Incomplete:
1. Open the survey.
2. Select a survey item.
3. Select Mark Item As ð Incomplete.

You are asked to confirm the status change, and you can choose to notify the survey
taker.
124 Chapter 9 • Administer Surveys

If you click Yes, the Surveyed status changes to No.

Once the Surveyed status is No, the survey taker can retake the survey for that item.

Note: You can also mark a survey item as Completed, in which case the survey taker
can no longer make changes to that item.

Audit Surveys
When an administrator selects the model option to allow a survey taker to add new
destination accounts to a driver survey, and a user adds a new destination account, the
administrator must either approve or disapprove the addition. See “Allow a Survey
Taker to Add New Accounts” on page 134.
• If the administrator approves, then the new assignment values, as entered by the
survey taker, are written to the Assignment staging table in the database.
• If the administrator disapproves, then the new assignment is removed from the
database staging table—it is as if the assignment was never made.
Note: An administrator cannot subsequently change a decision to approve or
disapprove. Disapproving a user’s addition has the same effect as though the survey
taker had never made the new assignment at all.
To audit a survey:
1. Select the Survey Manager.
2. Select a survey to audit.
3. Select Audit ð Audit Assignments.
4. Select a source account.
5. Select the reference of the destination account.
6. Click either Approve or Disapprove.
Once all the destination accounts have been approved, the Audit Required column
changes to No.
 View Approved Assignments 125

7. Click Close.

View Approved Assignments

As an administrator, you can view approved assignments, but you cannot reverse a
decision to disapprove them. See “Audit Surveys” on page 124.
Note: You cannot view disapproved assignments. They are as though the survey taker
never made them.
To view approved assignments:
1. Select the Survey Manager.
2. Select a survey.
3. Select Audit ð View approved assignments.
4. Click Close.
126 Chapter 9 • Administer Surveys

Send an e-mail
As an administrator, you can send an e-mail to a survey taker in three different ways:
• To a selected user
• To a new survey taker
• To a reassigned survey taker
To a selected user
To send an e-mail to a selected user:
1. Select User Manager.
2. Select a user—the recipient of the e-mail.
3. Click Send e-mail.
Note: The user’s e-mail address must be stored in the SAS metadata server. See
“Creating Users” on page 17.

To a new survey taker

You can send an e-mail to each survey taker who is assigned a survey item when you
create a survey.
Select Notify users about survey assignment on the New Definition – User
Assignments window.
 Enable E-mail Notification 127

To a reassigned survey taker

You can send an e-mail when a survey item is reassigned to a different survey taker.
Select Notify users about survey assignment on the Re-assign Users window. See
“Reassign Users” on page 119.

Enable E-mail Notification

To enable e-mail notification for SAS Activity-Based Management Surveys, do the
following:
1. Log on to SAS Management Console as an administrator, and access the SAS
Activity-Based Management middle-tier server.
2. Click the Plug-Ins tab.
3. Expand Application Management.
4. Expand Configuration Manager.
5. Expand SAS Application Infrastructure.
6. Right-click Activity-Based Mgmt Surveys 7.2 and select Properties.
7. Click the Settings tab on the Properties window.
8. Select Notifications.
9. Ensure that one of the following is true:
• E-mail is selected for Alert Notifications Type, as shown in the following
picture.
128 Chapter 9 • Administer Surveys

• 32 is selected for Alert Notifications Type, as shown in the following picture.

Note: 32 indicates that E-mail has been selected at the SAS Application
Infrastructure level (as shown in the following picture) so as to apply to all
child components, including Activity-Based Management Surveys.

Delete a Survey
To delete a survey:
1. Select Survey Manager.
2. Select a survey.
3. Click Delete survey definition.
 Delete a Survey 129

Note: Any data already written to staging tables is not rolled back.
130 Chapter 9 • Administer Surveys
 131

Chapter 10
Survey Preferences

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Application Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Model Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Allow a Survey Taker to Add New Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Follow-up Driver Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Overview
To select preferences while working as an administrator, select Files ð Survey
Preferences.
You can select two types of preferences:
Application Preferences
These preferences apply to every administrator and to every survey taker.
Model Preferences
These preferences apply to every administrator and to every survey taker for a
particular model.
Note: For both types of preferences, you must log off and back on for the preferences to
take effect fully.
Both administrators and survey takers can set general preferences for the user interface
by selecting File ð Preferences. These preference options are self-explanatory.
Note: For the global preference, User locale, you must log off and back on for the
preference to take effect fully.
The following topics describe Application and Model preferences in detail.
132 Chapter 10 • Survey Preferences

Application Preferences

You can set the following Application preferences:

Max Top-Level Dimensions
specifies the number of entries in the Top-level Dimension Reference drop-down
list. This drop-down list is presented when you create a survey.

Enforce hundred percent for percentage values

specifies both of the following:
• When a user takes a driver survey involving a Percentage driver, the user’s
responses must total 100%.
• When a user takes an aggregated survey, percentage contributions to Driver
Quantity Fixed (DQF) must total 100%. See “Create an Aggregated Survey” on
page 113.
Maximum Decimal Places
specifies the maximum number of decimal places that are accepted from survey taker
responses. This option does not prevent a survey taker from entering more decimal
places, but it determines how many decimal places are stored in the database.
Maximum Attributes
specifies how many attributes can be added to any particular survey taker for taking
an aggregated survey. See “Create an Aggregated Survey” on page 113.
Note: If you have already added attributes to users and then lowered the number of
maximum attributes, attributes that exceed the maximum are not automatically
removed from users. The preference applies only to the subsequent setting of
attributes.
 Model Preferences 133

Model Preferences

Overview

You can set the following Model preferences:

Model Name
specifies the model to which the following preferences apply.
Allow Survey Taker To Add New Accounts
allows survey takers, when taking a driver survey, to create assignments to additional
accounts. The survey taker can then take a survey for those new accounts. See
“Allow a Survey Taker to Add New Accounts” on page 134.
Allow smart filtering of accounts
Smart filtering affects the drop-down list that is presented to a survey taker who is
adding accounts to a survey. When you allow smart filtering, the drop-down list
contains only those accounts that are in the top-level dimension.

When you disallow smart filtering (deselect the checkbox), the drop-down list
contains accounts that are outside of the top-level dimension.
Maximum accounts for new assignment
specifies the maximum number of assignments to additional accounts that a survey
taker can add to a survey.
Follow-up driver surveys
causes the automatic creation and assigning of surveys for Activity Drivers.
Whenever you create a Resource Driver survey an Activity Driver survey is
automatically created and assigned to the same survey takers as the Resource Driver
survey.
134 Chapter 10 • Survey Preferences

Allow a Survey Taker to Add New Accounts

A survey taker who is taking a driver survey can create assignments that don’t already
exist in the model. The survey taker can then provide a value for the Driver Quantity
Fixed (DQF) for each new assignment.
Note: A survey taker can add new assignments provided that an administrator has
selected the Allow Survey Taker to Add New Accounts model option for the
model. See “Model Preferences” on page 133.
Each new assignment must be audited by a survey administrator. After an administrator
has approved the addition, the survey values for the assignment are saved to a staging
table. See “Audit Surveys” on page 124.
Each new assignment that a survey taker creates, along with its value for DQF, is saved
in the Assignment staging table. See “Assignment table” on page 226.
Note: A survey taker can add accounts only in the next module. For a Resource Driver
survey, the survey taker can add accounts in the Activity module. For an Activity
Driver survey, the survey taker can add accounts in the Cost Object module.
Detailed Example
As previously discussed, to create an assignment using the SAS Activity-Based
Management user interface, you
• add a driver to the source account
• add potential destination accounts to the right assignments pane
• click on the destination account
The following picture shows how to create an assignment between Equipment Expenses
(EPDEE) and Land Distribution (OPDAD).

As an example, the next picture shows how a survey taker can create an assignment from
the EPDEE source account to the OPDAD destination account while taking a Resource
Driver survey, as follows:
1. Double-click the source account Equipment Expenses (EPDEE) to open it.
The existing destination account Land Distribution (EPDLD) opens for surveying.
 Model Preferences 135

2. Click the Add assignments button ( ).

The Add assignments window appears.

3. Select a new (additional) destination account from the drop-down list next to
Account Name, and then click OK.
Note: The items in the drop-down list are controlled by the Allow smart filtering of
accounts Model preference. See “Model Preferences” on page 133.

Follow-up Driver Surveys

If you choose this option, then whenever you create a Resource Driver survey the
following occurs.
If both of the following conditions hold:
• You assign to a survey taker the survey from a source account in the Resource
module to a destination account in the Activity module
• There is an assignment in the Activity model from that destination account to
destination accounts in the Cost Object module
then the following occurs:
• When the survey is submitted, another survey is automatically created from the
Activity module account to the Cost Object accounts
• The new survey is automatically assigned to the same survey taker
136 Chapter 10 • Survey Preferences

This might be clearer in the context of an example. In the following picture, you can see
that there is an assignment from EPDEE to EPDLD. And, there is an assignment from
EPDLD to three other accounts (EOE, ESG,and E2DG). So, if you create a survey from
EPDEE to EWPDLD and assign it to John, then another survey is automatically created
from EPDLD to the three other accounts (EOE, ESG, and E2DG). This automatically
created survey is assigned to John.

Note: Activity accounts using the Evenly Assigned driver are not included in automatic
follow-up because Evenly Assigned drivers do not require user input to determine
the allocation of costs.
If you select Follow-up driver surveys for a particular model, then when you create
either Activity surveys or Cost Object surveys, the option to create driver surveys is not
presented to you—because, in that case, those surveys are created automatically.

If you deselect Follow-up driver surveys for a particular model, then when you create
either Activity surveys or Cost Object surveys, the option to create driver surveys is
presented to you—because, in that case, those surveys are not created automatically.
Model Preferences 137
138 Chapter 10 • Survey Preferences
 139

Chapter 11
Taking a Survey

Take a Driver Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

General Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Add New Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Take a Non-Driver Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Submit a Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Take a Driver Survey

General Procedure
The following is a list of driver surveys:
• “Resource Module: Resource Drivers” on page 101
• “Activity Module: Activity Drivers” on page 104
• “Cost Object Module: Cost Object Drivers” on page 107
To take a survey, a user must have the Take Surveys capability. For a discussion of roles
and capabilities, see “Creating Roles” on page 4. Also see “Survey Takers” on page 25.
When an administrator assigns a survey, the survey taker receives a notification email.
The email contains a link to the survey. After clicking on the link, the survey taker
1. Logs on to SAS Activity-Based Management Surveys.
2. In the Home page, double-clicks the survey notification to open the Survey Manager.
The survey to take is highlighted.
3. Double-clicks the highlighted survey to open and take it.
Note: You can open a survey directly from the Survey Manager.
140 Chapter 11 • Taking a Survey

4. Double-click a source account.

5. Fill in values for the destination account.

6. If adding new destination accounts is allowed and you want to add a new destination
account, then click the plus sign.
See “Allow a Survey Taker to Add New Accounts” on page 134.
7. To add a new destination account, select the desired account, and then click OK.
 Take a Driver Survey 141

8. For each account, select Save As ð Surveyed or Save As ð Not surveyed.

The Survey Manager displays the Percentage Complete—the percentage of survey

items that have been saved as surveyed.
Note: When a user selects Save As ð Surveyed, then values are written to staging
tables in the database. When a user selects Save As ð Not surveyed, then
nothing happens to staging tables—in particular, the database is not rolled back.
Once all items have been saved as surveyed, the survey taker can submit the survey.

See “Submit a Survey” on page 145.

Add New Assignments

A survey taker who is taking a driver survey can create assignments that don’t already
exist in the model. The survey taker can then provide a value for the Driver Quantity
Fixed (DQF) for each new assignment.
Note: A survey taker can add new assignments provided that an administrator has
selected the Allow Survey Taker to Add New Accounts model option for the
model. See “Model Preferences” on page 133.
142 Chapter 11 • Taking a Survey

Each new assignment must be audited by a survey administrator. After an administrator

has approved the addition, the survey values for the assignment are saved to a staging
table. See “Audit Surveys” on page 124.
Each new assignment that a survey taker creates, along with its value for DQF, is saved
in the Assignment staging table. See “Assignment table” on page 226.
Note: A survey taker can add accounts only in the next module. For a Resource Driver
survey, the survey taker can add accounts in the Activity module. For an Activity
Driver survey, the survey taker can add accounts in the Cost Object module.
As an example, the next picture shows how a survey taker can create an assignment from
the EPDEE source account to the OPDAD destination account while taking a Resource
Driver survey, as follows:
1. Double-click the source account Equipment Expenses (EPDEE) to open it.
The existing destination account Land Distribution (EPDLD) opens for surveying.
2. Click the Add assignments button ( ).

The Add assignments window appears.

3. Select a new (additional) destination account from the drop-down list next to
Account Name, and then click OK.
Note: The items in the drop-down list are controlled by the Allow smart filtering of
accounts Model preference. See “Model Preferences” on page 133.
 Take a Non-Driver Survey 143

Take a Non-Driver Survey

The following is a list of non-driver surveys:
• “External Unit Module: Quantity (account)” on page 99
• “External Unit Module: Unit Costs” on page 100
• “Resource Module: Resource Costs” on page 102
• “Resource Module: Numeric Attributes” on page 103
• “Activity Module: Numeric Attributes” on page 106
• “Cost Object Module: Revenues and Sold Quantities” on page 108
• “Cost Object Module: Output Quantities” on page 109
• “Cost Object Module: Numeric Attributes” on page 110
To take a survey, a user must have the Take Surveys capability. For a discussion of roles
and capabilities, see “Creating Roles” on page 4. Also see “Survey Takers” on page 25.
When an administrator assigns a survey, the survey taker receives a notification e-mail.
The e-mail contains a link to the survey. After clicking on the link, the survey taker
1. Logs on to SAS Activity-Based Management Surveys.
2. In the Home page, double-clicks the survey notification to open the Survey Manager.
The survey to take is highlighted.
3. Double-clicks the highlighted survey to open and take it.
Note: You can open a survey directly from the Survey Manager.
144 Chapter 11 • Taking a Survey

4. Select the period/scenario for the survey.

5. Fill in values for the survey.

6. For each account, select Save As ð Surveyed or Save As ð Not surveyed.

The Survey Manager displays the Percentage Complete—the percentage of survey

items that have been saved as surveyed.
Note: When a user selects Save As ð Surveyed, then values are written to staging
tables in the database. When a user selects Save As ð Not surveyed, then
nothing happens to staging tables—in particular, the database is not rolled back.
Once all items have been saved as surveyed, the survey taker can submit the survey.
 Submit a Survey 145

See “Submit a Survey” on page 145.

Submit a Survey
The following description applies to any survey. After a survey taker has saved all
accounts as surveyed, the survey taker can submit the survey. To submit a survey:
1. Click Submit the survey.
a. Select Notify administrator on survey submit to send an alert to the survey
administrator.
b. Click Yes to submit the survey.

2. The survey status changes to Completed.

146 Chapter 11 • Taking a Survey

Note: Once a survey has been completed, the survey taker can no longer change any
responses unless the survey administrator changes the survey back to Incomplete.
See “Mark a Survey as Incomplete” on page 123.
 147

Chapter 12
Importing Survey Data back into
the Model

Importing Survey Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Importing Survey Data

To import survey data, do the following.
1. Select File ð Import ð Model Data.
2. Select Surveys, and then click Next.

3. On the Import Data – Model window, select an existing model to update with survey
data. You cannot create a new model from survey data.
a. Select an existing model to update with survey data.
Note: You cannot create a new model from survey data.
b. Select the survey data to import.
Note: Make sure that the survey data is for the correct model. If the data is from
a different model than the one from which data was exported, the import can
corrupt the existing model. See Step 1 on page 87.
c. Select whether you want to do periodic import.
Periodic import allows you to import only the periods that have changed in a
model. For information, see the section on “Incremental Cube Generation” in the
SAS Activity-Based Management User’s Guide.
d. Click Next.
148 Chapter 12 • Importing Survey Data back into the Model

4. On the Import Data – Select Tables window, select tables from the survey data being
imported and map them to tables in the model being updated.
The tables being imported correlate to the tables that were previously exported. See
Step 5 on page 88.

5. On the Import Data – Options window, for each table being imported, select whether
you want to identify accounts by their dimension signature.
Note: The import will work regardless of what you choose, so you can simply click
Next.
 Importing Survey Data 149

6. On the Import Data – Map Columns window, select the columns to be imported..
The columns being imported correlate to the columns that were previously exported.
See Step 6 on page 88. And see Step 7 on page 89.

7. Review your selections and click Finish.

150 Chapter 12 • Importing Survey Data back into the Model
 151

Part 4

Using Staging Tables to Import

and Export

Chapter 13
Importing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Chapter 14
Exporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Chapter 15
Connecting to a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Chapter 16
Staging-Table Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
152
 153

Chapter 13
Importing

General Information on Importing a Model from a Database . . . . . . . . . . . . . . . . 153

General steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Import process summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Importing data from a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Period/scenario associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Importing data with your own program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Using the Import Data Wizard to Import from a Database . . . . . . . . . . . . . . . . . . 160
Importing the Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Periodic Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

General Information on Importing a Model from a

Database

General steps
The following general steps describe how to import data:
1. Verify that you have permission.
2. Import the data. You can choose to import the entire data set at once, or you can
import the data in groups and populate the model in the following general steps:
Import 1
The first import step defines the existence of the model and includes the
Dimension, DimensionOrder, Period, and Scenario tables. This step is equivalent
to the finishing point of the New Model Wizard when you interactively build a
model.
Import 2
The second import step defines the models content (resources, activities, and cost
objects) and includes the Account, DimensionLevel, and DimensionMember
tables. This step is equivalent to the finishing point of the New Account Wizard
when you interactively create accounts. The Account table includes the revenue
and sold quantities.
Import 3
The third import step loads costs into the model and includes the
EnteredCostElement and ExternalUnit tables. This step is equivalent to the point
where you create cost elements in the New Account Wizard when you
interactively build a model.
154 Chapter 13 • Importing

Import 4
The fourth import step flows costs through the model using assignments with
quantities for flow calculation. This step includes the Assignment and Driver
tables and is equivalent to the point where you interactively create assignments
and specify driver quantities in the New Account Wizard.
Import 5
The fifth import step creates attributes for analysis and numerical attributes for
performance measures (cost per unit). This step includes the
DimensionAttributeAssociation, ValueAttribute, and ValueAttributeAssociation
tables. This step is equivalent to creating attributes and attaching attributes to
accounts when you interactively build a model.
Import 6
(optional): The sixth import step includes the AssignmentNonUnique,
CurrencyRate, PeriodLevel, and ScenarioLevel tables.
3. Calculate costs.
4. Generate cubes.

For a detailed summary about which tables to group in each step and in what order to
import tables, see the following Import process summary.

Import process summary

The following table summarizes the process for importing your data in steps:

Requires Requires Has

dimension reference multiple Import
Table name signature? numbers? keys? step order

Dimension
No Import 1

DimensionOrder No Import 1

Period No Import 1

Scenario No Import 1

Account* Yes Yes Yes Import 2

DimensionLevel No Import 2

DimensionMember No Import 2

EnteredCostElement Yes Yes Import 3

ExternalUnit Yes Yes Yes Import 3

Assignment Yes Yes Import 4

Driver No Import 4
 General Information on Importing a Model from a Database 155

Requires Requires Has

dimension reference multiple Import
Table name signature? numbers? keys? step order

DimensionAttributeAssociation Yes Yes Yes Import 5

ValueAttribute No Import 5

ValueAttributeAssociation Yes Yes Yes Import 5

AssignmentNonUnique Yes Yes Optional

CurrencyRate No Optional

PeriodLevel No Optional

ScenarioLevel No Optional

Note: The Account table must contain both a dimension signature and a reference
number, while the other tables listed with "Yes" in both columns must have either a
dimension signature or a reference number.

Importing data from a database

Overview
To import from a database, you can use the wizard, or you can write a program.
For information on connecting to a database, see Chapter 15, “Connecting to a
Database,” on page 189 .
Make sure to observe the restrictions on table names in a database for all staging tables.

The data schema

The database to be imported must match the data schema. For information on the data
schema, see Chapter 16, “Staging-Table Schemas,” on page 205.
All tables and fields in the data schema (except tables that are designated for export
only) must exist in the database. When the database is imported, SAS Activity-Based
Management attempts to convert all values to a reasonable format type. For example, if
imported dates are in the Microsoft SQL Server varchar format, the dates are converted
to binary dates that are compatible with the SAS Activity-Based Management database.
SAS Activity-Based Management attempts to convert all numeric values.

Understanding keys
The SAS Activity-Based Management model is based on a dual-key concept. To define
any account in the model, you can describe it based on its dimension signature key or its
reference key.
Dimension signature key
The dimension signature consists of a dimension reference and a dimension member
reference for each dimension used to define an account. In the following example,
156 Chapter 13 • Importing

the Resource module has been defined based on two dimensions (Region and
General Ledger Account). The individual accounts are defined as intersections of
these two dimensions. So, the Wages account (highlighted) consists of an
intersection of the Region=Beaverton and the General Ledger Account=Wages. This
account definition can be displayed in the grid with the intersection name (the
column IntsctnName) or the intersection reference (the column IntsctnRef)
properties.

The dimension signature for this account is based on the dimensions used and the
dimension members used, so the dimension signature for this account requires
multiple values as shown here:

Property Example

DimRef1 Region

DimMemberRef1 Beaverton

DimRef2 General Ledger Account

DimMemberRef2 Wages

Reference key
In the previous example, the reference for the account is B_WG, and this single
value uniquely identifies the account. (Guidelines for using dimension signatures and
references)

Creating sample database tables

To understand how to create database tables, you should interactively import a sample
model. The sample model demonstrates the dimensions and dimension order for each
module, the default period/scenario association, and anticipated periods and scenarios.
Use the sample model as a source for the model export to a database for general use.
Create the sample database tables by performing the following general steps:
1. Import a sample model in XML format. The sample models are located in the
following directory:
C:\Program Files\<Client_Installation_Location>
\SAS\Activity-Based Management Solution\Client\Samples\Models\Native

2. Create a target database to export your sample database.

3. Archive the model.
This creates a set of database tables.
 General Information on Importing a Model from a Database 157

4. Review the contents of the model.

If the model that you want to import has the same number of dimensions in each module
as the sample model shown, you can use the sample model directly. The External Units
module consists of one dimension; the Resource module consists of two dimensions; the
Activity module consists of two dimensions; and the Cost Object module consists of
three dimensions. After you export the sample database, modify the contents of the
tables to reflect your own data in the appropriate dimension signature columns.
If the model that you want to import has a different number of dimensions in each
module as the sample model, then the sample can still provide a good starting point for
creating a staging table template. But, you must customize all of the tables that require
the dimension signature (the Account, Assignment, EnteredCostElement, ExternalUnit,
DimensionAttributeAssociation, and ValueAttributeAssocation tables) to include all of
the dimensions that you used in the model that you want to import.

Number of dimensions in the imported Difference in the number of dimensions

model in the sample model

External Units module: two dimensions Add one dimension

Resource module: one dimension Remove one dimension

Activity module: three dimensions Add one dimension

Cost Object module: five dimensions Add two dimensions

Exporting to a database creates all of the required tables with most of the required
columns. The required columns in some of the tables depend on the number of
dimensions in a model. Because each dimension signature consists of a pair of columns,
any table with dimension signature columns will add columns as the number of
dimensions in the model increases. Although you can manually create the tables,
exporting to a database reduces the risk of omitting required tables, omitting required
columns within tables, and creating typographical errors. And, it gives you a viable
sample to follow in developing your own staging table content and when building a SAS
Activity-Based Management model.
158 Chapter 13 • Importing

Database table relationships, dependencies, and data values

There are no database-enforced relationships between any of the SAS Activity-Based
Management tables, and there are no dependencies between tables. You can specify any
values in the tables that you need. However, while the data is being imported, SAS
Activity-Based Management checks the validity of the values and rejects any invalid
records. You will receive messages that indicate any errors.
If you import all the tables at one time, the wizard will import the tables in the correct
order, so errors are minimized. However, if you import individual tables, then you must
ensure that the tables are imported in the correct order, as noted in the Importing data:
General steps Help section.
Following are a few examples of common errors made while importing tables:
• A record in the DimensionMember table does not correspond to a record in the
Dimension table. You must import the Dimension table before you import the
DimensionMember table.
• A record in the Account table does not correspond to a record in the
DimensionMember table. You must import the DimensionMember table before you
import the Account table.
• A record in the Assignment table (where the source account or the destination
account is) is not in the Account table. You must import the Account table before
you import the Assignment table. If you select the option to create a new Account
through the Assignments dimension signature, you do not need to import the
Account table first.

Guidelines for using dimension signatures and references

When importing data for assignments, cost elements, dimension attribute associations,
and value attribute associations, you can choose to import with either a dimension
signature or reference key. As you define the extraction and transformation processes to
create the staging tables for SAS Activity-Based Management, you should be aware of
the advantages and disadvantages of using one key over another.
If you are importing model data using references rather than dimension signatures, you
must define both the reference and the dimension signature in the Account table. The
Account table can be used as a mapping index to match the imported data in staging
tables (Assignment, EnteredCostElement, DimensionAttributeAssociation, and the
ValueAttributeAssociation tables) to their respective dimension signature as defined in
the model. The advantage of using references rather than dimension signatures is that the
import tables can have significantly fewer columns. For example, in a two dimension
model, the reference would be a single column to import and the dimension signature
would be four columns to import. The total impact of this change to the Assignment
table would be six fewer columns required.
If you are importing model data using dimension signatures, you must include the
dimension reference and dimension member reference for each dimension, which can be
tedious to maintain. For example, in a two dimension model, the required keys include
four columns for the two dimensions. However, there is one advantage of importing data
using dimension signatures: You can automatically create new accounts that appear in
the transaction tables (Assignment, EnteredCostElement,
DimensionAttributeAssociation, and the ValueAttributeAssociation tables). The
dimension signature method provides a distinct advantage over the reference key method
because the reference key method skips over any new accounts found in the transaction
tables and fails to import them.
 General Information on Importing a Model from a Database 159

Period/scenario associations
If you use the wizard to import data, you can import multiple period/scenario
associations. If you write a program to import data, you can import more than one
period/scenario association at a time. Period/scenario associations are imported if a
model element (such as an account or a cost element) contains data for the period/
scenario association.

Data from multiple databases

You can import data from multiple databases by first creating a database view. The view
specifies which data you want to import from multiple tables in multiple databases.
Then, you can use the wizard.
Alternatively, you can use the SAS Activity-Based Management Web Services
Integration API to write a program that uses an XML import configuration to specify
each database in a separate StagingArea element.

Data from a Microsoft Excel workbook

If you want to import data from a Microsoft Excel workbook, you must create named
ranges for the different sets of data. To create a named range in Microsoft Excel,
highlight the data and select Insert > Name > Define. Multiple named ranges must be
defined for each required stage table inside a single Microsoft Excel spreadsheet, as
shown in the following example:

Period/scenario associations
Period/scenario associations are ignored unless there is a model element (such as an
account or a cost element) that contains data for the period/scenario association.

Importing data with your own program

To write a program for importing data, use the SAS Activity-Based Management Web
Services Integration API. You must also create XML that maps the structures and the
periodic data in the database or in the XML file to the SAS Activity-Based Management
model database.
160 Chapter 13 • Importing

Using the Import Data Wizard to Import from a

Database

Importing the Model

Before attempting to import data from a database, see Chapter 15, “Connecting to a
Database,” on page 189, which provides information about connecting to the most
common databases.
Note: You can import a model without first opening a model.
1. Create a database or a database view that matches the data schema.
For information about the data schema, see . on page 205
2. In SAS Activity-Based Management, verify or create any required period/scenario
associations.
3. Select File ð Import ð Model Data.
The Import Data Wizard opens.

Step 1 of the Wizard

1. Select the Database option.

2. Click Next.

Step 2 of the Wizard

1. Click the button on the Wizard page.
 Using the Import Data Wizard to Import from a Database 161

The Connection Information window opens.

For information on using this window, see Chapter 15, “Connecting to a Database,”
on page 189.
2. Click Next.

Step 3 of the Wizard

1. If you want to import the database into a new model, do the following:
162 Chapter 13 • Importing

a. Select the New model option.

b. Type the Model name.
2. If you want to import the database into an existing model, do the following:
a. Select the Existing model option.
b. From the drop-down list, select a model.
c. To append the imported data to the existing model data, select the Update all
data in the model, then import new data option.
d. Select Periodic data only to import only the staging tables that contain periodic
data. See “Periodic Import” on page 167.
e. To remove all existing data, select the Remove all data in the model, then
import new data option.
3. Click Next.

Step 4 of the Wizard

In this step, you specify which tables to import. And, for each table that you import, you
specify to what SAS Activity-Based Management table it maps.
1. To select a table to import, select the check box to the left of the table name in the
Source Table column.
Note: If you selected Periodic data only in the previous step, then only tables that
contain periodic information are displayed for selection.
 Using the Import Data Wizard to Import from a Database 163

2. To map a Source Table, click in the Target Table column to the right of the source
table, and select a SAS Activity-Based Management table from the drop-down list.

Note: If you have named the source tables with the same names that are used in SAS
Activity-Based Management, the wizard automatically creates the mappings and
selects the tables to be imported. If you have not used the same names, then you
must specify which source table maps to which SAS Activity-Based
Management table.
3. Repeat steps 1 and 2 to map every table that you want to import.

4. Click Next.

Step 5 of the Wizard

In this step, you specify how accounts are identified in source tables that contain
accounts. You can identify each account by a dimension signature or by reference
164 Chapter 13 • Importing

number. You can choose to have the wizard create accounts for all valid dimension
signatures, even if accounts have not been created for those intersections.
1. To identify accounts by the dimension signature, select the check box in the
Dimension Signature Required column to the right of each source Table.

If you clear the check box, accounts will be identified by their references.
2. To have the wizard automatically create accounts for all valid dimension signatures,
select the Automatically create accounts using dimension signatures option.
3. Click Next.

Step 6 of the Wizard

In this step, you specify which table columns to import. And, for each table column that
you import, you specify to which table column in SAS Activity-Based Management it
maps.
1. To select a table column to import, select the check box to the left of the table name
in the Source column.
You can select as many table columns as needed, but you must import those columns
that are required. Required columns are denoted by an asterisk (*).
 Using the Import Data Wizard to Import from a Database 165

Note: If you have named the source table columns with the same column names that
are used in SAS Activity-Based Management, the wizard automatically creates
the mappings and selects the columns to be imported. If you have not used the
same names, then you must specify which source table column maps to which
SAS Activity-Based Management table column.
2. If you chose in the previous step to identify accounts by their dimension signatures,
specify the number of Dimensions that are contained in the source table.
The Dimensions option appears only when you choose to identify accounts by their
dimension signatures. You must specify the number of dimensions so that the
interface displays the correct column names that you must map. For each dimension
in the source table, there must be two columns that can be mapped to the SAS
Activity-Based Management table columns; these two columns are named
DimRef<number> and DimMemberRef<number>. For example, a source table that
contains two dimensions must contain columns that must be mapped to DimRef1,
DimMemberRef1, DimRef2, and DimMemberRef2.
3. To map a Source table column, click in the Target Column Name column to the
right of the Source table column, and select a SAS Activity-Based Management
table column from the drop-down list.
The drop-down list contains the values DimRef<number> and
DimMemberRef<number> only if you chose to identify accounts by their dimension
signatures, which is the only situation in which these values are needed.
4. If a source table does not contain a column that you want to create in the model, and
you want to assign a value to this column, do the following:
a. Click Add.
A new row appears.
b. Click in the Source column, and select a column name from the drop-down list.
c. Type a Default value.
For example, if the source table does not contain a column to map to the Period
column in SAS Activity-Based Management, and you want to create a period
166 Chapter 13 • Importing

named MyPeriod in the model, then add a column named <None>. Map this new
column to the Target Column Name Period, and specify the Default value as
MyPeriod.
5. Repeat steps 1 through 4 for every table column that you want to import.
6. Click the appropriate tab at the bottom of the grid to map the columns for another
table.
7. Click Next.

Step 7 of the Wizard

1. Review the import summary.

2. If you need to change any information, click Back until you reach the step that you
need to change in the wizard.
All of the information that you have specified is saved. Click Next to advance
through the wizard.
3. To save the import configuration so that the import can be easily run again, do the
following:
a. Select the Save configuration as option.
b. Type the Name.
c. Type the Description.
4. Select Save without running to save the import configuration with performing the
import.
5. Click Finish.
 Using the Import Data Wizard to Import from a Database 167

Periodic Import
When you generate a cube, for every period (period and scenario association) that is to
be included in an existing cube, if:
• the cube already contains that period, and
• the period has not been modified since the cube was last generated
then the period is not regenerated.
This means that cube generation is faster because periods that have already been
generated are not regenerated.
In order to support incremental cube generation, SAS Activity-Based Management
provides a Periodic data only option in the Import Wizard that allows you to import
only the periods that have changed in a model—for example, the new periods.

If you select Periodic data only, then only those staging tables that contain periodic data
are displayed in the Import Wizard for you to select for importing.
168 Chapter 13 • Importing

Staging tables are distinguished by whether they contain periodic or structural data.
Periodic data is model data which is stored separately for each period/scenario
association. Structural data is model data which is independent of any period/scenario
association. It is data that is common to all period/scenario associations.
The following staging tables contain periodic data:
• Account
• Assignment
• CurrencyRate
• ExternalUnit
• EnteredCostElement
• PerformanceMeasure
• ValueAttributeAssociation
• ValueAttributePeridicDef
• DimensionalAttributeAssociation
The following staging tables contain structural data:
• Dimension
• DimensionMember
• DimensionLevel
• DimensionOrder
• Driver
• Model
• ValueAttributes
• Period
• PeriodLevel
• Scenario
• Scenariolevel
When you generate a cube for a model that has been generated before, SAS Activity-
Based Management determines whether the entire cube must be regenerated or whether
only the new or modified periods need to be generated. You do not have to specify,
when you generate a cube, whether you want incremental generation or not. SAS
Activity-Based Management makes the determination for you.
Note: Cubes in SAS OLAP that are generated using either the NO_NWAY option or the
NONUPDATEABLE option are not eligible for incremental generation.
 169

Chapter 14
Exporting

Exporting Model Data to a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Using the Export Wizard to Export Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Writing Your Own Program to Export Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Using the Export Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Archive a Model to a Database with the Export Wizard . . . . . . . . . . . . . . . . . . . . 185

Exporting Model Data to a Database

Overview
You can export model data to a database or to an XML file. If you want to export only a
portion of the model data, you must export to a database. If you export to an XML file,
all model data is exported. If you want to export all of the model data, you can export to
a database or to an XML file.
The following table lists some of the reasons why you might export model data. For each
reason, the table shows whether you would export to a database or to an XML file:

Reason for exporting Export destination

To export model data and to manipulate the data, and then to Database
import the data back into the model or into another model

To archive a model Database

XML file (requires less disk space)

To export some of the items in the model, but to exclude other Database
items

Note: When a table is exported to a database, SAS Activity-Based Management

attempts to match the destination table's column names with the source table's
column names as closely as possible, so that they are compatible with SAS. A name
change is necessary when a database has certain naming limitations (such as a
limited number of characters per field); those name changes are noted in the Field
Name column of each table.
170 Chapter 14 • Exporting

When exporting a table to a database, observe the following restrictions on the table
name:
SQL Server:
• Table name must begin with a letter.
• Table name should not start with special characters like $, @, #, %, |, !
• Special characters like %, -, |, ! are not allowed in the table name.
• Table name must be less than or equal to 128 characters.
Oracle:
• Table name must begin with a letter.
• Table name should not start with special characters like $, _, #, %,-,|, !
• Special character like @, %, - are not allowed in the table name.
• Table name must be less than or equal to 30 characters.
MySQL:
• Special characters -,%, @, |, ! are not allowed in the table name.
• Table name must be less than or equal to 64 characters.
Microsoft Access:
• Table name must be less than or equal to 64 characters.
• Special characters like $, %, #, !, - are not allowed in the table name.
Microsoft Excel:
• Table name must be less than or equal to 32 characters.
• Special characters like $, %, #, !, - are not allowed in the table name.

Using the Export Wizard to Export Data

Overview
When you use the Export wizard to export model data, you can choose to export to a
database or to an XML file. If you export to a database, you can select individual
database tables and properties to export. If you export to an XML file, you must export
all of the model data.
Note: If the database or the XML file already exists, it is overwritten.
Note: You can perform this task without first opening a model.
1. Verify that the model and an empty database that matches the data schema (if you
export to a database) are ready.
2. Select File ð Export ð Model Data.
The Export Wizard appears.
3. Follow the directions in the wizard. For detailed instructions, see “Using the Export
Wizard” on page 175.

Archiving a Model
When you archive a model, important model data is preserved so that the model can be
restored to a saved state. Although not all model data is preserved, user-entered data and
 Exporting Model Data to a Database 171

unique data are saved. Model data that is not saved is regenerated by SAS Activity-
Based Management when the model is restored and calculated.
You might want to archive a model for the following reasons:
• to create a backup
• to save a version before making major changes
• to restore a model after upgrading a SAS Activity-Based Management server
• to transport a model between SAS Activity-Based Management servers

Determining the Tables to Export for Business Analysis

When you export model data for business analysis, you must determine which tables to
export with the appropriate calculated values. You can export the following SAS
Activity-Based Management standard staging tables with calculated values.
Account table
Exporting the Account table with the calculated values enables you to perform additional
analysis on any account, which is useful for static, calculated values analysis, but is not
useful for cost-flow analysis. The types of fields in an exported Account table include:
• Definitional
Keys: dimension signature and reference
Model, module type, period, scenario, driver names, model name, unit of measure,
periodic note
• Entered values: OutputQuantityUE, Revenue, SoldQty, TDQUE
• Calculated values
Cost values: AllocatedCost, AssignedCost, AssignedIdleCost,
AssignedNonReciprocalCost, AssignedReciprocalCost, DrivableCost, DrivenCost,
DriverRate, EnteredCost, IdleCost, ReceivedAllocatedCost,
ReceivedAssignmentCost, ReceivedBocCost, ReceivedCost, ReceivedDrivenCost,
ReceivedNonReciprocalCost, ReceivedReciprocalCost, UnassignedCost, UsedCost
Driver data: AssignedIdleQuantity, DrivenQuantity, IdlePercentage, IdleQuantity,
OutputQuantity, TDQ, TDQBasic, TDQCalculated, UnassignedQuantity,
UsedQuantity
Profitability analysis (uses both entered values and calculated values): Cost, Profit,
Revenue, SoldQuantity, UnitCost, UnitProfit, UnitRevenue
• Attributes (specific to the model design)
Dimensional attributes - used for grouping
Numerical attributes - entered values
Calculated attributes - performance measures
Assignment table
Exporting the Assignment table with the calculated values enables you to trace specific
costs as they flow through a model. The Assignment table provides the cost flow and
driver-quantity flows between each source account and destination account. It contains
the content from the Single-stage Contributions OLAP cube fact table. The types of
fields in an exported Assignment table include:
• Definitional
172 Chapter 14 • Exporting

Keys (for both the source account and destination account): dimension signature and
reference
Destination module type, driver name, model name, period, scenario, source module
type
• Driver analysis: DriverQuantityBasic, DriverQuantityCalculated,
DriverQuantityFixed, DriverQuantityVariable, DriverWeightFixed,
DriverWeightVariable, IdleDriverQuantity, IdleDriverQuantityUE
• Cost flow: allocated cost, cost, idle cost, source cost
• Attributes (specific to the model design)
Dimensional attributes - used for grouping
Numerical attributes - entered values
Calculated attributes - performance measures
Multi-stage contributions cube fact table (with calculated values)
The types of fields in an exported Multi-stage Contributionscube include:
• Definitional
Keys for each account (resources, activities, cost objects, external units): dimension
signature and reference
Activity module type, Cost Object module type, model name, period, Resource
module type, scenario
• Entered values: OutputQuantityUE, Revenue, SoldQty, TDQUE
• Calculated values: Cost, OutputQuantity
• Attributes specific to the model design (resources, activities, cost objects, external
units)
Dimensional attributes - used for grouping
Numerical attributes - entered values
Calculated attributes performance measures
 Exporting Model Data to a Database 173

The cube fact table holds all of the calculations for cost flow through the model. The
Multi-stage Contributions cube holds cost flow from each step through the model. Using
the Multi-stage Contributions cube, an analysis can be created to trace a single, final cost
object, through each contributing cost, to the activities back to the original resource.
In the previous example, all stages (A through D) are available for analysis in the Multi-
stage Contributions cube. (About fact tables)
Resource Contributions cube
The types of fields in an exported Resource Contributions cube include:
• Definitional
Keys for each beginning or final account (resources, cost objects): dimension
signature and reference
Destination module type, model name, period, scenario, source module type, source
reference
• Entered values: DestinationSoldQuantity
• Calculated values: ContribCost, ContribPcnt, DestinationCost,
DestinationOutputQuantity
• Attributes specific to the model design for each beginning or final account
(resources, cost objects)
Dimensional attributes used for grouping
Numerical attributes entered values
Calculated attributes performance measures
Report table exports
The types of reports that you can generate include:
• Reports exported from SAS Activity-Based Management: You can choose to export
the standard staging tables or you can export the standard fields and contents, which
are created in the standard reports that are installed with SAS Activity-Based
Management.
• Reports on imported data content directly inside SAS Enterprise Guide: Using the
SAS Activity-Based Management Add-In for SAS Enterprise Guide, the SAS
Activity-Based Management reports can be run directly from within SAS Enterprise
Guide. This produces a SAS table that can be used in further analysis.
The exported report tables are consistent with the standard report templates that are
formatted and shipped with SAS Activity-Based Management.

