Omit Categories Using Cloak

In certain situations, you may want to omit one or more categories with the descendants of those categories, while retaining their values for rollup into higher-level categories.

Like Suppress, the Cloak option causes a category to be omitted from reports based on the cube. Unlike Suppress, all descendants of that category are also omitted.

When you apply cloaking to a cube, consolidation occurs by default. If new subordinate categories are added to a cloaked level, they are automatically included in the cloaked ancestors.

For example, suppose that the French-speaking manager for Belgium and France also oversees your Montreal office. You define a special dimension view for this manager that includes the transaction details for Europe and Montreal (Canada), but that cloaks the values for the two other Canadian offices, Toronto and Vancouver.

Screen capture - using cloak to omit categories

You apply this view to the PowerCube object. The resulting cube contains data relevant to this manager.

Procedure

  1. Open the Categories diagram for the dimension that contains the categories or level to be cloaked and, if you have not already done so, add a dimension view.

    For more information, see Create a Dimension View.

  2. In the Dimension pane, select your new view.
  3. In the category viewer, select the categories or level to be cloaked and, from the Diagram menu, click Cloak.
  4. Open the PowerCube property sheet and click the Dimensions tab.
  5. In the Dimensions list, right-click the dimension in which you created the dimension view and click View.
  6. In the Select a View dialog box, select the dimension view that you created, and click OK twice.