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Case administrators and group leaders can add cubes. Cubes report on the documents in, or excluded from, a binder or saved advanced search. The exception is the coding details cube, which reports on documents coded to pick lists.
A cube can belong to a single user group. Any case data that populates the cube database uses the security settings for the group that the cube belongs to. If more than one user group needs access to the same cube design, consider creating the same cube in all applicable user groups and synchronizing the build schedules.
Use a cube to:
●Limit documents to only those from a binder or saved search.
●Exclude all documents from a binder or saved search.
Use the following procedure to add a cube.
1.On the Case Home page, under Analysis, click Cubes.
2.Click Add.
3.Type a unique Name for the cube and an optional Description of the purpose of the cube.
4.Select the Group that this cube belongs to. If you are a group leader, you can only add a cube for your current group.
5.Under Documents: purpose, select one of the following:
oTo create a cube that contains only the documents in the source, select Include.
oTo create a cube that contains all documents except for the documents in the source, select Exclude.
6.Under Documents: source select Binder or Saved search. In the list, select the binder or saved search whose documents you want to include or exclude in the cube.
7.Click Save.
The new cube appears on the Cubes page. You can add dimensions to the cube using the procedures in Add dimensions to a cube or build the cube. For more information about building cubes, see Build and schedule a cube.
Coding details cubes report on documents coded to fields of the pick list type.
Use the following procedures to add a coding details cube.
1.On the Case Home page, under Analysis, click Cubes.
2.Click Add.
3.Type a unique Name for the cube and an optional Description of the purpose of the cube.
4.Select the Coding details cube check box.
5.Select the Group that this cube belongs to. If you are a group leader, you can only add a cube for your current group.
6.From Report on pick list, select the pick list you want to analyze.
7.Under Field detail, select the display order for data in the cube:
oTo display data by pick list value, then break down by user who coded documents to each pick list value, select Show pick list items, then users.
oTo display data by user, then break down by pick list values that each user coded, select Show users, then pick list items.
8.Under Date detail select the date parameters for the cube.
9.Click Save.
The new cube appears on the Cubes page. To build the cube see Build and schedule a cube.
When designing a cube, you add documents by adding dimensions to the cube. A dimension is a row or column. Dimensions can link to binders, levels, issues, fields, pick lists, and similar elements.
The top-level dimension is the parent. Dimensions that you add to the parent are children. A child dimension can have the same data type as its parent or a different data type. A child can also have an unlimited number of children of its own.
Note: Dimensions are not used for coding details cubes.
Use the following procedure to add a parent dimension to a cube.
1.On the Case Home page, under Analysis, click Cubes.
2.Click the cube that you want to add a dimension to.
3.In the navigation pane, click Dimensions.
4.In the row containing the Columns or Rows label, click the Add column button or Add row button.
5.Type a Name for the dimension, and then click Save.
6.On the Properties page, add data for this dimension. For more information, see Add data to dimensions.
Note: On the Properties page, the parent of a top-level parent dimension appears as Tree.
You can add any number of children to a dimension.
Use the following procedure to add a child dimension to a cube.
1.On the Case Home page, under Analysis, click Cubes.
2.Click the cube that you want to add a child dimension to.
3.In the navigation pane, click Dimensions.
4.In the row for the parent, click the Add column button or Add row button.
5.Type a Name for the dimension, and then click Save.
6.On the Properties page, add data for this dimension. For more information, see Add data to dimensions.
Use the following procedure to add data to a dimension.
Note: Each dimension can contain documents of a single data type, field, or value.
1.To open the Dimensions page for a cube, do the following:
a.On the Case Home page, under Analysis, click Cubes.
b.Click a cube.
c.In the navigation pane, click Dimensions.
2.On the Dimensions page for a cube, click the dimension name.
3.On the Properties page, select the Data type for the dimension.
The following table describes the available data types and the options for each data type.