Working with Tables, Dimensions, Properties, and Attribute Values

For tables, dimensions, properties, and attribute values, you can export all items or
specific items. You can change the name of each exported item from its default name.
For maximum flexibility with tables, you can export the same table to multiple export
tables. For example, you can export the Account table to the tables named
ResourceAccounts and ActivityAccounts.
TIP The Export wizard shows you which database fields are required for re-
importing model data.

Exporting, Filtering, and Limiting Calculated Results

Following are the general steps that you perform when exporting model data:
174 Chapter 14 • Exporting

• Export only certain period/scenario associations.

You can export one or more period/scenario associations.
• Export only certain tables.
You can select the specific SAS Activity-Based Management staging table you want
to export. You can choose to change the names of the tables that you are exporting,
which is useful when you are exporting multiple tables of the same type for
distribution across a large audience (actual account and planning account).
• Choose the specific fields to be included in the dimension signature in all of the
tables to be exported.
The required fields for the dimension signature include a dimensional reference and
the dimensional member reference. These fields are required if you want to re-import
the exported data into SAS Activity-Based Management. However, for readability
and integration with other systems (data warehouses), you might find it helpful to
include the dimension name, the dimension member name, the dimension level, and
the dimension level name.
• Export only certain fields in the tables.
You can select specific fields within each table to be exported. The default (archive)
selections of fields do not include any calculated values, so be sure to carefully select
the calculated values you need to export for further analysis or to import into another
system (data warehouse). For each field you export, you can change the names of the
fields, which is particularly useful when creating a SAS Activity-Based Management
system to import into another system (which might have predefined fields). You can
change the numbers in a dimension signature to a more useful notation of the
organizational structure.
• Export only certain dimensions in specific tables.
You can eliminate unnecessary fields in the exported data. This is useful in the
Multi-stage Contributions cube. The default behavior is to include all of the possible
dimensions in each stage of the export, but in most SAS Activity-Based Management
models, only a limited number of dimensions actually apply to a given stage in the
model. By eliminating unnecessary fields, you can significantly decrease the size of
the exported data.
• Export only certain members in a dimension in specific tables.
You can define a specific point in the dimensional hierarchy to include in the
exported data. This filter method is useful for creating specific exports for an
organizational structure (specific departments, specific product lines, or specific
customer types).
• Export multiple tables of a specific type -- add table and field -- filtering for content.
When performing business analysis, you might want to export a single model into
multiple tables, which is useful when providing specific results tables to specific
departments. The ability to export a single SAS Activity-Based Management staging
table into multiple database tables might be useful when splitting the actual costs and
budget costs. To export a single table into multiple tables, you need to add a table
and select multiple versions of the same staging table type, and map the versions to
different destination table names. Then, apply a filter to limit the results going to
each destination table.

Filtering Data
Use the following methods to filter the data that you want to export:
 Using the Export Wizard 175

• select parts of a dimension

• specify comparisons for the values of attributes
• specify comparison operators for the values of fields in a table
If you filter by a table field, you do not need to export the field.
The following table lists the comparison operators:

Operator Description Field type

LIKE Wildcard Text

Use the percentage symbol (%) to specify any amount of text, including
spaces. For example, Name LIKE fiscal% will match fiscal, fiscally, and
fiscal year 2004.

Use an underscore (_) to specify a single character. For example, Name Text
LIKE account_ will match account1, account2, and accountX.

If you omit both % and _, the comparison is the same as when you use the Text
operator =. For example, Name LIKE fiscal is equivalent to Name =
fiscal.

= Equal Text or numeric

<> Not equal Text or numeric

< Less than Numeric

> Greater than Numeric

<= Less than or equal to Numeric

>= Greater than or equal to Numeric

Writing Your Own Program to Export Data

You can use the SAS Activity-Based Management Web Services Integration API
function ExportModelData, combined with an XML export configuration, to append
data to an existing database or to overwrite an existing database. When SAS Activity-
Based Management appends data, it leaves existing data in the tables; new tables, new
fields, and new data are added if they do not exist. For more information, see the section
on “Using the API” in this document.
You can export one set of data at a time on each server. After an export finishes, another
export can start.

Using the Export Wizard

Before attempting to export data to a database, see Chapter 15, “Connecting to a
Database,” on page 189 which provides information about preparing to connect to the
most common databases.
Note: You can perform this task without first opening a model.
176 Chapter 14 • Exporting

1. Verify that the model is ready.

2. Select File ð Export Model Data.
The Export Wizard appears.

Step 1 of the Wizard

1. Select the Select specific tables and properties option.

Notice that the only export type available is Database.
2. Click Next.

Step 2 of the Wizard

1. Click .

The Connection Information window opens.

 Using the Export Wizard 177

For information on using this window, see Chapter 15, “Connecting to a Database,”
on page 189.
2. From the Select a model to export drop-down list, select a model.
3. From the Select period/scenario associations you want to export from list, select
the check box next to one or more period/scenario associations.

4. Click Next.

Step 3 of the Wizard

178 Chapter 14 • Exporting

1. To select a table to export, select the check box to the left of the table in the Source
Table column.
You can select as many tables as needed.
2. To change the name of an exported table, click in the Target Table column to the
right of a source table and type a new name.
3. To map a source table to more than one target table, do the following:
a. Click Add Table.
A new row is added with default information.
b. Click in the Source Table column, and select a SAS Activity-Based
Management table from the drop-down list.
4. Repeat steps 1 and 2 for every table that you want to export.
Next, you will select dimensions to export for each table that contains dimension
information.
5. Click Next.

Step 4 of the Wizard

 Using the Export Wizard 179

1. To select dimensions within tables to export, select the check box to the left of the
dimension in the Column Name column.
Columns that you select are selected by default on the next Export Wizard screen.
You can, however, change your selection on the next screen. That is, you can
deselect a field that you had selected, or select a field that you had deselected.

Next, you will select dimensions and module information to export for each table
that contains dimension information or module information.
2. Click Next.

Step 5 of the Wizard

180 Chapter 14 • Exporting

1. Expand each table to review which columns are automatically selected to export.

2. To select a column to export, select the check box to the left of the Target Column
Name.
Notice that columns marked with an asterisk (*) must be exported.
3. To change the name of an exported column, click in the Target Column Name
column to the right of a column name, and type a new name.
 Using the Export Wizard 181

Next, you will select dimension members to export. By default, all data will be
exported. By selecting dimension members, you can limit the amount of data that is
exported.
4. Click Next.

Step 6 of the Wizard

1. Expand each table to view the dimension members.

2. If you want to select all dimension members when a dimension is selected, select the
Automatically check child dimension members option.
3. To select a dimension member, select the check box to the left of the dimension
member.
4. To search for a dimension member, do the following:
a. Click Search.
The Search dialog box appears.
182 Chapter 14 • Exporting

b. In the Enter the name of the item you are looking for box, type the name of
the item.
You can search for a table, a dimension, or a dimension member.
c. Select the Match whole word only option and the Match case option.
d. Click Find Next.

The next occurrence of the item is found.

5. Repeat steps 1 through 3 for each dimension member that you want to export.
Next, you will select columns to export. You can limit which data to export by
creating filters.
6. Click Next.

Step 7 of the Wizard

1. To select a column, select the check box to the left of the target column name.
Notice that columns marked with an asterisk (*) must be exported.
2. To change the name of an exported column, click in the Target Column
Namecolumn to the right of a column name, and type a new name.
3. To add a filter condition to a table, do the following:
a. Click Add.
The Add Filter Condition dialog box appears.
 Using the Export Wizard 183

b. Select a database Field on which to base the filter condition.

c. From the And/Or drop-down list, select a logical operator.
d. Click Add.
The field appears in the list.
e. Select an Operator from the drop-down list.
f. Type a Value for the operator.
You can create as many filter conditions as needed, but each filter condition can
specify only one field. For example, if you need to limit the export to a model
named Headquarters with a base currency of United States Dollars, you would
have to open the Add Filter Condition dialog box twice. The first time, you
would need to create the filter condition for the model name Headquarters. The
second time, you would need to create the filter condition for the base currency
United States Dollars. The completed filter conditions would look like the
following:

Selected columns are exported only if they pass the filter. In other words, for a
column to be exported, it must both:
• be selected
• pass whatever filters exist for the table
184 Chapter 14 • Exporting

4. Click Next.

Step 8 of the Wizard

1. Review the export summary.

2. If you need to change any information, click Back until you reach the step that you
need to change in the wizard.
All of the information that you have specified is saved. Click Next to advance
through the wizard.
 Archive a Model to a Database with the Export Wizard 185

3. To save the export configuration so that the export can be easily run again, do the
following:
a. Select the Save configuration as option.
b. Type the Name.
c. Type the Description.
4. Select Save without running to save the export configuration with performing the
export.
5. Click Finish.

Archive a Model to a Database with the Export

Wizard
Before attempting to archive a model to a database, see Chapter 15, “Connecting to a
Database,” on page 189 which provides information about preparing to connect to the
most common databases.
Note: You can perform this task without first opening a model.
1. Verify that the model and an empty database are ready.
2. Select File ð Export Model Data.
The Export Wizard appears.

3. Select the Select default tables and properties to archive a model option.
4. Select the Database option.
5. Click Next.
186 Chapter 14 • Exporting

6. Click .

The Connection Information window opens.

For information on using this window, see Chapter 15, “Connecting to a Database,”
on page 189.
7. From the Select a model to export drop-down list, select a model.
8. From the Select period/scenario associations you want to export from list, select
the check box next to one or more period/scenario associations.

9. Click Next.
 Archive a Model to a Database with the Export Wizard 187

10. Review the export summary.

11. If you need to change any information, click Back until you reach the step that you
need to change in the wizard.
All of the information that you have specified is saved. Click Next to advance
through the wizard.
12. To save the export configuration so that the export can be easily run again, do the
following:
a. Select the Save configuration as option.
b. Type the Name.
c. Type the Description.
13. Select Save without running to save the export configuration with performing the
export.
14. Click Finish.
188 Chapter 14 • Exporting
 189

Chapter 15
Connecting to a Database

How to Access the Connection Information Dialog . . . . . . . . . . . . . . . . . . . . . . . . . 189

About Connecting to a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Using A JDBC Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
JDBC Driver with SAS Datasets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
JDBC Driver with Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
JDBC Driver with Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
JDBC Driver with MySQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
JDBC Driver with Another Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
SAS/ACCESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Office Driver (client side) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Microsoft Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Connection Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Specifying the Maximum Text Length . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Installing the ODBC Driver for Microsoft Access and Excel . . . . . . . . . . . . . . . . 201
Permissions for Microsoft Access and Microsoft Excel . . . . . . . . . . . . . . . . . . . . . 202
Specifying SCAN_TEXT=NO as Advanced Option . . . . . . . . . . . . . . . . . . . . . . . 204

How to Access the Connection Information Dialog

To access the Connection Information dialog:
1. From the File menu, select either to import or to export model data:
• File ð Import ð Model Data
• File ð Export ð Model Data
2. Select Database.
3. Click Browse.
The Connection Information dialog opens.
190 Chapter 15 • Connecting to a Database

About Connecting to a Database

In order to import or export from a database, you must connect to the database. You can
connect using either:
• JDBC driver
• “JDBC Driver with SAS Datasets” on page 191
• “JDBC Driver with Microsoft SQL Server” on page 193
• “JDBC Driver with Oracle” on page 194
• “JDBC Driver with MySQL” on page 195
• “JDBC Driver with Another Database” on page 195
• “SAS/ACCESS” on page 196
• “Office Driver (client side)” on page 197
Following are details concerning these two methods of connecting to a database.
 Using A JDBC Driver 191

Using A JDBC Driver

JDBC Driver with SAS Datasets

Before importing from or exporting to SAS datasets, you must create a SAS Base
library.

To create the library:

1. Open SAS Management Console connected to your Metadata Server.
2. On the Plug-ins tab, right-click Libraries (under Environment Management ð
Data Library Manager) and select New Library.
3. Select SAS Base Library.
192 Chapter 15 • Connecting to a Database

The SAS Activity-Based Management user who wants to import from or export to SAS
datasets must have the appropriate permissions for the SAS Base Library that you
created.
To set the library permissions:
1. Right-click the SAS Base Library that you created, and then select Properties.
2. Select the user of SAS Activity-Based Management who will be importing from or
exporting to SAS datasets.
3. Set the permissions as shown in the following picture.
 Using A JDBC Driver 193

JDBC Driver with Microsoft SQL Server

The following picture shows an example of connecting to a Microsoft SQL Server
database.

The following are some considerations to keep in mind when connecting to a Microsoft
SQL Server database:
194 Chapter 15 • Connecting to a Database

• Host name is the MachineName where the SAS Activity-Based Management

database is installed.
• Port is the TCP port where the SAS Activity-Based Management database instance
is running.
If the database is on a Named Instance, then go to the SQL Server Configuration
manager to check the TCP port on which it is running. Named Instances run on a
dynamic TCP port.
• If you specify advanced options, separate multiple options with a semicolon. For
example:
selectMethod=direct;trustServerCertificate=false;

JDBC Driver with Oracle

The following picture shows an example of connecting to an Oracle database.

The following are some considerations to keep in mind when connecting to an Oracle
database:
• Host name is the MachineName where the Oracle client is installed.
• Port is the TCP port where the SAS Activity-Based Management database instance
is running.
• You can find the values of Host name and Service name in the file
tnsnames.ora.
ABMDSN2 =
(DESCRIPTION =
(ADDRESS_LIST =
(ADDRESS = (PROTOCOL = TCP)(HOST = abmblade1)(PORT = 1521))
)
 Using A JDBC Driver 195

(CONNECT_DATA =
(SERVICE_NAME = abmdsn)
)
)

• Open the sqlnet.ora file and verify that it has EZCONNECT specified under
NAMES.DIRECTORY_PATH= (TNSNAMES, EZCONNECT).
This file is at the same location as tnsnames.ora. For example:
C:\Oracle\product\11.1.0\client_1\network\admin\sqlnet.ora

JDBC Driver with MySQL

The following picture shows an example of connecting to a MySQL database

JDBC Driver with Another Database

In order to use a JDBC driver to connect to any other database, you must enter a JDBC
connection string to connect to the target database and a JDBC driver class name. (When
you connect to one of the previously mentioned databases, SAS Activity-Based
Management takes care of creating the JDBC connection string and specifying the driver
class name).
196 Chapter 15 • Connecting to a Database

SAS/ACCESS
Before using SAS/ACCESS, you must first use SAS Management Console to create a
library that points to the target database. The library should have all the required READ/
WRITE permissions for the user of SAS Activity-Based Management who will need to
connect to the database to import or export.
 Office Driver (client side) 197

Notes:
• When you use SAS Management Console to create a library pointing to any database
on your Metadata Server, you must specify the maximum text length as an advanced
option. The maximum text length should be longer than the longest column in your
target database table used for import or export. See “Specifying the Maximum Text
Length” on page 200.
• When you use SAS Management Console to create a library for Microsoft Excel on
your Metadata Server, you must specify SCAN_TEXT=NO as an advanced option.
This option is only required for Microsoft Excel. See “Specifying SCAN_TEXT=NO
as Advanced Option” on page 204.
• When you create a library to export to Microsoft Excel, always use a clean Excel
file. The system cannot remove the existing data from Excel before doing the export.

Office Driver (client side)

You can import from or export to Microsoft Access and Microsoft Excel using a client-
side driver. This has the advantage that you can now import from or export to client
installations of Microsoft Office even if your SAS Activity-Based Management server is
on a UNIX system where the Microsoft Office drivers would not work.
198 Chapter 15 • Connecting to a Database

Microsoft Access
The following picture shows an example of connecting to Microsoft Access. The file
path that you enter should have READ/WRITE permission.

Notes:
• The JDBC driver for Microsoft Access must use a bridge to ODBC. This means that
you must install the appropriate ODBC driver on the SAS Activity-Based
Management server machine. See “Installing the ODBC Driver for Microsoft Access
and Excel” on page 201.
• The directory that you specify for importing from or exporting to must have the
proper permissions. See “Permissions for Microsoft Access and Microsoft Excel” on
page 202.
• If SAS Activity-Based Management client and server are on same machine, then you
can use a local path. For example: c:\accessexport\test.mdb. If they are on
different machine, then you should use the network path. For example: \
\d12345\accessexport\test.mdb.

Microsoft Excel
The following picture shows an example of connecting to Microsoft Excel. The file path
that you enter should have READ/WRITE permission.
 Office Driver (client side) 199

Notes:
• The JDBC driver for Microsoft Excel must use a bridge to ODBC. This means that
you must install the appropriate ODBC driver on the SAS Activity-Based
Management server machine. See “Installing the ODBC Driver for Microsoft Access
and Excel” on page 201.
• The directory that you specify for importing from or exporting to must have the
proper permissions. See “Permissions for Microsoft Access and Microsoft Excel” on
page 202.
• If SAS Activity-Based Management client and server are on same machine, then you
can use a local path. For example:
c:\excelexport\test.xls

. If they are on different machine, then you should use the network path. For
example:
\\d12345\excelexport\test.xls

.
• You can save the Excel file as either *.xls(2003 format) or *.xlsx (2007 format).

• When you export to Microsoft Excel, always use a clean Excel file. The system
cannot remove existing data from Excel before doing the export.
200 Chapter 15 • Connecting to a Database

Connection Options

Specifying the Maximum Text Length

When you use SAS Management Console to create a library pointing to any database on
your Metadata Server, you must specify the maximum text length as an advanced option.
The maximum text length should be longer than the longest column in your target
database table used for import and export. Otherwise the system will trim longer
columns and you will lose data.
To set the advanced option:
1. In the Plug-ins tab of SAS Management Console, right-click the library, and then
select Properties.
2. Click the Options tab of the Properties window.
3. Click Advanced Options.
4. Click the Input/Output tab.
5. Set the Maximum text length to be longer than any column in your table.
Note: The following picture shows setting the maximum text length for an Excel
library. The steps are the same for a different database. Also note that the length
shown in the picture is just an example. Make sure that the length you specify is
greater than the longest column in your table.
 Connection Options 201

Installing the ODBC Driver for Microsoft Access and Excel

The JDBC driver for Microsoft Access and Microsoft Excel must use a bridge to ODBC.
You must install the appropriate ODBC driver on the SAS Activity-Based Management
server machine to import from Access or Excel.
The following providers are supported:
• Microsoft.ACE.OLEDB.12.0 for use with either Microsoft Office 2007 or Microsoft
Office 2010
• Microsoft.Jet.OLEDB.4.0 for use with JET
To display a list of ODBC drivers that are already installed, do the following:
1. Select Start ð Control Panel on the SAS Activity-Based Management client
machine.
2. Select Administrative Tools.
3. Select Data Sources (ODBC).
4. Click the Drivers tab.
5. Verify that drivers for Microsoft Access and Microsoft Excel are listed as shown.
202 Chapter 15 • Connecting to a Database

If the drivers are not installed, you can install them by running
AccessDatabaseEngine.exe, which you can obtain from the Microsoft Download Center
at http://www.microsoft.com/downloads/. Because the SAS Activity-Based
Management client is a 32–bit application and can work only with 32–bit drivers, there
are four cases to consider when downloading the drivers:
You have not installed Microsoft Office
You can download the 32–bit drivers for Office 2010. On the Microsoft Download
Center, search for "Microsoft Access Database Engine 2010 Redistributable" and
select the 32–bit verson.
You have installed Microsoft Office 2007, 32–bit
If you do not already have the drivers, you can download them. On the Microsoft
Download Center, search for "2007 Office System Driver: Data Connectivity
Components". Or search for "Microsoft Access Database Engine 2010
Redistributable" and select the 32–bit version (the 32–bit driver for Office 2010
works with Office 2007).
You have installed Microsoft Office 2010, 32–bit
If you do not already have the 32–bit drivers, you can download them. On the
Microsoft Download Center, search for "Microsoft Access Database Engine 2010
Redistributable" and select the 32–bit version.
You have installed Microsoft Office 2010, 64–bit
If you have installed the 64–bit drivers, then you need to install the 32–bit drivers.
However, Microsoft does not allow you to install 32–bit drivers for Office 2010
along with 64–bit drivers. Therefore, you must install the 32–bit drivers from
Microsoft Office 2007 instead. On the Microsoft Download Center, search for "2007
Office System Driver: Data Connectivity Components".
Note: The 32–bit drivers for Microsoft Office 2007 do not replace the 64–bit drivers
for Microsoft Office 2010, so the 64–bit drivers remain available for use with
applications other than SAS Activity-Based Management.

Permissions for Microsoft Access and Microsoft Excel

When you import from Microsoft Access or Microsoft Excel or export to either one, the
directory that you import from or export to must have the proper permissions. To set the
permissions, do the following:
1. In Windows Explorer, right-click the directory and select Properties.
2. Click the Sharing tab and select Share this folder.
3. Click Permissions and allow the following permissions:
• Full Control
 Connection Options 203

• Change
• Read

4. Click the Security tab and allow the following permissions:

• Modify
• Read & Execute
• List Folder Contents
• Read
• Write
204 Chapter 15 • Connecting to a Database

Specifying SCAN_TEXT=NO as Advanced Option

When you use SAS Management Console to create a library for Microsoft Excel on your
Metadata Server, you need to specify SCAN_TEXT=NO as an advanced option.
To set the advanced option:
1. In the Plug-ins tab of SAS Management Console, right-click the Excel library, and
then select Properties.
2. Click the Options tab of the Properties window.
3. Click Advanced Options.
4. Click the Other Options tab.
5. In the Option(s) to be appended field, type SCAN_TEXT=NO.
 205

Chapter 16
Staging-Table Schemas

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Staging Tables for Importing a New Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Periodic Data versus Structural Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
General notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Data Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Currency Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Table legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Naming Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
General naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Attribute naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Dimension naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Dimension level naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Dimension member naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Driver naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Entered cost element naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
External unit naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Module naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Period naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Period level naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Scenario naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Scenario level naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Stage attribute naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Workspace item naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Reference Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Account reference conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Attribute reference conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
External unit reference conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Dimension reference conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Dimension member reference conventions and dimension
attribute reference conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Period reference conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Scenario reference conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Entered cost element reference conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Account table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Assignment table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
AssignmentNonUnique table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
CurrencyRate table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Dimension table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
206 Chapter 16 • Staging-Table Schemas

DimMemberDimAttrAssociation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
DimMemberValueAttrAssociation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
DimensionAttributeAssociation table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
DimensionLevel table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
DimensionMember table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
DimensionOrder table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Driver table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
EnteredCostElement table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
ExternalUnit table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Model table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
AdvancedOptions Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
MultiStageContribution table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
PerformanceMeasure table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Period table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
PeriodLevel table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
ResourceContribution table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
RollupAccount table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Scenario table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
ScenarioLevel table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
ValueAttribute table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
ValueAttributeAssociation table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
ValueAttributePeriodicDef table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

Introduction
The following staging tables define the SAS Activity-Based Management data schema.
Each table corresponds to a specific structural or periodic aspect of a model, such as
period , scenario, dimension, and so on. Use this data schema to create a database that
will hold the data that you want to import into a model. This data schema is also used by
SAS Activity-Based Management to export models to XML files.

Staging Tables for Importing a New Model

When you create a new model by importing data , you must import at least the following
tables:
• Dimension
• DimensionMember
• DimensionLevel
• DimensionOrder
 Introduction 207

Periodic Data versus Structural Data

Staging tables are distinguished by whether they contain periodic or structural data.
Periodic data is model data which is stored separately for each period/scenario
association. Structural data is the model data which is independent of any period/
scenario association. It is data which is common to all period/scenario associations.
Periodic data
The following staging tables contain periodic data:
• Account
• Assignment
• CurrencyRate
• DimMemberDimAttrAssociation
• DimMemberValueAttrAssociation
• ExternalUnit
• EnteredCostElement
• PerformanceMeasure
• ValueAttributeAssociation
• ValueAttributePeridicDef
• DimensionalAttributeAssociation
When importing data for an already-existig model, you can speed the import by
importing only periodic data (see “Periodic Import” on page 167.).
Structural data
The following staging tables contain structural data:
• Dimension
• DimensionMember
• DimensionLevel
• DimensionOrder
• Driver
• Model
• ValueAttributes
• Period
• PeriodLevel
• Scenario
• Scenariolevel

General notes
Remember the following information when referring to these tables:
208 Chapter 16 • Staging-Table Schemas

• The tables are organized based on the general order in which models are created
during import; however, the actual order of model creation is not explicitly implied
by the table sequence.
• All Reference and Name field string comparisons are not case sensitive.
• The identifier for periods and scenarios is Period.Reference and Scenario.Reference.
• In XML, a database null value is represented by $NULL$. Null values and empty
strings are handled in the same way. Null numbers are typically imported to a model
as is.
• The Reference and Name fields for hierarchical items (such as Period, Scenario, and
DimMember) must comply with the naming conventions (see the online help).
• The fields that are noted as Required for archive are the fields that are exported by
default.
• When a table is exported to a database, most of the names of the exported fields are
the same as the names listed in this section. However, some names are changed when
exported; those changes are noted in the Field Name column of each table. SAS
Activity-Based Management attempts to match the destination column names with
the source column names as closely as possible, so this name change is necessary
only when a database imposes certain naming limitations (such as a limited number
of characters).

Data Types
The SAS Activity-Based Management data schema uses the following data types:
Alphanumeric
is a text value that translates to values such as varchar, nvarchar, char, or nchar.
Date
is a regular binary date value that must be recognized by ADO.NET.
DriverSignature
is a driver type that is identified by a series of ModuleType and DriverName pairs.
Float
is an 8-byte floating point number.
Integer
is a 4-byte signed integer.
Memo
is a large text-based value that translates to the text or ntext data types in Microsoft
SQL Server.
Boolean
is a Boolean value. The actual value may be a value other than True/False, such as
Yes/No, bit, or a Char field. SAS Activity-Based Management will attempt to
interpret Boolean values in other formats.
DimensionSignature
is a series of one or more pairs of the following dimension and dimension member
reference information for each dimension, where (n) represents the dimension level:
DimRef(n)
DimMemberRef(n)

The number of pairs that is used for importing is the maximum number of structural
dimensions that is used in the modules being imported. For example, if the Resource
 Introduction 209

module uses two dimensions and the Cost Object module uses three dimensions, the
number of DimRef and DimMemberRef pairs must be three. The following example
is from a model that tracks the food preparation costs for an airline.
DimRef1="Customer"
DimMemberRef1="WF Portland to CHI"
DimRef2="Products"
DimMemberRef2="Omelette"

The dimensions that are included in the Dimension Signature data type are only
structural dimensions. Dimension attributes are imported and exported using the
DimensionAttributeAssociation table.
ExportDimensionSignature
A series of sets of the following dimension information for each dimension, where
(n) represents the dimension level:
DimName(n)
DimRef(n)
DimMemberName(n)
DimMemberRef(n)
DimLevel(n)
DimLevelName(n)

The following example is from a model that tracks the food preparation costs for an
airline:
DimName1="Customer"
DimRef1="Customer"
DimMemberName1="WF Portland to CHI"
DimMemberRef1="WF Portland to CHI"
DimLevel1="1"
DimLevelName1="Customer L1"
DimName2="Products"
DimRef2="Products"
DimMemberName2="Omelette"
DimMemberRef2="Omelette"
DimLevel2="1"
DimLevelName2="Products L1"

Currency Codes
The following table lists the three-letter currency codes that are used by the import/
export data schema. Currency codes are used in the following items:
• The Model table
• The CurrencyRate table
• The XML calculate configuration schema

Currency Code

Afghani AFA

Albania Lek ALL

Algerian Dinar DZD

210 Chapter 16 • Staging-Table Schemas

Currency Code

Argentine Peso ARS

Ariary MGA

Armenian Dram AMD

Aruban Guilder AWG

Australian Dollar AUD

Azerbaijanian Manat AZM

Bahamian Dollar BSD

Bahraini Dinar BHD

Baht THB

Balboa PAB

Barbados Dollar BBD

Belarus Ruble BYR

Belgian Franc BEF

Belize Dollar BZD

Bermudian Dollar (Bermuda Dollar) BMD

Bolivar VEB

Boliviano BOB

Brazilian Real BRL

Brunei Dollar BND

Burundi Franc BIF

Canadian Dollar CAD

Cape Verde Escudo CVE

Cayman Islands Dollar KYD

Cedi GHC

CFA Franc BCEAO XOF

CFA Franc BEAC XAF

CFP Franc XPF

Chilean Peso CLP

Colombian Peso COP

 Introduction 211

Currency Code

Comoro Franc KMF

Cordoba Oro NIO

Costa Rican Colon CRC

Cuban Peso CUP

Cyprus Pound CYP

Czech Koruna CZK

Dalasi GMD

Danish Krone DKK

Denar MKD

Deutsche Mark DEM

Dinars CSD

Djibouti Franc DJF

Dobra STD

Dominican Peso DOP

Dong VND

Drachma GRD

East Caribbean Dollar XCD

Egyptian Pound EGP

Ekwele CQE

El Salvador Colon SVC

Ethiopian Birr ETB

euro EUR

Falkland Pound FKP

Fiji Dollar FJD

Forint HUF

French Franc FRF

Gibraltar Pound GIP

Gourde HTG

Guarani PYG
212 Chapter 16 • Staging-Table Schemas

Currency Code

Guernsey Pounds GGP

Guinea Franc GNF

Guinea-Bissau Peso GWP

Guyana Dollar GYD

Hong Kong Dollar HKD

Iceland Krona ISK

Indian Rupee INR

Iranian Rial IRR

Iraqi Dinar IQD

Irish Punt IEP

Isle of Man Pounds IMP

Italian Lira ITL

Jamaican Dollar JMD

Jersey Pounds JEP

Jordanian Dinar JOD

Kenyan Shilling KES

Kina PGK

Kip LAK

Kroon EEK

Kuna HRK

Kuwaiti Dinar KWD

Kwacha MWK

Kwacha ZMK

Kwanza AOA

Kyat MMK

Lari GEL

Latvian Lats LVL

Lebanese Pound LBP

Lempira HNL
 Introduction 213

Currency Code

Leone SLL

Leu ROL

Leva BGN

Liberian Dollar LRD

Libyan Dinar LYD

Lilangeni SZL

Lithuanian Litas LTL

Loti LSL

Luigini SPL

Luxembourg Franc LUF

Malagasy Franc MGF

Malaysian Ringgit MYR

Mali franc MLF

Maltese Lira MTL

Manat TMM

Markka FIM

Mauritius Rupee MUR

Metical MZM

Mexican Peso MXN

Moldovan Leu MDL

Moroccan Dirham MAD

Naira NGN

Nakfa ERN

Namibia Dollar NAD

Nepalese Rupee NPR

Netherlands ANG

Netherlands Guilder NLG

New Dinar YUM

New Israeli Sheqel ILS

214 Chapter 16 • Staging-Table Schemas

Currency Code

New Kwanza AON

New Lei RON

New Taiwan Dollar TWD

New Zaire ZRN

New Zealand Dollar NZD

Ngultrum BTN

North Korean Won KPW

Norwegian Krone NOK

Nuevo Sol PEN

Ouguiya MRO

Pa'anga TOP

Pakistan Rupee PKR

Pataca MOP

Peso Uruguayo UYU

Philippine Peso PHP

Portuguese Escudo PTE

Pound Sterling GBP

Pula BWP

Qatari Rial QAR

Quetzal GTQ

Rand ZAR

Rial Omani OMR

Riel KHR

Rufiyaa MVR

Rupiah IDR

Russian Ruble RUB

Rwanda Franc RWF

Saudi Riyal SAR

Schilling ATS
 Introduction 215

Currency Code

Seychelles Rupee SCR

Singapore Dollar SGD

Slovak Koruna SKK

Solomon Islands Dollar SBD

Som KGS

Somali Shilling SOS

Somoni TJS

South Korean Won KRW

Spanish Peseta ESP

Sri Lanka Rupee LKR

St Helena Pound SHP

Sucre ECS

Sudanese Dinar SDD

Surinam Guilder SRG

Suriname Dollars SRD

Swedish Krona SEK

Swiss Franc CHF

Syrian Pound SYP

Tajik Ruble TJR

Taka BDT

Tala WST

Tanzanian Shilling TZS

Tenge KZT

Timor Escudo TPE

Tolar SIT

Trinidad and Tobago Dollar TTD

Tugrik MNT

Tunisian Dinar TND

Turkish Lira TRL

216 Chapter 16 • Staging-Table Schemas

Currency Code

UAE Dirham AED

Uganda Shilling UGX

Ukrainian Hrivna UAH

US Dollar USD

Uzbekistan Sum UZS

Vatu VUV

Yemeni Rial YER

Yen JPY

Yuan Renminbi CNY

Zimbabwe Dollar ZWD

Zloty PLN

Table legend
All tables in the data schema contain the following columns:

This column Holds this information

Field Name Represents a value in a model. An external field may be mapped to this
name.

Type of Data Specifies the type of data stored in the field. See “Data Types” on page
208.

Length Defines the maximum length of the field. memo is for long text values
that can be virtually unlimited; it translates to the Microsoft SQL Server
text and ntext types.

Key Specifies that the field uniquely identifies an item. These values are
required whenever inserting, updating, or deleting an item. In some
tables, there is more than one way to identify an item. In those cases,
there is a key1 and key2. When identifying the item, you must specify all
key1 fields or all key2 fields.

Import/Add Identifies whether the field is required or optional for import. N/A means
the field is not valid for import. Import allows the insertion of new items
and the updating or merging of existing items. For updating or merging,
only key fields are required.
In some tables there is a Required1 and Required2. The user must
provide all Required1 fields or all Required2 fields together with all
Required fields for inserting a new item.
 Naming Conventions 217

This column Holds this information

Archive Indicates whether the field is optional or required for archiving a model
by exporting it to staging tables. (See “Archiving a Model” on page 170.)

Delete Indicates whether the field is required for deleting a row.

Notes on specific fields, if any, follow the table.

Naming Conventions

General naming conventions

The name of any item must conform to the following rules:
• Names cannot contain this character: |
• Any item, such as a dimension, a driver, an attribute, and so on, that might become a
dimension in a cube cannot have the reserved names All or None.
• Names are case insensitive. For example, the name My Model is the same as my
model and mY mODEL.
In addition to the general naming conventions, there are more restrictive naming
conventions for the following items.

Attribute naming conventions

In addition to the general naming conventions, attribute names must conform to these
rules:
• Attribute names must be unique within a parent.
• Attribute names may contain up to 64 alphanumeric characters. However, attribute
names longer than 50 characters are truncated to 50 characters when a cube is
generated for Microsoft Analysis Services. SAS OLAP allows all 64 characters for
attribute names.
• An attribute name cannot be the name of a numeric property.
• Attribute names may contain the following characters, even though these characters
are not valid in cubes:
. , ; ' ` : ? * & % $ ! - + = ( ) [ ] { } / /

Each of these characters is replaced with an underscore (_) when a cube is generated.
For additional considerations concerning stage attributes, see “Stage Attributes” in the
SAS Activity-Based Management User’s Guide, available from the Help menu.

Dimension naming conventions

In addition to the general naming conventions, dimension names must conform to these
rules:
• Dimension names may contain up to 64 alphanumeric characters. However,
dimension names longer than 32 characters are truncated to 32 characters when a
218 Chapter 16 • Staging-Table Schemas

cube is generated for Microsoft Analysis Services. SAS OLAP allows all 64
characters for dimension names.
• Dimension names must be unique within all dimensions and dimension attributes.
• Dimension names must be unique within a parent.
• Dimension names may contain these characters, even though these characters are not
valid in cubes:
. , ; ' ` : ? * & % $ ! - + = ( ) [ ] { } / /

Each of these characters will be replaced with an underscore (_) when a cube is
generated.

Dimension level naming conventions

In addition to the general naming conventions, dimension level names must conform to
these rules:
• Dimension level names may contain up to 64 alphanumeric characters. However,
dimension level names longer than 50 characters are truncated to 50 characters when
a cube is generated for Microsoft Analysis Services. SAS OLAP allows all 64
characters for dimension level names.
• Dimension level names must begin with an alphabetic character.
• Dimension level names cannot contain these characters:
/ / |

• Dimension level names may contain these characters, even though these characters
are not valid in cubes:
. [ ]

Each of these characters will be replaced with an underscore (_) when a cube is
generated.
• Note: Because of the mechanism used by SAS Activity-Based Management to store
dimension level names, some user-specified names will cause conflicts with the
underlying database (regardless of whether Microsoft SQL Server or Oracle is used).
These conflicts will appear as obscure error messages when calculating a model.
Dimension level names that will cause conflicts are reserved words in the Microsoft
SQL query language. Some of the more common reserved words are: level, group,
function, drop, and join. For example, using the name LeVeL will cause errors. To
avoid dimension level name conflicts, add a descriptive prefix or suffix.
To change the name of a dimension level:
1. Open a model.
2. Select Model ð Dimensions.
3. Right-click a dimension and select Item Properties.
The Dimension Properties window opens.
4. Type a new name, and then click OK.
 Naming Conventions 219

Dimension member naming conventions

In addition to the general naming conventions, dimension member names must conform
to these rules:
• Dimension member names may contain up to 64 alphanumeric characters. However,
dimension member names longer than 50 characters are truncated to 50 characters
when a cube is generated for Microsoft Analysis Services. SAS OLAP allows all 64
characters for dimension member names.
• Dimension member names may contain the following characters, even though these
characters are not valid in cubes:
. [ ]

Dimension member names must be unique within a parent.

Driver naming conventions

In addition to the general naming conventions, driver names must conform to these
rules:
• Driver names must be unique within all drivers.
• Driver names may contain up to 64 alphanumeric characters. However, driver names
that are longer than 50 characters are truncated to 50 characters when a cube is
generated.
• Driver names may contain these characters, even though these characters are not
valid in cubes:
. [ ]

Each of these characters will be replaced with an underscore (_) when a cube is
generated.

Entered cost element naming conventions

In addition to the general naming conventions, entered cost element names must
conform to these rules:
220 Chapter 16 • Staging-Table Schemas

• Entered cost element names may contain up to 64 alphanumeric characters.

• Entered cost element names must be unique within the same account in the same
period/scenario association.
• Entered cost element names may contain these characters, even though these
characters are not valid in cubes:
. [ ]

Each of these characters will be replaced with an underscore (_) when a cube is
generated.

External unit naming conventions

In addition to the general naming conventions, external unit names must conform to
these rules:
• External unit references must be unique within all external units.
• External unit names may contain up to 64 alphanumeric characters.

Module naming conventions

When renaming modules, the name must conform to these rules::
• Module names may contain up to 64 alphanumeric characters.
• Module names can contain the following characters: alphanumeric, underscores,
embedded blanks.

Period naming conventions

In addition to the general naming conventions, period names must conform to these
rules:
• Period names must be unique within all periods.
• Period names may contain up to 64 alphanumeric characters. However, period names
that are longer than 50 characters are truncated to 50 characters when a cube is
generated.
• Period names may contain these characters, even though these characters are not
valid in cubes:
. [ ]

Each of these characters will be replaced with an underscore (_) when a cube is
generated.

Period level naming conventions

In addition to the general naming conventions, period level names must conform to these
rules:
• Period level names must be unique within all period levels.
• Period level names may contain up to 64 alphanumeric characters. However, period
level names that are longer than 50 characters are truncated to 50 characters when a
cube is generated.
 Naming Conventions 221

• Period level names may contain these characters, even though these characters are
not valid in cubes:
. [ ]

Each of these characters will be replaced with an underscore (_) when a cube is
generated.

Scenario naming conventions

In addition to the general naming conventions, scenario names must conform to these
rules:
• Scenario names must be unique within all scenarios.
• Scenario names may contain up to 64 alphanumeric characters. However, scenario
names that are longer than 50 characters are truncated to 50 characters when a cube
is generated.
• Scenario names may contain these characters, even though these characters are not
valid in cubes:
. [ ]

Each of these characters will be replaced with an underscore (_) when a cube is
generated.

Scenario level naming conventions

In addition to the general naming conventions, scenario level names must conform to
these rules:
• Scenario level names must be unique within all scenario levels.
• Scenario level names may contain up to 64 alphanumeric characters. However,
scenario level names that are longer than 50 characters are truncated to 50 characters
when a cube is generated.
• Scenario level names may contain these characters, even though these characters are
not valid in cubes:
[ ]

Each of these characters will be replaced with an underscore (_) when a cube is
generated.

