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Rollup Functions

The rollup functions specify how measure values are evaluated in the reporting components. There are three rollup types:

When you enable consolidation on the General tab of the PowerCube property sheet, Transformer performs the duplicates rollup first, followed by the regular rollup.

Regular Rollup

The following table lists the regular rollup options and explains how the results appear in the reporting components.

Regular rollup optionResults in reporting component
SumShows the sum of the values of all descendant categories of the current category.
MinimumShows the minimum data value among all descendant categories of the current category.
MaximumShows the maximum data value among all descendant categories of the current category.
AverageShows the average of the values of all records of descendant categories of the current category.
CountShows the number of records that contain non-null values in all descendant categories of the current category.
Count AllShows the number of records, including those containing null values for this measure, for all descendant categories of the current category.
AnyShows the value 1 if any records for a descendant category contain values. Shows the value 0 if no records exist for this measure or all records that do exist have null values for this measure.
ExternalShows source values that were directly assigned to specific data records.

Time State Rollup

The following table lists the time state rollup options and explains how the results appear in the reporting components.

Time state rollup optionResults in reporting component
None (regular rollup)Shows rollups not associated with a time state measure. Use when the measure is not a time state measure.
MinimumShows the smallest measure value from all categories in the time period being examined.
MaximumShows the largest measure value from all categories in the time period being examined.
First PeriodShows the measure value from the first subordinate period in the time period being examined. For example, a time dimension contains years, quarters, and months, and you are examining data at the quarter level. For each quarter, the First Period option reports the measure value from the first month of the quarter. When you examine data at the year level, the option reports the first value from the first month in the first quarter of each year.
Last PeriodShows the measure value from the last subordinate period in the time period being examined. For example, if a time dimension contains years, quarters, and months, and you are examining data at the quarter level, for each quarter, the Last Period option reports the measure value from the last month of each quarter. When you examine data at the year level, reports the value from the last month in the last quarter of each year.
Current PeriodShows the measure value from the category that is designated as the current period in the time dimension. If the time period being examined does not include the current period, the result is identical to Last Period. For example, a time dimension contains years, quarters, and months, and Quarter 1 starts in January. The current period is set to April 2007. At the year level, the Current Period option reports the measure value for April 2007. At the quarter level, the option reports the measure value for April in Quarter 2 because April is the current period, but it shows the value of the last active month in every other quarter; that is, March for Quarter 1, September for Quarter 3, and December for Quarter 4.
AverageShows the average of the measure values from all categories in the time period being examined.

Duplicates Rollup

The following table lists the available duplicates rollup options and explains how the results appear in the reporting components.

Duplicates rollup optionResults in reporting component
None (regular rollup)Uses the Regular Rollup function specified for the measure.
SumSums the measure values found in the duplicate records, except for external rollups, which override this function.
MinimumTakes the smallest of all values for the measure found in the duplicate records.
MaximumTakes the largest of all values for the measure found in the duplicate records.
AverageTakes the average of all values for the measure found in the duplicate records. If the Regular Rollup option is also set to Average, duplicates rollup is performed before regular rollup.
FirstTakes the first value of all values for the measure found in the duplicate records by using the order of the records in the data source.
LastTakes the last value of all values for the measure found in the duplicate records by using the order of the records in the data source.

A Duplicates Rollup setting other than None forces Transformer to consolidate the source file when generating cubes, as described in the following table.

Consolidation settingTransformer action
Default or Yes (with sort)Sorts the source file, then consolidates duplicate records by using the Duplicates Rollup function.
NoOverrides the Consolidation setting, sorts the source file, and does not consolidate duplicate records.

The duplicate rollup rule is ignored.

Yes (presort)Consolidates the source data by using the Duplicates Rollup function without first sorting the source file.