Type |
Definition |
Details |
Binders |
Collection of documents, similar to folders of documents. |
●Select All and you can choose to Show binder category or Show binder. ●Select a specific binder to add the binder contents to the cube. |
Yes/No |
Yes/No fields, also known as Boolean fields. |
●Select All and you can choose to Show Yes/No fields category or Show Yes/No values. ●Select a specific Yes/No field and choose to add All Values, the Yes or No values, or any Null values that appear for the field. |
Concept Analysis Status |
Pick list for concept analysis system status. |
Display All of the pick list values, or select a specific value. |
Date Added to Case |
Date on which a document was added to the case. |
●Select All and you can choose to Show date field category or Show values. ●If you select a specific date field, select the depth of the date details. For example, the cube can display documents by day, week, month, and so on. ●If necessary, set a Threshold for these fields. For more information about setting thresholds, see Set the threshold for date fields. |
Dates |
All date fields except Document Date. |
●Select All and you can choose to Show date field category or Show values. ●If you select a specific date field, select the depth of the date details. For example, the cube can display documents by day, week, month, and so on. ●If necessary, set a Threshold for these fields. For more information about setting thresholds, see Set the threshold for date fields. |
Document Date |
Core date field. Usually contains the last modified date for files such as Microsoft Word and Microsoft Excel, and the Sent date for email. |
●Select the depth of the date details, for example, the cube can display documents by day, week, month, and so on. ●If necessary, set a Threshold for these fields. For more information about setting thresholds, see Set the threshold for date fields. |
Document Indexing Status |
Pick list for document indexing system status. |
Display All of the pick list values or select a specific value. |
Document Type |
Document types as defined by the administrator. |
●If you select All, you can choose to Show document type category or Show document types. ●Select a specific document type to add all documents of that type. |
File Indexing Status |
Pick list for file indexing system status. |
Display All of the pick list values, or select a specific value. |
Issues |
Hierarchical coding tags. |
●In the Issues browser, click the arrow to open the Issue dialog box. Select a parent or child issue and click OK. ●You can choose to Show selected issue, or for parent issues, select the number of subissues to show. |
Label |
Name of the dimension. |
Type the Name of the dimension. |
Levels |
Hierarchical folders used to organize files in the database. |
●In the Levels browser, click the arrow to open the Levels dialog box. Select a parent or child level and click OK. ●You can choose to Show selected level or for parent levels, select the number of sub-levels to show. |
Memos |
Alphanumeric fields with unlimited characters. |
●If you select All, you can choose to Show memo fields category or Show memo values. ●Select a specific memo field to add all documents with that memo field. |
Mine Clusters |
Document clusters from established mines. |
Select a mine cluster and then choose to Show mine or Show mine cluster. |
Numbers |
Number fields. Includes integers and real numbers. |
●If you select All, you can choose to Show number fields category or Show number values. ●Select a specific number field to add all documents with that field. |
Organizations |
Coding used to capture names of companies and organizations. |
You can choose to Show organization category, Show correspondence type, such as From, To, CC, and BCC, or Show organization value. |
People |
Coding used to capture individual names and email addresses. |
You can choose to Show people category, Show correspondence type, such as From, To, CC, and BCC, or Show people value. |
Pick Lists |
Drop-down lists containing lists of items pre-defined by the administrator. |
●If you select All, you can choose to Show pick list category, Show pick list type, or Show pick list value. ●If you select a specific pick list, you can also choose to add an individual value from the pick list. |
Productions |
Collections of documents that you can lock for archiving and production purposes. |
Select All productions, Unlocked productions, or Locked productions. Then select an option from the Detail list to define the way that you want the productions to appear in the cube: ●Show productions category ●Show locked and unlocked productions ●Show individual productions (grouped by locked or unlocked) ●Show individual productions (ungrouped) Note: Depending on the production type that you select, different options are available. |
Saved Searches |
Advanced searches that have been saved for reuse. |
Select the saved search to add. |
Search Term Family |
Enables users to cluster content searches into one search. |
●If you select All, you can choose to Show search term category, Show search term family, or Show search term. ●If you select a specific search term family, you can include All terms, and then choose to Show search term family or Show search term. ●If you select specific search term family, you can also choose the individual search term from that family. |
Text |
Alphanumeric fields with a maximum length of 255 characters. |
●If you select All, choose to Show text fields category or Show text values. ●Select an individual text field to add all documents with the text field. |
4.Click Save.
To return to the Dimensions page, click Dimensions. The new child dimension appears under the selected parent dimension.
Threshold dates distinguish documents that fall before, during, or after an established date range. Threshold dates are useful when you need to calculate the differences between one date range and another.
When adding or editing Date or Document Date dimension types, you can optionally set the threshold at the date field level.
●If you provide only the First Date for the threshold, results are split into:
oDocuments dated before the First Date
oDocuments dated after the First Date
●If you provide the First Date and the Second Date for the threshold, results are split into:
oDocuments dated before the First Date
oDocuments dated between the First Date and Second Date
oDocuments dated after the Second Date
You can clone the design of a cube and assign the cloned cube to other groups.
Use the following procedure to clone a cube.
1.On the Case Home page, under Analysis, click Cubes.
2.Select the check box next to a cube.
3.Click Clone.
4.Type a New cube name.
Note: The cube name must be unique in each of the groups that you assign the cube to. The application does not clone a cube if a destination group already contains a cube with the same name.
5.Select the Groups to assign the cloned cube to.
6.Click Save.
7.If necessary, edit the cube properties and dimension properties.
8.To make the cloned cube available for analysis, build the cube. For information about building a cube, see Build and schedule a cube.