Stage attribute naming conventions

In addition to the general naming conventions and Attribute naming conventions, stage
attribute names must conform to these rules:
• Stage names must begin with an alphabetic character (letter).
• Stage names may contain the following characters, but they are not valid in cubes
and cause cube generation to fail:
. , ; ' ` : ? * & % $ ! - + = ( ) [ ] { } / /

• You can change stage names as long as they retain their order when sorted. If the sort
order changes them, you will need to regenerate the fact tables for all period/
scenarios in the model.
222 Chapter 16 • Staging-Table Schemas

Workspace item naming conventions

In addition to the general naming conventions, workspace item names must conform to
these rules:
• Workspace item names cannot contain these characters:
/ / or |

• Workspace item names must be unique within a folder.

• Workspace item names may contain up to 64 alphanumeric characters.

Reference Conventions

Account reference conventions

• Account references must be unique within a module for all period/scenario
associations.
For additional considerations concerning stage attributes, see “Stage Attributes” in the
SAS Activity-Based Management User’s Guide, available from the Help menu.

Attribute reference conventions

• Attribute references must be unique within all attributes.

External unit reference conventions

• External unit references must be unique within all external units.

Dimension reference conventions

• Dimension references must be unique within all dimensions and dimension
attributes.

Dimension member reference conventions and dimension attribute

reference conventions
• Dimension member references and dimension attribute references must be unique
within a dimension.

Period reference conventions

• Period references must be unique within all periods.
 Account table 223

Scenario reference conventions

• Scenario references must be unique within all scenarios.

Entered cost element reference conventions

• Entered cost element references must be unique within a module for all period/
scenario associations.

Account table
This table specifies the dimension intersections in the Resource module, the Activity
module, and the Cost Object module. The combination of the columns DimRef<n> and
DimMemberRef<n> for each valid dimension is the dimension signature. Do not include
dimension signatures for the External Units module in this table.
This table is required when creating a new model. It is not required for updating an
existing model.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 Eliw N/A Optional N/A

ModuleType AlphaNumeric 64 key1, key2 Required Required Required

Period AlphaNumeric 64 key1, key2 Required Required Required

Scenario AlphaNumeric 64 key1, key2 Required Required Required

DimSignature DimensionSignature Eliw key1 Required Required Required

DimRef AlphaNumeric 64 Eliw Required Required N/A

DimName AlphaNumeric 64 Eliw N/A Optional N/A

DimMemberRef AlphaNumeric 64 Eliw Required Required N/A

DimMemberName AlphaNumeric 64 Eliw N/A Optional N/A

DimLevel Integer Eliw Eliw N/A Optional N/A

DimLevelName AlphaNumeric 64 Eliw N/A Optional N/A

Reference AlphaNumeric 64 key2 Required Required Required

DriverName AlphaNumeric 64 Eliw Optional Required N/A

Name AlphaNumeric 64 Eliw Optional Required N/A

OutputQuantityUE Float Eliw Eliw Optional Required N/A

224 Chapter 16 • Staging-Table Schemas

Field Name Type of Data Length Key Import/Add Archive Delete

PeriodicNote Memo −ÓR˝ −ÓR˝ Optional Required N/A

PublishName AlphaNumeric −ÓR˝ Optional Required N/A

Revenue Float −ÓR˝ −ÓR˝ Optional Required N/A

SoldQuantity Float −ÓR˝ −ÓR˝ Optional Required N/A

TDQUE Float −ÓR˝ −ÓR˝ Optional Required N/A

UnitOfMeasure AlphaNumeric 64 −ÓR˝ Optional Required N/A

ValueAttributes Memo/Float −ÓR˝ N/A Optional N/A

AllocatedCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

AssignedCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

AssignedIdleCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

AssignedIdleQuantity Float −ÓR˝ −ÓR˝ N/A Optional N/A

AssignedNonReciprocalCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

AssignedReciprocalCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

Cost Float −ÓR˝ −ÓR˝ N/A Optional N/A

DrivableCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

DrivenCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

DrivenQuantity Float −ÓR˝ −ÓR˝ N/A Optional N/A

DriverRate Float −ÓR˝ −ÓR˝ N/A Optional N/A

EnteredCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

IdleCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

IdlePercentage Float −ÓR˝ −ÓR˝ N/A Optional N/A

IdleQuantity Float −ÓR˝ −ÓR˝ N/A Optional N/A

OutputQuantity Float −ÓR˝ −ÓR˝ N/A Optional N/A

Profit Float −ÓR˝ −ÓR˝ N/A Optional N/A

ReceivedAllocatedCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

ReceivedAssignmentCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

ReceivedBOCCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

ReceivedCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

ReceivedDrivenCost Float −ÓR˝ −ÓR˝ N/A Optional N/A

 Account table 225

Field Name Type of Data Length Key Import/Add Archive Delete

ReceivedNonReciprocalCost Float Üfc’ Üfc’ N/A Optional N/A

ReceivedReciprocalCost Float Üfc’ Üfc’ N/A Optional N/A

TDQ Float Üfc’ Üfc’ N/A Optional N/A

TDQBasic Float Üfc’ Üfc’ N/A Optional N/A

TDQCalculated Float Üfc’ Üfc’ N/A Optional N/A

UnassignedCost Float Üfc’ Üfc’ N/A Optional N/A

UnassignedQuantity Float Üfc’ Üfc’ N/A Optional N/A

UnitCost Float Üfc’ Üfc’ N/A Optional N/A

UnitProfit Float Üfc’ Üfc’ N/A Optional N/A

UnitRevenue Float Üfc’ Üfc’ N/A Optional N/A

UsedCost Float Üfc’ Üfc’ N/A Optional N/A

UsedQuantity Float Üfc’ Üfc’ N/A Optional N/A

IsBehavior Yes/No Optional Required

Notes:

Field Name Note

ModuleType Resource | "Activity" | "CostObject"

DimSignature There is no column of this name. Dimension signature contains dimension members
involved in the account creation. So DimRef(n) and DimmemberRef(n) are mainly
required for dimension signature. DimName, DimMemberName, Dimlevel,
DimLevelname are optional

Reference Account must exist to use Reference as the key, otherwise there is no way to hang a
dimension reference to a dimension signature. Value must be unique within module.
Default value will be generated if blank or not supplied.

Name Default generated if blank or not supplied

ValueAttributes There no column of this name. If user want to see the associated attributes (text or
numeric) with the account then user can defines these attributes. These attributes will
come as column in the staging table.

IsBehavior Used to Link to Profitability Management

226 Chapter 16 • Staging-Table Schemas

Assignment table
This table specifies assignments, including assignments from the External Units module.
The accounts in an assignment can be specified with the columns SourceReference and
DestinationReference or with the columns SourceDimRef<n> and
SourceDimMemberRef<n>, and DestinationDimRef<n> and
DestinationDimMemberRef<n>.
This table is required when creating a new model. It is not required for updating an
existing model.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 ˝%7Õ N/A Optional N/A

Period AlphaNumeric 64 key1, key2 Required Required Required

Scenario AlphaNumeric 64 key1, key2 Required Required Required

SourceModuleType AlphaNumeric 64 key1, key2 Required Required Required

SourceDimSignature DimensionSignature ˝%7Õ key1 Required1 Required Required

SourceReference AlphaNumeric 64 key2 Required2 Required Required

SourceCost Float Optional

DestinationModuleType AlphaNumeric 64 key1, key2 Required Required Required

DestinationDimSignature DimensionSignature ˝%7Õ key1 Required1 Required Required

DestinationReference AlphaNumeric 64 key2 Required2 Required Required

DriverName AlphaNumeric 64 ˝%7Õ Optional Optional N/A

AllocatedCost Float ˝%7Õ ˝%7Õ Optional Required N/A

DriverQuantityFixed Float ˝%7Õ ˝%7Õ Optional Required N/A

DriverQuantityVariable Float ˝%7Õ ˝%7Õ Optional Required N/A

DriverWeightFixed Float (>=1) ˝%7Õ ˝%7Õ Optional Required N/A

DriverWeightVariable Float (>=1) ˝%7Õ ˝%7Õ Optional Required N/A

Cost Float ˝%7Õ ˝%7Õ N/A Optional N/A

DriverQuantityBasic Float ˝%7Õ ˝%7Õ N/A Optional N/A

DriverQuantityCalculated Float ˝%7Õ ˝%7Õ N/A Optional N/A

IdleDriverQuantity Float ˝%7Õ ˝%7Õ N/A Optional N/A

 AssignmentNonUnique table 227

Field Name Type of Data Length Key Import/Add Archive Delete

IdleDriverQuantityUE Float (>=1) ‘¬ûQ ‘¬ûQ Optional Required N/A

IdleCost Float ‘¬ûQ ‘¬ûQ N/A Optional N/A

Notes:

Field Name Note

SourceModuleType "ExternalUnit" | "Resource" | "Activity" | "CostObject"

SourceDimSignature "Source" is the prefix for all the DimSignature fields. Source account will be created if the
AutoCreateAccount="1" attribute is included in the Config XML.

DestinationModuleType "Resource" | "Activity" | "CostObject"

DestinationDimSignature "Destination" is the prefix for all the DimSignature fields. Destination account will be
created if the AutoCreateAccount=1 attribute is included in the Config XML.

DriverName Source account's driver will be changed to this driver if it doesn't match already. Ignored if
null or empty string. If AutoCreateAccount="1" attribute is included in the Config XML
then this will be created as a Basic driver.

DriverWeightFixed >=0 Ignored unless source account uses Weighted Driver. (Value stored in FixedWeight
field)

DriverWeightVariable same as DriverWeightFixed

AssignmentNonUnique table
This table specifies the driver quantities on destination accounts for all drivers where the
driver quantity type is nonunique. The driver quantity on a destination account can be
specified with the column DestinationReference or with the columns DimRef<n> and
DimMemberRef<n>.
This table is not required when importing data because the unique driver quantities can
be specified in the Assignment table. If this table is imported, all columns must exist, but
all columns do not need to contain data.
This table is not required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 ‘¬ûQ N/A Optional N/A

Period AlphaNumeric 64 key1, key2 Required Required Required

Scenario AlphaNumeric 64 key1, key2 Required Required Required

DestinationModuleType AlphaNumeric 64 key1, key2 Required Required Required

228 Chapter 16 • Staging-Table Schemas

Field Name Type of Data Length Key Import/Add Archive Delete

DestinationDimSignature DimensionSignature ã$ú key1 Required1 Required Required

DestinationReference AlphaNumeric 64 key2 Required2 Required Required

DriverQuantityFixed Float ã$ú ã$ú Optional Optional N/A

DriverQuantityVariable Float ã$ú ã$ú Optional Optional N/A

DriverWeightFixed Float ã$ú ã$ú Optional Optional N/A

DriverWeightVariable Float ã$ú ã$ú Optional Optional N/A

SourceDimSignature Signature ã$ú>»<Ž Optional Optional Required

DriverName AlphaNumeric 64 key1, key2 Required Required N/A

Notes:

Field Name Note

DestinationModuleType "Resource" | "Activity" | "CostObject"

DriverWeightFixed >=0 Ignored unless source account uses Weighted Driver. (Value stored in FixedWeight
field)

DriverWeightVariable same as DriverWeightFixed

CurrencyRate table
This table specifies currency exchange rates for each period.
If multiple currencies are not required in the model, then this table is not required when
importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 ã$ú N/A Optional N/A

Period AlphaNumeric 64 key Required Required Required

Scenario AlphaNumeric 64 key Required Required Required

CurrencyFrom AlphaNumeric 64 Required Required Required

CurrencyTo AlphaNumeric 64 Required Required Required

Rate Float ã$ú ã$ú Optional Required N/A

 DimMemberDimAttrAssociation 229

Notes:

Field Name Note

CurrencyFrom Currency code defined in CurrencyDefinition

CurrencyTo Currency code defined in CurrencyDefinition

Rate CurrencyTo = CurrencyFrom * Rate

Dimension table
This table specifies the dimensions in the model. This table must include the dimensions
that are required for building the structure of the Resource module, the Activity module,
the Cost Object module, and the External Units module. This table includes the
dimension attributes if dimension attributes are used in the model. Do not include
numeric attributes, text attributes, and Boolean attributes.
This table is required when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 P¢Îò Optional

Reference AlphaNumeric 64 key Required Required

Name AlphaNumeric 64 P¢Îò Required Required

ShortReference AlphaNumeric 18 Optional Required

DimMemberDimAttrAssociation
This table stores attributes that are attached to dimension members.
This table is required when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

Period AlphaNumeric 64 P¢Îòuª?–tÕ Required Required

Scenario AlphaNumeric 64 P¢Îòuª?–tÕ Required Required

DimMemberRef AlphaNumeric 64 P¢Îòuª?–tÕ Required Required

DimRef AlphaNumeric 64 P¢Îòuª?–tÕ Required Required

230 Chapter 16 • Staging-Table Schemas

Field Name Type of Data Length Key Import/Add Archive Delete

AttributeDimRef AlphaNumeric 64 |¶R,Š
çË Required Required

AttributeDimMemberRef AlphaNumeric 64 |¶R,Š
çË Required Required

DimMemberValueAttrAssociation
This table stores the value of attributes that are attached to dimension members.
This table is required when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

Period AlphaNumeric 64 |¶R,Š
çË Required Required

Scenario AlphaNumeric 64 key Required Required

DimMemberRef AlphaNumeric 64 key Required Required

DimRef AlphaNumeric 64 key Required Required

AttributeReference AlphaNumeric 64 key Required Required

NumericValue Float Optional Optional

StringValue Memo Optional Optional

DimensionAttributeAssociation table
This table specifies the accounts that are associated with dimension attributes. The
association can be specified with the column ItemReference or with the columns
DimRef<n> and DimMemberRef<n>.
This table is not required when importing data. If this table is imported, all columns must
exist, but all columns do not need to contain data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 |¶R N/A Optional N/A

Period AlphaNumeric 64 key1, key2 Required Required Required

Scenario AlphaNumeric 64 key1, key2 Required Required Required

 DimensionMember table 231

Field Name Type of Data Length Key Import/Add Archive Delete

ItemModuleType AlphaNumeric key1, key2 Required Required Required

ItemDimSignature DimensionSignature Zz×C key1 Required1 Required Required

ItemReference AlphaNumeric key2 Required2 Required N/A

AttributeDimRef AlphaNumeric key1, key2 Required Required Required

AttributeDimName AlphaNumeric Zz×C N/A Optional N/A

AttributeDimMemberRef AlphaNumeric key1, key2 Required Required Required

AttributeDimMemberName AlphaNumeric Zz×C N/A Optional N/A

IsSystem Number Optional Optional N/A

Notes:

Field Name Note

ItemModuleType "ExternalUnit" | "Resource" | "Activity" | "CostObject"

AttributeDimRef Non-structural dimensions

DimensionLevel table
This table specifies the name of each level in a dimension hierarchy.
This table is required when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 Zz×C N/A Optional N/A

DimRef AlphaNumeric 64 key Required Required Required

LevelNo Integer (>=1) Zz×C key Required Required Required

Name AlphaNumeric 64 Zz×C Required Required N/A

DimensionMember table
This table specifies the hierarchy for each dimension.
232 Chapter 16 • Staging-Table Schemas

This table is required when importing data.

This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 -œ#% N/A Optional N/A

DimRef AlphaNumeric 64 key Required Required Required

DimName AlphaNumeric 64 -œ#% N/A Optional N/A

Reference AlphaNumeric 64 key Required Required Required

Name AlphaNumeric 64 -œ#% Required Required N/A

ParentReference AlphaNumeric 64 -œ#% Required Required N/A

DimLevel Integer -œ#% -œ#% Optional Optional N/A

DimLevelName AlphaNumeric 64 -œ#% Optional Optional N/A

DisplayOrder Float Optional Optional N/A

Notes:

Field Name Note

ParentReference Must be an existing DimensionMember Refererence in the model or in this table. Root
element can be identified as one of: empty string, Null, "All".

DimLevel Hierarchy level override. Defaults to ParentLevel+1. Ignored if null or <=0.

DimLevelName Hierarchy level override. Ignored if null. This takes precedant over DimLevel if this is
non-null and DimLevel is also included.

DisplayOrder Determines the order in which dimension members are displayed in the user interface. It is
suggested that you start with 10 and increment by 10 (e.g., 10, 20, 30, ...) so that you can
interpose later rows (e.g., 10, 20, 30, 15, 40 ). The numbers used need only be unique
within a dimension.

DimensionOrder table
This table specifies the order of the dimensions in the Resource module, the Activity
module, the Cost Object module, and the External Units module. The records in this
table must be sorted according to module type and sequence number.
This table is required when importing data.
This table is required for archive.
 Driver table 233

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 Vêfi, N/A Optional N/A

ModuleType AlphaNumeric 64 key Required Required N/A

SequenceNumber (Integer>=1) Vêfi, key Required Required N/A

DimRef AlphaNumeric 64 Vêfi, Required Required N/A

DimName AlphaNumeric 64 Vêfi, N/A Optional N/A

Notes:

Field Name Note

ModuleType "ExternalUnit" | "Resource" | "Activity" | "CostObject" | "Profitability"

SequenceNumber Order of dimension in module structure

Driver table
This table specifies the drivers.
This table is required when creating a new model. It is not required for updating an
existing model. When importing, if the account does not exist, the account is added.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 Vêfi, N/A Optional N/A

Name AlphaNumeric 64 key Required Required N/A

DriverType AlphaNumeric 64 Vêfi, Required Required N/A

UniqueDriverQuantities Yes/No Vêfi, Vêfi, Optional Optional N/A

Formula Memo 2048 Vêfi, Optional Optional N/A

UseFixedQuantities Yes/No Vêfi, Vêfi, Optional Optional N/A

UseVariableQuantities Yes/No Vêfi, Vêfi, Optional Optional N/A

UseWeightedQuantities Yes/No Vêfi, Vêfi, Optional Optional N/A

SequenceNumber Integer Vêfi, Vêfi, Optional Optional N/A

FixedDriverQuantityOverride AlphaNumeric 64 Vêfi, Optional Optional N/A

VariableDriverQuantityOverride AlphaNumeric 64 Vêfi, Optional Optional N/A

234 Chapter 16 • Staging-Table Schemas

Field Name Type of Data Length Key Import/Add Archive Delete

IdleFlowMethod AlphaNumeric 64 À4˝Å Optional Optional N/A

UserEnteredCostAllocation Yes/No À4˝Å À4˝Å Optional Required N/A

RuleFormula AlphaNumeric 2048 Optional Optional N/A

UseRuleFormula Yes/No Optional Optional N/A

Notes:

Field Name Note

DriverType "Percentage" | "Evenly Assigned" | "Basic" | "Weighted" | "Bill of Cost" | "Sales Volume" |
"Calculated" | "Center". Default="Basic".

UniqueDriverQuantities Default=Yes ( for DriverType<>"Center")

Formula Default=""

UseFixedQuantities Default based on DriverType

UseVariableQuantities Default based on DriverType

UseWeightedQuantities Default based on DriverType

SequenceNumber Default=1

FixedDriverQuantityOverride Property API name

VariableDriverQuantityOverride Property API name

IdleFlowMethod "DontAssign" | "EvenlyAssign" | "UseDriverQuantities" | "UserEntered" |

"UserProportion", Default="DontAssign"

UserEnteredCostAllocation Default=No

EnteredCostElement table
This table specifies the entered cost elements and the account that is associated with
each entered cost element. The account that is associated with an entered cost element
can be specified with the column AccountReference or with the columns DimRef<n>
and DimMemberRef<n>.
This table is required when creating a new model. It is not required for updating an
existing model.
This table is required for archive.
 ExternalUnit table 235

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 ©’bj N/A Optional N/A

Period AlphaNumeric 64 key Required Required Required

Scenario AlphaNumeric 64 key Required Required Required

ModuleType AlphaNumeric 64 key Required Required Required

AccountReference AlphaNumeric 64 ©’bj Required1 Optional Required

AccountDimSignature DimensionSignature ©’bj ©’bj Required2 Required Required

Reference AlphaNumeric 64 key Required Required Required

Name AlphaNumeric 64 ©’bj Required Required N/A

EnteredCost Float ©’bj ©’bj Optional Optional N/A

Notes:

Field Name Note

ModuleType "Resource" | "Activity" | "CostObject"

AccountDimSignature There is no column of this name. Dimension signature contains dimension members
involved in the account creation. So DimRef(n) and DimmemberRef(n) are mainly
required for dimension signature. DimName, DimMemberName, Dimlevel,
DimLevelname are optional

EnteredCost Default=0.0

ExternalUnit table
This table specifies dimension intersections for the External Units module. The
combination of the columns DimRef<n> and DimMemberRef<n> for each valid
dimension is the dimension signature.
If the model does not use external units, then this table is not required when importing
data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 ©’bj N/A Optional N/A

Period AlphaNumeric 64 key1, key2 Required Required Required

Scenario AlphaNumeric 64 key1, key2 Required Required Required

236 Chapter 16 • Staging-Table Schemas

Field Name Type of Data Length Key Import/Add Archive Delete

DimSignature DimensionSignature ks' key1 Required Required Required

DimRef AlphaNumeric 64 ks' N/A Required N/A

DimName AlphaNumeric 64 ks' N/A Optional N/A

DimMemberRef AlphaNumeric 64 ks' N/A Required N/A

DimMemberName AlphaNumeric 64 ks' N/A Optional N/A

DimLevel Integer ks' ks' N/A Optional N/A

DimLevelName AlphaNumeric 64 ks' N/A Optional N/A

Reference AlphaNumeric 64 key2 Required Required Required

DriverName AlphaNumeric 64 ks' Optional Required N/A

Name AlphaNumeric 64 ks' Optional Required N/A

PeriodicNote Memo ks' ks' Optional Required N/A

PublishName AlphaNumeric 64 ks' Optional Required N/A

UnitCostEntered Float ks' ks' Optional Required N/A

UnitOfMeasure AlphaNumeric ks' Optional Required N/A

AllocatedCost Float ks' ks' N/A Optional N/A

AssignedCost Float ks' ks' N/A Optional N/A

Cost Float ks' ks' N/A Optional N/A

DrivableCost Float ks' ks' N/A Optional N/A

DrivenCost Float ks' ks' N/A Optional N/A

DrivenQuantity Float ks' ks' N/A Optional N/A

DriverRate Float ks' ks' N/A Optional N/A

OutputQuantity Float ks' ks' N/A Optional N/A

TDQ Float ks' ks' N/A Optional N/A

TDQBasic Float ks' ks' N/A Optional N/A

TDQCalculated Float ks' ks' N/A Optional N/A

UsedCost Float ks' ks' N/A Optional N/A

UsedQuantity Float ks' ks' N/A Optional N/A

ValueAttributes Memo/Float ks' N/A Optional N/A

 Model table 237

Notes:

Field Name Note

DimSignature There is no column of this name. Dimension signature contains dimension members
involved in the account creation. So DimRef and DimmemberRef are mainly required for
dimension signature. DimName, DimMemberName, Dimlevel, DimLevelname are
optional. Only a single Dim/DimMember pair can be specified.

Reference ExternalUnit must exist to use Reference as the key, otherwise there is no way to hang a
dimension reference to a dimension signature. Value must be unique across all External
Units. Default value will be generated if blank or not supplied.

DriverName Only BOC drivers and Calculated drivers are allowed

Name Default generated if blank or not supplied

UnitCostEntered Default=0.0

ValueAttributes There no column of this name. If user want to see the associated attributes (text or
numeric) with the account then user can defines these attributes. These attributes will
come as column in the staging table.

Model table

Overview
This table specifies the model name, the description, and the default values for the
model. SAS Activity-Based Management uses this table for export only.
This table is not required for importing data because you must specify the model name
when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

Name AlphaNumeric 64 N/A Optional N/A

Description AlphaNumeric 64 Ëü ^ Optional Optional N/A

DefaultOutputQuantity Float Ëü ^ Ëü ^ Optional Optional N/A

BaseCurrency AlphaNumeric 64 Ëü ^ Optional Optional N/A

AdvancedOptions Memo Ëü ^ Optional Optional N/A

Reference AlphaNumeric 8 Optional Optional N/A

ColumnLayout AlphaNumeric 256 Optional Optional N/A

Notes:
238 Chapter 16 • Staging-Table Schemas

Field Name Note

Name Model Name and the full path name in the workspace

DefaultOutputQuantity =0 or =1

BaseCurrency Currency code defined in CurrencyDefinition. Can only be defined when creating a new
model.

AdvancedOptions Information about default drivers for modules, numeric attributes and stages include in the
model. It is stored in XML format

AdvancedOptions Field

Overview
When you import data into a model, you can write XML that specifies the advanced
options of the model's properties. You specify this XML in the AdvancedOptions field
of the Model table.

Sample XML for the Advanced Options Field

The following example illustrates the use of the XML AdvancedOptions field:
<AdvancedOptions>
<Modules>
<Module Type="ExternalUnit" DefaultDriver="Bill of Cost" />
<Module Type="Resource" DefaultDriver="Evenly Assigned" />
<Module Type="Activity" DefaultDriver="Evenly Assigned" />
<Module Type="CostObject" DefaultDriver="Evenly Assigned" />
</Modules>
<Cube Type="Common">
<NumericAttributes>
<NumericAttribute Reference="FI" />
</NumericAttributes>
</Cube>
<Cube Type="DetailedContribution">
<StageDefinition Type="Attribute" IncludeExternalUnitAsStage="true">
<Stage Reference="S1R" CostFlow="In" />
<Stage Reference="S2PA" CostFlow="In" />
<Stage Reference="S3I" CostFlow="In" />
<Stage Reference="S4S" CostFlow="In" />
<Stage Reference="S5D" CostFlow="In" />
<Stage Reference="S6F" CostFlow="In" />
<Stage Reference="S7f" CostFlow="In" />
</StageDefinition>
</Cube>
</AdvancedOptions>

The following is an example of the StageDefinition element with a Type of Module:

<StageDefinition Type="Module">
<Stage Reference="ExternalUnit" CostFlow="Out" />
<Stage Reference="Resource" CostFlow="Out" />
<Stage Reference="Activity" CostFlow="Out" />
 Model table 239

<Stage Reference="CostObject" CostFlow="In" />

</StageDefinition>

XML AdvancedOptions structure

The following structure shows the elements used in the XML AdvancedOptions field
and their relationships to each other. All of the elements are required.
<AdvancedOptions>
<Modules>
<Module attributes/>
</Modules>
<Cube Type="Common">
<NumericAttributes>
<NumericAttribute attributes/>
</NumericAttributes>
</Cube>
<Cube Type="DetailedContribution">
<StageDefinition attributes>
<Stage attributes/>
</StageDefinition>
</Cube>
</AdvancedOptions>

AdvancedOptions element (required)

AdvancedOptions is the root element. This element has no attributes.

Modules element (required)

This element contains elements that specify information for each module in a model.
This element has no attributes.

Module element (required)

This element contains attributes that specify the type of module and its default driver.

Attribute Required Values Description

Type Required (one Type "Resource" Modules in a model

attribute for each
"Activity"
module)
"CostObject"
"ExternalUnit"

DefaultDriver Required String Name of the default

driver

Cube Type=Common element (required)

This element contains an attribute that specifies information that is common to all cubes.

NumericAttributes element (required)

This element contains elements that specify the numeric attributes that are included in
cubes. This element has no attributes.
240 Chapter 16 • Staging-Table Schemas

NumericAttribute element (required)

This element contains attributes that specify information about the numeric attributes
that are included in cubes.

Attribute Required Values Description

Reference Required String Reference of the

numeric attribute

Cube Type=DetailedContribution element (required)

This element contains an attribute that specifies information about the Multi-stage
Contributions cube.

StageDefinition element (required)

This element contains attributes that specify how stages are defined.

Attribute Required Values Description

Type Required "Module" Method used to

define stages
"Attribute"

IncludeExternalUnitA Required when Type "true" Indicates whether

sStage is "Attribute" external units are
"false"
included in the stages

Stage element (required)

This element contains attributes that specify how stages are defined.

Attribute Required Values Description

Reference Required String Reference of each

stage
When the
StageDefinition Type
is "Module":
"Resource"
"Activity"
"CostObject"
"ExternalUnit"
S«òµ
When the
StageDefinition Type
is "Attribute":
Reference of the
attribute

CostFlow Required "In" Type of cost to use

for a stage
"Out"
 MultiStageContribution table 241

Related Topics:
• Example XML AdvancedOptions field

MultiStageContribution table
This table specifies how cost flows through each predefined stage and what accounts in
those predefined stages participate in the flow.
SAS Activity-Based Management uses this table for export only.
This table is not required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 lEÃh N/A Optional N/A

Period AlphaNumeric 64 key1 N/A Optional N/A

Scenario AlphaNumeric 64 key1 N/A Optional N/A

Cost Float lEÃh lEÃh N/A Optional N/A

Revenue Float lEÃh lEÃh N/A Optional N/A

OutputQuantity Float lEÃh lEÃh N/A Optional N/A

SoldQuantity Float lEÃh lEÃh N/A Optional N/A

TDQUE Float lEÃh lEÃh N/A Optional N/A

OutputQuantityUE Float lEÃh lEÃh N/A Optional N/A

StageModuleTypeReference1 AlphaNumeric 64 key2 N/A Optional N/A

StageDimSignature1 Signature lEÃh key1 N/A Optional N/A

StageDimSignature(n) Signature lEÃh key1 N/A Optional N/A

StageAccountReference1 AlphaNumeric 64 key2 N/A Optional N/A

StageAccountReference(n) AlphaNumeric 64 key2 N/A Optional N/A

Value Attributtes Float/Memo N/A Optional N/A

Notes:

Field Name Note

Value Attributtes There no column of this name. If user want to see the associated attributes (text or
numeric) with the account then user can defines these attributes. These attributes will
come as column in the staging table.
242 Chapter 16 • Staging-Table Schemas

PerformanceMeasure table

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 –²O N/A Optional

Period AlphaNumeric 64 key Required Required Required

Scenario AlphaNumeric 64 key Required Required Required

ItemDimSignature Signature –²O key1 Required1 Required Required

ItemModuleType AlphaNumeric 64 –²O Required Required

ItemReference AlphaNumeric 64 –²O×BO°í Required2 Required Required

MeasureType AlphaNumeric 64 –²O×BO Required Required Required

MeasureReference AlphaNumeric 64 –²O×BO Required Required

Period table
This table specifies the period names, the descriptions, and the start dates and the end
dates.
If the required periods already exist on the SAS Activity-Based Management server,
then this table is not required when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 –²O N/A Optional N/A

Reference AlphaNumeric 64 key Required Required Required

ParentReference AlphaNumeric 64 –²O Required Required N/A

Name AlphaNumeric 64 –²O Required Required N/A

StartDate Date –²O –²O Required Required N/A

EndDate Date –²O –²O Required Required N/A

Description Memo –²O Optional Optional N/A

Notes:
 ResourceContribution table 243

Field Name Note

ParentReference Root element can be identified as one of: empty string, Null, "All"

StartDate May need to change if parent is in different date range

EndDate May need to change if parent is in different date range

PeriodLevel table
This table specifies the level names for period hierarchies.
If the required period levels already exist on the SAS Activity-Based Management
server, then this table is not required when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 ÚœC N/A Optional N/A

LevelNo Integer (>=1) ÚœC key Required Required Required

Name AlphaNumeric 64 ÚœC Required Required N/A

Notes:

ResourceContribution table
This table specifies the cost contribution relationship and the percentage from each
starting account (typically a resource account) to each ending account (typically a cost
object account).
SAS Activity-Based Management uses this table for export only.
This table is not required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 ÚœC N/A Optional N/A

Period AlphaNumeric 64 key1 N/A Optional N/A

Scenario AlphaNumeric 64 key1 N/A Optional N/A

SourceModuleType AlphaNumeric 64 key1, key2 N/A Optional N/A

SourceDimSignature DimensionSignature ÚœC key1 N/A Optional N/A

SourceReference AlphaNumeric 64 key2 N/A Optional N/A

244 Chapter 16 • Staging-Table Schemas

Field Name Type of Data Length Key Import/Add Archive Delete

DestinationModuleType AlphaNumeric 64 key1, key2 N/A Optional N/A

DestinationDimSignature ExportDimensionSi ¾îë key1 N/A Optional N/A

gnature

DestinationReference AlphaNumeric 64 key2 N/A Optional N/A

DestinationCost Float ¾îë ¾îë N/A Optional N/A

DestinationOutputQty Float ¾îë ¾îë N/A Optional N/A

DestinationSoldQty Float ¾îë ¾îë N/A Optional N/A

ContribCost Float ¾îë ¾îë N/A Optional N/A

ContribPcnt Float ¾îë ¾îë N/A Optional N/A

Notes:

Field Name Note

SourceModuleType "ExternalUnit" | "Resource" | "Activity" | "CostObject"

SourceDimSignature "Source" is the prefix for all the DimSignature fields.

DestinationModuleType "Resource" | "Activity" | "CostObject"

DestinationDimSignature "Destination" is the prefix for all the DimSignature fields.

RollupAccount table
This table specifies the rollup accounts that are at a higher level than the leaf accounts.
The rollup accounts' numeric properties are the rollup of the corresponding properties of
the descendant leaf accounts, based on the dimensional hierarchy.
SAS Activity-Based Management uses this table for export only.
This table is not required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 ¾îë N/A Optional N/A

ModuleType AlphaNumeric 64 key N/A Optional N/A

Period AlphaNumeric 64 key N/A Optional N/A

Scenario AlphaNumeric 64 key N/A Optional N/A

DimSignature DimensionSignature ¾îë key N/A Optional N/A

 RollupAccount table 245

Field Name Type of Data Length Key Import/Add Archive Delete

DimRef AlphaNumeric 64 6g< N/A Optional N/A

DimName AlphaNumeric 64 6g< N/A Optional N/A

DimMemberRef AlphaNumeric 64 6g< N/A Optional N/A

DimMemberName AlphaNumeric 64 6g< N/A Optional N/A

DimLevel Integer 6g< 6g< N/A Optional N/A

DimLevelName AlphaNumeric 64 6g< N/A Optional N/A

AllocatedCost Float 6g< 6g< N/A Optional N/A

AssignedCost Float 6g< 6g< N/A Optional N/A

AssignedNonReciprocalCost Float 6g< 6g< N/A Optional N/A

AssignedReciprocalCost Float 6g< 6g< N/A Optional N/A

Cost Float 6g< 6g< N/A Optional N/A

DrivenCost Float 6g< 6g< N/A Optional N/A

EnteredCost Float 6g< 6g< N/A Optional N/A

IdleCost Float 6g< 6g< N/A Optional N/A

IdlePercentage Float 6g< 6g< N/A Optional N/A

Profit Float 6g< 6g< N/A Optional N/A

ReceivedAllocatedCost Float 6g< 6g< N/A Optional N/A

ReceivedAssignmentCost Float 6g< 6g< N/A Optional N/A

ReceivedBOCCost Float 6g< 6g< N/A Optional N/A

ReceivedCost Float 6g< 6g< N/A Optional N/A

ReceivedDrivenCost Float 6g< 6g< N/A Optional N/A

ReceivedNonReciprocalCost Float 6g< 6g< N/A Optional N/A

ReceivedReciprocalCost Float 6g< 6g< N/A Optional N/A

Revenue Float 6g< 6g< N/A Optional N/A

UnassignedCost Float 6g< 6g< N/A Optional N/A

Notes:

Field Name Note

ModuleType "ExternalUnit" | "Resource" | "Activity" | "CostObject"

246 Chapter 16 • Staging-Table Schemas

Field Name Note

DimSignature There is no column of this name. Dimension signature contains dimension members
involved in the account creation. So DimRef and DimmemberRef are mainly required for
dimension signature. DimName, DimMemberName, Dimlevel, DimLevelname are
optional. Only a single Dim/DimMember pair can be specified.

Scenario table
This table specifies the scenario names and the descriptions.
If the required scenarios already exist on the SAS Activity-Based Management server,
then this table is not required when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 J@s� N/A Optional N/A

Reference AlphaNumeric 64 key Required Required Required

ParentReference AlphaNumeric 64 J@s� Required Required N/A

Name AlphaNumeric 64 J@s� Required Required N/A

Description Memo J@s� Optional Optional N/A

Notes:

Field Name Note

ParentReference Root element can be identified as one of: empty string, Null, "All"

ScenarioLevel table
This table specifies the level names for scenario hierarchies.
If the required scenario levels already exist on the SAS Activity-Based Management
server, then this table is not required when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 J@s� N/A Optional N/A

LevelNo Integer (>=1) J@s� key Required Required Required

 ValueAttributeAssociation table 247

Field Name Type of Data Length Key Import/Add Archive Delete

Name AlphaNumeric 64 `iš÷ Required Required N/A

ValueAttribute table
This table specifies the attribute hierarchy for numeric attributes , text attributes , and
Boolean attributes.
This table is not required when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 `iš÷ N/A Optional N/A

Reference AlphaNumeric 64 key Required Required Required

Name AlphaNumeric 64 `iš÷ Required Required N/A

ParentReference AlphaNumeric 64 `iš÷ Required Required N/A

Type AlphaNumeric 64 `iš÷ Required Required N/A

UnitOfMeasure AlphaNumeric 64 `iš÷ Optional Optional N/A

Notes:

Field Name Note

Type "Tagged" | "Numeric" | "Text" | "Center"

UnitOfMeasure Only applicable for "Numeric"

ValueAttributeAssociation table
This table specifies the accounts that are associated with numeric attributes, text
attributes, and Boolean attributes. The association can be specified with the column
ItemReference or with the columns DimRef<n> and DimMemberRef<n>.
This table is not required when importing data. If this table is imported, all columns must
exist, but all columns do not need to contain data.
This table is required for archive.
248 Chapter 16 • Staging-Table Schemas

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 ÕCœÕ N/A Optional N/A

Period AlphaNumeric 64 key1, key2 Required Required Required

Scenario AlphaNumeric 64 key1, key2 Required Required Required

ItemModuleType AlphaNumeric 64 key1, key2 Required Required Required

ItemDimSignature DimensionSignature ÕCœÕ key1 Required1 Required Required

ItemReference AlphaNumeric 64 key2 Required2 Optional Required

AttributeReference AlphaNumeric 64 ÕCœÕtæÊ*|Þ@n Required Required Required

key2

NumericValue Float Optional Optional N/A

StringValue Memo ÕCœÕ Optional Optional N/A

IsSystem Number Optional Optional N/A

Notes:

Field Name Note

ItemModuleType "ExternalUnit" | "Resource" | "Activity" | "CostObject"

ValueAttributePeriodicDef table
This table specifies the default value and formula for the numeric attributes.
This table is required when importing data.
This table is required for archive.

Field Name Type of Data Length Key Import/Add Archive Delete

ModelName AlphaNumeric 64 ÕCœÕ N/A Optional N/A

Period AlphaNumeric 64 key Required Required N/A

Scenario AlphaNumeric 64 key Required Required N/A

Reference AlphaNumeric 64 key Required Required N/A

DefaultValue AlphaNumeric 1024 ÕCœÕ Optional Optional N/A

Formula AlphaNumeric 1024 ÕCœÕ Optional Optional N/A

Notes:
 ValueAttributePeriodicDef table 249

Field Name Note

Formula Default=""
250 Chapter 16 • Staging-Table Schemas
 251

Part 5

Using the API

Chapter 17
Programming the API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Chapter 18
API Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Chapter 19
XML Passed to the API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Chapter 20
Easy API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309
252
 253

Chapter 17
Programming the API

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Progress reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
Log files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
Writing a program in Java . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Example programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Overview
The SAS Actvity-Based Management Web Services Integration API enables other
applications or 3rd party systems to seamlessly integrate SAS Activity-Based
Management into their operational systems. Users or consultants can write code or script
(sample programs in several languages are provided) to automate their business
reporting processes which may include periodically obtaining data from various
financial data sources, cleansing and importing data in to the SAS Activity-Based
Management system, computing the activity costs, building OLAP cubes for
contribution or profitability analysis or exporting computed data to generate custom
reports.
SAS ETL and Analytical tools combined with the SAS Activity-Based Management
Integration API provide numerous options for users to integrate, automate and report on
data that resides on most any system.
SAS Activity-Based Management Web Services Integration API on client is surfaced
through a Microsoft COM/Automation interface. This API component on the client uses
SOAP Protocol to communicate with the .NET webservices on server and hides all the
complexities of sending operation requests and receiving result or logs at the completion
of execution. Users who can run their integration components or code on Microsoft
Windows Operating systems can effectively use this API.
Note: The API must be invoked from a machine on which the SAS Activity-Based
Management client is installed.
Prerequisites for the API
• SAS Activity-Based Management client and all the dependent components must be
installed prior to using client integration API.
• SAS Activity-Based Management client should be in working condition (does not
have to be currently running) to use this API functionality.
254 Chapter 17 • Programming the API

Languages supported
You can invoke the API using the following languages:
• C#
• Java
• Visual C++
See the sample programs at
<C:\Program Files\SAS\>SASActivityBasedManagementClient\7.2\Samples\ServicesAPI

You can write a program that uses certain functions (such as importing data and
exporting data) within SAS Activity-Based Management. You can use any COM-
compliant language (such as C#, Visual Basic, or Visual C++) to access these functions,
which are included in the SAS Activity-Based Management Web Services Integration
API.
The SAS Activity-Based Management Web Services Integration API supports a COM
dual interface: vtable (for early binding) and IDispatch (for late binding).
SAS Activity-Based Management must be installed on the computer on which you run
your program.
Note: You can perform this task without first opening a model.
1. Review the information about importing model data or exporting model data.
2. If you are importing from a database:
a. Create a database or a database view that matches the data schema and then load
the data to be imported.
b. Verify that the database user has the correct access.
3. If you are exporting to a database:
a. Create an empty database that matches the data schema.
b. Verify that the database user has the correct access.
4. Verify that the SAS Activity-Based Management client application is installed on the
computer on which your program will run.
5. Verify that the XML import configuration, the XML export configuration, or the
XML calculate configuration matches the appropriate data schema.
6. If you are using XML files, ensure that your program has access to the data:
a. For the XML import configuration, provide the user ID and password for the
DataSource attribute of either the StagingArea element or the StagingTable
element.
b. For the XML export configuration, provide the user ID and password for the
Connection attribute of the StagingArea element.
7. Run your program.
About the SAS Activity-Based Management Web Services Integration API (link???)
8. Verify the results.
To receive a report of events that occur during the operation, your program can call
the GetOperationProgress function.
 Log files 255

Progress reports
The functions that you can perform using the SAS Activity-Based Management Web
Services Integration API run on the SAS Activity-Based Management server and might
require a considerable amount of time to complete. These functions regularly report
progress to SAS Activity-Based Management. You can retrieve this progress report in
the form of an XML string by invoking the GetOperationProgress function. Your
program can read this string into the XML parser of your choice. Alternatively, your
program can display the progress report information.
Here is the structure of the XML string:
<SasServicesStatus>
<Operation Type="OPTYPE string" Status="OPSTATUS string" />
<OperationMessages>
<Message Text="Message text" />
<Message Text="Message text" />
</OperationMessages>
</SasServicesStatus>

The following table shows the possible values of the OPTYPE string:

This API function… …has an OPTYPE string value of…

Calculate Calculate

CopyModelData Copy Model Data

ExportModelData Export Model Data

ExportReportData Export Report Data

ImportModelData Import Model Data

ValidateModel Verify Model

The OPSTATUS string can have any of the following values:

• Succeeded
• Failed
• Not Complete
Messages typically contain progress information, such as Exporting accounts.

Log files
The SAS Activity-Based Management Web Services Integration API creates two log
files that contain information about the functions that were performed: sasservices.log
and sasoperations.log. These log files are stored in the folder that contains your
program's executable.
256 Chapter 17 • Programming the API

Note: These files can become large because new content is appended to the files. (The
contents of these files are never overwritten.) Therefore, you should archive or delete
these files periodically.

Writing a program in Java

To use the SAS Activity-Based Management Web Services Integration API from Java, a
Java Virtual Machine (JVM) must be installed on the computer on which the Java class
is being executed. Also, a bridge is necessary for Java and COM to exchange data. SAS
recommends Jawin.
Here is an example of the Java source code that you might use to access the
ExportModelData function. Notice that Jawin converts an unsuccessful COM call to a
Java exception.
try
{
Ole32.CoInitialize(); // Initialize COM
Application api = new _Application("new:SasServices.API");
api.Connect( “MyUserName”, “MyPassword” );
String xmlConfig;
String operationKey;
// ... Build the configuration xml
api.ExportModelData( xmlConfig, operationKey );
// ... At some later time
String xmlExportReport;
api.GetOperationProgress( operationKey, xmlExportReport);
api.Disconnect();
Ole32.CoUninitialize(); // Shutdown COM
}

catch(COMException e)
{
System.out.println("Got a COM Error: " + e);
}

catch(Exception e)
{
e.printStackTrace(); // Handle an exception.
}

Example programs
Example programs that are written in various programming languages are installed with
SAS Activity-Based Management. The default folder for these example programs is:
C:\Program Files\SAS\SASActivityBasedManagementClient\7.2\Samples\ServicesAPI
 257

Chapter 18
API Functions

Calculate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
CancelOperation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
CopyModelData . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Disconnect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
ExportCubeConfigurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
ExportModelData . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
ExportReportData . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
GenerateCube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
GetOperationLog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
GetOperationProgress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
ImportModelData . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
ImportCubeConfigurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
OnOperationComplete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
PublishPeriodsScenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
PublishSPMMetrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
ValidateModel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Calculate
This function calculates a model in the SAS Activity-Based Management database.

Type Argument Data Type Description

IN XML BSTR XML to calculate a

model (Example)

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation
258 Chapter 18 • API Functions

CancelOperation
This function cancels the import, export, or calculation operation in progress.

Type Argument Data Type Description

IN OperationKey BSTR GUID string that

uniquely identifies
the operation

CopyModelData
This function copies model data from one period/scenario association to another.

Type Argument Data Type Description

IN XML BSTR XML to copy model

data

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation

Connect
This function initializes a session with the SAS Activity-Based Management server.

Type Argument Data Type Description

IN ServerName BSTR SAS Activity-Based

Management server
name

IN UserName BSTR SAS Activity-Based

Management user
with sufficient
permissions to
perform the
operations in the
program. A domain
name may be
required, such as
when connecting to a
server.
 ExportModelData 259

Type Argument Data Type Description

IN Password BSTR Plain text password

for the SAS Activity-
Based Management
user

Disconnect
This function ends the session with the SAS Activity-Based Management server. This
function has no arguments.

ExportCubeConfigurations
This function exports cube configurations to an xml file.

Type Argument Data Type Description

IN XML BSTR XML to export cube

configurations

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation

ExportModelData
This function exports model structures and data to a Microsoft SQL Server, Oracle, or
Microsoft Access database.

Type Argument Data Type Description

IN XML BSTR XML to

export(Example)

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation
260 Chapter 18 • API Functions

ExportReportData
This function exports report data to a data source.

Type Argument Data Type Description

IN XML BSTR XML to export report

data

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation

GenerateCube
This function generates a cube and/or a fact table.

Type Argument Data Type Description

IN XML BSTR XML to generate a

cube (Example)

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation

GetOperationLog
This function retrieves the operation log as XML.

Type Argument Data Type Description

IN OperationKey BSTR GUID string that

uniquely identifies
the operation

OUT Log BSTR The log in XML

format
 ImportCubeConfigurations 261

GetOperationProgress
This function retrieves progress messages regularly reported by SAS Activity-Based
Management operations in the form of an XML string progress report.

Type Argument Data Type Description

IN OperationKey BSTR GUID string that

uniquely identifies
this operation

OUT xmlReport BSTR The reported progress

of the operation

ImportModelData
This function imports model structures and data into a SAS Activity-Based Management
model from a Microsoft SQL Server, Oracle, or Microsoft Access database, or from an
XML file that was previously exported from SAS Activity-Based Management.

Type Argument Data Type Description

IN XML BSTR XML to import

(Example)

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation

ImportCubeConfigurations
This function imports cube configurations from a previously exported xml file.

Type Argument Data Type Description

IN XML BSTR XML to import cube

configurations

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation
262 Chapter 18 • API Functions

OnOperationComplete

This function retrieves the status code at the end of an operation.

Type Argument Data Type Description

IN OperationKey BSTR GUID string that

uniquely identifies
the operation

OUT Status Integer The status code for

the operation. The
status code may be
one of the following:
0=OPSTATUS_
FAILED
1=OPSTATUS_
SUCCEEDED
2=OPSTATUS_
UNDETERMINED

PublishPeriodsScenarios
This function publishes periods and their associated scenarios.

Type Argument Data Type Description

IN XML BSTR XML to publish

periods and scenarios

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation
 ValidateModel 263

PublishSPMMetrics
This function logs in to the SAS Strategy Management server (middle tier). This is the
same information that is specified in the model properties.

Type Argument Data Type Description

IN XML BSTR XML to publish SAS

Strategy Management
metrics

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation

ValidateModel
This function validates a model.

Type Argument Data Type Description

IN XML BSTR XML to validate

model

OUT OperationKey BSTR GUID string that

uniquely identifies
the operation
264 Chapter 18 • API Functions
 265

Chapter 19
XML Passed to the API

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
XML to Calculate a Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Sample XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
XML Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
OROSCOMMAND Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
MODELCONTEXT Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
PeriodScenario Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
COMMANDPARAMS Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
CostFlow Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
XML to Copy a Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Sample XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
XML copy model data configuration structure . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
CopyModelData element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
ModelContext element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
XML to Export Cube Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Sample XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
XML syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
CubeConfigurationsExport element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
CubeConfiguration element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
XML to Export a Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Sample XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
XML Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
OEExport Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
PeriodScenario Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
StagingArea Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277
StagingTable Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Column Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
ColumnFilter Element (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
![CDATA [expression]] Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
DimensionColumn Element (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
DimensionFilter Element (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Dimension Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
DimensionMember Element (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
NestedObject Element (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
XML to Export a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
266 Chapter 19 • XML Passed to the API

Sample XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
XML export report data configuration structure . . . . . . . . . . . . . . . . . . . . . . . . . . 284
Object element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
Periods element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
Scenarios element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
Models element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
Model element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
Dimensions element (required for certain reports) . . . . . . . . . . . . . . . . . . . . . . . . . 285
Connection element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
XML to Generate a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Sample XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
XML Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
OROSCOMMAND Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
MODELCONTEXT Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
PeriodScenario Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288
COMMANDPARAMS Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288
CubeConfig Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Configuring How Cubes Are Generated . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Errors in the Cube Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
XML to Import Cube Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Sample XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
XML syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
CubeConfigurations element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
XML to Import a Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Sample XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
XML Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
OEImport Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
StagingArea Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
StagingTable Element (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302
Column Element (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Related Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
XML to Publish Period/Scenario Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Sample XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
XML syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
PublishPeriodScenarios element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
ModelContext element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
PeriodScenario element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
XML to Publish SPM Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
XML publish SAS Strategy Management Metrics configuration structure . . . . . . 305
OROSCOMMAND element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
MODELCONTEXT element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
COMMANDPARAMS element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
XML to Validate a Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
XML validate model configuration structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
OROSCOMMAND element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
MODELCONTEXT element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
 XML to Calculate a Model 267

COMMANDPARAMS element (required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

Overview
When you use certain functions in the SAS SAS Activity-Based Management Web
Services Integration API, you must provide an XML configuration string. This string
may be included in your program, contained in a file, or entered through your program's
user interface.
Each XML configuration has a specific purpose and a unique structure. Example XML
configuration strings are available in the folder in which SAS Activity-Based
Management is installed, which is typically:
C:\Program Files\SAS\Activity-Based Management Solution\Client\Samples\Services
API\Configurations
Note: Some of the attributes in an XML configuration contain IDs to other data that
resides on a specific SAS Activity-Based Management server, such as periods and
scenarios. Therefore, do not use an XML configuration that was created for another
server. If you use an XML configuration created for one server, these IDs might not
correspond to any data on another server. Or, in the worst case, the IDs might
correspond to the wrong data and the model might become corrupted.

XML to Calculate a Model

Sample XML
<OROSCOMMAND Version="2.0">
<MODELCONTEXT Model="peAPI">
<PeriodScenario PeriodId="9" ScenarioId="1"/>
</MODELCONTEXT>
<COMMANDPARAMS MessageLimit="50">
<CostFlow SeqDriverLimit="-1" Force="1" DisableDriverRules="0"/>
</COMMANDPARAMS>
</OROSCOMMAND>

<OROSCOMMAND Version="2.0">
<MODELCONTEXT Model="peAPI">
<PeriodScenario PeriodRef="2008 Q1" ScenarioRef="Actual" />
</MODELCONTEXT>
<COMMANDPARAMS MessageLimit="50">
<CostFlow SeqDriverLimit="-1" Force="1" DisableDriverRules="0"/>
</COMMANDPARAMS>
</OROSCOMMAND>

Overview
When you use the SAS | ABM Web Services Integration API to calculate a model, you
must write XML that specifies what you want to calculate and how you want to calculate
it.
268 Chapter 19 • XML Passed to the API

Example XML to Calculate a Model

Elements and attributes are case sensitive. String comparisons are not case sensitive.

XML Syntax
The following structure shows the elements used in the XML and their relationships to
each other. Position the mouse over a linked element to see if it is required or optional.
Click a link for a complete description of the element.
<OROSCOMMAND Version="2.0">
<MODELCONTEXT attributes>
<PeriodScenario attributes/>
</MODELCONTEXT>
<COMMANDPARAMS attributes>
<CostFlow attributes/>
</COMMANDPARAMS>
</OROSCOMMAND>

OROSCOMMAND Element (Required)

OROSCOMMAND is the root element. This element has one version attribute. The
OROSCOMMAND element must contain one MODELCONTEXT element and one
COMMANDPARAMS element.

Attribute Required Values Description

Version Optional "2.0" If you omit the

version number, then
the command reverts
to version 1 syntax
which is supported
but deprecated.
Version 1 syntax is
significantly
different.

MODELCONTEXT Element (Required)

This element specifies the model to calculate. A MODELCONTEXT element can
contain multiple PeriodScenario elements.

Attribute Required Values Description

Model Required String Full Workspace path

of the model,
excluding the Models
Workspace folder
 XML to Calculate a Model 269

PeriodScenario Element (Required)

Each PeriodScenario element specifies a period/scenario association to calculate. You
can have multiple PeriodScenario elements.

Attribute Required Values Description

PeriodId | PeriodRef Required Numeric if ID, String Period

if Reference

ScenarioId | Required Numeric if ID, String Scenario

ScenarioRef if Reference

COMMANDPARAMS Element (Required)

This element configures the calculate operation. A COMMANDPARAMS element can
have one CostFlow element.

Attribute Required Values Description

MessageLimit Optional String that represents Sets the maximum

an integer between number of messages
and including 0 and to include for each
2,147,483,648 error/warning
message type.
Defaults to 50. If
value is less than
zero, all messages are
included in the
output. A message
type is equivalent to a
specific type of error
or warning. The
error/warning may
apply to more than
one item, so a
message is normally
generated for each
item.

CostFlow Element (Required)

This element specifies information about the calculation.
270 Chapter 19 • XML Passed to the API

Attribute Required Values Description

Diagnostic Optional "yes", "no" Indicates whether

detailed information
about the calculation
is returned. This
information includes
data such as the
module that is being
calculated and the
amount of time that is
required to calculate.

Force Optional "1" or "0"

"1" means to perform
calculations even if a
system flag says that
calculations are up to
date.
"0" means to perform
calculations only if a
system flag says that
calculations are out
of date.
Omitting the Force
attribute is the same
as Force="0".

DisableDriverRules Optional "1", "0"

"1" means to ignore
rule-based drivers.
Do not generate
assignments for any
rule-based drivers.
Specifying "1" for
this option causes
assignment
generation not to take
place, which means
that assignments
created by a previous
calculation are
retained.
"0" is the default. It
means that rule-based
drivers are enabled
and generate
assignments.

SeqDriverLimit Optional "-1" Sequence number at

which to stop the
"1" - "99"
calculation. "-1"
indicates that driver
sequencing is not
used
 XML to Copy a Model 271

XML to Copy a Model

Sample XML
The following example copies model data from one period and scenario (IDs 1 and 3) to
another period and scenario (IDs 6 and 2):
<CopyModelData>
<ModelContext ModelId="1001" SrcPeriod="1" DestPeriod="6"
SrcScenario="3" DestScenario="2" />
</CopyModelData>

Overview
When you use the SAS ABM Web Services Integration API to calculate a model, you
must write an XML CopyModelData configuration that specifies what you want to
calculate (and how you want to calculate it).
String comparisons are not case sensitive.

XML copy model data configuration structure

The following structure shows the elements used in the XML CopyModelData
configuration and their relationships to each other. Position the mouse over a linked
element to see if it is required or optional. Click a link for a complete description of the
element.
<CopyModelData>
<ModelContext attribute />
</CopyModelData>

Note: Although an element might be optional, if you include the element, there might be
required elements within it.N

CopyModelData element (required)

CopyModelData is the root element. This element has no attributes. It must contain one
ModelContext element.

ModelContext element (required)

This element specifies the model and the model's period/scenario association to copy.

Attribute Required Values Description

ModelId Required String ID of the model

SrcPeriod Required String ID of the period to copy from

SrcScenario Required String ID of the scenario to copy from

272 Chapter 19 • XML Passed to the API

Attribute Required Values Description

DestPeriod Required String ID of the period to copy to

DestScenario Required String ID of the scenario to copy to

Related Topics:
• Example XML Copy Model Data configuration

XML to Export Cube Configurations

Sample XML
<CubeConfigurationsExport Filename="c:\temp\peCubeConfigurationsExport.xml" DoFolders="True">
<CubeConfiguration Name="Fred\PE_MSC63_Modules" />
<CubeConfiguration Name="Fred\PE_MSC63_Stages" />
<CubeConfiguration Name="Fred\PE_MSC64_Modules" />
<CubeConfiguration Name="Fred\PE_MSC64_Stages" />
<CubeConfiguration Name="Fred\PE_RC" />
<CubeConfiguration Name="Fred\PE_SS" />
</CubeConfigurationsExport>

Overview
When you use the SAS Activity-Based Management Web Services Integration API to
export cube configurations, you must write XML that specifies the cube configurations
to be exported.
Elements and attributes are case sensitive. String comparisons are not case sensitive.

XML syntax
The following structure shows the elements used in the XML and their relationships to
each other. Position the mouse over a linked element to see if it is required or optional.
Click a link for a complete description of the element.
<CubeConfigurationsExport attributes >
<CubeConfiguration attribute />
</CubeConfigurationsExport>

CubeConfigurationsExport element (required)

CubeConfigurationsExport is the root element. This element specifies the name of the
file to be created during the export. The CubeConfigurationsExport element can contain
multiple CubeConfiguration elements.
 XML to Export a Model 273

Attribute Required Values Description

Filename Required String Specifies the

complete path,
including the file
name, of the file to be
exported to. If the file
already exists, the file
is replaced.

DoFolders Optional "True", "False" "True" stores folder

information in the
exported file. When
you reimport the file
the folders are
recreated.
"False" causes no
folder information to
be stored in the
exported file. On
reimporting, all cube
configurations are
stored in the topmost
Cube Configurations
folder of the
Workspace Manager.
You should use this
option only if no two
cube configurations
have the same name.

CubeConfiguration element (required)

Each CubeConfiguration element specifies the name and path of a cube configuration to
be exported.

Attribute Required Values Description

Name Required String Specifies the name

and complete path
(folders) of the cube
configuration to be
exported.

XML to Export a Model

Sample XML
The following example exports model data from a model named Inflight to a database:
274 Chapter 19 • XML Passed to the API

<OEExport Model="Inflight" Version="7.2" Type="Staging" MessageLimit="50" Filename="">

<PeriodScenario Period="2000" Scenario="Actual" />
<StagingArea
JdbcDriverClass=""
RepositoryName=""
RepositoryId=""
LibraryName=""
LibraryID=""
LibraryReference=""
MetaWorkspaceServer=""
MetaWorkspaceServerId=""
WorkspaceServerName=""
Port=""
Engine=""
DBType="1"
DriverType="0"
HostName="D7920"
PortNumber="1433"
ServiceName="TestDBForStagingTables"
UserName="DBUser"
Password="xxxx"
AdvanceOptions="Security=SSPI;Persist Security Info=False;">
<StagingTable Name="Period" TableName="Period">
<Column Name="ModelId" ColumnName="ModelId" />
<Column Name="PeriodId" ColumnName="PeriodId" />
<Column Name="Name" ColumnName="Name" />
<Column Name="Reference" ColumnName="Reference" />
<Column Name="ParentId" ColumnName="ParentId" />
<Column Name="ParentReference" ColumnName="ParentReference" />
<Column Name="StartDate" ColumnName="StartDate" />
<Column Name="EndDate" ColumnName="EndDate" />
<Column Name="Description" ColumnName="Description" />
</StagingTable>
<StagingTable Name="Scenario" TableName="Scenario">
<Column Name="ModelId" ColumnName="ModelId" />
<Column Name="ScenarioId" ColumnName="ScenarioId" />
<Column Name="Name" ColumnName="Name" />
<Column Name="Reference" ColumnName="Reference" />
<Column Name="ParentId" ColumnName="ParentId" />
<Column Name="ParentReference" ColumnName="ParentReference" />
<Column Name="Description" ColumnName="Description" />
</StagingTable>
</StagingArea>
</OEExport>

The following example exports model data from a model named "Inflight" to XML
instead (by replacing the previous first three lines):
<OEExport
Model="Inflight"
Version="6.2"
Type="XML"
MessageLimit="50"
Filename="c:\temp\inflight.xml">
<PeriodScenario Period="2000" Scenario="Actual" />
<StagingArea DataSource="">
 XML to Export a Model 275

Overview
When you use the SAS Activity-Based Management Web Services Integration API to
export information from SAS Activity-Based Management, you must write an XML that
identifies the model to be exported and the destination database or XML file. The XML
can select all periods and scenarios to export or a subset of them. It can specify a whole
model or specific tables (as defined in the data schema) to export.
Example XML to Export
String comparisons are not case sensitive.

XML Syntax
The following structure shows the elements used in the export XML and their
relationships to each other. Position the mouse over a linked element to see if it is
required or optional. Click a link for a complete description of the element.
<OEExport attributes />
<PeriodScenario attributes />
<StagingArea attributes>
<StagingTable attributes >
<Column attributes />
<ColumnFilter>
<![CDATA[ expression ]]>
</ColumnFilter>
<DimensionColumn attributes />
<DimensionFilter>
<Dimension attribute />
<DimensionMember attributes />
</Dimension>
</DimensionFilter>
<NestedObject attributes>
<Column attributes />
<DimensionColumn attributes />
</NestedObject/>
</StagingTable>
</StagingArea>
</OEExport>

Note: Although an element might be optional, if you include the element, there might
be required elements within it.
276 Chapter 19 • XML Passed to the API

OEExport Element (Required)

OEExport is the root element. This element specifies general export information.

Attribute Required Values Description

Model Required String Full Workspace path

to the SAS Activity-
Based Management
model, excluding the
Workspace Name
folder and Models
folder; the separator
character between
folders is the
backslash (\); the path
is not case sensitive

Version Required String SAS Activity-Based

Management version
number

Type Required "Staging", "XML" Format for the

exported file;
"Staging" is for a
database, "XML" is
for XML

MessageLimit Optional String Maximum number of

similar error
messages to write to
the log file; when this
limit is reached, no
other similar error
messages are written;
default is "50"

Filename Required when Type String Absolute path and

is "XML" file name for the
exported XML file

PeriodScenario Element (Required)

This element specifies a period/scenario association. The OEExport element can have
multiple PeriodScenario elements.

Attribute Required Values Description

Period Required String Reference for the

period

Scenario Required String Reference for the

scenario
 XML to Export a Model 277

StagingArea Element (Required)

This element specifies the beginning of the export information.

Attribute Required Values Description

JdbcDriverClass Optional String You must specify this

attribute if you are
using a JDBC driver
and the database type
is Other.
Otherwise you can
omit this attribute.

RepositoryName Optional String You must specify this

attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

RepositoryId Optional String You must specify this

attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

LibraryName Optional String You must specify this

attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

LibraryID Optional String You must specify this

attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.
278 Chapter 19 • XML Passed to the API

Attribute Required Values Description

LibraryReference Optional String You must specify this

attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

MetaWorkspaceServe Optional String You must specify this

r attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

MetaWorkspaceServe Optional String You must specify this

rId attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

WorkspaceServerNam Optional String You must specify this

e attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

Port Optional String You must specify this

attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.
 XML to Export a Model 279

Attribute Required Values Description

Engine Optional String You must specify this

attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

DBType Required String Specify one of the

following numbers
from 0 to 6:
0
SAS
1
SQLServer
2
Oracle
3
MySQL
4
Microsoft Access
5
Microsoft Excel
6
Other

DriverType Required String Specify either 0 or 1:

0
JDBC
1
SAS/ACCESS

HostName Optional String For the following

databases, specify the
information
indicated:
SQLServer
Machine name
MySQL
Machine name
Oracle
Machine name
Microsoft Access
Physical file path
Microsoft Excel
Physical file path
Otherwise you can
omit this attribute.
280 Chapter 19 • XML Passed to the API

Attribute Required Values Description

PortNumber Optional String You must specify this

attribute for any of
the following:
• SQLServer
• Oracle
• MySQL
Otherwise you can
omit this attribute.

ServiceName Optional String For the following

databases, specify the
Æûï
information
indicated:
SQLServer
Database name
MySQL
Database name
Oracle
Oracle service
name where the
database instance
is running.
Otherwise you can
omit this attribute.

UserName Optional String You must specify this

attribute for any of
the following:
• SQLServer
• Oracle
• MySQL
Otherwise you can
omit this attribute.

Password Optional String You must specify this

attribute for any of
the following:
• SQLServer
• Oracle
• MySQL
Otherwise you can
omit this attribute.
Note: The password,
if specified, is
encrypted.
 XML to Export a Model 281

Attribute Required Values Description

AdvanceOptions Optional String Specify optional

parameters for the
following databases:
• SQLServer
• Oracle
• MySQL
Otherwise you can
omit this attribute.

StagingTable Element (Required)

This element identifies the table and the columns of a data schema to export. The
StagingArea element can have none or more StagingTable elements.

Attribute Required Values Description

%> Name Required String Name of the table

TableName Optional String Name of the table in

the exported file

Column Element (Required)

This element corresponds to a column in a table of the data schema.

Attribute Required Values Description

Name Required String Name of the column

ColumnName Optional String Name of the column

in the exported file

ColumnFilter Element (Optional)

This element identifies a filter that is based on the values of properties to filter the export
data.

![CDATA [expression]] Element (Required)

This element specifies an expression that is used for the filter.

Attribute Required Values Description

Expression Required String Expression

282 Chapter 19 • XML Passed to the API

DimensionColumn Element (Optional)

This element corresponds to a column that contains dimension information in a table of
the data schema.

Attribute Required Values Description

Name Required String Name of the column

that contains
dimension
information

ColumnName Optional String Name of the column

in the exported file

DimensionReference Required for "Resource" Reference of the

dimension dimension
"Activity"
information
"Cost Object"
"External Units"

DimensionFilter Element (Optional)

This element identifies a filter that is based on a dimension to filter the export data.

Dimension Element (Required)

This element specifies a dimension that is used for the filter.

Attribute Required Values Description

Reference Required String Reference of the

dimension

DimensionMember Element (Optional)

This element specifies the dimension member (or members) that is used for the filter.

Attribute Required Values Description

Reference Required String Reference of the

dimension member

IncludeChildren Required "yes", "no" Indicates whether the

children of the
dimension member
are included
 XML to Export a Report 283

NestedObject Element (Optional)

This element specifies an item that is related to another item.

Attribute Required Values Description

Relation Required "Attribute" Method by which the

item is related to the
"Destination"
other item
"Item"
"Source"

XML to Export a Report

Sample XML
The following example exports report data for a report named Destination Furthest from
the model with ID 1001.
<Object Custom="1" version="7.2" Name="Destination Furthest">
<Periods Names="2000" Ids="1" />
<Scenarios Names="Actual" Ids="1" />
<Models Modules="ALL">
<Model Id="1001" />
</Models>
<Dimensions IdStr="" IdStrWiz="" DimNames="" />
<Connection
JdbcDriverClass=""
RepositoryName=""
RepositoryId=""
LibraryName=""
LibraryID=""
LibraryReference=""
MetaWorkspaceServer=""
MetaWorkspaceServerId=""
WorkspaceServerName=""
Port=""
Engine=""
DBType="1"
DriverType="0"
HostName="D7920"
PortNumber="1433"
ServiceName="TestDBForStagingTables"
UserName="DBUser"
Password="xxxx"
AdvanceOptions="Security=SSPI;Persist Security Info=False;" />
</Object>
284 Chapter 19 • XML Passed to the API

Overview
When you use the SAS | ABM Web Services Integration API to export a report, you
must write an XML export report data configuration that identifies the report to be
exported.
String comparisons are not case sensitive.

XML export report data configuration structure

The following structure shows the elements used in the XML export report data
configuration and their relationships to each other. Position the mouse over a linked
element to see if it is required or optional. Click a link for a complete description of the
element.

<Object attributes>
<Periods attributes/>
<Scenarios attributes/>
<Models attribute/>
<Model attribute/>
</Models>
<Dimensions attributes/>
<Options attribute/>
<Connection attributes/>
</Object>

Note: Although an element might be optional, if you include the element, there might be
required elements within it.

Object element (required)

Object is the root element.

Attribute Required Values Description

Custom Required "1" Must always be "1"

Version Required "2" Must always be "2"

Name Required String Name of the report

Periods element (required)

This element specifies the periods.

Attribute Required Values Description

Names Required String Names of one or more periods; separate each name
with a comma
 XML to Export a Report 285

Attribute Required Values Description

Ids Required String IDs of one or more periods; separate each ID with
a comma

Scenarios element (required)

This element specifies the scenarios.

Attribute Required Values Description

Names Required String Names of one or more scenarios; separate each

name with a comma

Ids Required String IDs of one or more scenarios; separate each ID

with a comma

Models element (required)

This element specifies the modules for all selected models.

Attribute Required Values Description

Modules Required "Resource" Names of one or more modules; separate each

name with a comma
"Activity"
"Cost Object"
"ALL"

Model element (required)

This element specifies the model. You can have multiple Model elements.

Attribute Required Values Description

Id Required String ID of a model

Dimensions element (required for certain reports)

This element specifies the dimensions to include. This element is required for the
Dimensional View report and the Profit Cliff report; it is optional for all other reports.
286 Chapter 19 • XML Passed to the API

Attribute Required Values Description

IdStr* ** Required/ String*** IDs of one or more dimensions or dimension

Optional members; separate each ID with a comma
The format is:
"<ID>|24" (for example, "2004|24" or "2003|
24,2004|24")

IdStrWiz Optional String Used by the Report Data wizard only

DimNames** Required/ String*** Names of one or more dimensions; separate each

Optional name by a comma

* Use only when exporting from one model.

** If both IdStr and DimNames are specified, DimNames is used.
*** Specify either IdStr and PLAttributeDim or DimNames and PLAttributeDimName. See also note 2.

Connection element (required)

This element specifies the information to communicate with the export database.

Attribute Required Values Description

ConnectionStr Required String Connection string

DestTableName Required String Name of the export database table

XML to Generate a Cube

Overview
When you use the SAS | ABM Web Services Integration API to generate a cube using a
cube configuration, you must write XML that specifies what cube configuration you
want to use.
Example XML to Generate a Cube
Elements and attributes are case sensitive. String comparisons are not case sensitive.

Sample XML
<OROSCOMMAND Version="2.0">
<MODELCONTEXT ModelId="1242">
<PeriodScenario PeriodId="13" ScenarioId="1"/>
<PeriodScenario PeriodId="14" ScenarioId="1"/>
</MODELCONTEXT>
<COMMANDPARAMS MessageLimit="50" CubeAction="Generate">
<CubeConfig Id="837"/>
</COMMANDPARAMS>
</OROSCOMMAND>
 XML to Generate a Cube 287

XML Syntax
The following structure shows the elements used in the XML to generate a cube and
their relationships to each other. Position the mouse over a linked element to see if it is
required or optional. Click a link for a complete description of the element.
<OROSCOMMAND Version="2.0">
<MODELCONTEXT attributes>
< PeriodScenario attributes/>
</MODELCONTEXT>
<COMMANDPARAMSattributes>
<CubeConfig attributes/>
</COMMANDPARAMS>
</OROSCOMMAND>

OROSCOMMAND Element (Required)

OROSCOMMAND is the root element. This element has one version attribute. The
OROSCOMMAND element must contain one MODELCONTEXT element and one
COMMANDPARAMS element.

Attribute Required Values Description

Version Optional "2.0" If you omit the

version number, then
the command reverts
to version 1 syntax
which is supported
but deprecated.
Version 1 syntax is
significantly
different.

MODELCONTEXT Element (Required)

This element specifies the model for which to generate a cube. An MODELCONTEXT
element can have multiple PeriodScenario elements.

Attribute Required Values Description

Model | ModelID Required String if Model Full Workspace path

name; Numeric if of the model,
ModelID excluding the Models
Workspace folder if
you use the Model
Name.
Specifying the path is
not necessary if you
use the ModelID.
288 Chapter 19 • XML Passed to the API

PeriodScenario Element (Required)

Each PeriodScenario element specifies a period/scenario association to generate. You
can have multiple PeriodScenario elements.

Attribute Required Values Description

PeriodId | PeriodRef Required Numeric if ID, String Period

if Reference

ScenarioId | Required Numeric if ID, String Scenario

ScenarioRef if Reference

COMMANDPARAMS Element (Required)

This element configures the calculate operation. An COMMANDPARAMS element can
have one CubeConfig element.

Attribute Required Values Description

CubeAction Optional "Generate", "Generate" generates

"CountRows" a cube and/or fact
table.
"CountRows" counts
the rows in the cube
to be generated.

MessageLimit Optional String that represents Sets the maximum

an integer between number of messages
and including 0 and to include for each
2,147,483,648 error/warning
message type.
Defaults to 50. If
value is less than
zero, all messages are
included in the
output. A message
type is equivalent to a
specific type of error
or warning. The
error/warning may
apply to more than
one item, so a
message is normally
generated for each
item.
 XML to Generate a Cube 289

CubeConfig Element (Required)

This element specifies the cube configuration to be used in the generation.

Attribute Required Values Description

ID Required Numeric ID of the cube

configuration to be
used for generating
the cube and/or fact
table.

Configuring How Cubes Are Generated

When SAS Activity-Based Management generates cubes, it includes all dimensions to
provide the most flexible data analysis. The cubes include redundant information so that
the information is available from many data analysis perspectives. However, if your
model contains a large amount of information, the process of generating the cubes and
viewing them interactively on the OLAP page can take a long time.
To improve performance, a Modeler can create a configuration file that controls which
dimensions are included in the cubes. This configuration file must be named
CubeConfig.xml and it must be located in the Enterprise Server folder in the product
installation folder (typically: C:/Program Files/SAS/Activity-Based
Management Solution/Enterprise Server). If this configuration file is not in
this location, SAS Activity-Based Management generates the cubes by using the default
information.
The XML in the configuration file must conform to the XML cube configuration
schema. (See: Example of the configuration file)

Errors in the Cube Configuration File

When cubes are generated and the configuration file is processed, the following errors in
the configuration file are reported:
• Failed to parse the configuration file
Although the configuration file exists in the appropriate location, the XML code
within the configuration file contains one or more errors.
• Invalid cube name
The name that was specified for a cube is not valid. See: About the cube names.
The following errors in the configuration file are not reported:
• Invalid stage names
The name that was specified for a stage is not valid. See: About the stage names.
• Invalid dimension names
The name that was specified for a dimension is not valid. See: About dimension
names.
• A cube configuration that does not specify any dimensions
290 Chapter 19 • XML Passed to the API

The configuration file does not contain the required dimension element.

XML to Import Cube Configurations

Sample XML
<CubeConfigurations UploadFile="c:\temp\peCubeConfigurationsExport.xml" Action="rename"/>

Overview
When you use the SAS | ABM Web Services Integration API to import cube
configurations, you must write XML to specify the file to be imported.
Elements and attributes are case sensitive. String comparisons are not case sensitive.

XML syntax
The XML to import cube configurations consists of a single element.
< CubeConfigurations attributes/>

CubeConfigurations element (required)

CubeConfigurations is the root and only element. It specifies the name of the file to be
imported.

Attribute Required Values Description

UploadFile Required String Specifies the

complete path,
including the file
name of the file to be
imported.
 XML to Import a Model 291

Attribute Required Values Description

Action Optional "rename" "rename" If a cube

configuration exists
"rename" is the "replace"
with the same name
default
"donotimport" as a cube
configuration being
imported, the one that
you are importing is
renamed. This applies
to every cube
configuration being
imported if multiple
cube configurations
are imported.
"replace" If a cube
configuration exists
with the same name
as a cube
configuration being
imported, then the
existing cube
configuration is
replaced with the
imported one.
"donotimport" If a
cube configuration
exists with the same
name as a cube
configuration that
you are importing,
then the duplicate
cube configuration is
not imported. Leave
the existing one in
place.

XML to Import a Model

Sample XML
The following example imports a model named TestModel into SAS Activity-Based
Management:
<OEImport
Model="TestModel"
Action="Create"
Version="7.2"
Type="Staging"
Description="TestModel import">
<StagingArea
JdbcDriverClass=""
RepositoryName=""
292 Chapter 19 • XML Passed to the API

RepositoryId=""
LibraryName=""
LibraryID=""
LibraryReference=""
MetaWorkspaceServer=""
MetaWorkspaceServerId=""
WorkspaceServerName=""
Port=""
Engine=""
DBType="1"
DriverType="0"
HostName="D920"
PortNumber="1433"
ServiceName="TestDBForStagingTables"
UserName="DBUser "
Password="xxxx"
AdvanceOptions="Security=SSPI;Persist Security Info=False;">
<StagingTable Name="Period" TableName="tbl_Period">
<Column Name="Reference" />
<Column Name="Name" />
<Column Name="ParentReference" />
<Column Name="StartDate" />
<Column Name="EndDate" />
</StagingTable>
<StagingTable Name="PeriodLevel" TableName="tbl_PeriodLevel">
<Column Name="LevelNo" />
<Column Name="Name" />
</StagingTable>
<StagingTable Name="Scenario" TableName="tbl_Scenario">
<Column Name="Reference" />
<Column Name="Name" />
<Column Name="ParentReference" ColumnName="ParentRef" />
</StagingTable>
<StagingTable Name="ScenarioLevel" TableName="tbl_ScenarioLevel">
<Column Name="LevelNo" />
<Column Name="Name" />
</StagingTable>
<StagingTable Name="CurrencyRate" TableName="tbl_CurrencyRate">
<Column Name="Period" />
<Column Name="Scenario" />
<Column Name="CurrencyFrom" />
<Column Name="CurrencyTo" />
<Column Name="Rate" />
</StagingTable>
<StagingTable Name="Driver" TableName="tbl_Driver">
<Column Name="Name" />
<Column Name="DriverType" />
<Column Name="UniqueDriverQuantities" ColumnName="UniqueQuantity" />
</StagingTable>
<StagingTable Name="Dimension" TableName="tbl_Dimension">
<Column Name="Reference" ColumnName="DimRefnum" />
<Column Name="Name" ColumnName="DimName" />
</StagingTable>
<StagingTable Name="DimensionOrder" TableName="tbl_DimViewOrder">
<Column Name="ModuleType" />
<Column Name="DimRef" ColumnName="DimRefnum" />
 XML to Import a Model 293

<Column Name="SequenceNumber" ColumnName="SequenceNo" />

</StagingTable>
<StagingTable Name="DimensionLevel" TableName="tbl_DimLevel">
<Column Name="LevelNo"/>
<Column Name="DimRef" />
<Column Name="Name" />
</StagingTable>
<StagingTable Name="DimensionMember" TableName="tbl_DimMember">
<Column Name="DimRef" ColumnName="DimRefnum" />
<Column Name="Name" />
<Column Name="Reference" />
<Column Name="ParentReference" />
<Column Name="DimLevelName" />
<Column Name="DimLevel" />
</StagingTable>
<StagingTable Name="Account" TableName="tbl_Account">
<Column Name="ModuleType" ColumnName="Module" />
<Column Name="Period" />
<Column Name="Scenario" />
<Column Name="DriverName" ColumnName="Driver" />
<Column Name="Reference" />
<Column Name="TDQUE" />
</StagingTable>
<StagingTable Name="Account" TableName="tbl_AccountUpdate">
<Column Name="ModuleType" ColumnName="Module" />
<Column Name="Period" />
<Column Name="Scenario" />
<Column Name="DriverName" ColumnName="Driver" />
<Column Name="Reference" />
<Column Name="TDQUE" />
</StagingTable>
<StagingTable Name="EnteredCostElement" TableName="tbl_EnteredCE">
<Column Name="ModuleType" ColumnName="Module" />
<Column Name="Period" />
<Column Name="Scenario" />
<Column Name="Reference" />
<Column Name="EnteredCost" ColumnName="Cost" />
<Column Name="Name" />
</StagingTable>
<StagingTable Name="Assignment" TableName="tbl_IBOCSourceDestinationByDimension">
<Column Name="Period" />
<Column Name="Scenario" />
<Column Name="SourceModuleType" ColumnName="SrcModule" />
<Column Name="DestinationModuleType" ColumnName="DestModule" />
<Column Name="DriverQuantityFixed" ColumnName="FixedQuantity" />
<Column Name="DriverQuantityVariable" ColumnName="VariableQuantity" />
<Column Name="DriverName" ColumnName="Driver" />
</StagingTable>
<StagingTable Name="Assignment" TableName="tbl_AssignmentsSourceDestinationByDimension">
<Column Name="Period" />
<Column Name="Scenario" />
<Column Name="SourceModuleType" ColumnName="SrcModule" />
<Column Name="DestinationModuleType" ColumnName="DestModule" />
<Column Name="DriverQuantityFixed" ColumnName="FixedQuantity" />
<Column Name="DriverQuantityVariable" ColumnName="VariableQuantity" />
</StagingTable>
294 Chapter 19 • XML Passed to the API

<StagingTable Name="ExternalUnit" TableName="tbl_ExternalUnit">

<Column Name="Period" />
<Column Name="Scenario" />
<Column Name="Reference" />
<Column Name="UnitCostEntered" />
</StagingTable>
<StagingTable Name="AssignmentNonUnique" TableName="tbl_AssignmentNonUnique">
<Column Name="Period" />
<Column Name="Scenario" />
<Column Name="DriverName" />
<Column Name="DriverQuantityFixed" ColumnName="DriverQuantityFixed" />
<Column Name="DriverQuantityVariable" ColumnName="DriverQuantityVariable" />
<Column Name="DestinationModuleType" />
</StagingTable>
<StagingTable Name="ValueAttribute" TableName="tbl_Attribute">
<Column Name="Type" />
<Column Name="Reference" />
<Column Name="Name" />
<Column Name="ParentReference" ColumnName="Parent" />
</StagingTable>
<StagingTable Name="ValueAttributeAssociation" TableName="tbl_ValueAttributeAssociation">
<Column Name="Period" />
<Column Name="Scenario" />
<Column Name="ItemModuleType" />
<Column Name="AttributeReference" />
<Column Name="Value" />
</StagingTable>
<StagingTable Name="DimensionAttributeAssociation" TableName="tbl_DimensionAttributeAssociation">
<Column Name="Period" />
<Column Name="Scenario" />
<Column Name="ItemModuleType" />
<Column Name="AttributeDimRef" />
<Column Name="AttributeDimMemberRef" />
</StagingTable>
</StagingArea>
</OEImport>

Overview
When you use the SAS Activity–Based Management Web Services Integration API to
import data, you must write XML that maps the structures and periodic data in a
database or XML file to the model database.
Create one XML import configuration for new structures. Create a different XML import
configuration to delete or update existing structures. Do not add, delete, and update
structures in the same XML import configuration.
For importing from an XML file, the configuration does not have to contain detailed
table and column information. A sample XML import configuration can be as follows:
<OEImport Version="1.1" Type="XML" Action="Create" Model="Test" Filename="C:\temp\TestModel.xml"></OEImport>

The following elements and attributes specify the structures and periodic data to import
into a model. Elements and attributes are case sensitive. String comparisons are not case
sensitive.
Each XML can import into one model.
 XML to Import a Model 295

XML Syntax
The following structure shows the elements used in the XML and their relationships to
each other. Position the mouse over a linked element to see if it is required or optional.
Click a link for a complete description of the element.
<OEImport attributes >
<StagingArea attribute >
<StagingTable attributes >
<Column attributes >
</StagingTable>
</StagingArea>
</OEImport>

Note: Although an element might be optional, if you include the element, there might be
required elements within it.

OEImport Element (Required)

OEImport is the root element. This element specifies general import information. You
can have one OEImport element in an XML import configuration.
If you include diagnostic information, you will see LoadCache elements within
ImportTable elements.

Attribute Required Values Description

Model Required String Full Workspace path,

excluding the
Workspace Name
folder and Models
folder; the separator
character between
folders is the
backslash (\); if the
model does not exist,
a new one is created;
if the model exists,
the import process
adds and deletes
structures and
periodic data in the
existing model; new
periods and scenarios
can be created
296 Chapter 19 • XML Passed to the API

Attribute Required Values Description

Action Required <blank> Create Inserts and merges

data into a model
ReplaceAll
ºŁÁ‰
Create creates a new
model
ºŁÁ‰
ReplaceAll removes
all model-specific
data from the existing
model before
processing
information; periods
and scenarios, which
are not model-
specific, are not
removed

Version Required String SAS Activity-Based

Management version
number

CustomSchema ºŁÁ‰ 1 Must always be 1

Type Required XML, Staging Type of import

Filename Required when Type String Absolute path and

is XML file name for the
exported XML file

Description Optional String Description of the

import

StagingArea Element (Required)

This element defines the connection information. An OEImport element can have one or
more StagingArea elements.
Note: The system generates a connection string when you use the Connection
Information dialog to connect to a database.
 XML to Import a Model 297

Attribute Required Values Description

JdbcDriverClass Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute if you are
using a JDBC driver
and the database type
is Other.
˝¾š
Otherwise you can
omit this attribute.

RepositoryName Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.
298 Chapter 19 • XML Passed to the API

Attribute Required Values Description

RepositoryId Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

LibraryName Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

LibraryID Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

LibraryReference Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.
 XML to Import a Model 299

Attribute Required Values Description

MetaWorkspaceServe Optional String % " class=TableCell

r style="width: 40%;">
You must specify this
attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

MetaWorkspaceServe Optional String % " class=TableCell

rId style="width: 40%;">
You must specify this
attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

WorkspaceServerNam Optional String % " class=TableCell

e style="width: 40%;">
You must specify this
attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

Port Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.
300 Chapter 19 • XML Passed to the API

Attribute Required Values Description

Engine Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute if you are
using either of the
following:
• SAS datasets
• SAS/Access
Otherwise you can
omit this attribute.

DBType Required String % " class=TableCell

style="width: 40%;">
Specify one of the
following numbers
from 0 to 6:
0
SAS
1
SQLServer
2
Oracle
3
MySQL
4
Microsoft Access
5
Microsoft Excel
6
Other

DriverType Required String % " class=TableCell

style="width: 40%;">
Specify either 0 or 1:
0
JDBC
1
SAS/ACCESS
 XML to Import a Model 301

Attribute Required Values Description

HostName Optional String % " class=TableCell

style="width: 40%;">
For the following
databases, specify the
information
indicated:
SQLServer
Machine name
MySQL
Machine name
Oracle
Machine name
Microsoft Access
Physical file path
Microsoft Excel
Physical file path
Otherwise you can
omit this attribute.

PortNumber Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute for any of
the following:
• SQLServer
• Oracle
• MySQL
Otherwise you can
omit this attribute.

ServiceName Optional String % " class=TableCell

style="width: 40%;">
w“‹H
For the following
databases, specify the
information
indicated:
SQLServer
Database name
MySQL
Database name
Oracle
Oracle service
name where the
database instance
is running.
Otherwise you can
omit this attribute.
302 Chapter 19 • XML Passed to the API

Attribute Required Values Description

UserName Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute for any of
the following:
• SQLServer
• Oracle
• MySQL
Otherwise you can
omit this attribute.

Password Optional String % " class=TableCell

style="width: 40%;">
You must specify this
attribute for any of
the following:
• SQLServer
• Oracle
• MySQL
Otherwise you can
omit this attribute.
Note: The password,
if specified, is
encrypted.

AdvanceOptions %>Optional String % " class=TableCell

style="width: 40%;">
Specify optional
parameters for the
following databases:
• SQLServer
• Oracle
• MySQL
Otherwise you can
omit this attribute.

StagingTable Element (Required)

This element maps a SAS Activity-Based Management model table to one of the tables
in the source database or XML file.
When you import information from a database or XML file, all of the tables in the
database must exist, but the following tables must contain information (other tables can
be empty):
• Period
• Scenario
 XML to Import a Model 303

• Dimension
• DimensionOrder
You must define at least one dimension for each of these tables or the import will fail or
an empty table will be created.
When you use the SAS | ABM Web Services Integration API to import information into
a model, the XML import configuration can provide any StagingTable element as long
as model items exist before they are referenced. For example, before importing an
account, the period, scenario, driver, and dimension members that the account references
must exist.
The DimensionOrder table is required when you create a model. When a model is
created, it uses the information in the DimensionOrder table to determine which
dimensions define the hierarchies in each module. If you are not creating a model, this
table is ignored.
A StagingArea element can have one or more StagingTable elements. If there is more
than one StagingTable element, each one must have a different value for the TableName
attribute.
You can import Column elements and DimensionSignature elements from different
source database tables; for example, you can import some accounts from one table and
other accounts from a different table.
If a model table requires either a reference or dimension signature, and if both are
supplied, then the dimension signature is used to identify an account.

Attribute Required Values Description

Name Required String Name of the model

table to import into

TableName Optional if it is the String Name of the table in

same as Name the source database
or XML file that has
the information to
import into a model

Column Element (Optional)

This element maps a field in a SAS Activity-Based Management model table to one of
the fields in the source database or XML file. A StagingTable element can have one or
more Column elements.

Attribute Required Values Description

Name Required String Name of the model

field to import into

ColumnName Optional if it is the String Name of the field in

same as Name the source database
or XML file that has
the information to
import into a model

DefaultVal Optional String Default value

304 Chapter 19 • XML Passed to the API

Related Topics
Building a model by importing
Example XML to Import a Model

XML to Publish Period/Scenario Associations

Sample XML
<PublishPeriodScenarios >
<ModelContext ModelFullName="peAPI" >
<PeriodScenario PeriodId="9" ScenarioId="1" Publish="true" />
</ModelContext>
</PublishPeriodScenarios>

<PublishPeriodScenarios >
<ModelContext ModelFullName="peAPI">
<PeriodScenario PeriodRef="2008 Q1" ScenarioRef="Actual" Publish="false" />
</ModelContext>
</PublishPeriodScenarios>

Overview
When you use the SAS Activity-Based Management Web Services Integration API to
publish period/scenario associations you must write XML to specify the associations to
be published.
Example XML to Publish Period/Scenario Associations

XML syntax
The following structure shows the elements used in the XML to publish period/scenario
associations and their relationships to each other. Position the mouse over a linked
element to see if it is required or optional. Click a link for a complete description of the
element.
Elements and attributes are case sensitive. String comparisons are not case sensitive.
<PublishPeriodScenarios >
<ModelContext attributes>
<PeriodScenario attributes>
</ModelContext>
</ModelContext>
</PublishPeriodScenarios>

PublishPeriodScenarios element (required)

PublishPeriodScenarios is the root element. It has no attributes. A
PublishPeriodScenarios element can have one ModelContext element.
 XML to Publish SPM Metrics 305

ModelContext element (required)

This element specifies the model whose period/scenario associations are to be published.
A ModelContext element can have multipel PeriodScenario elements.

Attribute Required Values Description

ModeFullName Required String Full Workspace path

of the model,
excluding the Models
Workspace folder

PeriodScenario element (required)

Each PeriodScenario element specifies a period/scenario association one period and one
scenario. You can have multiple PeriodScenario elements.

Attribute Required Values Description

PeriodId | PeriodRef Required Numeric if ID, String Period

if Reference

ScenarioId | Required Numeric if ID, String Scenario

ScenarioRef if Reference

XML to Publish SPM Metrics

Overview
When you use the SAS Activity-Based Management Web Services Integration API to
publish a model to SAS Strategy Management, you must write an XML publish SAS
Strategy Management metrics configuration that specifies login information for the SAS
Strategy Management server.
String comparisons are not case sensitive.

XML publish SAS Strategy Management Metrics configuration

structure
The following structure shows the elements used in the XML publish SAS Strategy
Management metrics configuration and their relationships to each other. Position the
mouse over a linked element to see if it is required or optional. Click a link for a
complete description of the element.

<OROSCOMMAND>
<MODELCONTEXT attributes />
306 Chapter 19 • XML Passed to the API

<COMMANDPARAMS attributes />

</OROSCOMMAND>

Note: Although an element might be optional, if you include the element, there might be
required elements within it.

OROSCOMMAND element (required)

OROSCOMMAND is the root element. This element has no attributes. It must contain
one MODELCONTEXT element.

MODELCONTEXT element (required)

This element specifies the model and the model's period/scenario associations to
validate. An OROSCOMMAND element can have one MODELCONTEXT element.

Attribute Required Values Description

ModelId Required String ID of the model

PeriodId Required String ID of the period

ScenarioId Required String ID of the scenario

COMMANDPARAMS element (required)

This element configures the publish operation. An OROSCOMMAND element can have
one COMMANDPARAMS element.

Attribute Required Values Description

Username Required String SAS Strategy Management user with sufficient

privileges to perform the operations in the program

Password Required String Plain text password for the SAS Strategy
Management user

XML to Validate a Model

Overview
When you use the SAS Activity-Based Management Web Services Integration API to
validate a model, you must write an XML validate model configuration that specifies
what you want to validate.
String comparisons are not case sensitive.
 XML to Validate a Model 307

XML validate model configuration structure

The following structure shows the elements used in the XML validate model
configuration and their relationships to each other. Position the mouse over a linked
element to see if it is required or optional. Click a link for a complete description of the
element.
<OROSCOMMAND>
<MODELCONTEXT attributes />
<COMMANDPARAMS attributes />
</OROSCOMMAND>

Note: Although an element might be optional, if you include the element, there might be
required elements within it.

OROSCOMMAND element (required)

OROSCOMMAND is the root element. This element has no attributes. It must contain
one MODELCONTEXT element.

MODELCONTEXT element (required)

This element specifies the model and the model's period/scenario associations to
validate. An OROSCOMMAND element can have one MODELCONTEXT element.

Attribute Required Values Description

ModelId Required String ID of the model

PeriodId Required String ID of the period

ScenarioId Required String ID of the scenario

COMMANDPARAMS element (required)

This element configures the validate operation. An OROSCOMMAND element can
have one COMMANDPARAMS element.

Attribute Required Values Description

OverdrivenSourceAccount Optional "1","0" Indicates whether the validate operation includes

overdriven source accounts

UnassignedAccount Optional "1","0" Indicates whether the validate operation includes

unassigned accounts

ZeroCostAccount Optional "1","0" Indicates whether the validate operation includes

accounts with zero costs

EmptyAttribute Optional "1","0" Indicates whether the validate operation includes

attributes without values
308 Chapter 19 • XML Passed to the API

Attribute Required Values Description

NegativeDriverQuantityAss Optional "1","0" Indicates whether the validate operation includes

ignment accounts with negative driver quantities

MessageLimit Optional String Maximum number of similar error messages to

write to the log file; when this limit is reached, no
other similar error messages are written; default is
50
 309

Chapter 20
Easy API

Using Easy API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309
Create an XML File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310
Save Easy API Commands in a Text File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Invoke Easy API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Example of Using Easy API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Export January Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314
Run a SAS Job to Update the Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Re-import the Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Calculate the Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
Export Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Generate a Report Using SAS Enterprise Guide . . . . . . . . . . . . . . . . . . . . . . . . . . 325
Run Easy API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Using Easy API

Overview
Using Easy API, you can do in batch many of the same operations that you can do inside
SAS Activity-Based Management. With Easy API, you can
• Import and export model data
• Calculate a model
• Generate a cube
• Export report data
• Copy model data from one period/scenario to another
• Import and export cube configurations
In addition, you can use Easy API to run SAS stored processes, an external SAS
Enterprise Guide project, or any other executable that you want to invoke. So, for
example, you can use Easy API to export model data, invoke a SAS stored process to
update the exported data, and finally import the updated data back into your model.
Operations are run in the order specified in your EasyAPI.txt file. Whatever operations
you perform, Easy API synchronizes them so that the next operation to run does not
310 Chapter 20 • Easy API

begin until the previous one has finished. For example, a SAS program to update
exported tables does not run until the tables have been exported.
Invoking Easy API to perform a SAS Activity-Based Management operation involves
three steps:
1. “Create an XML File” on page 310
The XML file describes the operation to be performed.
2. “Save Easy API Commands in a Text File” on page 311
Easy API commands invoke SAS Activity-Based Management and pass an XML file
to tell it what to do.
3. “Invoke Easy API” on page 312
Easy API uses the text file to run its commands.

Create an XML File

SAS Activity-Based Management uses XML internally to encode the information that it
needs for performing operations. Easy API uses the same XML to invoke SAS Activity-
Based Management in batch to perform those operations. Following is sample XML to
generate a cube. Notice that the XML specifies the model, periods, and cube
configuration to be used in generating the cube.

Because Easy API uses exactly the same XML to invoke SAS Activity-Based
Management that SAS Activity-Based Management itself uses internally, the easiest way
for you to create the XML that you need to run Easy API is to ask SAS Activity-Based
Management to create it.
To ask SAS Activity-Based Management to create XML:
1. Inside SAS Activity-Based Management, select Tools ð User Options.
2. Click the Easy API Configuration tab.
3. Select Save operation xml in directory path.
4. Specify the directory path where the XML will be saved.
Now, when you perform an operation inside SAS Activity-Based Management, the
XML for that operation is saved in a file in the directory that you specified.

You can modify the XML file to suit your purposes. For example, you might modify the
XML file shown here to generate different periods for the same model or to generate the
same periods for a different model.
 Using Easy API 311

For information on the XML files, see "Using the API" in the SAS Activity-Based
Management Data Administration Guide available from the Help menu or at http://
support.sas.com/documentation/onlinedoc/abm/.

Save Easy API Commands in a Text File

The following table lists the Easy API commands and tells what each command does.
Notice that each command takes one parameter which is either the path and name of an
XML file, or the path and name of an external program. The parameters shown are only
examples given that your path is probably different.

Command and sample argument What it does

Export "C:\Program Files\SASHome\SASActivityBasedManagementClient\7.2\EasyAPI\your.xml" Export model data

Run "C:\Program Files\SASHome\SASActivityBasedManagementClient\7.2\EasyAPI\your.sas" Execute external programs

including, but not limited to,
SAS stored processes. For
example, you can also run SAS
Enterprise Guide vbscripts
using this Run command.

Import "C:\Program Files\SASHome\SASActivityBasedManagementClient\7.2\EasyAPI\your.xml" Import model data

Calculate "C:\Program Files\SASHome\SASActivityBasedManagementClient\7.2\EasyAPI\your.xml" Calculate and/or generate a

cube
Note: The XML file that you
use determines whether this
command does a calculation or
generates a cube.

Export Report "C:\Program Files\SASHome\SASActivityBasedManagementClient\7.2\EasyAPI Export a report

\your.xml"

Copy Period "C:\Program Files\SASHome\SASActivityBasedManagementClient\7.2\EasyAPI Copy model data from one

\your.xml" period/scenario to another

Export Cube "C:\Program Files\SASHome\SASActivityBasedManagementClient\7.2\EasyAPI Export cube configurations

\your.xml"

Import Cube "C:\Program Files\SASHome\SASActivityBasedManagementClient\7.2\EasyAPI Import cube configurations

\your.xml"

// Comment You can put ' or // in front of

the command line to comment
out (skip) a particular Easy API
command.

To issue an Easy API command, put it in a text file named EasyAPI.txt residing in the
following directory:
<installation directory>SASActivityBasedManagementClient\7.2\EasyAPI\
For example: C:\Program Files\SASHome\SASActivityBasedManagementClient\7.2\EasyAPI\

An easy way to open EasyAPI.txt is by selecting Start ð Programs ð SAS ð SAS

Activity-Based Management 7.2 ð EasyAPI ð 2. Specify parameters from the Start
menu.
312 Chapter 20 • Easy API

The following picture shows EasyAPI.txt as it is appears on installation of SAS Activity-

Based Management.

Don't forget to include your login credentials in the txt file.

Invoke Easy API

To invoke Easy API, select Start ð Programs ð SAS ð SAS Activity-Based
Management 7.2 ð EasyAPI ð 3. Run from the Start menu.

Easy API can e-mail you the results of its operation. To receive an e-mail with operation
results:
 Example of Using Easy API 313

1. Inside SAS Activity-Based Management, select Tools ð User Options.

2. Click the Easy API Configuration tab.
3. Specify an SMTP server for sending the mail.
4. Specify an Email Id for successful operation.
5. Specify an Email Id for failure of operation.

Notes:
• Log files named EasyAPI.log or CutomEasyAPI.log are created in the Easy API
Installation folder. You can also access the Easy API operations log in the Windows
Event Viewer.
• You can also invoke Easy API by running EasyAPI.exe, which is installed in
<installation directory>SASActivityBasedManagementClient
\7.2\EasyAPI\.

• By supplying a path argument to EasyAPI.exe, you can tell it to use a different txt
file for Easy API commands, for example, EasyAPI.exe "c:\MyPath
\EasyAPI2.txt". If you don't supply a path argument, then Easy API uses
EasyAPI.txt in its installation directory.
• You can use the Microsoft Windows Scheduled Tasks Wizard to schedule
EasyAPI.exe to run automatically at selected intervals.

• In the EasyAPI.txt file, you can either store your password in clear text or you can
encrypt it using EncryptPassword.exe located at <installation directory>
\SASActivityBasedManagementClient\7.2\EasyAPI\.
EncryptPassword.exe produces an encrypted string that you can paste into
EasyAPI.txt. Easy API then decrypts the password before performing Easy API
operations.

Example of Using Easy API

Overview
This section presents an example of using Easy API to automate performing the
following tasks:
1. Export the tables for a particular period
2. Run a SAS job to update the tables
3. Re-import the updated tables back into the model
4. Calculate the model
5. Export report data
6. Generate a SAS Enterprise Guide report
314 Chapter 20 • Easy API

Notice in the following picture of a sample model that the cost is $0 for January
activities because the model hasn't been updated with data for the month. So, in this
example, we export January tables, update them, and re-import them back into the model
for calculation. The example shows how to automate all of these tasks using Easy API.

Export January Tables

Turn on Writing of XML

Before exporting the January tables, we must do one thing—ask SAS Activity-Based
Management to write to a file the XML that it uses to perform operations. Because Easy
API uses exactly the same XML to invoke SAS Activity-Based Management that SAS
Activity-Based Management itself uses internally, the easiest way to create the XML
that you need to run Easy API is to ask SAS Activity-Based Management to create it.
To ask SAS Activity-Based Management to create XML:
1. Inside SAS Activity-Based Management, select Tools ð User Options.
2. Click the Easy API Configuration tab.
3. Select Save operation xml in directory path.
4. Specify the directory path where the XML will be saved.
Now, when you perform an operation inside SAS Activity-Based Management, the
XML for that operation is saved in a file in the directory that you specify.
 Example of Using Easy API 315

Export Tables
Now we are ready to export the January tables. We don't show the export in any detail.
Note, however, that the export has completed with no errors. It is important that you can
successfully do inside SAS Activity-Based Management whatever task it is that you
want to automate in batch with Easy API. Because Easy API calls SAS Activity-Based
Management to perform tasks, if you can't perform the task inside SAS Activity-Based
Management, then you won't be able to perform the same task outside SAS Activity-
Based Management using Easy API.
316 Chapter 20 • Easy API

Because the export was successful, it produced the SAS tables shown in the following
picture. Although this example shows SAS tables, you can use Easy API to automate
exporting any type of database tables that you want.

Modify the Export XML

Because we asked SAS Activity-Based Management to write to a file the XML that it
uses to perform operations, you can see in the following picture the XML file that it
produced during the export. The filename, however, has been changed for the sake of
this example.
 Example of Using Easy API 317

Notice the parameter that calls for exporting the January table. If you want to export the
February table next when the export task is performed in batch using Easy API, then you
can modify this XML to specify February instead.

Automate the Export for Next Time

Having modified the XML file to export the period that you want, you next need to point
Easy API to the modified file. Easy API uses a text file, EasyAPI.txt, for its commands.
Each command takes one argument, which is usually the name and path of the XML file
to be passed to SAS Activity-Based Management for performing an operation. For a list
of Easy API commands, see “Save Easy API Commands in a Text File” on page 311.
EasyAPI.txt is installed in the following directory:
<installation directory>SASActivityBasedManagementClient\7.2\EasyAPI\
For example: C:\Program Files\SASHome\SASActivityBasedManagementClient\7.2\EasyAPI\

To open EasyAPI.txt, select Start ð Programs ð SAS ð SAS Activity-Based

Management 7.2 ð Easy API ð 2. Specify parameters from the Start menu.
The following picture shows EasyAPI.txt with its first command line (export) modified
to pass the XML file "c:\abm\xml\Export_Period.xml".
318 Chapter 20 • Easy API

Don't forget to include your login credentials in the EasyAPI.txt file.

Run a SAS Job to Update the Tables

Run the Job

Having exported the January tables, your next task is to run a SAS job to update the
tables. We don't show any details of the SAS job, and you can run any program that you
want to update the tables. Regardless of what program you use, you can automate its
running with Easy API.
The following picture shows one of the tables after it was updated with entered costs for
January.
 Example of Using Easy API 319

Automate the SAS Job for Next Time

To automate running the job, all you have to do is modify EasyAPI.txt again to invoke
the desired program. The following picture shows the second command line changed to
the following:
run "c:\sas\Update_Period.sas"

Re-import the Tables

Re-import the Tables

Now that the tables have been updated, you can re-import them back into the model. In
the following picture, note that we have selected Periodic import. This option causes
only those staging tables that contain periodic data to be displayed in the Import Wizard
for you to select for importing. (Non-periodic data does not change from one period to
the next and, so, does not have to be updated and re-imported).
320 Chapter 20 • Easy API

Modify the Import XML

Once again, SAS Activity-Based Management has writen to a file the XML that it used
for performing the import. Notice that the Activity= parameter specifies Update. That
means that the model is updated rather than a new model being created. Also notice that
the file does not have a Period= parameter. The period information (Janauary, in this
case) is contained inside the tables being imported rather than inside the XML file. That
means that you do not have to modify this XML file at all to automate the import with
Easy API. You do, however, have to let Easy API know where the file is located, which
we do next.
 Example of Using Easy API 321

Automate the Import for Next Time

To make Easy API perform the import, once again you must modify EasyAPI.txt. Notice
in the following picture that the third command line has been changed to specify
Import "c:\abm\xml\Import_Period.xml"

Calculate the Model

Calculate the Model

Once the updated tables have been re-imported back into the model, the model must be
calculated. Assuming that the other periods have already been calculated, it is necessary
to calculate only January.
322 Chapter 20 • Easy API

Modify the Calculate XML

Looking at the XML that SAS Activity-Based Management produced for the calculation,
you can see that to use it with Easy API, you only need to modify the XML to specify
the period to be calculated.

Note: Suppose the calculation produces XML like the following which uses IDs.
<OROSCOMMAND Version="2.0">
<MODELCONTEXT ModelId="1242">
<PeriodScenario PeriodId="103" ScenarioId="1"/>
 Example of Using Easy API 323

</MODELCONTEXT>
<COMMANDPARAMS MessageLimit="50">
<CostFlow SeqDriverLimit="-1" Force="1" DisableDriverRules="0"/>
</COMMANDPARAMS>
</OROSCOMMAND>

Then you can change the XML to use references instead:

<OROSCOMMAND Version="2.0">
<MODELCONTEXT Model="Parcel Express">
<PeriodScenario PeriodRef="January 2012" ScenarioRef="Actual"/>
</MODELCONTEXT>
<COMMANDPARAMS MessageLimit="50">
<CostFlow SeqDriverLimit="-1" Force="1" DisableDriverRules="0"/>
</COMMANDPARAMS>
</OROSCOMMAND>

Note: Instead of specifying a period to calculate, you can select all periods by
specifying PeriodID="0".

Automate the Calculate for Next Time

Once again, after modifying the XML file to calculate the period you want, you need to
tell Easy API where the file is located. In the following picture, you can see that the
calculate command has been changed to
Calculate "c:\abm\xml\Calculate_Period.xml"

Export Report Data

Export Report Data

After the model is calculated, you might want to export report data and, for example,
produce a report using SAS Enterprise Guide.
324 Chapter 20 • Easy API

Modify the Export Report XML

Looking at the XML that is produced by the export, you can see that you only need to
modify the XML to specify the period to be exported.

Automate the Export Report for Next Time

And, again, after you have modified the XML file, you need to tell Easy API where the
file is located. In the following picture, you can see that the export report command has
been changed to
 Example of Using Easy API 325

Export report "c:\abm\xml\Export_Period.xml"

Generate a Report Using SAS Enterprise Guide

We don't show how to code a SAS Enterprise Guide project to produce a report. To
automate the job using Easy API, you only need to modify EasyAPI.txt to run it. In the
following picture, the run command has been changed to
run "c:\sas\Generate_Period_EG_Reports.egp"

You can also see that the two lines following this command have been deleted because
they are not needed.
326 Chapter 20 • Easy API

Run Easy API

Now that EasyAPI.txt has been modified and all the XML files are in place, we are
ready to run a batch job. To run Easy API, select Start ð Programs ð SAS ð SAS
Activity-Based Management 7.2 ð Easy API ð 3. Run from the Start menu.

Easy API synchronizes all the operations so that one operation does not begin until the
operation before it has completed. So, for example, the program to update exported
tables is not launched until the export has completed. And the operation to re-import the
updated tables does not begin until the update operation has completed.
Easy API can e-mail you the results of its operations. To receive an e-mail with
operation results:
1. Inside SAS Activity-Based Management, select Tools ð User Options.
2. Click the Easy API Configuration tab.
3. Specify an SMTP server for sending the mail.
4. Specify an Email Id for successful operation.
5. Specify an Email Id for failure of operation.

Notes:
• You can also invoke Easy API by running EasyAPI.exe, which is installed in
<installation directory>SASActivityBasedManagementClient
\7.2\EasyAPI\

• By supplying a path argument to EasyAPI.exe, you can tell it to use a different txt
file for Easy API commands, for example, EasyAPI.exe "c:\MyPath
\EasyAPI2.txt". If you don't supply a path argument, then Easy API uses
EasyAPI.txt in its installation directory.
• You can use the Microsoft Windows Scheduled Tasks Wizard to schedule
EasyAPI.exe to run automatically at selected intervals.
 327

Part 6

Public Views

Chapter 21
Public Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329

Chapter 22
Legacy Public Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
328
 329

Chapter 21
Public Views

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
PublicModel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332
PublicModelStatus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
PublicPeriod . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
PublicScenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
<modelRef>_PV_Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
<modelRef>_PV_Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
<modelRef>_PV_AssignmentExt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
<modelRef>_PV_Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341
<modelRef>_PV_AttributeValue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
<modelRef>_PV_Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
<modelRef>_PV_DimMember . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
<modelRef>_PV_Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
<modelRef>_PV_EnteredCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
<modelRef>_PD_<DimRef> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
<modelRef>_PD_CostElement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
<modelRef>_PD_Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
<modelRef>_PD_Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
<modelRef>_PD_Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
<modelRef>_PD_Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
<modelRef>_PD_YesNo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
<modelRef>_PF_MSC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
<modelRef>_PF_RC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
<modelRef>_PF_SSC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
<modelRef>_PF_<cubeConfigRef> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
330 Chapter 21 • Public Views

Overview
SAS Activity-Based Management creates public views for each model in the database.
As an example, using SAS Enterprise Guide, expand Servers ð SASApp ð Libraries
ð ABM Library. You can see a list of the public views. The following picture shows
opening the Assignment view for the ICMB model. The table name is
ICMB_PV_ASSIGNMENT because ICMB is the model reference.

To open the public views using Microsoft SQL Server Enterprise Manager, open the
Databases folder and expand the ABM Models database. Under ABM Models, double-
click the Views icon to display the database views for the various models in the right
pane. Right-click the PublicModel view and select Open View ð Return all rows to
display the table view that maps a model ID to a model name.
Listed below are the four non-model-specific views followed by the model-specific
views. Notice that some of these views are automatically created when the model is
created, while others are created after you calculate the model.
Non-model-specific view tables:
• “PublicModel ” on page 332
• “PublicModelStatus ” on page 333
• “PublicPeriod ” on page 334
• “PublicScenario ” on page 334
Model-specific view tables created when the model is created:
• “<modelRef>_PV_Assignment ” on page 338
• “<modelRef>_PV_AssignmentExt ” on page 340
• “<modelRef>_PV_Attribute” on page 341
• “<modelRef>_PV_AttributeValue ” on page 342
• “<modelRef>_PV_Dimension ” on page 343
• “<modelRef>_PV_DimMember ” on page 343
• “<modelRef>_PV_Driver ” on page 344
• “<modelRef>_PV_EnteredCE ” on page 345
Model-specific view tables created by calculating the model and selecting Calculate
Costs:
• “<modelRef>_PD_<DimRef> ” on page 346
 Overview 331

• “<modelRef>_PD_CostElement ” on page 346

• “<modelRef>_PD_Driver ” on page 347
• “<modelRef>_PD_Module ” on page 348
• “<modelRef>_PD_Period ” on page 348
• “<modelRef>_PD_Scenario ” on page 349
• “<modelRef>_PD_YesNo ” on page 350
• “<modelRef>_PV_Account ” on page 335
Model Specific view tables created by selecting the option Fact table only when
generating a model:
• “<modelRef>_PF_MSC ” on page 350
• “<modelRef>_PF_RC ” on page 351 .
• “<modelRef>_PF_SSC ” on page 352
• “<modelRef>_PF_<cubeConfigRef> ” on page 353
These public view names can be found in the SAS Activity-Based Management database
and are automatically provided for every model in SAS Activity-Based Management.
The tables in this section (arranged by public view name) describe the schema for each
of the public views. For individual properties, see "Properties List Alphabetically" in the
SAS Activity Based Management: User's Guide
The following table shows the name of legacy public views and the name of the
corresponding public view that uses short references rather than IDs. The legacy public
views are supported for SAS Activity-Based Management 7.2, but they will not be
supported in subsequent releases.

Legacy Public View New Public View

M<modelID>_PublicAccount <modelRef>_PV_Account

M<modelID>_PublicAssignment <modelRef>_PV_Assignment

M<modelID>_PublicAssignmentExt <modelRef>_PV_AssignmentExt

did not exist before <modelRef>_PV_Attributes

M<modelID>_PublicAttributeValue <modelRef>_PV_AttributeValue

M<modelID>_PublicDimension <modelRef>_PV_Dimension

M<modelID>_PublicDimMember <modelRef>_PV_DimMember

M<modelID>_PublicDriver <modelRef>_PV_Driver

M<modelID>_PublicEnteredCE <modelRef>_PV_EnteredCE

M<modelID>_PublicDim<dimID> <modelRef>_PD_<dimRef>

M<modelID>_PublicDimCostElement <modelRef>_PD_CostElement

M<modelID>_PublicDimDriver <modelRef>_PD_Driver

M<modelID>_PublicDimModule <modelRef>_PD_Module
332 Chapter 21 • Public Views

Legacy Public View New Public View

M<modelID>_PublicDimPeriod <modelRef>_PD_Period

M<modelID>_PublicDimScenario <modelRef>_PD_Scenario

M<modelID>_PublicDimYesNo <modelRef>_PD_YesNo

M<modelID>_PublicFactMSC <modelRef>_PF_MSC

M<modelID>_PublicFactRC <modelRef>_PF_RC

M<modelID>_PublicFactSSC <modelRef>_PF_SSC

did not exist before <modelRef>_PF_<cubeConfigRef>

Table Column Descriptions

Field Name
The field name that is provided in the public view.
Field Type
The definition of each field type (numeric or text field).
Join Field
The specific ID fields to join between tables. These fields define keys that can be
used to link multiple tables for reporting. This column identifies the corresponding
join field.
Properties Reference
The specific corresponding property. See "Properties List Alphabetically" in the SAS
Activity Based Management: User's Guide.
Model View Columns
The specific property that is displayed in the model column view.

PublicModel
Table 21.1 Model View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values not viewable in the

user interface

Name Text Model

The following is a sample PublicModel:

 PublicModelStatus 333

PublicModelStatus
Table 21.2 ModelStatus View

Field
Field Name Type Join Field Properties Reference Model View Columns

CalculationStatus Text Calculation status not viewable

in the user interface

CubeStatus Text Cube status not viewable in the

user interface

ModelID Number ID values not viewable in the

user interface

Period Text Name Name

Scenario Text Name Name

The following is a sample PublicModeStatusl:

334 Chapter 21 • Public Views

PublicPeriod
Table 21.3 Period View

Field
Field Name Type Join Field Properties Reference Model View Columns

Description Text Description

EndDate Number EndDate

ID Number PeriodID ID values not viewable in the

user interface

Name Text Name Name

ParentID Number PeriodID ID values not viewable in the

user interface

Reference Text Reference Reference

StartDate Number StartDate

The following is a sample PublicPeriod:

PublicScenario
Table 21.4 Scenario View

Field
Field Name Type Join Field Properties Reference Model View Columns

Description Text Description

ID Number ScenarioID ID values not viewable in the

user interface

Name Text Name Name

 <modelRef>_PV_Account 335

Field
Field Name Type Join Field Properties Reference Model View Columns

ParentID Number ScenarioID ID values not viewable in the

user interface

Reference Text Reference Reference

The following is a sample PublicScenario:

<modelRef>_PV_Account
Table 21.5 PublicAccount View

Field
Field Name Type Join Field Properties Reference Model View Columns

AllocatedCost Number Allocated Cost Allocated Cost

AssignedCost Number Assigned Cost Assigned Cost

AssignedIdleCost Number Assigned Idle Cost Assigned Idle Cost

AssignedIdleQuantity Number Assigned Idle Quantity Assigned Idle Quantity

AssignedNonReciprocalCost Number Assigned Non-Reciprocal Assigned Non-Reciprocal Cost

Cost

Cost Number Cost Cost

CostReceived Number Received Cost Received Cost

CostReceivedAssigned Number Received Assignment Received Assignment Cost

Cost

CostReceivedBOC Number Received BOC Cost Received BOC Cost

Dim<dimension_short_ref> Number Specific dimensions in the model

- one row per dimension in the
model

DrivableCost Number Drivable Cost Drivable Cost

336 Chapter 21 • Public Views

Field
Field Name Type Join Field Properties Reference Model View Columns

DrivenCost Number Driven Cost Driven Cost

DrivenQuantity Number Driven Quantity Driven Quantity

DriverID Number Driver.ID ID values not viewable in the

user interface

DriverRate Number Driver Rate Driver Rate

HasAssignments Number Has Assignments Has Assignments

HasBOC Number Has BOC Has BOC

HasEnteredCost Number Has Entered Cost Has Entered Cost

HasIdleCost Number Has Idle Cost Has Idle Cost

HasNotes Number Has Notes Has Notes

HasUsedCost Number Has Used Costs Has Used Costs

IdleCost Number Idle Cost Idle Cost

IdlePercentage Number Idle Percentage Idle Percentage

IdleQuantity Number Idle Quantity Idle Quantity

Measure Text Unit of Measure Unit of Measure

ModuleID Number ID values not viewable in the

user interface

ModuleType Text Module Type Module Type

Name Text Name Name

Note Text Periodic Note Periodic Note

OutputQuantity Number Output Quantity Output Quantity

PeriodID Number Period.ID ID values not viewable in the

user interface

Profit Number Profit Profit

PublishName Text ID values not viewable in the

user interface

Reference Text Reference Reference

Revenue Number Revenue Revenue

ScenarioID Number Scenario.ID ID values not viewable in the

user interface

SoldQuantity Number Sold Quantity Sold Quantity

 <modelRef>_PV_Account 337

Field
Field Name Type Join Field Properties Reference Model View Columns

TotalDriverQuantity Number Total Driver Quantity Total Driver Quantity (TDQ)

(TDQ)

TotalDriverQuantityBasic Number Total Driver Quantity Total Driver Quantity Basic

Basic (TDQBasic) (TDQBasic)

TotalDriverQuantityCalculated Number Total Driver Quantity Total Driver Quantity Calculated

Calculated (TDQCalc) (TDQCalc)

Type Text Type Type

UnassignedCost Number Unassigned Cost Unassigned Cost

UnassignedQuantity Number Unassigned Quantity Unassigned Quantity

UnitCost Number Unit Cost Unit Cost

UnitCostEntered Number Unit Cost Unit Cost - external units only

UnitProfit Number Unit Profit Unit Profit

UnitRevenue Number Unit Revenue Unit Revenue

UsedCost Number Used Cost Used Cost

UsedQuantity Number Used Quantity Used Quantity

UserOutputQuantity Number Output Quantity UE Output Quantity UE

UserTotalDriverQuantity Number Total Driver Quantity UE Total Driver Quantity UE

(TDQUE) (TDQUE)

The following is a sample PV_Account:

338 Chapter 21 • Public Views

<modelRef>_PV_Assignment
Table 21.6 PublicAssignment View

Field
Field Name Type Join Field Properties Reference Model View Columns

AllocatedCost Number Allocated Cost Allocated Cost

AssignedIdleQuantity Number Assigned Idle Quantity Assigned Idle Quantity

Cost Number Cost Cost

DestinationID Number Account.ID ID values not viewable in the

user interface

DrivenCost Number Driven Cost Driven Cost

DrivenQuantity Number Driven Quantity Driven Quantity

FixedQuantity Number Driver Quantity Fixed Driver Quantity Fixed

FixedWeight Number Driver Weight Fixed Driver Weight Fixed

IdleCost Number Idle Cost Idle Cost

 <modelRef>_PV_Assignment 339

Field
Field Name Type Join Field Properties Reference Model View Columns

PeriodID Number Period.ID ID values not viewable in the

user interface

QuantityBasic Number Driver Quantity Basic Driver Quantity Basic

QuantityCalculated Number Driver Quantity Driver Quantity Calculated

Calculated

ScenarioID Number Scenario.ID ID values not viewable in the

user interface

SourceID Number Account.ID ID values not viewable in the

user interface

UsedCost Number Used Cost Used Cost

UserIdleQuantity Number Idle Driver Quantity UE Idle Driver Quantity UE

VariableQuantity Number Driver Quantity Variable Driver Quantity Variable

VariableWeight Number Driver Weight Variable Driver Weight Variable

The following is a sample PV_Assignment:

340 Chapter 21 • Public Views

<modelRef>_PV_AssignmentExt
Table 21.7 PublicAssignmentExt View

Field
Field Name Type Join Field Properties Reference Model View Columns

AllocatedCost Number Allocated Cost Allocated Cost

AssignedIdleQuantity Number Assigned Idle Quantity Assigned Idle Quantity

Cost Number Cost Cost

DestinationID Number Account.ID ID values not viewable in the

user interface

DestinationName Text Name Name

DestinationReference Text Reference Reference

DrivenCost Number Driven Cost Driven Cost

DriverID Number ID values not viewable in the

user interface

DriverQuantity Number Driver Quantity

FixedQuantity Number Driver Quantity Fixed Driver Quantity Fixed

FixedWeight Number Driver Weight Fixed Driver Weight Fixed

IdleCost Number Idle Cost Idle Cost

PeriodID Number Period.ID ID values not viewable in the

user interface

QuantityBasic Number Driver Quantity Basic Driver Quantity Basic

QuantityCalculated Number Driver Quantity Driver Quantity Calculated

Calculated

ScenarioID Number Scenario.ID ID values not viewable in the

user interface

SourceID Number Account.ID ID values not viewable in the

user interface

SourceName Text Name Name

SourceReference Text Reference Reference

UsedCost Number Used Cost Used Cost

UserIdleQuantity Number Idle Driver Quantity UE Idle Driver Quantity UE

 <modelRef>_PV_Attribute 341

Field
Field Name Type Join Field Properties Reference Model View Columns

VariableQuantity Number Driver Quantity Variable Driver Quantity Variable

VariableWeight Number Driver Weight Variable Driver Weight Variable

The following is a sample PV_AssignmentExt:

<modelRef>_PV_Attribute
This view is new for attributes on a dimension member.

Table 21.8 AttributeValue View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values not viewable in the

user interface

Name Text Name Name

Reference Text Reference Reference

ParentID Number ID values not viewable in the

user interface

Type Text Type

DimensionID Number ID values not viewable in the

user interface
342 Chapter 21 • Public Views

Field
Field Name Type Join Field Properties Reference Model View Columns

ReferenceID Number ID values not viewable in the

user interface

Measure Text Unit of Measure UoM

The following is a sample PV_Attribute:

<modelRef>_PV_AttributeValue
Table 21.9 AttributeValue View

Field
Field Name Type Join Field Properties Reference Model View Columns

Attribute Text Name Name

ItemID Number Account.ID ID values not viewable in the

user interface

NumericValue Number Specific Attribute Value

PeriodID Number Period.ID ID values not viewable in the

user interface

ScenarioID Number Scenario.ID ID values not viewable in the

user interface

StringValue Text Specific Attribute Value

The following is a sample PV_AttributeValue:

 <modelRef>_PV_DimMember 343

<modelRef>_PV_Dimension
Table 21.10 Dimension View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values not viewable in the

user interface

Name Text Dimension Name Dimension Name

The following is a sample PV_Dimension:

<modelRef>_PV_DimMember
Table 21.11 DimMember View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values not viewable in the

user interface

LevelID Number Dimension Level Number Dimension Level Number

LevelName Text Dimension Level Name Dimension Level Name

Name Text Dimension Member Dimension Member Name

Name

ParentID Number ID values not viewable in the

user interface

Reference Text Dimension Member Dimension Member Reference

Reference
344 Chapter 21 • Public Views

Field
Field Name Type Join Field Properties Reference Model View Columns

DisplayOrder float

The following is a sample PV_DimMember:

<modelRef>_PV_Driver
Table 21.12 Driver View

Field
Field Name Type Join Field Properties Reference Model View Columns

Formula Text Driver Formula Formula

ID Number Account.DriverID ID values not viewable in the

and user interface
Assignment.DriverI
D

ImplementationType Text Driver Type Driver Type

Name Text Driver Name Driver Name

QuantityType Text Driver Checkbox: Shared or

Unique

RuleFormula Text Rule Formula Rule Formula

UseRuleFormula Number Use Rule Formula Driver Checkbox: Use Rule

Formula

The following is a sample PV_Driver:

 <modelRef>_PV_EnteredCE 345

<modelRef>_PV_EnteredCE
Table 21.13 EnteredCE View

Field
Field Name Type Join Field Properties Reference Model View Columns

Cost Number Cost Cost

Name Text Name Name

ParentID Number Account.ID ID values not viewable in the

user interface

PeriodID Number Period.ID ID values not viewable in the

user interface

Reference Text Reference Reference

ScenarioID Number Scenario.ID ID values not viewable in the

user interface
346 Chapter 21 • Public Views

The following is a sample PV_EnteredCE:

<modelRef>_PD_<DimRef>
Table 21.14 <modelRef>_PD_<DimRef> View

Field
Field Name Type Join Field Properties Reference Model View Columns

All_nnnnnn Text Specific model dimension

(where nnnnnn is the dimension
name)

ID Number ID values not viewable in the

user interface

Level1 Text Dimension Level Name Dimension Level Name

DisplayOrder float

The following is a sample <modRef>_PD_<dimRef>:

<modelRef>_PD_CostElement
Table 21.15 DimCostElement View

Field
Field Name Type Join Field Properties Reference Model View Columns

CostElementName Number Name Name

 <modelRef>_PD_Driver 347

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values not viewable in the

user interface

The following is a sample <modRef>_PD_CostElement:

<modelRef>_PD_Driver
Table 21.16 DimDriver View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values not viewable in the

user interface

Name Text Driver Name Driver Name

The following is a sample <modRef>_PD_Driver:

348 Chapter 21 • Public Views

<modelRef>_PD_Module
Table 21.17 DimModule View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values not viewable in the

user interface

ModuleName Text Module Type Module

The following is a sample <modRef>_PD_Module:

<modelRef>_PD_Period
Table 21.18 DimPeriod View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values not viewable in the

user interface

Period_L1 Name Text

......

Period_Ln Name Text

The following is a sample <modRef>_PD_Period:

 <modelRef>_PD_Scenario 349

<modelRef>_PD_Scenario
Table 21.19 DimScenario View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values not viewable in the

user interface

Scenario_L1 Name Text

......

Scenario_Ln Name Text

The following is a sample <modRef>_PD_Scenario:

350 Chapter 21 • Public Views

<modelRef>_PD_YesNo
Table 21.20 DimYesNo View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values not viewable in the

user interface

YesNoName Text Yes or No Value

The following is a sample <modRef>_PD_YesNo:

<modelRef>_PF_MSC
This public view is created when a fact table is created for a 6.3–compatible multi-stage
contribution cube.

Table 21.21 FactMSC View

Field
Field Name Type Join Field Properties Reference Model View Columns

All_PeriodID Number Period.ID ID values not viewable in the

user interface

All_ScenarioID Number Scenario.ID ID values not viewable in the

user interface

Cost Number Cost Cost

OutputQuantity Number Output Quantity Output Quantity

Revenue Number Revenue Revenue

Stage1Dim<dimRef> Text Join Dim Table

Stage2Dim<dimRef> Text Join Dim Table

Stage3Dim<dimRef> Text Join Dim Table

Stage4Dim<dimRef> Text Join Dim Table

 <modelRef>_PF_RC 351

Field
Field Name Type Join Field Properties Reference Model View Columns

SoldQuantity Number Sold Quantity Sold Quantity

<modelRef>_PF_RC
This public view is created when a fact table is created for a resource contribution cube.

Table 21.22 FactRC View

Field
Field Name Type Join Field Properties Reference Model View Columns

All_PeriodID Number Period.ID ID values not viewable in the

user interface

All_ReciprocalID Number ID values not viewable in the

user interface

All_ScenarioID Number Scenario.ID ID values not viewable in the

user interface

All_Type Number ID values not viewable in the

user interface

Cost Number Cost Cost

DriverQuantityCalculated Number Driver Quantity Driver Quantity Calculated

Calculated

Dst_Dim<dimRef> Text Join Dim Table

Dst_Dim<dimRef> Text Join Dim Table

Dst_DriverID Number Driver.ID ID values not viewable in the

user interface

Dst_ModuleID Number Module.ID ID values not viewable in the

user interface

OutputQuantity_I Number Output Quantity Output Quantity

Revenue_I Number Revenue Revenue

SoldQuantity_I Number Sold Quantity Sold Quantity

Src_Dim1001 Number Join Dim Table ID values not viewable in the

user interface

Src_Dim1002 Number Join Dim Table ID values not viewable in the

user interface
352 Chapter 21 • Public Views

Field
Field Name Type Join Field Properties Reference Model View Columns

Src_Dim1004 Number Join Dim Table ID values not viewable in the

user interface

Src_DriverID Number Driver.ID ID values not viewable in the

user interface

Src_ModuleID Number Module.ID ID values not viewable in the

user interface

<modelRef>_PF_SSC
This public view is created when a fact table is created for a single–stage contribution
cube.

Table 21.23 FactSSC View

Field
Field Name Type Join Field Properties Reference Model View Columns

Cost float

DriverQuantityCalculated float

Revenue_I float

OutputQuantity_I float

SoldQuantity_I float

Attributexxx float One for each attribute selected

AllPeriodID Number

AllScenarioID Number

All_Type Number

All_ReciprocalID Number

Src_ModuleID Number

Dst_ModuleId Number

Src_Dim<dimRef> Number One for each dimension

Dst_Dim1<dimRef> Number One for each dimension

 <modelRef>_PF_<cubeConfigRef> 353

<modelRef>_PF_<cubeConfigRef>
This is a public view of the corresponding table named <modelID>_C<cubeConfigID>.
This view is created when a fact table is created for a custom multi-stage contribution
cube.

Table 21.24 Custom MSC Cube

Field
Field Name Type Join Field Properties Reference Model View Columns

PeriodID Number

ScenarioID Number

S1Dim<dimRef> Text One row for each dimension in

the cube

Cost Number Cost

Output Number

Revenue Number

SoldQuantity Number

UsedTotalDriverQuantity Number

UserOutputQuantity Number

Attribute<dimID> Number One row for each dimensional

attribute in the cube

TotalDriverQuantity Number
354 Chapter 21 • Public Views
 355

Chapter 22
Legacy Public Views

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
M<modelID>_PublicAccount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
M<modelID>_PublicAssignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
M<modelID>_PublicAssignmentExt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
M<modelID>_PublicAttributeValue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
M<modelID>_PublicDim<dimID> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
M<modelID>_PublicDimCostElement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
M<modelID>_PublicDimDriver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
M<modelID>_PublicDimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
M<modelID>_PublicDimMember . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
M<modelID>_PublicDimModule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
M<modelID>_PublicDimPeriod . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
M<modelID>_PublicDimScenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
M<modelID>_PublicDimYesNo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
M<modelID>_PublicDriver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
M<modelID>_PublicEnteredCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
M<modelID>_PublicFactMSC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
M<modelID>_PublicFactRC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368
M<modelID>_PublicFactSSC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
PublicModel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
PublicModelStatus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
PublicPeriod . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
PublicScenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371

Overview
SAS Activity-Based Management 7.2 provides two sets of public views:
356 Chapter 22 • Legacy Public Views

• Public views that use model References and dimension References, which don’t
change when a model is exported and subsequently re-imported, rather than model
IDs and dimension IDs, which can change when a model is exported and
subsequently re-imported. For information on these public views, see Chapter 21,
“Public Views,” on page 329.
• Legacy public views, which use model IDs and dimension IDs as documented in this
chapter, are generated so as to support users who have implemented processes that
assume this format. Legacy public views will no longer be generated after SAS
Activity-Based Management 7.2.
The following table shows the name of legacy public views and the name of the
corresponding public view that uses short references rather than IDs. The legacy public
views are supported for SAS Activity-Based Management 7.2, but they will not be
supported in subsequent releases.

Legacy Public View New Public View

M<modelID>_PublicAccount <modelRef>_PV_Account

M<modelID>_PublicAssignment <modelRef>_PV_Assignment

M<modelID>_PublicAssignmentExt <modelRef>_PV_AssignmentExt

did not exist before <modelRef>_PV_Attributes

M<modelID>_PublicAttributeValue <modelRef>_PV_AttributeValue

M<modelID>_PublicDimension <modelRef>_PV_Dimension

M<modelID>_PublicDimMember <modelRef>_PV_DimMember

M<modelID>_PublicDriver <modelRef>_PV_Driver

M<modelID>_PublicEnteredCE <modelRef>_PV_EnteredCE

M<modelID>_PublicDim<dimID> <modelRef>_PD_<dimRef>

M<modelID>_PublicDimCostElement <modelRef>_PD_CostElement

M<modelID>_PublicDimDriver <modelRef>_PD_Driver

M<modelID>_PublicDimModule <modelRef>_PD_Module

M<modelID>_PublicDimPeriod <modelRef>_PD_Period

M<modelID>_PublicDimScenario <modelRef>_PD_Scenario

M<modelID>_PublicDimYesNo <modelRef>_PD_YesNo

M<modelID>_PublicFactMSC <modelRef>_PF_MSC

M<modelID>_PublicFactRC <modelRef>_PF_RC

M<modelID>_PublicFactSSC <modelRef>_PF_SSC

did not exist before <modelRef>_PF_<cubeConfigRef>

 M<modelID>_PublicAccount 357

Table Column Descriptions

Field Name
The field name that is provided in the public view.
Field Type
The definition of each field type (numeric or text field).
Join Field
The specific ID fields to join between tables. These fields define keys that can be
used to link multiple tables for reporting. This column identifies the corresponding
join field.
Properties Reference
The specific corresponding property. See "Properties List Alphabetically" in the SAS
Activity Based Management: User's Guide.
Model View Columns
The specific property that is displayed in the model column view.
To open public views using Microsoft SQL Server Enterprise Manager, open the
Databases folder and expand the ABM Models database. Under ABM Models, double-
click the Views icon to display the database views for the various models in the right
pane. Right-click the PublicModel view and select Open View ð Return all rows to
display the table view that maps a model ID to a model name. In this example, the
Inflight model maps to model ID 1195. The group of views that begin with
M1195_Public... (where 1195 is the internal database model ID that is found in the
PublicModel view) specifically pertain to the Inflight model.

M<modelID>_PublicAccount
Table 22.1 PublicAccount View

Field
Field Name Type Join Field Properties Reference Model View Columns

AllocatedCost Number Allocated Cost Allocated Cost

AssignedCost Number Assigned Cost Assigned Cost

AssignedIdleCost Number Assigned Idle Cost Assigned Idle Cost

AssignedIdleQuantity Number Assigned Idle Quantity Assigned Idle Quantity

AssignedNonReciprocalCost Number Assigned Non-Reciprocal Assigned Non-Reciprocal Cost

Cost

Cost Number Cost Cost

CostReceived Number Received Cost Received Cost

CostReceivedAssigned Number Received Assignment Received Assignment Cost

Cost

CostReceivedBOC Number Received BOC Cost Received BOC Cost

Dim10xx Number Specific dimensions in the model

358 Chapter 22 • Legacy Public Views

Field
Field Name Type Join Field Properties Reference Model View Columns

DrivableCost Number Drivable Cost Drivable Cost

DrivenCost Number Driven Cost Driven Cost

DrivenQuantity Number Driven Quantity Driven Quantity

DriverId Number Driver.Id ID values - not viewable in the

user interface

DriverRate Number Driver Rate Driver Rate

HasAssignments Number Has Assignments Has Assignments

HasBOC Number Has BOC Has BOC

HasEnteredCost Number Has Entered Cost Has Entered Cost

HasIdleCost Number Has Idle Cost Has Idle Cost

HasNotes Number Has Notes Has Notes

HasUsedCost Number Has Used Costs Has Used Costs

IdleCost Number Idle Cost Idle Cost

IdlePercentage Number Idle Percentage Idle Percentage

IdleQuantity Number Idle Quantity Idle Quantity

Measure Text Unit of Measure Unit of Measure

ModuleID Number ID values - not viewable in the

user interface

ModuleType Text Module Type Module Type

Name Text Name Name

Note Text Periodic Note Periodic Note

OutputQuantity Number Output Quantity Output Quantity

PeriodId Number Period.Id ID values - not viewable in the

user interface

Profit Number Profit Profit

PublishName Text ID values - not viewable in the

user interface

Reference Text Reference Reference

Revenue Number Revenue Revenue

ScenarioID Number Scenario.ID ID values - not viewable in the

user interface
 M<modelID>_PublicAssignment 359

Field
Field Name Type Join Field Properties Reference Model View Columns

SoldQuantity Number Sold Quantity Sold Quantity

TotalDriverQuantity Number Total Driver Quantity Total Driver Quantity (TDQ)

(TDQ)

TotalDriverQuantityBasic Number Total Driver Quantity Total Driver Quantity Basic

Basic (TDQBasic) (TDQBasic)

TotalDriverQuantityCalculate Number Total Driver Quantity Total Driver Quantity Calculated

d Calculated (TDQCalc) (TDQCalc)

Type Text Type Type

UnassignedCost Number Unassigned Cost Unassigned Cost

UnassignedQuantity Number Unassigned Quantity Unassigned Quantity

UnitCost Number Unit Cost Unit Cost

UnitCostEntered Number Unit Cost Unit Cost - external units only

UnitProfit Number Unit Profit Unit Profit

UnitRevenue Number Unit Revenue Unit Revenue

UsedCost Number Used Cost Used Cost

UsedQuantity Number Used Quantity Used Quantity

UserOutputQuantity Number Output Quantity UE Output Quantity UE

UserTotalDriverQuantity Number Total Driver Quantity UE Total Driver Quantity UE

(TDQUE) (TDQUE)

M<modelID>_PublicAssignment
Table 22.2 PublicAssignment View

Field
Field Name Type Join Field Properties Reference Model View Columns

AllocatedCost Number Allocated Cost Allocated Cost

AssignedIdleQuantity Number Assigned Idle Quantity Assigned Idle Quantity

Cost Number Cost Cost

DestinationId Number Account.ID ID values - not viewable in the

user interface
360 Chapter 22 • Legacy Public Views

Field
Field Name Type Join Field Properties Reference Model View Columns

DestinationName Text Name Name

DestinationReference Text Reference Reference

DrivenCost Number Driven Cost Driven Cost

DrivenQuantity Number Driven Quantity Driven Quantity

DriverId Number Driver.Id ID values - not viewable in the

user interface

FixedQuantity Number Driver Quantity Fixed Driver Quantity Fixed

FixedWeight Number Driver Weight Fixed Driver Weight Fixed

IdleCost Number Idle Cost Idle Cost

PeriodId Number Period.Id ID values - not viewable in the

user interface

QuantityBasic Number Driver Quantity Basic Driver Quantity Basic

QuantityCalculated Number Driver Quantity Driver Quantity Calculated

Calculated

ScenarioId Number Scenario.ID ID values - not viewable in the

user interface

SourceId Number Account.ID ID values - not viewable in the

user interface

SourceName Text Name Name

SourceReference Text Reference Reference

UsedCost Number Used Cost Used Cost

UserIdleQuantity Number Idle Driver Quantity UE Idle Driver Quantity UE

VariableQuantity Number Driver Quantity Variable Driver Quantity Variable

VariableWeight Number Driver Weight Variable Driver Weight Variable

 M<modelID>_PublicAssignmentExt 361

M<modelID>_PublicAssignmentExt
Table 22.3 PublicAssignmentExt View

Field
Field Name Type Join Field Properties Reference Model View Columns

AllocatedCost Number Allocated Cost Allocated Cost

AssignedIdleQuantity Number Assigned Idle Quantity Assigned Idle Quantity

Cost Number Cost Cost

DestinationId Number Account.ID ID values - not viewable in the

user interface

DestinationName Text Name Name

DestinationReference Text Reference Reference

DrivenCost Number Driven Cost Driven Cost

DriverId Number ID values - not viewable in the

user interface

DriverQuantity Number Driver Quantity

FixedQuantity Number Driver Quantity Fixed Driver Quantity Fixed

FixedWeight Number Driver Weight Fixed Driver Weight Fixed

IdleCost Number Idle Cost Idle Cost

PeriodID Number Period.Id ID values - not viewable in the

user interface

QuantityBasic Number Driver Quantity Basic Driver Quantity Basic

QuantityCalculated Number Driver Quantity Driver Quantity Calculated

Calculated

ScenarioID Number Scenario.ID ID values - not viewable in the

user interface

SourceID Number Account.ID ID values - not viewable in the

user interface

SourceName Text Name Name

SourceReference Text Reference Reference

UsedCost Number Used Cost Used Cost

UserIdleQuantity Number Idle Driver Quantity UE Idle Driver Quantity UE

362 Chapter 22 • Legacy Public Views

Field
Field Name Type Join Field Properties Reference Model View Columns

VariableQuantity Number Driver Quantity Variable Driver Quantity Variable

VariableWeight Number Driver Weight Variable Driver Weight Variable

M<modelID>_PublicAttributeValue
Table 22.4 AttributeValue View

Field
Field Name Type Join Field Properties Reference Model View Columns

Attribute Text Name Name

ItemId Number Account.Id ID values - not viewable in the

user interface

NumericValue Number Specific Attribute Value

PeriodId Number Period.Id ID values - not viewable in the

user interface

ScenarioId Number Scenario.ID ID values - not viewable in the

user interface

StringValue Text Specific attribute value

M<modelID>_PublicDim<dimID>
Table 22.5 Dimxxxx View

Field
Field Name Type Join Field Properties Reference Model View Columns

All_nnnnnn Text Specific model dimension

(Where nnnnnn is the dimension
name)

Id Number ID values - not viewable in the

user interface

Level1 Text Dimension Level Name Dimension Level Name

DisplayOrder float
 M<modelID>_PublicDimension 363

M<modelID>_PublicDimCostElement
Table 22.6 DimCostElement View

Field
Field Name Type Join Field Properties Reference Model View Columns

CostElementName Number Name Name

ID Number ID values - not viewable in the

user interface

M<modelID>_PublicDimDriver
Table 22.7 DimDriver View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values - not viewable in the

user interface

Name Text Driver Name Driver Name

M<modelID>_PublicDimension
Table 22.8 Dimension View

Field
Field Name Type Join Field Properties Reference Model View Columns

Id Number ID values - not viewable in the

user interface

Name Text Dimension Name Dimension Name

364 Chapter 22 • Legacy Public Views

M<modelID>_PublicDimMember
Table 22.9 DimMember View

Field
Field Name Type Join Field Properties Reference Model View Columns

Id Number ID values - not viewable in the

user interface

LevelId Number Dimension Level Number Dimension Level Number

LevelName Text Dimension Level Name Dimension Level Name

Name Text Dimension Member Dimension Member Name

Name

ParentId Number ID values - not viewable in the

user interface

Reference Text Dimension Member Dimension Member Reference

Reference

DisplayOrder float

M<modelID>_PublicDimModule
Table 22.10 DimModule View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values - not viewable in the

user interface

ModuleName Text Module Type Module

 M<modelID>_PublicDimYesNo 365

M<modelID>_PublicDimPeriod
Table 22.11 DimPeriod View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values - not viewable in the

user interface

Period_L1 Name Text

......

Period_Ln Name Text

M<modelID>_PublicDimScenario
Table 22.12 DimScenario View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values - not viewable in the

user interface

Scenario_L1 Name Text

......

Scenario_Ln Name Text

M<modelID>_PublicDimYesNo
Table 22.13 DimYesNo View

Field
Field Name Type Join Field Properties Reference Model View Columns

ID Number ID values - not viewable in the

user interface

YesNoName Text Yes or No value

366 Chapter 22 • Legacy Public Views

M<modelID>_PublicDriver
Table 22.14 Driver View

Field
Field Name Type Join Field Properties Reference Model View Columns

Formula Text Driver Formula Formula

Id Number Account.DriverId ID values - not viewable in the

and user interface
Assignment.DriverI
d

ImplementationType Text Driver Type Driver Type

Name Text Driver Name Driver Name

QuantityType Text Driver checkbox: Shared or

Unique

RuleFormula Text Rule Formula Rule Formula

UseRuleFormula Number Use Rule Formula Driver checkbox: Use Rule

Formula

M<modelID>_PublicEnteredCE
Table 22.15 EnteredCE View

Field
Field Name Type Join Field Properties Reference Model View Columns

Cost Number Cost Cost

Name Text Name Name

ParentId Number Account.ID ID values - not viewable in the

user interface

PeriodID Number Period.Id ID values - not viewable in the

user interface

Reference Text Reference Reference

ScenarioId Number Scenario.ID ID values - not viewable in the

user interface
 M<modelID>_PublicFactMSC 367

M<modelID>_PublicFactMSC
Table 22.16 FactMSC View

Field
Field Name Type Join Field Properties Reference Model View Columns

All_PeriodID Number Period.Id ID values - not viewable in the

user interface

All_ScenarioID Number Scenario.ID ID values - not viewable in the

user interface

Cost Number Cost Cost

OutputQuantity Number Output Quantity Output Quantity

Revenue Number Revenue Revenue

Stage1Dim10xx Number Join Dim Table ID values - not viewable in the

user interface

Stage2Dim10xx Number Join Dim Table ID values - not viewable in the

user interface

Stage2Dim10xx Number Join Dim Table ID values - not viewable in the

user interface

Stage3Dim10xx Number Join Dim Table ID values - not viewable in the

user interface

Stage3Dim10xx Number Join Dim Table ID values - not viewable in the

user interface

Stage4Dim10xx Number Join Dim Table ID values - not viewable in the

user interface

Stage4Dim10xx Number Join Dim Table ID values - not viewable in the

user interface

SoldQuantity Number Sold Quantity Sold Quantity

368 Chapter 22 • Legacy Public Views

M<modelID>_PublicFactRC
Table 22.17 FactRC View

Field
Field Name Type Join Field Properties Reference Model View Columns

All_PeriodID Number Period.Id ID values - not viewable in the

user interface

All_ReciprocalID Number ID values - not viewable in the

user interface

All_ScenarioID Number Scenario.ID ID values - not viewable in the

user interface

All_Type Number ID values - not viewable in the

user interface

Cost Number Cost Cost

DriverQuantityCalculated Number Driver Quantity Driver Quantity Calculated

Calculated

Dst_Dim1005 Number Join Dim Table ID values - not viewable in the

user interface

Dst_Dim1006 Number Join Dim Table ID values - not viewable in the

user interface

Dst_DriverId Number Driver.Id ID values - not viewable in the

user interface

Dst_ModuleId Number Module.Id ID values - not viewable in the

user interface

OutputQuantity_I Number Output Quantity Output Quantity

Revenue_I Number Revenue Revenue

SoldQuantity_I Number Sold Quantity Sold Quantity

Src_Dim1001 Number Join Dim Table ID values - not viewable in the

user interface

Src_Dim1002 Number Join Dim Table ID values - not viewable in the

user interface

Src_Dim1004 Number Join Dim Table ID values - not viewable in the

user interface

Src_DriverID Number Driver.Id ID values - not viewable in the

user interface
 M<modelID>_PublicFactSSC 369

Field
Field Name Type Join Field Properties Reference Model View Columns

Src_ModuleId Number Module.Id ID values - not viewable in the

user interface

M<modelID>_PublicFactSSC
Table 22.18 FactSSC View

Field
Field Name Type Join Field Properties Reference Model View Columns

Cost float

DriverQuantityCalculated float

Revenue_I float

OutputQuantity_I float

SoldQuantity_I float

Attributexxx float 1 for each attribute selected

AllPeriodId Number

AllScenarioId Number

All_Type Number

All_ReciprocalId Number

Src_ModuleId Number

Dst_ModuleId Number

Src_Dim10xx Number 1 for each dimension

Dst_Dim10xx Number 1 for each dimension

370 Chapter 22 • Legacy Public Views

PublicModel
Table 22.19 Model View

Field
Field Name Type Join Field Properties Reference Model View Columns

DefaultmodelID Number ID values - not viewable in the

user interface

Name Text Model

PublicModelStatus
Table 22.20 ModelStatus View

Field
Field Name Type Join Field Properties Reference Model View Columns

CalculationStatus Text Calculation status - not viewable

in the user interface

CubeStatus Text Cube status - not viewable in the

user interface

ModelId Number ID values - not viewable in the

user interface

Period Text Name Name

Scenario Text Name Name

PublicPeriod
Table 22.21 Period View

Field
Field Name Type Join Field Properties Reference Model View Columns

Description Text Description

EndDate Number EndDate

 PublicScenario 371

Field
Field Name Type Join Field Properties Reference Model View Columns

Id Number PeriodId ID values - not viewable in the

user interface

Name Text Name Name

ParentId Number PeriodId ID values - not viewable in the

user interface

Reference Text Reference Reference

StartDate Number StartDate

PublicScenario
Table 22.22 Scenario View

Field
Field Name Type Join Field Properties Reference Model View Columns

Description Text Description

Id Number ScenarioID ID values - not viewable in the

user interface

Name Text Name Name

ParentId Number ScenarioID ID values - not viewable in the

user interface

Reference Text Reference Reference

372 Chapter 22 • Legacy Public Views
 373

Part 7

Information Maps

Chapter 23
Information Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375

Chapter 24
Legacy Information Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
374
 375

Chapter 23
Information Maps

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Account IMAP Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376
Assignment IMAP Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380

Overview
SAS Activity-Based Management provides two types of information maps: Account
information maps and Assignment information maps. The tables in this section describe
the schema for the Account information maps and Assignment information maps.
The following table shows the name of legacy information maps and the name of the
corresponding information map that uses short references rather than IDs. The legacy
information maps are supported for SAS Activity-Based Management 7.2, but they will
not be supported in subsequent releases.

Legacy Information Map New Information Map

M<modelID>_<modelName>_AccountMap <modelRef>_AccountMap

M<modelID>_<modelName>_AssignmentMap <modelRef>_AssignmentMap

Information Map — Column Descriptions

Source Public View
The name of the view that is provided in the SAS Activity-Based Management
model database and the source for the particular information map property. See
Chapter 21, “Public Views,” on page 329.
Field Name
The field name that is provided in the information map.
Field Type
The definition of each field type (numeric or text field).
Join Field
The specific ID fields to join between tables. These fields define keys that can be
used to link multiple tables for reporting. This column identifies the corresponding
join field for this information map.
376 Chapter 23 • Information Maps

Properties Reference
The specific corresponding property. See "Properties List Alphabetically" in the SAS
Activity Based Management: User's Guide.
Model View Columns
The specific property that is displayed in the model column view.

Account IMAP Schema

The following table contains the schema for the AccountIMAP information map
M<modelRef>_AccountMap (where <modelRef> is the model Short Reference). This
name is generated in the Register Metadata step for every model in SAS Activity-Based
Management.

Table 23.1 <modelRef>_AccountMap Schema

Source Public View: Period See “PublicPeriod ” on page 334.

Field Name Field Join Field Properties Reference Model View Columns
Type

ID Number Period.ID ID values - not viewable in the

user interface

Description Text Description

EndDate Number EndDate

Name Text Name Name

ParentID Number Period.ID ID values - not viewable in the

user interface

Reference Text Reference Reference

StartDate Number StartDate

Source Public View: Scenario See “PublicScenario ” on page 334.

Field Name Field Join Field Properties Reference Model View Columns
Type

Description Text Description

ID Number Scenario.ID ID values - not viewable in the

user interface

Name Text Name Name

ParentID Number Scenario.ID ID values - not viewable in the

user interface

Reference Text Reference Reference

Source Public View: Account See “<modelRef>_PV_Account ” on page 335.

 Account IMAP Schema 377

Field Name Field Join Field Properties Reference Model View Columns
Type

AllocatedCost Number Allocated Cost Allocated Cost

AssignedCost Number Assigned Cost Assigned Cost

AssignedIdleCost Number Assigned Idle Cost Assigned Idle Cost

AssignedIdleQuantity Number Assigned Idle Quantity Assigned Idle Quantity

AssignedNonReciprocalCost Number Assigned Non- Assigned Non-Reciprocal Cost

Reciprocal Cost

Cost Number Cost Cost

CostReceived Number Received Cost Received Cost

CostReceivedAssigned Number Received Assignment Received Assignment Cost

Cost

CostReceivedBOC Number Received BOC Cost Received BOC Cost

Dim<dimShortRef> Number One column for each

dimension in the model

DrivableCost Number Drivable Cost Drivable Cost

DrivenCost Number Driven Cost Driven Cost

DrivenQuantity Number Driven Quantity Driven Quantity

DriverID Number Driver.ID ID values - not viewable in the

user interface

DriverRate Number Driver Rate Driver Rate

HasAssignments Number Has Assignments Has Assignments

HasBOC Number Has BOC Has BOC

HasEnteredCost Number Has Entered Cost Has Entered Cost

HasIdleCost Number Has Idle Cost Has Idle Cost

HasNotes Number Has Notes Has Notes

HasUsedCost Number Has Used Costs Has Used Costs

ID Number ID values - not viewable in the

user interface

IdleCost Number Idle Cost Idle Cost

IdlePercentage Number Idle Percentage Idle Percentage

IdleQuantity Number Idle Quantity Idle Quantity

Measure Text Unit of Measure Unit of measure

378 Chapter 23 • Information Maps

ModuleID Number ID values - not viewable in the

user interface

ModuleType Text Module Type Module Type

Name Text Name Name

Note Text Periodic Note Periodic Note

OutputQuantity Number Output Quantity Output Quantity

PeriodID Number Period.ID ID values - not viewable in the

user interface

Profit Number Profit Profit

PublishName Text ID values - not viewable in the

user interface

Reference Text Reference Reference

Revenue Number Revenue Revenue

ScenarioID Number Scenario.ID ID values - not viewable in the

user interface

SoldQuantity Number Sold Quantity Sold Quantity

TotalDriverQuantity Number Total Driver Quantity Total Driver Quantity (TDQ)

(TDQ)

TotalDriverQuantityBasic Number Total Driver Quantity Total Driver Quantity Basic

Basic (TDQBasic) (TDQBasic)

TotalDriverQuantityCalculated Number Total Driver Quantity Total Driver Quantity

Calculated (TDQCalc) Calculated (TDQCalc)

Type Text Type Type

UnassignedCost Number Unassigned Cost Unassigned Cost

UnassignedQuantity Number Unassigned Quantity Unassigned Quantity

UnitCost Number Unit Cost Unit Cost

UnitCostEntered Number Unit Cost Unit Cost - external units only

UnitProfit Number Unit Profit Unit Profit

UnitRevenue Number Unit Revenue Unit Revenue

UsedCost Number Used Cost Used Cost

UsedQuantity Number Used Quantity Used Quantity

UserOutputQuantity Number Output Quantity UE Output Quantity UE

UserTotalDriverQuantity Number Total Driver Quantity Total Driver Quantity UE

UE (TDQUE) (TDQUE)
 Account IMAP Schema 379

Source Public View: Driver See “<modelRef>_PV_Driver ” on page 344.

Field Name Field Join Field Properties Reference Model View Columns
Type

Formula Text Driver Formula Formula

ID Number Driver.ID ID values - not viewable in the

user interface

ImplementationType Text Driver Type Driver Type

Name Text Driver Name Driver Name

QuantityType Text Driver Checkbox: Shared or

Unique

Source Public View: AttributeValue See “<modelRef>_PV_AttributeValue ” on page 342.

Field Name Field Join Field Properties Reference Model View Columns
Type

Attribute Text Name Name

ItemID Number Account.ID ID values - not viewable in the

user interface

NumericValue Number Specific Attribute Value

PeriodID Number Period.ID ID values - not viewable in the

user interface

ScenarioID Number Scenario.ID ID values - not viewable in the

user interface

StringValue Text Specific Attribute Value

Source Public View: <modelRef>_PD_<DimRef> See “<modelRef>_PD_<DimRef> ” on page 346.

Field Name Field Join Field Properties Reference Model View Columns
Type

Act_L1 Text Specific Model Dimension

(Example: Activity)

Act_L2 Text Specific Model Dimension

(Example: ProcessOrders)

All_dim_name Text Specific Model Dimension

(Example - Activity)

Displayorder Number Implicit in the order of

dimension member. It is not a
specific column in the user
interface..

ID Number Account.Dim1000 ID values - not viewable in the

user interface
380 Chapter 23 • Information Maps

Level1 Text Dimension Level Name Dimension Level Name

Assignment IMAP Schema

The following table contains the schema for the AssignmentIMAP information map
M<modelRef>_AssignmentMap (where <modelRef> is the model Short Reference). This
name is generated in the Register Metadata step for every model in SAS Activity-Based
Management.

Table 23.2 <modelRef>_AssignmentMap schema

Source Public View: Period See “PublicPeriod ” on page 334.

Field Name Field Join Field Properties Reference Model View Columns
Type

Description Text Description

EndDate Number End Date

ID Number Period.ID ID values - not viewable in the

user interface

Name Text Name Name

 Assignment IMAP Schema 381

ParentID Number Period.ID ID values - not viewable in the

user interface

Reference Text Reference Reference

StartDate Number Start Date

Source Public View: Scenario See “PublicScenario ” on page 334

Field Name Field Join Field Properties Reference Model View Columns
Type

Description Text Description

ID Number Scenario.ID ID values - not viewable in the

user interface

Name Text Name Name

ParentID Number Scenario.ID ID values - not viewable in the

user interface

Reference Text Reference Reference

Source Public View: AssignmentExt See “<modelRef>_PV_AssignmentExt ” on page 340.

Field Name Field Join Field Properties Reference Model View Columns
Type

AllocatedCost Number Allocated Cost Allocated Cost

AssignedIdleQuantity Number Assigned Idle Quantity Assigned Idle Quantity

Cost Number Cost Cost

DestinationID Number Account.ID ID values - not viewable in the

user interface

DestinationName Text Name Name

DestinationReference Text Reference Reference

DrivenCost Number Driven Cost Driven Cost

DrivenQuantity Number Driven Quantity Driven Quantity

DriverID Number Driver.ID ID values - not viewable in the

user interface

FixedQuantity Number Driver Quantity Fixed Driver Quantity Fixed

FixedWeight Number Driver Weight Fixed Driver Weight Fixed

IdleCost Number Idle Cost Idle Cost

PeriodID Number Period.ID ID values - not viewable in the

user interface

QuantityBasic Number Driver Quantity Basic Driver Quantity Basic

382 Chapter 23 • Information Maps

QuantityCalculated Number Driver Quantity Driver Quantity Calculated

Calculated

ScenarioID Number Scenario.ID ID values - not viewable in the

user interface

SourceID Number Account.ID ID values - not viewable in the

user interface

SourceName Text Name Name

SourceReference Text Reference Reference

UsedCost Number Used Cost Used Cost

UserIdleQuantity Number Idle Driver Quantity UE Idle Driver Quantity UE

VariableQuantity Number Driver Quantity Driver Quantity Variable

Variable

VariableWeight Number Driver Weight Variable Driver Weight Variable

Source Public View: Driver See “<modelRef>_PV_Driver ” on page 344.

Field Name Field Join Field Properties Reference Model View Columns
Type

Formula Text Driver Formula Formula

ID Number Driver.ID ID values - not viewable in the

user interface

ImplementationType Text Driver Type Driver Type

Name Text Driver Name Driver Name

QuantityType Text Driver Checkbox: Shared or

Unique
Assignment IMAP Schema 383
384 Chapter 23 • Information Maps
 385

Chapter 24
Legacy Information Maps

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
Account IMAP Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386
Assignment IMAP Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390

Overview
SAS Activity-Based Management 7.2 provides two sets of information maps:
• Information maps that use dimension References, which don’t change when a model
is exported and subsequently re-imported, rather than dimension IDs, which can
change when a model is exported and subsequently re-imported. For information on
these information maps, see Chapter 23, “Information Maps,” on page 375.
• Legacy information maps, which use dimension IDs as documented in this chapter,
are generated so as to support users who have implemented processes that assume
this format. Legacy information maps will no longer be generated after SAS
Activity-Based Management 7.2.
The following table shows the name of legacy information maps and the name of the
corresponding information map that uses short references rather than IDs. The legacy
information maps are supported for SAS Activity-Based Management 7.2, but they will
not be supported in subsequent releases.

Legacy Information Map New Information Map

M<modelID>_<modelName>_AccountMap <modelRef>_AccountMap

M<modelID>_<modelName>_AssignmentMap <modelRef>_AssignmentMap

Information Map — Column Descriptions

Source Public View
The name of the view that is provided in the SAS Activity-Based Management
model database and the source for the particular information map property. See
Chapter 21, “Public Views,” on page 329.
Field Name
The field name that is provided in the information map.
386 Chapter 24 • Legacy Information Maps

Field Type
The definition of each field type (numeric or text field).
Join Field
The specific ID fields to join between tables. These fields define keys that can be
used to link multiple tables for reporting. This column identifies the corresponding
join field for this information map.
Properties Reference
The specific corresponding property. See "Properties List Alphabetically" in the SAS
Activity Based Management: User's Guide.
Model View Columns
The specific property that is displayed in the model column view.

Account IMAP Schema

The following table contains the schema for the AccountIMAP information map.
M<ModelID>_<ModelName>_AccountMap (where <ModelID> is the internal model
database ID and <ModelName> is the name of the model) is the name of the information
map that is provided in SAS Management Console -- for example,
M1195_Inflight_AccountMap. This name is generated in the Register Metadata step for
every model in SAS Activity-Based Management.

Table 24.1 Account IMAP schema

Source Public View: Period

Field Name Field Join Field Properties Reference Model View Columns
Type

Id Number Period.Id ID values - not viewable in the

user interface

Description Text Description

EndDate Number EndDate

Name Text Name Name

ParentId Number Period.Id ID values - not viewable in the

user interface

Reference Text Reference Reference

StartDate Number StartDate

Source Public View: Scenario

Field Name Field Join Field Properties Reference Model View Columns
Type

Description Text Description

Id Number Scenario.ID ID values - not viewable in the

user interface
 Account IMAP Schema 387

Name Text Name Name

ParentId Number Scenario.ID ID values - not viewable in the

user interface

Reference Text Reference Reference

Source Public View: Account

Field Name Field Join Field Properties Reference Model View Columns
Type

AllocatedCost Number Allocated Cost Allocated Cost

AssignedCost Number Assigned Cost Assigned Cost

AssignedIdleCost Number Assigned Idle Cost Assigned Idle Cost

AssignedIdleQuantity Number Assigned Idle Quantity Assigned Idle Quantity

AssignedNonReciprocalCost Number Assigned Non- Assigned Non-Reciprocal Cost

Reciprocal Cost

Cost Number Cost Cost

CostReceived Number Received Cost Received Cost

CostReceivedAssigned Number Received Assignment Received Assignment Cost

Cost

CostReceivedBOC Number Received BOC Cost Received BOC Cost

Dim1000 Number Specific dimensions in the

model

DrivableCost Number Drivable Cost Drivable Cost

DrivenCost Number Driven Cost Driven Cost

DrivenQuantity Number Driven Quantity Driven Quantity

DriverId Number Driver.Id ID values - not viewable in the

user interface

DriverRate Number Driver Rate Driver Rate

HasAssignments Number Has Assignments Has assignments

HasBOC Number Has BOC Has BOC

HasEnteredCost Number Has Entered Cost Has Entered Cost

HasIdleCost Number Has Idle Cost Has Idle Cost

HasNotes Number Has Notes Has notes

HasUsedCost Number Has Used Costs Has Used Costs

388 Chapter 24 • Legacy Information Maps

Id Number ID values - not viewable in the

user interface

IdleCost Number Idle Cost Idle Cost

IdlePercentage Number Idle Percentage Idle Percentage

IdleQuantity Number Idle Quantity Idle Quantity

Measure Text Unit of Measure Unit of measure

ModuleId Number ID values - not viewable in the

user interface

ModuleType Text Module Type Module Type

Name Text Name Name

Note Text Periodic Note Periodic Note

OutputQuantity Number Output Quantity Output Quantity

PeriodId Number Period.Id ID values - not viewable in the

user interface

Profit Number Profit Profit

PublishName Text ID values - not viewable in the

user interface

Reference Text Reference Reference

Revenue Number Revenue Revenue

ScenarioID Number Scenario.ID ID values - not viewable in the

user interface

SoldQuantity Number Sold Quantity Sold Quantity

TotalDriverQuantity Number Total Driver Quantity Total Driver Quantity (TDQ)

(TDQ)

TotalDriverQuantityBasic Number Total Driver Quantity Total Driver Quantity Basic

Basic (TDQBasic) (TDQBasic)

TotalDriverQuantityCalculated Number Total Driver Quantity Total Driver Quantity

Calculated (TDQCalc) Calculated (TDQCalc)

Type Text Type Type

UnassignedCost Number Unassigned Cost Unassigned Cost

UnassignedQuantity Number Unassigned Quantity Unassigned Quantity

UnitCost Number Unit Cost Unit Cost

UnitCostEntered Number Unit Cost Unit Cost - external units only

UnitProfit Number Unit Profit Unit Profit

 Account IMAP Schema 389

UnitRevenue Number Unit Revenue Unit Revenue

UsedCost Number Used Cost Used Cost

UsedQuantity Number Used Quantity Used Quantity

UserOutputQuantity Number Output Quantity UE Output Quantity UE

UserTotalDriverQuantity Number Total Driver Quantity Total Driver Quantity UE

UE (TDQUE) (TDQUE)

Source Public View: Driver

Field Name Field Join Field Properties Reference Model View Columns
Type

Formula Text Driver Formula Formula

Id Number Driver.Id ID values - not viewable in the

user interface

ImplementationType Text Driver Type Driver Type

Name Text Driver Name Driver Name

QuantityType Text Driver checkbox: Shared or

Unique

Source Public View: AttributeValue

Field Name Field Join Field Properties Reference Model View Columns
Type

Attribute Text Name Name

ItemId Number Account.Id ID values - not viewable in the

user interface

NumericValue Number Specific Attribute Value

PeriodId Number Period.Id ID values - not viewable in the

user interface

ScenarioId Number Scenario.ID ID values - not viewable in the

user interface

StringValue Text Specific attribute value

Source Public View: Dimxxx

Field Name Field Join Field Properties Reference Model View Columns
Type

Act_L2 Text Specific model dimension

(Example: Activity)

All_dim_name Text Specific model dimension

(Example - Activity)
390 Chapter 24 • Legacy Information Maps

Id Number Account.Dim1000 ID values - not viewable in the

user interface

Level1 Text Dimension Level Name Dimension Level Name

Assignment IMAP Schema

The following table contains the schema for the AssignmentIMAP information map.
M<ModelID>_<ModelName>_AssignmentMap (where <ModelID> is the internal
model database ID and <ModelName> is the name of the model) is the name of the
information map that is provided in SAS Management Console -- for example,
M1195_Inflight_AssignmentMap. This name is generated in the Register Metadatastep
for every model in SAS Activity-Based Management.

Table 24.2 Assignment IMAP schema

Source Public View: Period

Field Name Field Join Field Properties Reference Model View Columns
Type

Description Text Description

EndDate Number EndDate

 Assignment IMAP Schema 391

Id Number Period.Id ID values - not viewable in the

user interface

Name Text Name Name

ParentId Number Period.Id ID values - not viewable in the

user interface

Reference Text Reference Reference

StartDate Number StartDate

Source Public View: Scenario

Field Name Field Join Field Properties Reference Model View Columns
Type

Description Text Description

Id Number Scenario.ID ID values - not viewable in the

user interface

Name Text Name Name

ParentId Number Scenario.ID ID values - not viewable in the

user interface

Reference Text Reference Reference

Source Public View: AssignmentExt

Field Name Field Join Field Properties Reference Model View Columns
Type

AllocatedCost Number Allocated Cost Allocated Cost

AssignedIdleQuantity Number Assigned Idle Quantity Assigned Idle Quantity

Cost Number Cost Cost

DestinationId Number Account.ID ID values - not viewable in the

user interface

DestinationName Text Name Name

DestinationReference Text Reference Reference

DrivenCost Number Driven Cost Driven Cost

DrivenQuantity Number Driven Quantity Driven Quantity

DriverId Number Driver.Id ID values - not viewable in the

user interface

FixedQuantity Number Driver Quantity Fixed Driver Quantity Fixed

FixedWeight Number Driver Weight Fixed Driver Weight Fixed

IdleCost Number Idle Cost Idle Cost

392 Chapter 24 • Legacy Information Maps

PeriodId Number Period.Id ID values - not viewable in the

user interface

QuantityBasic Number Driver Quantity Basic Driver Quantity Basic

QuantityCalculated Number Driver Quantity Driver Quantity Calculated

Calculated

ScenarioId Number Scenario.ID ID values - not viewable in the

user interface

SourceId Number Account.ID ID values - not viewable in the

user interface

SourceName Text Name Name

SourceReference Text Reference Reference

UsedCost Number Used Cost Used Cost

UserIdleQuantity Number Idle Driver Quantity UE Idle Driver Quantity UE

VariableQuantity Number Driver Quantity Driver Quantity Variable

Variable

VariableWeight Number Driver Weight Variable Driver Weight Variable

Source Public View: Driver

Field Name Field Join Field Properties Reference Model View Columns
Type

Formula Text Driver Formula Formula

Id Number Driver.Id ID values - not viewable in the

user interface

ImplementationType Text Driver Type Driver Type

Name Text Driver Name Driver Name

QuantityType Text Driver checkbox: Shared or

Unique
Assignment IMAP Schema 393
394 Chapter 24 • Legacy Information Maps
 395

Part 8

Working with Other SAS

Programs

Chapter 25
Using Information Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397

Chapter 26
SAS Profitability Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427

Chapter 27
SAS Strategy Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443

Chapter 28
SAS Enterprise Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467
396
 397

Chapter 25
Using Information Maps

Create Information Maps (Register Metadata) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397

Work with Information maps in SAS Information Map Studio . . . . . . . . . . . . . . 399
Work with Information Maps in SAS Web Report Studio . . . . . . . . . . . . . . . . . . . 401
Use SAS Management Console to Configure for Information Maps . . . . . . . . . . . 405
Change the SAS Metadata Server Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Register Metadata / Metadata Server Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423
About the Register Metadata and Metadata Server Options Functions . . . . . . . . . 423
Register Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424
Metadata Server Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425

Create Information Maps (Register Metadata)

Information maps are the vehicle for sharing information among SAS programs such as
SAS Information Map Studio, SAS Web Report Studio, and SAS OLAP Cube Studio.
For example, you can use SAS Web Report Studio to generate account-based reports and
assignment-based reports.
Perform the following steps to create information maps:
1. Open the model for which you want to create information maps.
2. Select Model ð Register Metadata. The Register Metadata dialog box opens.
Note: The model must have been calculated.
3. If you have not already specified the folder to use on the Metadata Server to use,
click Configure. The Metadata Server Options dialog box appears.
Note: You can also open the Metadata Server Options dialog box by selecting Tools
ð Metadata Server Options.

4. Under Create information maps for reporting, select the type of map(s) that you
want to create.
• Account Map: This option creates an information map from model-specific
public database views. This information map contains account-related data that
can be used by SAS Web Report Studio to create account-based reports.
398 Chapter 25 • Using Information Maps

• Assignment Map: This option creates an information map from model-specific

public database views. This information map contains assignment-related data
that can be used by SAS Web Report Studio to create assignment-based reports.
5. Click Create. Before information maps are created, specific public database views
that are associated with the current model are copied to the SAS data library that you
specified in the Metadata Server Options dialog box. These public database views
are created during model calculation, and they are used to create information maps.
Map names are automatically generated in the following formats:
• Account maps: M<InternalModelID>_<ModelName>_AccountMap
• Assignment maps: M<InternalModelID>_< ModelName >_AssignmentMap
For example, an account map for a SAS Activity-Based Management model with an
internal model ID of 1079 and a model name of Parcel Express is generated as
M1079_ParcelExpress_AccountMap
Note: Each time that you create an information map, the existing information map
is deleted and replaced by the new information map.
6. Click Details to view the log details of the results. The Register Metadata Results
dialog box appears. If the tables are successfully imported, then the information
maps are created.

See Also
• “Register Metadata / Metadata Server Options” on page 423
• “Work with Information maps in SAS Information Map Studio” on page 399
 Work with Information maps in SAS Information Map Studio 399

• “Work with Information Maps in SAS Web Report Studio” on page 401
• “Use SAS Management Console to Configure for Information Maps” on page 405
• “Change the SAS Metadata Server Connection” on page 410

Work with Information maps in SAS Information

Map Studio
You can use SAS Information Map Studio to open the predefined account maps and
assignment maps that you create in SAS Activity-Based Management. To use these
predefined SAS Activity-Based Management information maps in SAS Web Report
Studio, you are not required to take any specific action within SAS Information Map
Studio. However, you should become familiar with the available content from the
account maps and assignment maps because you can define custom SAS Web Report
Studio reports based on your SAS Activity-Based Management content.
For information about creating custom information maps, see the SAS Information Map
Studio documentation.
Perform the following steps to use SAS Information Map Studio to open the account
maps and assignment maps that you create in SAS Activity-Based Management.
1. Open SAS Information Map Studio and create a Metadata Profile by following the
steps in the wizard (or open an existing Metadata Profile). You must provide the
following information:
• Name for your Metadata Profile
• Connection information
• Repository - Select the Foundation repository (default location for SAS Activity-
Based Management information maps)
• Server, port, user ID, and password
2. In SAS Information Map Studio, specify the data source that contains your SAS
Activity-Based Management information map(s):
a. Select View ð Metadata Repository Pane to display the tree view.
b. Select the Repository specified in the Metadata Server Options dialog box.
c. Select the Information Maps Folder specified in the Metadata Server Options
dialog box. For example: /Products/SAS Activity-Based
Management/Information Maps/.

d. Select the account map or assignment map that you created in SAS Activity-
Based Management. For example: M1079_ParcelExpress_AccountMap. The
contents of the information map display.
400 Chapter 25 • Using Information Maps

3. In SAS Information Map Studio, review the table and field contents of the selected
map by opening the account map and assignment map folders.
Measure values (numerical properties from SAS Activity-Based Management) are
displayed with ruler icons. Dimensional values (text content from SAS Activity-
Based Management) are displayed with the sheets icons.
Each public source table in SAS Activity-Based Management has both numeric
properties and text content, which can ultimately be used in a SAS Web Report
Studio report.
4. In SAS Information Map Studio, click the Relationships tab to review the
relationship map, which defines how all of the tables are joined into a single
information map. All of the relationships are predefined when you register the
metadata from SAS Activity-Based Management.
• In the account map, there are 16 different tables that are joined together to define
the single information map. You should not customize these joins.
• In the assignment map, the process view in SAS Information Map Studio is
simpler because all of the necessary joins have been defined and implemented in
SAS Activity-Based Management to provide a single contribution table for SAS
Information Map Studio to support assignment analysis.

Note: The relationships for the account maps and assignment maps that you create
using SAS Activity-Based Management are defined based on the SAS Activity-
Based Management model schema and logic. Relationships should not be modified
in any way. If you modify these relationships in SAS Information Map Studio, your
SAS Web Report Studio reports might return unexpected results.
For information about creating custom information maps based on SAS Activity-Based
Management content, see the SAS Information Map Studio documentation at http://
support.sas.com/documentation/onlinedoc/ims/index.html.
 Work with Information Maps in SAS Web Report Studio 401

Work with Information Maps in SAS Web Report

Studio
You can use SAS Web Report Studio to create reports that are based on the account
maps and assignment maps that you create in SAS Activity-Based Management. For
information about creating reports, see the SAS Web Report Studio
documentation.

Perform the following steps to use SAS Web Report Studio:

1. Log in to SAS Web Report Studio. Use a login account that is defined in SAS
Management Console and that has access to the information maps from the
registered metadata.

2. Select File ð New Using Wizard to launch the SAS Web Report Studio wizard.
This wizard will walk you through the basic definition process for building a simple
report from your SAS Activity-Based Management information maps.

The wizard opens.

3. Click Select Data Source.
402 Chapter 25 • Using Information Maps

4. Select the information map that you want to use to build your report. Each SAS
Activity-Based Management models information map is noted by the model ID and
the model name. A simple report can be based on a single information map.
Note: When you create information maps in SAS Activity-Based Management, the
Register Metadata Results dialog box notes the unique names of the information
maps that are created. For example, notice the account information map
(M1006_ParcelExpressTutorial_AccountMap) and the assignment information
map (M1006_ParcelExpressTutorial_AssignmentMap) in the following dialog
box.

Click Next.
5. Select the fields that you want to display on the report from the Available data items
box. Numeric properties are displayed with a ruler icon and text content is displayed
with the sheets icon.
Note: The order in which you select the data items determines how the fields are
presented in the final report. When you select your data items, consider your
grouping needs for subtotals and page breaks and select the data items that you
want to display in groups accordingly.
 Work with Information Maps in SAS Web Report Studio 403

Click Next.
6. Specify how you want the data to display and optionally define filters.

Click Next.
7. Create group breaks for data items in the report. Creating group breaks enhances the
readability of the final report.
404 Chapter 25 • Using Information Maps

Click Next.
8. Specify whether you want you report to display as a Table or as a Graph.

Click Next.
9. Define the header and the footer of the report and select Display date that query was
last refreshed if you want to display a refresh date on the query.
 Use SAS Management Console to Configure for Information Maps 405

Click Finish.
10. Click the View tab to view the final report.

11. Save and export the final report to make it available for other users.

Use SAS Management Console to Configure for

Information Maps
The following picture shows an example of options in the Metadata Server Options
dialog box for creating information maps.
406 Chapter 25 • Using Information Maps

The following steps describe in more detail using SAS Management Console to
configure the information map options.
1. Make sure that the default Information Maps folder exists in the Metadata
Server (The folder is created during installation of SAS Activity-Based
Management).

2. The user (sesadmin in this example) or group who will be generating information
maps should have following permissions for the Information Maps folder.
Note: To set the permissions, right-click the Information Maps folder in SAS
Management Console and select Properties. Then click the Authorization tab.
 Use SAS Management Console to Configure for Information Maps 407

An error results if the user who generates information maps doesn't have permissions
on the target folder.
3. The user who creates information maps should belong to ABMGroup.
To add the user to ABMGroup:
a. Click User Manager (in the Plug-ins tab of SAS Management Console).
b. Right click the user (sesadmin in this example) and select Properties.
c. Click the Groups and Roles tab.
d. Double-click ABMGroup.
408 Chapter 25 • Using Information Maps

4. Assign permissions to the library's metadata folder.

Note: The library should be associated to the ABM database
To determine the library's metadata folder, do the following:
a. From the SAS Activity-Based Management menu, select Tools ð Metadata
Server Options and note the name of the library.
b. In the Plug-ins tab of SAS Management Console, navigate to the library under
Data Library Manager ð Libraries.
c. Right-click the library and select Properties.
d. On the General tab, note the Location. This is the library's metadata folder.
 Use SAS Management Console to Configure for Information Maps 409

a. In the Folders tab of SAS Management Console, navigate to the library's

metadata folder.
b. Right-click the folder and select Properties.
c. Select the Authorization tab.
d. Select the user (sesadmin in this example).
e. Set the properties as shown in the following picture.
410 Chapter 25 • Using Information Maps

Change the SAS Metadata Server Connection

The SAS Metadata Server connection is established during installation of SAS Activity-
Based Management. By default, SAS Activity-Based Management uses ODBC to
connect to your database containing model information. This help topic describes how to
change that connection to use OLE DB if you so choose subsequent to installation.
Note: The following steps assume that you are using Microsoft SQL Server as your
SAS Activity-Based Management database.
1. Create a new Microsoft SQL Server user. This user should have bulkadmin and
db_owner rights to the OEModels database.
a. In Microsoft SQL Server, add a new user named datauser on the General tab,
using the SQL Server Authentication information and OEModels as the default
Database.
 Change the SAS Metadata Server Connection 411

b. Click the Server Roles tab and select bulkadmin.

c. On the User Mapping tab, select OEModels to permit access to that database
and select the db_owner role.
412 Chapter 25 • Using Information Maps

d. After completing all of the steps of the New Login Wizard, ensure that the
db_owner user is listed with the proper permissions.
2. Define your SAS Activity-Based Management database server in the metadata on the
SAS Metadata Server:
a. Log in to SAS Management Console as the sasadm user (unrestricted user) and
right-click Server Manager in the tree view.

b. Select New Server. The New Server Wizard appears.

c. Select OLE DB Server in the Database Servers folder and click Next.
 Change the SAS Metadata Server Connection 413

d. In the Name field, type ABM SQL DB Server - 001 to name your SAS Activity-
Based Management database server and click Next.

e. Specify the information concerning your database as shown in the picture below,
and then click Next.
414 Chapter 25 • Using Information Maps

f. Enter the connection properties for the new server:

• In the Datasource field, type the name of your SAS Activity-Based
Management host machine.
• In the Provider field, type SQLOLEDB.
• Click New and add datauser ABMSQL as the Authentication Domain.
• Click Next and review your settings.
• Click Finish to create the new server. You should now have a database server
named ABM SQL DB Server - 001 on the SAS Metadata Server.

3. Define a new database library in the metadata on the SAS Metadata Server:
Note: On installation, SAS Activity-Based Management creates an ODBC database
library named ABM Library. Because you cannot change the engine from ODBC
to OLE DB, you should delete this library and create a new library with the same
name but using OLE DB instead of ODBC.
 Change the SAS Metadata Server Connection 415

a. Log in to SAS Management Console as the sasadm user (unrestricted user) and
right-click SAS Libraries under Data Library Manager.

b. Select New Library. The New Library Wizard appears.

c. Select OLE DB Library in the Database Data folder and click Next.

d. In the Name field, type ABM Library.

In the Location field, type or browse to /Products/SAS Activity-Based
Management/Registered Tables and Views, and then click Next.
416 Chapter 25 • Using Information Maps

Note: The Location field specifies the folder in the Folders tab that SAS
Management Console uses to store information about your library.

e. Select SASApp as the SAS server, and then click Next.

f. In the Libref field, type ABMLib as the libref of your database library and click
Next.
 Change the SAS Metadata Server Connection 417

g. Select the Database Server, ABM SQL DB Server - 001, that you defined in Step
2 and click Next.

h. Review your settings and click Finish to create the new database library.
At this point, you must have available a metadata user who has access to the SAS
Activity-Based Management database (Microsoft SQL Server in this case). The
following steps use SAS Demo User with the ID, sasdemo, as a working
example. SAS Demo User is used by the SAS Activity-Based Management client
application to access the SAS Metadata Server, and SAS Demo User must now
also access the SAS Activity-Based Management database (Microsoft SQL
Server) -- this means that SAS Demo User requires two login accounts.
Note: You should not modify the SAS Demo User unless you are certain that
you will not need it for other uses. The following instructions recommend
changes that alter SAS Demo User out of its default state.
4. Add the Microsoft SQL Server login information to SAS Demo User:
a. Log in to SAS Management Console as the sasadm user (unrestricted user) and
selectUser Manager in the tree view.
418 Chapter 25 • Using Information Maps

b. Double-click SAS Demo User and click the Accounts tab.

c. Click New and add the login information for SAS Demo User:
• Type the Microsoft SQL Server User ID (datauser) and Password.
• Select the Authentication Domain that you associated with your ABM SQL
DB Server - 001 server in Step 2F.
• Click OK to close the New Login Properties dialog box.

• Review the two login accounts for SAS Demo User and click OK to close the
SAS Demo User Properties dialog box.
 Change the SAS Metadata Server Connection 419

5. Set up the database library.

Note: The SAS Demo User requires permission to write metadata to the Foundation
repository and requires permission to create data in the database library as an
application user.
a. Log in to SAS Management Console as the sasadm user (unrestricted user).
b. Navigate to Environment Management ð Authorization Manager ð Access
Control Templates in the tree view and right-click Default ACT.

c. Select Properties to open the Default ACT Properties dialog box and do the
following:
• Click the Permission Pattern tab and add SAS Demo User to the Users and
Groups list.
• Select the Grant check box next to the ReadMetadata and WriteMetadata
permissions items.
• Click OK to close the Default ACT Properties dialog box.
420 Chapter 25 • Using Information Maps

d. In the tree view of the Plug-ins tab, right-click the ABM Library database
library (under Data Library Manager ð Libraries) that you created in Step 3D
and select Properties.

The ABM Library Properties dialog box opens.

e. Click the Data Server tab and select the Microsoft SQL Server user that you
specified in Step 4C in the Default Login field on the Data Server tab.
 Change the SAS Metadata Server Connection 421

f. Click the Authorization tab and do the following:

• Add SAS Demo User to the Names list.
• Select the Grant check box next to the ReadMetadata, WriteMetadata,
CheckInMetadata, Read, Write, and Create permissions items.
• Click OK to close the ABM SQL DB Lib - 001 Properties dialog box.

6. Test the database library.

Note: To test the database library, you must log off of SAS Management Console as
the sasadm user (unrestricted user) and log in as SAS Demo User (sasdemo ).
a. Right-click the database library and select Display Libname. Review the
LIBNAME statement that includes your settings and click OK.
422 Chapter 25 • Using Information Maps

b. Right-click the database library and select Register Tables.

Then click Next. You should now be connected to the SAS Activity-Based
Management Microsoft SQL Server database.
c. Select a table, such as CurrencyDefinition, from the Select Tables list and click
Next .

d. Click Finish. You should see a new entry named CurrencyDefinition in the
database library, which indicates that the database library is valid and in working
condition.
 Register Metadata / Metadata Server Options 423

Register Metadata / Metadata Server Options

About the Register Metadata and Metadata Server Options

Functions
The availability of these features depends on your permissions.
424 Chapter 25 • Using Information Maps

For more information on SAS Information Maps and on SAS Profitability Management,
see the chapter on “Working with Other SAS Programs” in the SAS Activity-Based
Management Data Administration Guide available from the Help menu and also from
http://support.sas.com/documentation/onlinedoc/abm/.

Register Metadata

About Registering Metadata

Use the Register Metadata dialog box to create information maps for a calculated model.

How to Access the Register Metadata Dialog Box

Select Model ð Register Metadata.
Note: The model must have been calculated and must currently be open.
 Register Metadata / Metadata Server Options 425

Metadata Server Options

About the Metadata Server Options

Use the Metadata Server Options dialog box to specify where on the Metadata Server
information maps and SAS Profitability Management behaviors are stored — and to
specify what programs are used to create them.
Note: The settings displayed in the Metadata Server Options dialog box are determined
during installation of SAS Activity-Based Management. However, you can use the
Metadata Server Options dialog box to change these settings after installation.

How to Access the Metadata Server Options Dialog Box

Do either of the following:
• Select Tools ð Metadata Server Options.
• Click Configure on the Register Metadata window.
426 Chapter 25 • Using Information Maps
 427

Chapter 26
SAS Profitability Management

Specify the SAS Profitability Management Input Library . . . . . . . . . . . . . . . . . . . 427

Use Account Data with SAS Profitability Management . . . . . . . . . . . . . . . . . . . . . 429
Mark Accounts as Behaviors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
Mark an Individual Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
Mark Multiple Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
Search for Accounts Marked as Behaviors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
Publish Behaviors to SAS Profitability Management . . . . . . . . . . . . . . . . . . . . . . . 432
Create a SAS Profitability Management Input Library . . . . . . . . . . . . . . . . . . . . . 436
Map to the Behavior Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440

Specify the SAS Profitability Management Input

Library
The Profitability Management input library is the library on the Metadata Server where
the behavior table is created when you publish behaviors. A SAS Profitability
Management input library contains the model's behavior table, dimension tables,
transaction tables, report hierarchies, and report layouts.
The behavior table contains the accounts that you have marked as behaviors with the
isBehavior attribute. After publishing behaviors, you can open SAS Profitability
Management and use with a Profitability Management model the behavior table that you
created.
Note: Do not publish to the SAS Profitability Management data library. The data library
contains a list of all the models in a SAS Profitability Management installation. And,
it stores pointers to information residing in each model's input library.
Note: For more information on creating an input library, see “Create a SAS Profitability
Management Input Library” on page 436.
To specify the SAS Profitability Management input library:
1. Select Tools ð Metadata Server Options .
The Metadata Server Options dialog box opens.
2. Specify a Repository, Application Server, and Logical Workspace Server.
3. Select an input Library from the drop-down list of libraries.
428 Chapter 26 • SAS Profitability Management

Note: The SAS Activity-Based Management user who publishes behaviors must
have write access to the SAS Profitability Management input library to which the
behaviors are written. The drop-down list displays for selection only those
libraries to which the user has access.

Note: The SAS Activity-Based Management user who publishes behaviors must
also have write access to the library's directory on the machine where the
behaviors are published. The following picture shows a SAS Profitabiliity
Management input library named PMInput whose machine directory is C:
\PMInput. In this example, the SAS Activity-Based Management user must have
write access to the C:\PMInput directory.
 Use Account Data with SAS Profitability Management 429

4. Click OK.

Use Account Data with SAS Profitability

Management
You can use the data in SAS Activity-Based Management accounts with SAS
Profitability Management. The process involves two steps:
1. Mark accounts as behaviors
2. Publish the behaviors to SAS Profitability Management

Publishing behaviors means that they are written to a behavior table for use with SAS
Profitability Management. A behavior table contains source items with a transaction
cost. A behavior table has the following required columns:

Position Name Maximum Length Description

1 Time Char 32 Defines the period for the costs

2 ID Char 32 The identifying reference for the behavior

3 Name Char 32 The name of the behavior

430 Chapter 26 • SAS Profitability Management

Position Name Maximum Length Description

4 Total Value Numeric 8 The total source amount that will be spread

5 Unit Value Numeric 8 The unit cost for each transaction with this source

• The columns must appear in the order shown.

• Each column must have the length shown.
• The name of the column is arbitrary.
Note: Only one of the Unit-Value and Total-Value fields may contain a non-zero value
for any row of the table.
The following picture shows a sample behavior table.
 Mark Accounts as Behaviors 431

Mark Accounts as Behaviors

Mark accounts as behaviors before publishing them to SAS Profitability Management.
You can mark an individual account or multiple accounts.

Mark an Individual Account

1. Select the account.
2. Right-click the account.
3. Select Mark as Behavior.

Mark Multiple Accounts

1. Open the Search for Accounts dialog box.
2. Search for the accounts that you want to mark as behaviors.
3. From the list of accounts that are found, select the ones to be marked.
4. Click Actions, and then select Mark as Behaviors.

Search for Accounts Marked as Behaviors

1. Open the Search for Accounts dialog box.
2. Select the IsBehavior property (under Properties ð Other).
3. Select the = operator.
4. Select True.
5. Click Add.
432 Chapter 26 • SAS Profitability Management

6. Click Search.

Accounts that have been marked as behaviors are listed.

Publish Behaviors to SAS Profitability

Management
Select File ð Publish ð Behaviors. The Publish Behaviors wizard opens.
Note: Before you can publish behaviors, you must specify the SAS Profitability
Management input library so that SAS Activity-Based Management knows where to
store the published behaviors. And, you must have marked some accounts as
behaviors.
1. Select a model and specify the name of the behavior table to be created.
 Publish Behaviors to SAS Profitability Management 433

Model name
Select the model whose accounts you want to mark as behaviors.
Period/Scenario associations
Select the period/scenario associations for which you want to publish the data.
Behavior table name
Specify a name for the behavior table.
Option
Create table
Creates a behavior table. If a table with the same name exists, then the
operation quits with an error message, and the existing table is undisturbed.
Replace table
Replaces an existing table with the same name.
Append to table
Appends records to an existing table.
2. Map properties and attributes of the accounts being published to fields in the
resulting behavior table being created.
434 Chapter 26 • SAS Profitability Management

Id
is the identifying reference for the behavior
Name
is the name of the behavior
Period
defines the period for the costs
Unit value
is the unit cost for each transaction with this source. If you select a Unit value,
then you may not select a Total value.
Total value
is the total source amount that will be spread. If you select a Total value, then
you may not select a Unit value.
3. You can optionally set a condition that an account must satisfy to be published as a
behavior. This allows you to select a subset of all the accounts that have been
marked as behaviors.
 Publish Behaviors to SAS Profitability Management 435

4. You can further limit the number of accounts to be published by selecting

dimensions. If you do not select any dimensions, then accounts (which are marked as
behaviors) from all dimensions are published.

5. Review your selections, and then click Finish.

The published accounts are written to a behavior table in the Profitability
Management input library.
436 Chapter 26 • SAS Profitability Management

Create a SAS Profitability Management Input

Library
If a SAS Profitability Management input library does not already exist, follow these
instructions to create one.
1. Open SAS Management Console.
2. Select the Plug-ins tab.
3. Right-click Libraries (under Data Library Manager) and select New Library.

4. Select the type of library, and then click Next.

For input libraries, SAS Profitability Management supports any library type for
which you can create a libref. The following picture shows selecting a library type of
SAS Base Library.
 Create a SAS Profitability Management Input Library 437

5. Specify the library Name and the Location of its metadata folder, and then click
Next.
Name
This is the text that appears in the navigation and display areas of SAS
Management Console, but is not the LIBREF for the library. The name can
contain up to 60 characters. It must be unique within the folder specified in the
Location field. It must also be unique on all servers where the library is assigned.
438 Chapter 26 • SAS Profitability Management

Folder
It is strongly recommended that you choose a unique folder for each library. If
two libraries share the same metadata folder and both libraries contain same-
named items, then the metadata folder will contain incorrect information about
one of those items.
Note: In order to specify the Location of the library's metadata folder, you
should have already created the folder. To create the library's metadata folder,
do the following:
1. Click the Folders tab.
2. Right-click and select New Folder.
3. Name the folder, and then click Finish.

6. Select SASApp as the SAS server, and then click Next.

7. Specify a Libref for the library and the Path of the machine directory where the
library's data is stored, and then click Next.
 Create a SAS Profitability Management Input Library 439

8. Review your choices, and then click Finish.

440 Chapter 26 • SAS Profitability Management

Map to the Behavior Table

The following picture shows a sample mapping to a behavior table. Both the names of
the fields in the pictured table and their order in the table are arbitrary. You identify the
columns to SAS Activity-Based Management by the process of mapping.

A SAS Profitability Management behavior table contains source items with their
transaction costs. A behavior table has the following required columns:

Position Name Maximum Length Description

1 Time Char 32 Defines the period for the costs

2 ID Char 32 The identifying reference for the behavior

3 Name Char 32 The name of the behavior

4 Total Value Numeric 8 The total source amount that will be spread

5 Unit Value Numeric 8 The unit cost for each transaction with this source

• Each column must have the specified length.

• The name of each column is arbitrary.
• The order of the columns is arbitrary.
Note: Only one of the Unit-Value and Total-Value fields may contain a non-zero value
for any row of the table.
The following picture shows a sample behavior table.
Map to the Behavior Table 441
442 Chapter 26 • SAS Profitability Management
 443

Chapter 27
SAS Strategy Management

Steps for Integrating with SAS Strategy Management . . . . . . . . . . . . . . . . . . . . . . 443

What Is SAS Strategy Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Integration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444
Select Performance Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444
Choose the Table Format for Publishing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447
Publish the Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451
Import the Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451
Import Performance Measures into SAS Strategy Management . . . . . . . . . . . . . . 451
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451
Create a New Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454
Create a New Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456
Import the Hierarchy Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Import the Metric Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
View the Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465

Steps for Integrating with SAS Strategy

Management

What Is SAS Strategy Management

SAS Activity-Based Management provides reliable, fact-based data that can be used to
evaluate an organization's past performance and affect future decisions. Using SAS
Activity-Based Management, you can mark accounts and rollup accounts from the
Resource, Activity, Cost Object, and External Units modules as items for performance
review. Any property or numeric attribute of a SAS Activity-Based Management
account can be marked and published as a performance measure to be used in other
reporting tools, such as SAS Strategy Management.
A performance measure, also known as a key performance indicator (KPI), can be any
number that you consider significant in the context of your business and, therefore, want
to track. A KPI element, or metric, is a specific, predefined measure of the success of an
organization. For example, KPI elements that measure your organization's financial
performance might be average annual profit per customer and average cost of sale or
service. You can include this SAS Activity-Based Management information in other
reporting applications, such as by integrating them with SAS Strategy Management.
TIP Anything that you define as a performance measure in SAS Activity-Based
Management and display as a KPI element in SAS Strategy Management can also be
444 Chapter 27 • SAS Strategy Management

displayed in the SAS Information Delivery Portal (dashboard, aggregation view, and
table view portlets).
Integrating SAS Activity-Based Management with SAS Strategy Management provides
quick insight to issues and a path toward their resolution. Both solutions are
complimentary to almost any process or activity:
• Many measures that are used in SAS Strategy Management are financial in
perspective and include elements of profitability and/or cost.
• Many measures that are used in SAS Strategy Management are metrics that are used
as cost drivers in SAS Activity-Based Management.
• SAS Strategy Management identifies leading and lagging indicators of performance,
and SAS Activity-Based Management provides insight into the cause of the values of
these indicators.
• SAS Activity-Based Management provides the actionable detail behind the KPIs.
Calculating the costs of a SAS Activity-Based Management model provides a picture of
an organization's behavior. The model values (numeric properties and attributes) that
you specify as performance measures are calculated by SAS Activity-Based
Management, and they can then be provided or published to a SAS Strategy
Management scorecard. A collection of performance measures, or KPI elements,
comprises a SAS Strategy Management project. (Scorecards can be arranged in a
hierarchical tree by using the SAS Solutions Dimension Editor.)

Integration Procedure
Integrating with SAS Strategy Management is a four-step process:
1. “Select Performance Measures” on page 444
2. “Choose the Table Format for Publishing” on page 447
3. “Publish the Measures” on page 451
4. “Import Performance Measures into SAS Strategy Management” on page 451

Select Performance Measures

Add Performance Measures

The following items can be used as performance measures:
• numeric properties (costs and quantities)
• numeric attributes
To add a performance measure to an account:
1. In one of the modules, right-click an account.
2. Select Item Properties.
3. Select the performance measures to be applied to the account and click OK.
Note: Performance measures are periodic. When you associate a performance
measure with an account, it is associated only with the period/scenario
association in which you attach it.
Note: The Publish name of an account is the name that is used for the account in
tables that are written to the database when you publish performance measures.
 Steps for Integrating with SAS Strategy Management 445

Selecting Roll–Up Accounts

To create a record in the metric table for ALL, select a roll-up account and mark it as a
performance measure, as shown for example in the following picture:

The following picture shows a portion of the resulting metric table:

Similarly, to create a record in the metric table for NONE, select the <No> roll-up
account and mark it as a performance measure, as shown for example in the following
picture:
446 Chapter 27 • SAS Strategy Management

Display Performance Measures

To display the performance measures that have been added to accounts:
1. Select Model ð Performance Measures.
2. Select a period/scenario association. Performance measures are periodic.
The Performance Measures view opens to display all the performance measures that
have been added to accounts.

Modify Performance Measures

You can add or remove performance measures from an account that appears in the
Performance Measures view by right-clicking the account and selecting Item
Properties.
However, if an account does not yet have a performance measure and, consequently,
does not appear in the Performance Measures view, then the only way to add a
performance measure is from a module view, as described previously.
 Steps for Integrating with SAS Strategy Management 447

Choose the Table Format for Publishing

Overview
Before publishing performance measures, choose options for the output tables. There are
two options for publishing model data to SAS Strategy Management:
• “Create a single metric table using the Publish Name column” on page 448
• “Create a metric table for each module type using the module's dimensions ” on page
449
1. Select Model ð Properties.
The Model Properties window opens.
2. Select the Performance Measures tab.
3. Select options for the output tables.
448 Chapter 27 • SAS Strategy Management

Create a single metric table using the Publish Name column

Selecting this option creates one hierarchy table and one metric table per SAS Activity-
Based Management model. The metric table contains a single dimension column with
dimension members, each of whose name is the “Publish name” of the account (see
“Select Performance Measures” on page 444). Use this option to summarize SAS
Activity-Based Management metrics into a single dimension in a SAS Strategy
Management scorecard.
Entering the Dimension code and the Dimension name that you want to publish to SAS
Strategy Management uniquely identifies the dimension for this SAS Activity-Based
Management model.
The following picture shows a sample hierarchy table and metric table that result from
choosing this option:

Note: Dimension names cannot contain blanks when used with SAS Strategy
Management because of an ODBC restriction.
 Steps for Integrating with SAS Strategy Management 449

Create a metric table for each module type using the module's
dimensions
Selecting this option creates a different metric table for each module in the SAS
Activity-Based Management model. The metric table contains a dimension column
corresponding to each dimension in the module, with dimension members that are
created from the SAS Activity-Based Management dimension members for that module.
Use this option if you want to maintain the dimension detail of the SAS Activity-Based
Management metrics in the SAS Strategy Management scorecard.
The following picture shows sample hierarchy tables and metric tables that result from
choosing this option:

Collapsing the Metric Tables

If you choose the option to Create-a-metric-table-for-each-module-type-using-the-
module's-dimensions, then you must perform some post-processing on the metric tables
published by SAS Activity-Based Management before they can be used by SAS Strategy
Management. The reason is that SAS Strategy Management supports a single dimension
in a table, and the metric tables published by SAS Activity-Based Management contain
450 Chapter 27 • SAS Strategy Management

multiple dimensions. Consequently, you must perform post-processing to collapse any

metric table that you want to import into SAS Strategy Management such that the metric
table contains a single dimension.
To take a very simple example, suppose that you have selected four accounts in the Cost
Object module as performance measures as shown in the following picture:

Publishing performance measures with the option to create-a-metric-table-for-each-

module-type-using-the-module's-dimensions creates the metric table shown in the
following picture:

After doing post-processing to collapse the table on the CHNL (Channel) dimension, the
following table (containing a single dimension) is produced that can be used with SAS
Strategy Management:

You can notice in this example that the VALUE column contains the sum of the VALUE
column of the rows that are collapsed, as shown in the following picture:

Of course, in your post-processing you do not have to use the SUM function. You can
choose to collapse the rows in any way that you like.
 Import Performance Measures into SAS Strategy Management 451

Publish the Measures

Procedure
To publish the performance measures:
1. Select Model ð Performance Measures.
The Performance Measures view opens.
2. Select Publish Performance Measures.
The Publish Performance Measures window opens for selecting a period/scenario to
publish.
3. Select a period/scenario association to publish, or select All to publish data for all
period/scenario associations.

Import the Measures

For information on importing your performance measures into SAS Strategy
Management, see “Import Performance Measures into SAS Strategy Management” on
page 451.

Import Performance Measures into SAS Strategy

Management

Summary
After publishing the measures, log on to SAS Strategy Management to import the
measures
452 Chapter 27 • SAS Strategy Management

This section describes a simple example of importing a single performance measure into
SAS Strategy Management to create a minimal scorecard. This example assumes the
following performance measures have been set in SAS Activity-Based Management:

Module Account Period/Scenario Performance Measure

Cost Object 2nd Day Guaranteed 2008/Actual Cost

Costs Object 2nd Day Guaranteed 2008/Plan Cost

The following picture shows a performance measure of Cost being set on the 2nd Day
Guaranteed account in 2008/Actual.

And a performance measure of Cost is also set on the 2nd Day Guaranteed account in
2008/Plan.
The following picture shows the Performance Measure page for 2008/Actual. (The
Performance Measure page for 2008/Plan is not shown, but is similar.)

The following picture shows how to select the option to Create a single metric table for
importing into SAS Strategy Management when performance measures are published
from SAS Activity-Based Management. The picture also shows that columns in the table
are to be named as follows:
 Import Performance Measures into SAS Strategy Management 453

Column Description Column Name

Dimension code DimCode

Dimension name DimName

The following picture shows the two tables that are created in the SAS Activity-Based
Management database when performance measures are published, given the assumptions
described earlier. The tables are automatically registered in metadata with the SAS
Metadata Server so that they are accessible by SAS Strategy Management.
Hierarchy table:

Metric (content) table:

Importing the performance measures entails the following steps:

1. “Create a New Template” on page 454
2. “Create a New Project” on page 456
3. “Import the Hierarchy Table” on page 457
4. “Import the Metric Table” on page 460
5. “View the Scorecard” on page 465
454 Chapter 27 • SAS Strategy Management

Create a New Template

1. Log on to SAS Strategy Management.

2. Select Template ð New Template

3. Name the template and click OK.

4. Select Scorecard Element Types and click New Scorecard Element Type.

5. Name the scorecard element type and click OK.

 Import Performance Measures into SAS Strategy Management 455

6. Select Metric Attributes and click New Metric Attribute.

7. Name the metric attribute Actual and click OK.

8. Repeat the same procedure to create another metric attribute. That is, Select Metric
Attributes and click New Metric Attribute.
Name the new metric attribute Plan and click OK.
456 Chapter 27 • SAS Strategy Management

Create a New Project

1. Select Template ð Manage Templates and Projects.

2. Click New Project.

3. Select a folder for saving the project, and then click Next.

4. Name the project and select a time dimension, and then click Next.
Note: Your time dimension should be equivalent to the time dimension of your SAS
Activity-Based Management period dimension, which you can import into SAS
Strategy Management.

5. For the Associate a Template step, simply click Next. The project is associated with
the template that you just created.
 Import Performance Measures into SAS Strategy Management 457

6. For the Import a Hierarchy step, select No, and then click Next. We are going to
import the SAS Activity-Based Management hierarchy table in another way.

7. The project summary is displayed. Click Finish.

Import the Hierarchy Table

1. Select the scorecard that is automatically created for the new project, and then select
Scorecard ð Delete.
Note: When you create a new project, a skeletal scorecard is automatically created.
You can delete this scorecard because we are going to create one by importing
the tables from SAS Activity-Based Management.

2. Select Project ð Manage Import Options.

458 Chapter 27 • SAS Strategy Management

3. Select New Hierarchy Import Configuration from the New import configuration
drop-down menu.

4. Name the hierarchy import configuration, and then click Select Source Data.

5. Browse to the table <model_reference>_STM_HIER_CUSTOM; select it and then

click OK.

6. After the metadata has been read, click Map to Hierarchy.

 Import Performance Measures into SAS Strategy Management 459

7. For Hierarchy Levels, select:

• Dimension
• Level1
For Unique Scorecard Identifiers, select:
• Reference
Then click Save.

8. Select the hierarchy and click Run.

460 Chapter 27 • SAS Strategy Management

The hierarchy table is imported.

Import the Metric Table

1. Click Back.

2. Select Project ð Manage Import Options.

3. Select New Content Import Configuration from the New import configuration
drop-down menu.
 Import Performance Measures into SAS Strategy Management 461

4. Name the content import configuration, and then click Select Source Data.

5. Select Sas server source data.

6. Browse to the table <model_reference>_STM_METRIC_CUSTOM; select it and

then click OK.

7. After the metadata has been read, click Map Element Type.
462 Chapter 27 • SAS Strategy Management

8. For Element Type, select the element type that you specified in creating the new
template. See “Create a New Template” on page 454.

9. Click Map to Hierarchy. For the Identifier Column, select DimCode.

Remember that DimCode is the name that we are assuming was entered for the
Dimension code in the model properties of our model. See “Choose the Table
Format for Publishing” on page 447.

10. Click Map elements, and then:

a. Select Create elements that do not exist.
b. For Element column, select Measure.
c. For Source date format, select 2011–11–17 (yyyy-MM-dd)
d. For Start date column, unselect Float and then select Startdate.
e. For End date column, unselect Float and then select Enddate.
 Import Performance Measures into SAS Strategy Management 463

11. Click Map Attributes, and then:

a. Select Each metric attribute is in its own row.
b. For Metric attribute definition, select Scenario.
c. For Metric attribute value, select Value.

12. Click Map Time, and then:

a. For Time period column, select StmTimePeriod.
Note: StmTimePeriod is a column that is created specifically for use with SAS
Strategy Mangement, which requires a Time period column distinct from the
Start date and End date columns. The StmTime period column contains a
copy of the data in the End date column.
b. For Period type, select Quarter Year.
464 Chapter 27 • SAS Strategy Management

13. Select Preview Mappings, and then click Finish.

14. Select the content table and click Run.

The content table is imported.

 Import Performance Measures into SAS Strategy Management 465

View the Scorecard

To view the scorecard:
1. Click Back.

2. Do the following:
a. Expand the project and select 2nd Day Guaranteed.
b. For Column selection, select All Metric Attributes to display Actual and Plan
together ( Select Actual or Plan to show only one.)
c. For Date, select any date between the Startdate and the Enddate.
Note: In selecting the date, you must select a day as well as a month and year.
d. Click Go.

The scorecard is displayed.

466 Chapter 27 • SAS Strategy Management
 467

Chapter 28
SAS Enterprise Guide

Using the Add-In for SAS Enterprise Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467
Adding the Add-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467
Running the Add-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 468
Using SAS Enterprise Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 470
Set the METAOUT Option for the Metadata Library . . . . . . . . . . . . . . . . . . . . . . 470

Using the Add-In for SAS Enterprise Guide

Overview
You can view SAS Activity-Based Management data using SAS Enterprise Guide. To
view the data you must first add the SAS Activity-Based Management Add-In for
Enterprise Guide.
Note: Because the SAS Activity-Based Management client runs as 32–bit, you can use
the Activity-Based Management Add-In for Enterprise Guide only on the 32–bit
version of SAS Enterprise Guide.

Adding the Add-In

1. Open SAS Enterprise Guide.
Note: Connect to the machine that contains the instance of SAS that you will use to
retrieve the SAS Activity-Based Management data from the ABM database. To
change the machine connection, do the following:
a. Select Tools ð Options from the SAS Enterprise Guide menu bar.
b. Click Administration.
c. Click the Modify button (under Connections).
d. Click Add to add a connection to a server machine.
2. Select Tools ð Add-in ð Add-In Manager .
The Add-In Manager opens.
468 Chapter 28 • SAS Enterprise Guide

3. Click Browse and browse to the SAS Activity-Based Management Add-In for
Enterprise Guide (sas.abcm.EGPlugIn.dll). The .dll file for the add-in is installed
along with the SAS Activity-Based Management Client.
Add-In
sas.abcm.EGPlugIn.dll
Path
(installation directory)\SASHome\SASActivityBasedManagementClient
\7.2\bin
4. Click Open.

Running the Add-In

1. Open SAS Enterprise Guide
Note: Connect to the machine that contains the instance of SAS that you will use to
retrieve the SAS Activity-Based Management data from the ABM database.
2. Select Tools ð Add-in ð ABM Report Data Selection.
The SAS Activity-Based Management Log On window appears.
3. Log on to the SAS Activity-Based Management Metadata Server from which you
want to retrieve data to use inside SAS Enterprise Guide.
The Report Data window appears.
4. Specify the following information concerning the report data that you want to view
in SAS Enterprise Guide:
• Type of report data (Destination Furthest, Resource Contributions, ..., Unit Cost)
• Model or models
• Periods and scenarios
• Modules within the model(s)
• Report filters
• Report options
 Using the Add-In for SAS Enterprise Guide 469

5. Select the IOM (Integrated Object Model) Destination.

IOM Server
Specify the IOM Server that is to be used to retrieve the data.
Note: The IOM Server resides on the server machine to which you connected in
starting SAS Enterprise Guide.
Library and Data Set
Specify the SAS Activity-Based Management data set where the SAS Activity-
Based Management data will be stored.
Note: The libraries listed in the drop-down list are those that are assigned to the
IOM Server that you select.
ODBC Data Source Name (DSN)
Use ODBC to make a connection between the machine to which SAS Enterprise
Guide is connected and the SAS Activity-Based Management database. The data
source name (DSN) must be on the same machine as the IOM Server.
To display a list of data source names on the machine on which the IOM Server
is running:
a. Select Start ð Settings ð Control Panel.
b. Select Administrative Tools.
c. Select Data Sources (ODBC).

6. Click OK.
The data is written to the data set which you can now view and analyze with SAS
Enterprise Guide.
470 Chapter 28 • SAS Enterprise Guide

Using SAS Enterprise Guide

For information on SAS Enterprise Guide, see the product documentation page at
support.sas.com/documentation/onlinedoc/guide.
Note: To avoid having metadata be out of synch with the data in your Metadata library,
you might have to set the METAOUT option for the Metadata library.

Set the METAOUT Option for the Metadata Library

When generating a SAS Activity-Based Management report using SAS Enterprise
Guide, you might encounter the following setup error:
ERROR: You cannot create or delete datasets, views or indexes in this mode.
Try the option METAOUT=DATA. Use Proc Metalib to create metadata for datasets.

To circumvent this problem, try settiing the METAOUT option of your metadata library
to be DATA. To do so, do the following:
1. Open SAS Management Console connected to your SAS Metadata Server.
2. Click the Plug-ins tab.
3. Expand Data Library Manager.
4. Expand SAS Libraries.
5. Right-click the library in question and select Properties.
 Set the METAOUT Option for the Metadata Library 471

6. Click the Extended Attributes tab

7. Click New and enter the following information:

Field Name Value Description

AssignMode 2 METAOUT=DATA

8. Click OK to close the Properties window.

9. Right-click Libraries and select Refresh.
10. Restart SAS Enterprise Guide and confirm that the library is now available
472 Chapter 28 • SAS Enterprise Guide
 473

Part 9

The ABC Procedure

Chapter 29
PROC ABC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
474
 475

Chapter 29
PROC ABC

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
PROC ABC Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 478
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 478
Required Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 478
ATTRIBUTE Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Required Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
CALCULATE Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Required Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
DIMENSION Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Required Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
FACTGEN Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481
Required Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
LIST Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
LOAD Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Required Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
MODELVALIDATE Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
QUERY Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
Required Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
STAGE Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Required Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Rules Governing the ABC Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
476 Chapter 29 • PROC ABC

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
When Multiple Statements Define the Same Item the Last Statement Wins . . . . . 486
Only Those ATTRIBUTE, STAGE, and DIMENSION
Statements That Appear Before a FACTGEN Statement are
Considered as Input to That Specific FACTGEN Operation . . . . . . . . . . . . . . . 486
All Attributes, Stages and Dimensions Must Be Defined
Before They Are Referred to in a FACTGEN Statement . . . . . . . . . . . . . . . . . . 486
ATTRIBUTE, STAGE and DIMENSION Statements Can
Appear in Any Order Before a FACTGEN Statement . . . . . . . . . . . . . . . . . . . . 487
Multiple FACTGEN Statements Can Appear in One PROC ABC Statement . . . . 487
Sample Uses of the ABC Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487
Fact Table Generation for a Multi-Stage Contributions Cube . . . . . . . . . . . . . . . . 487
Fact Table Generation for a Resource Contributions Cube . . . . . . . . . . . . . . . . . . 488
Validate Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488
Report Table Generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488
LIST Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489
LIST followed by LOAD and CALCULATE . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489
LIST Followed by LOAD and QUERY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489
LIST Fllowed by LOAD and QUERY, More Examples . . . . . . . . . . . . . . . . . . . . 490

Overview
Before SAS Activity-Based Management 6.4, the implementation of calculate and fact-
table generation was specific to the 32-bit Microsoft Windows operating system. This
resulted in limitations:
• The size of a model was constrained by memory. The data for a whole period/
scenario was loaded into memory to guarantee fast performance. Using 32-bit
Windows limited the size of a model to less than 3 gigabytes.
• Customers were not allowed to leverage other high-performance platforms when
performance was an issue, particularly when generating fact tables.
These limitations restricted what customers could do and prevented SAS Activity-Based
Management from working with customer models without additional work. In some
cases, the limitations required users to re-engineer the structure of their model (a non-
trivial task). The larger the models, the more problematic the situation became.
Starting with SAS Activity-Based Management 6.4, you could run the ABC procedure
interactively using the SAS interface or the SAS Activity-Based Management client
interface. SAS Activity-Based Management uses the ABC procedure internally to
calculate in the client. In addition, the ability to query contributions allows users to
dynamically ask questions about a calculated model.
In SAS Activity-Based Management 7.2 you can use the ABC Procedure to validate a
model and to generate a fact table.
The following databases are supported:
• Microsoft SQL Server 2005
• Oracle 11g
• MySQL 5
Note: If you want to run the ABC Procedure in a SAS session outside of SAS Activity-
Based Management, then you must set the CLASSPATH variable for the following
JAR files:
 Syntax 477

• sas.solutions.abm.contributions.jar
• commons-logging.jar
• log4j.jar
• sas.antlr.jar
• sas.solutions.abm.contributions.nls.jar (for localized versions)

Syntax
PROC ABC
CONNECTION='connection-string'
DIAGNOSTICS=CALC | QUERY
DSN='odbc-dataset-name'
PASSWORD='password'
USERID='userid';

ATTRIBUTE 'attr-reference'
ID=attribute-id;

CALCULATE
DRIVERSEQLIMIT=sequence-limit-number
DRIVERRULES=ENABLE | DISABLE or ON | OFF
MSGLIMIT=message-limit-number
OPID='operation-string';

DIMENSION 'stage-reference'
ID=dimension-id
LEVEL=level-id
REFERENCE=dimension-reference | REF=dimension-reference;

FACTGEN MSC | SSC | RC | RCI

ATTRIBUTES=('attr-reference-1' ... 'attr-reference-n')
STAGES=('stage-reference-1' ... 'stage-reference-n')
FILTERS=('ID-1' ... 'ID-n')
CUBEACTION=GENERATEROWS | COUNTROWS
CUBECONFIGID=cube-configuration-id
FILTERTYPE=ACCOUNT | MODULE
NAME='fact-table-name'
OPID=operation-id
STAGEDEF=MODULES | STAGES
SUPPRESSZEROCOSTS | SUPZEROCOSTS=NO | YES;

LIST

LOAD
MODEL='model-name'
MODELID=model-id
MODELNUM='model-number1, model-number2,..., model-numbern'
PERIOD=ALL | '<path/> period-name'
PERIODID=period-id
SCENARIO=ALL | '<path/>scenario-name'
SCENARIOID=scenario-id;
478 Chapter 29 • PROC ABC

MODELVALIDATE
EMPTYATTRIBUTE | EMPTYATTR
MSGLIMIT=maximum-messages-in-log
NEGATIVEDRIVERQUANTITYASSIGNMENT | NEGDRVQTYASGN
OVERDRIVENSOURCEACCOUNT | OVRDRVSRCACT
UNASSIGNEDACCOUNT | UNSGNACT
ZEROCOSTACCOUNT | ZCOSTACT;

QUERY
'query-string' </ OUT='output-dataset-name'>;

STAGE 'stage-reference'
ID=stage-id
CASHFLOW=IN | OUT
TYPE=MODULE | STAGE;

PROC ABC Statement

Overview
The PROC ABC statement invokes the procedure.
PROC ABC
CONNECTION='connection-string'
DIAGNOSTICS=CALC | QUERY
DSN='odbc-dataset-name'
PASSWORD='password'
USERID='userid';

Required Arguments
CONNECTION='connection-string'
Specifies optional values for connecting to the database.
DIAGNOSTICS=CALC | QUERY
Specifies diagnostics for calculate code and query code. If you select this option, the
system checks to make sure that the procedure has everything it needs to work.
DSN='odbc-dataset-name'
Specifies the data set name for an ODBC connection. If you do not specify a name,
then ABMDSN is assumed.
PASSWORD='password'
Specifies the password that is associated with the database specified with the DSN=
option.
USERID='userid'
Specifies the user ID that is associated with the database specified with the DSN=
option.
 CALCULATE Statement 479

ATTRIBUTE Statement

Overview
Each ATTRIBUTE statement specifies a numeric attribute that is to be included in fact
table generation.
Note: ATTRIBUTE statements are required only when generating a fact table for a
Resource Contributions cube (RC) or a Multi-Stage Contributions cube (MSC).
ATTRIBUTE 'attr-reference'
ID=attribute-id;

Required Arguments
'attr-reference '
A quoted string that specifies the reference of the numeric attribute. Go to the
Attributes page to see an attribute's reference.
ID=attribute-id
Specifies the ID in the database of the numeric attribute.

CALCULATE Statement

Overview
The CALCULATE statement invokes the calculate code to operate on the model that is
specified on the LOAD statement. Parameters that are needed for the calculate code to
operate are specified. Any model options that are specific to calculate are also specified.
CALCULATE
DRIVERSEQLIMIT=sequence-limit-number
DRIVERRULES=ENABLE | DISABLE or ON | OFF
MSGLIMIT=message-limit-number
OPID='operation-string';

Required Arguments
DRIVERSEQLIMIT=sequence-limit-number
Specifies the maximum number of times that recursive driver calculations are
performed.
DRIVERRULES=ENABLE | DISABLE or ON | OFF
Specifies whether calculation is to create rule-based assignments or not. The default
is ENABLE i.e., calculation creates assignments for those drivers whose assignments
are derived based upon a rule formula. You can disable rule-based assignment to
decrease calculation time.
480 Chapter 29 • PROC ABC

MSGLIMIT=message-limit-number
Specifies the maximum number of messages for each type of warning or error that is
reported to the client. This option allows you to limit the number of messages that
are reported for models that report numerous messages.
OPID='operation-string'
Specifies a string that is used by the SAS Activity-Based Management client to
uniquely identify the connection.

DIMENSION Statement

Overview
Each DIMENSION statement specifies a dimension that is to be included in fact table
generation.
Note: DIMENSION statements are required only when generating a fact table for a
Multi-Stage Contributions cube (MSC).
DIMENSION 'stage-reference'
ID=dimension-id
LEVEL=level-id
REFERENCE=dimension-reference | REF=dimension-reference;

Required Arguments
'stage-reference'
A quoted string that specifies the module or stage in which the dimension occurs:
Module Reference
In a model in which there are no stages per se, each module is considered as
defining a single stage (one stage per module). Following are the stage-
references to specify for each module: 'ExternalUnit' 'Resource' 'Activity'
'CostObject'
Stage Reference
In a model that uses stages, the stage-reference is the reference of the attribute
that defines the stage for example, 'Parcel Handling'. See Add Stage Attributes
to Accounts.
ID=dimension-id
Specifies the database identifier of the dimension that is to be included in the fact
table.
REFERENCE=dimension-reference | REF= dimension-reference
Specifies the dimension reference. To see a dimension reference, go to the
Dimensions page of a model.

Options
LEVEL=level-id
Specifies the database identifier of the level up to which (and including) the
dimension is to be included in the fact table. If LEVEL= is not specified, then all
levels are included.
 FACTGEN Statement 481

FACTGEN Statement

Overview
The FACTGEN statement specifies the type of fact table to be generated.
FACTGEN MSC | SSC | RC | RCI
ATTRIBUTES=('attr-reference-1' ... 'attr-reference-n')
STAGES=('stage-reference-1' ... 'stage-reference-n')
FILTERS=('ID-1' ... 'ID-n')
CUBEACTION=GENERATEROWS | COUNTROWS
CUBECONFIGID=cube-configuration-id
FILTERTYPE=ACCOUNT | MODULE
NAME='fact-table-name'
OPID=operation-id
STAGEDEF=MODULES | STAGES
SUPPRESSZEROCOSTS | SUPZC=NO | YES;

Required Arguments
MSC | SSC | RC | RCI
Specifies the type of fact table to be generated:

MSC Multi-Stage Contributions

SSC Single-stage Contributions

RC Resource Contributions

RCI Report Table generation

ATTRIBUTES=('attr-reference-1' ... 'attr-reference-n')

Specifies the numeric attributes to be included in the fact table.
Note: Specifying ATTRIBUTES= is required only when generating a fact table for a
Multi-Stage Contributions cube (MSC) or a Resource Contributions cube (RC)..
Each attribute in the list points back to an ATTRIBUTE statement that specifies a
numeric attribute to be included in the fact table. The ATTRIBUTE statement
contains details about an individual attribute, and the ATTRIBUTES= option in
the FACTGEN statement lists the attributes that are to be included in the fact
table. If an attribute is not included in the ATTRIBUTES= list, then it is not
included in the fact table even it has an ATTRIBUTE statement.
482 Chapter 29 • PROC ABC

STAGES=('stage-ref1' ... 'stage-refn')

Specifies the modules or stages to be included in the fact table.
Note: Specifying STAGES= is required only when generating a fact table for a
Multi-Stage Contributions cube (MSC).Each stage-ref in the list points back to a
statement that specifies a module or stage to be included in the fact table. The
STAGE statement contains details about an individual module or stage, and the
STAGES= option in the FACTGEN statement lists the stages that are to be
included in the fact table. If a module or stage is not included in the STAGES=
list, then it is not included in the fact table even it has a STAGE statement.

CUBECONFIGID=cube-configuration-id
Specifies the database identifier of the cube configuration to be used in processing
the fact table.
FILTERS=('ID-1' ... 'ID-n')
This option is required only for Report table generation (RCI). It specifies the IDs of
either the accounts or modules to be included in the generated Report table. Use the
FILTERTYPE= option to specify whether the IDs are of accounts or of modules.
NAME=fact-table-name
Specifies the fact table name.

Options
CUBEACTION=GENERATEROWS | COUNTROWS
Specifies whether to generate rows or count rows. The default is to generate rows.
FILTERTYPE=ACCOUNT | MODULE
This option is required if you include the FILTERS= option for Report table
generation. FILTERTYPE= specifies whether the FILTERS= option includes the IDs
of accounts or or modules.
OPID=operation-id
Do not include this option it is generated by the system..
STAGEDEF=MODULES | STAGES
Specifies whether the model uses modules or stages. The default is MODULES..
SUPPRESSZEROCOSTS | SUPZC=NO| YES
Specifies whether or not to suppress zero costs. The default is NO.

LIST Statement
The LIST statement lists the models that are available in the database provided in the
PROC statement. The list is numbered so that the LOAD statement can accept a model
specification based on this number for operations.
LIST
 MODELVALIDATE Statement 483

LOAD Statement

Overview
The LOAD statement specifies the model that is being worked on. Execution of a LOAD
statement sets up the model that is used for calculate or query.
LOAD
MODEL='model-name'
MODELID=model-id
MODELNUM='model-number1, model-number2,..., model-numbern'
PERIOD=ALL | '<path/> period-name'
PERIODID=period-id
SCENARIO=ALL | '<path/>scenario-name'
SCENARIOID=scenario-id;

Required Arguments
DBTYPE=MSSQL | ORA | MYSQL
Specifies model database: Microsoft SQL Server, Oracle, or My SQL.
MODEL='model-name'
Specifies the model to be used for calculations.
MODELID=model-id
Specifies the ID of the model to be used for calculations.
MODELNUM='model-number1, model-number2,..., model-numbern'
Specifies one or more models to be calculated. The model numbers are returned as
the output of the LIST statement.
PERIOD=ALL | '<path/>period-name'
Specifies the periods to be calculated.
PERIODID=period-id
Specifies the period to be calculated. Specify ALL to calculate all periods.
SCENARIO=ALL | '<path/>scenario-name'
Specifies the scenario to be calculated. Specify ALL to calculate all scenarios.
SCENARIOID=scenario-id
Specifies the ID of the scenario to be calculated.

MODELVALIDATE Statement

Overview
The MODELVALIDATE statement triggers model validation and lists the types of
warnings that are to be flagged.
MODELVALIDATE
EMPTYATTRIBUTE | EMPTYATTR
484 Chapter 29 • PROC ABC

MSGLIMIT=maximum-messages-in-log
NEGATIVEDRIVERQUANTITYASSIGNMENT | NEGDRVQTYASGN
OVERDRIVENSOURCEACCOUNT | OVRDRVSRCACT
UNASSIGNEDACCOUNT | UNSGNACT
ZEROCOSTACCOUNT | ZCOSTACT;

Options
Specify the following types of warning messages to be included in the message log:
EMPTYATTRIBUTE | | EMPTYATTR
Flags an attribute without a value.
MSGLIMIT=maximum-messages-in-log
Specifies the maximum number of messages to be included in the message log.
NEGATIVEDRIVERQUANTITYASSIGNMENT | NEGDRVQTYASGN
Flags a driver whose driver quantity is negative.
OVERDRIVENSOURCEACCOUNT | OVRDRVSRCACT
Flags a source account whose driver is attempting to flow more costs than are
contained in the account.
Note: The model must have been calculated for this warning message to be issued.
UNASSIGNEDACCOUNT | UNSGNACT
Flags an account that receives no assignments..
ZEROCOSTACCOUNT | ZCOSTACT
Flags an account whose cost is zero.

QUERY Statement

Overview
The QUERY statement invokes the contributions query code. The query operates on the
model that is specified in the LOAD statement. Multiple QUERY statements can be
specified after a single LOAD statement. The Contributions tab of SAS Activity-Based
Managaement allows a user to query contributions from the interface. After performing a
query on the Contributions tab, you can get the PROC ABC statement and paste it into
an ASCII editor to use with your own SAS program.
QUERY
'query-string' </ OUT='output-dataset-name'>;

Required Arguments
query-string
Specifies the query to be performed.
 STAGE Statement 485

Options
OUT='output-dataset-name'
Specifies where output from the query goes. If OUT= is not specified, then a data set
in the WORK library is created.

STAGE Statement

Overview
Each STAGE statement specifies a module or stage that is to be included in fact table
generation.
Note: STAGE statements are required only when generating a fact table for a Multi-
Stage Contributions cube (MSC).
STAGE 'stage-reference'
ID=stage-id
CASHFLOW=IN | OUT
TYPE=MODULE | STAGE;

Required Arguments
'stage-reference'
A quoted string that specifies the module or stage to be included in fact table
generation:
Module Reference
In a model in which there are no stages per se, each module is considered as
defining a single stage (one stage per module). Following are the stage-
references to specify for each module: 'ExternalUnit' 'Resource' 'Activity'
'CostObject'
Stage Reference
In a model that uses stages, the stage-reference is the reference of the attribute
that defines the stage for example, 'Parcel Handling'. See Add Stage Attributes
to Accounts.
ID=stage-id
Specifies the database identifier of a stage that is to be included in fact table
generation.

Options
CASHFLOW=IN | OUT
Specifies whether to include cost flows into or out of the selected module or stage.
The default is IN.
TYPE=MODULE | STAGE
Specifies whether the STAGE statement refers to a module or stage. The default is
MODULE.
486 Chapter 29 • PROC ABC

Rules Governing the ABC Procedure

Overview
• Last statement wins
• ATTRIBUTE, STAGE, and DIMENSION statements must come before a
FACTGEN statement
• All attributes, stages, and dimensions must be defined before they can be referred to
in a FACTGEN statement
• ATTRIBUTE, STAGE and DIMENSION statements can appear in any order before
a FACTGEN statement
• Multiple FACTGEN statements can appear in one PROC ABC statement

When Multiple Statements Define the Same Item the Last Statement
Wins
Example:
Line 1: PROC ABC UserId='SASABMDBUSER' Password='SASABMBeatAL' CONNECTION='';
Line 2: ATTRIBUTE 'No of Employees' ID=100;
Line 3: STAGE 'Stage1' REF='Stage1';
Line 4: DIMENSION 'Stage1' REF='GL' LEVEL=5;
Line 5: ATTRIBUTE 'No of Employees' ID=500;
Line 6: FACTGEN MSC STAGES=('Stage1') ATTRIBUTES=('No of Employees');
Line 7: RUN;

Only Those ATTRIBUTE, STAGE, and DIMENSION Statements That

Appear Before a FACTGEN Statement are Considered as Input to
That Specific FACTGEN Operation
Example:
Line 1: PROC ABC UserId='SASABMDBUSER' Password='SASABMBeatAL' CONNECTION='';
Line 2: ATTRIBUTE 'No of Employees' ID=100;
Line 3: STAGE 'Stage1' REF='Stage1';
Line 4: DIMENSION S1 REF='GL' LEVEL=5;
Line 5: ATTRIBUTE 'No of Employees' ID=500;
Line 6: FACTGEN MSC STAGES=(S1) ATTRIBUTES=('No of Employees');
Line 7: ATTRIBUTE 'Performance' ID=200;
Line 8: RUN;

All Attributes, Stages and Dimensions Must Be Defined Before They

Are Referred to in a FACTGEN Statement
Example:
Line 1: PROC ABC UserId='SASABMDBUSER' Password='SASABMBeatAL' CONNECTION='';
Line 2: ATTRIBUTE 'No of Employees' ID=100;
 Sample Uses of the ABC Procedure 487

Line 3: STAGE S1 REF='Stage1';

Line 4: DIMENSION S1 REF='GL' LEVEL=5;
Line 5: ATTRIBUTE 'No of Employees' ID=500;
Line 6: FACTGEN MSC STAGES=(S1) ATTRIBUTES=('No of Employees', 'Performance');
Line 7: ATTRIBUTE 'Performance' ID=200;
Line 8: RUN;

ATTRIBUTE, STAGE and DIMENSION Statements Can Appear in

Any Order Before a FACTGEN Statement
Example:
The following two procedure invocations are equivalent:
Line 1: PROC ABC UserId='SASABMDBUSER' Password='SASABMBeatAL' CONNECTION='';
Line 2: ATTRIBUTE 'No of Employees' ID=100;
Line 3: STAGE S1 REF='Stage1';
Line 4: DIMENSION S1 REF='GL' LEVEL=5;
Line 5: FACTGEN MSC STAGES=(S1) ATTRIBUTES=('No of Employees');
Line 6: RUN;

Line 1: PROC ABC UserId='SASABMDBUSER' Password='SASABMBeatAL' CONNECTION='';

Line 2: DIMENSION S1 REF='GL' LEVEL=5;
Line 3: ATTRIBUTE 'No of Employees' ID=100;
Line 4: STAGE S1 REF='Stage1';
Line 5: FACTGEN MSC STAGES=(S1) ATTRIBUTES=('No of Employees');
Line 6: RUN;

Multiple FACTGEN Statements Can Appear in One PROC ABC

Statement
Example:
Line 1: PROC ABC UserId='SASABMDBUSER' Password='SASABMBeatAL' CONNECTION='';
Line 2: ATTRIBUTE 'No of Employees' ID=100;
Line 3: STAGE S1 REF='Stage1';
Line 4: DIMENSION S1 REF='GL' LEVEL=5;
Line 5: FACTGEN MSC STAGES=(S1) ATTRIBUTES=('No of Employees');
Line 7: DIMENSION S1 REF='Org' LEVEL=3;
Line 8: FACTGEN RC STAGES=(S1);
Line 9: RUN;

Sample Uses of the ABC Procedure

Fact Table Generation for a Multi-Stage Contributions Cube

PROC ABC UserId='SASABMDBUSER' Password='SASABMBeatAL' CONNECTION='';
LOAD modelid=1017 periodid=19 scenarioid=1;
ATTRIBUTE 'Compled Expedite Requests' ID=1069;
ATTRIBUTE 'Average Time To Expedite' ID=1070;
ATTRIBUTE 'Number of Inspections' ID=1071;
488 Chapter 29 • PROC ABC

STAGE 'Stage 1 Resources' ID=1047 COSTFLOW=IN;

STAGE 'Stage 2 Customer Service' ID=1048 COSTFLOW=OUT;
STAGE 'Stage 3 Parcel Handling' ID=1049 COSTFLOW=OUT;
STAGE 'Stage 4 Parcel Delivery' ID=1050 COSTFLOW=OUT;
STAGE 'Stage 5 Final' ID=1051 COSTFLOW=OUT;
DIMENSION 'Stage 1 Resources' ID=1003 REF='GL' LEVEL=1;
DIMENSION 'Stage 1 Resources' ID=1005 REF='Org' LEVEL=1;
DIMENSION 'Stage 1 Resources' ID=1007 REF='Reg' LEVEL=3;
DIMENSION 'Stage 1 Resources' ID=1009 REF='Fixed_Variable' LEVEL=1;
DIMENSION 'Stage 2 Customer Service' ID=1001 REF='Act' LEVEL=1;
DIMENSION 'Stage 2 Customer Service' ID=1005 REF='Org' LEVEL=1;
DIMENSION 'Stage 2 Customer Service' ID=1007 REF='Reg' LEVEL=3;
DIMENSION 'Stage 2 Customer Service' ID=1010 REF='Customer Value' LEVEL=1;
DIMENSION 'Stage 2 Customer Service' ID=1011 REF='Importance' LEVEL=1;
DIMENSION 'Stage 3 Parcel Handling' ID=1001 REF='Act' LEVEL=1;
DIMENSION 'Stage 3 Parcel Handling' ID=1005 REF='Org' LEVEL=1;
DIMENSION 'Stage 3 Parcel Handling' ID=1007 REF='Reg' LEVEL=3;
DIMENSION 'Stage 3 Parcel Handling' ID=1010 REF='Customer Value' LEVEL=1;
DIMENSION 'Stage 3 Parcel Handling' ID=1011 REF='Importance' LEVEL=1;
DIMENSION 'Stage 4 Parcel Delivery' ID=1001 REF='Act' LEVEL=1;
DIMENSION 'Stage 4 Parcel Delivery' ID=1005 REF='Org' LEVEL=1;
DIMENSION 'Stage 4 Parcel Delivery' ID=1007 REF='Reg' LEVEL=3;
DIMENSION 'Stage 4 Parcel Delivery' ID=1010 REF='Customer Value' LEVEL=1;
DIMENSION 'Stage 4 Parcel Delivery' ID=1011 REF='Importance' LEVEL=1;
DIMENSION 'Stage 5 Final' ID=1002 REF='Chnl' LEVEL=1;
DIMENSION 'Stage 5 Final' ID=1006 REF='Prod_Serv' LEVEL=1;
DIMENSION 'Stage 5 Final' ID=1007 REF='Reg' LEVEL=3;

FACTGEN MSC STAGES=('Stage 1 Resources' 'Stage 2 Customer Service' 'Stage 3 Parcel Handling' 'Stage 4 Parcel Del
ATTRIBUTES=('Compled Expedite Requests' 'Average Time To Expedite' 'Number of Inspections')
STAGEDEF=STAGES SUPPRESSZEROCOSTS=NO NAME='M1017_C1017MSC' MSGLIMIT=50;
QUIT;

Fact Table Generation for a Resource Contributions Cube

PROC ABC UserId='SASABMDBUSER' Password='SASABMBeatAL' CONNECTION='';
LOAD modelid=1017 periodid=19 scenarioid=1;
FACTGEN RC SUPRESSZEROCOSTS=NO NAME='M1017_ContribRes' MSGLIMIT=50';
QUIT;

Validate Model
PROC ABC UserId='SASABMDBUSER' Password='SASABMBeatAL' CONNECTION='';
LOAD modelid=1017 periodid=19 scenarioid=1;
MODELVALIDATE OVRDRVSRCACT UASGNACT ZCOSTACT EMPTYATTR NEGDRVQTYASGN MSGLIMIT=50';
QUIT;

Report Table Generation

PROC ABC UserId='SASABMDBUSER' Password='SASABMBeatAL' CONNECTION='';
LOAD modelid=1019 periodid=3 scenarioid=1;
FACTGEN RCI FILTERS=('1' '2' '3')
 Sample Uses of the ABC Procedure 489

FILTERTYPE=ACCOUNT NAME='M1019_ContribRes' MSGLIMIT=50;

QUIT;

LIST Statement
The following examples illustrate the output of a LIST statement:
PROC ABC DSN=”myAbm” userid=”abmuser” password=”secret”;
LIST;

Modelnum ModelName(ModelID) PeriodName(PeriodID) ScenarioName(ScenarioID) Calculated?

1 MyParcelExpress(1002) 2000 Q1(8) ACTUAL(1) YES

2 BellSouth(1011) 2001(2) BUDGET(2) NO

3 QAtestingbigone(1009) 2002(4) PLAN(3) NO

4 Cargill Model(1010) 2002(4) ACTUAL(1) YES

LIST followed by LOAD and CALCULATE

The following example illustrates the output of a LIST statement that is followed by a
LOAD statement that uses the output of the LIST statement, and by a CALCULATE
statement.
PROC ABC DSN=”newAbm” userid=”abmuser” password=”secret”;
LIST;

Modelnum ModelName(ModelID) PeriodName(PeriodID) ScenarioName(ScenarioID) Calculated?

1 MyParcelExpress(1002) 2000 Q1(8) ACTUAL(1) YES

2 BellSouth(1011) 2001(2) BUDGET(2) NO

3 QAtestingbigone(1009) 2002(4) PLAN(3) NO

LOAD model=”BellSouth” period=”2001” scenario=”BUDGET”;

CALCULATE ;

Calculation on the model is run and results displayed.

LOAD modelnum=3;
CALCULATE DRIVERSEQLIMIT=2;

Calculation on the model is run and output is displayed.

LIST Followed by LOAD and QUERY

The following example illustrates the output of a LIST statement that is followed by a
LOAD statement that uses the output of the LIST statement, and by a QUERY
statement.
490 Chapter 29 • PROC ABC

PROC ABC DSN=”myAbm” userid=”abmuser” password=”secret”;

LIST;

Modelnum ModelName(ModelID) PeriodName(PeriodID) ScenarioName(ScenarioID) Calculated?

1 MyParcelExpress(1002) 2000 Q1(8) ACTUAL(1) YES

2 BellSouth(1011) 2001(2) BUDGET(2) NO

3 QAtestingbigone(1009) 2002(4) PLAN(3) NO

4 Cargill Model(1010) 2002(4) ACTUAL(1) YES

LOAD modelid=1009 periodid=4 scenarioid=3;

QUERY "SELECT NON EMPTY HIERARCHIZE({([Tab Contas].[Level1])})
IN Modules.[Resource] ON ROWS, NON EMPTY
HIERARCHIZE({([Produtos].[Level1])}) IN Modules.[Cost Object]
ON COLUMNS FROM MSC" / OUT=ABMOUTPUT.CARGIL1;

Query is run and results displayed.

LIST Fllowed by LOAD and QUERY, More Examples

Proc abc dsn="abmdsn" userid="sasabmdbuser" password="Orion123" Diag=Calc;
run;

Proc abc dsn="abmdsn" userid="sasabmdbuser" password="Orion123" Diag=Query;

run;

Proc abc dsn="abmdsn" userid="sasabmdbuser" password="Orion123";

List;
run;

Proc abc dsn="abmdsn" userid="sasabmdbuser" password="Orion123";

Load ModelID=1003 PeriodID=10 ScenarioId=1;
calc;
run;