Creating and Editing Facts

Starting in Strategy One (March 2026), you can create fact extensions and view fact entry level attributes in the fact editor.

Starting in Strategy One (January 2026), you can Save As to save an fact under a new name, Save and Close to save the current fact and close it and Save and New to save the current fact and open a new Create Fact dialogue.

Strategy One (December 2025) adds support for Auto Mapping.

Starting in Strategy One (October 2025), optionally enter a description of your change when saving a fact.

After you have created a project, use the Fact Editor to:

• Create a New Fact

• Edit an Existing Fact

• Create fact expressions

Create a New Fact

1. Open the Workstation window with the Navigation pane in smart mode.
2. Connect to your environment(s).
3. Ensure that the project schema for your new fact is available for editing. You can unlock the schema in the Schema Editor by clicking the lock icon for the project.
4. From the File menu, select New Fact. The Fact Editor, labeled New Fact, opens.
5. In the Definition tab, type a descriptive name for the new fact in Name.
6. In the All Tables pane, search for and select the source table for the fact.

   The source table is the table or logical view that contains the fact column on which you want to base a new fact.

7. From the Available columns pane, double-click the column or drag and drop it into the Expression pane.

   You can include multiple columns as well as use numeric constants and mathematical operators and functions to create a fact expression. For information on creating various types of fact expressions, see Mapping Physical Columns to Facts: Fact Expressions.

8. In the Expression pane, click Validate to ensure that the fact expression is correct.
9. Starting in Strategy One (December 2025), toggle on Auto Mapping to automatically select all available tables that contain columns used in the expression as source tables.
10. In the Expression pane, click Done. The expression is validated and displayed in the pane on the far left.
11. You can add another expression to the fact, using the steps above.
12. The data type is automatically filled in. If it is not correct, from the Data Type drop-down list, select the correct type.
13. Starting in Strategy One (July 2025), you can add an Alias for display purposes. Type the Alias.
14. Starting in Strategy One (March 2026), to display entry level attributes in the fact editor, click Show Entry Level.
15. Starting in Strategy One (March 2026), you can create level extensions when creating and editing facts in Workstation. See Create Fact Extensions for more information.

16. Click Save, Save As, Save and Close, or Save and New.

17. Starting in Strategy One (October 2025), optionally type a description in User Comments and click OK.

18. Navigate to the folder to save the fact in and click Save or Save As.
19. Close the Fact Editor.

    Update the schema

    Update the schema to load the new fact into the project.

20. In the Workstation Navigation pane, click Schemas, and then click the Reload Schema icon next to your project.

Edit an Existing Fact

1. Open the Workstation window with the Navigation pane in smart mode.
2. Connect to your environment(s).
3. Ensure that the project schema for your new fact is available for editing. You can unlock the schema in the Schema Editor by clicking the lock icon for the project.
4. In the Workstation navigation pane, click Objects.
5. Search for the fact to edit. You can use the Filters panel to narrow the listed objects by clicking Type, selecting Fact, and clicking Apply.
6. Right-click the fact.
7. You can edit, add, and delete expressions; change the data type; and add an alias.
8. Starting in Strategy One (March 2026), to display entry level attributes in the fact editor, click Show Entry Level.
9. Starting in Strategy One (March 2026), you can create level extensions when creating and editing facts in Workstation. See Create Fact Extensions for more information.

10. Click Save, Save As, Save and Close, or Save and New.

11. Starting in Strategy One (October 2025), optionally type a description in User Comments and click OK.

12. Close the Fact Editor.

    Update the schema

    Update the schema to load the new fact into the project.

13. In the Workstation Navigation pane, click Schemas, and then click the Reload Schema icon next to your project.

Create Fact Extensions

Starting in Strategy One (March 2026), you can create level extensions when creating and editing facts in Workstation. Use level extensions to create custom hierarchies and levels in your datasets. For more information on level extensions, see Modifying the levels at which facts are reported: Level extensions.

1. While creating or editing a fact, click the Level Extension tab.

2. Type a Name and optional Description for the extension.

3. Expand the Type drop-down list and choose from the following extension type options:

   • Extend the fact entry level: Define a fact extension with attributes from a different hierarchy.

   • Lower the fact entry level: Define a fact degradation at a lower level within the same hierarchy. For more information on fact degradation, see Lowering the level of fact data: Fact degradations.

   • Disallow fact usage at the entry level: Define a fact extension that does not allow a fact to be reported at a specific attribute level.

4. If you choose Extend the fact entry level:

   1. Expand the Select the attribute(s) to extend to drop-down list and select the check box next to the attribute(s).

   2. Expand the Extend method drop-down list and choose from the following methods:

      • Use a specific relationship table: Select a relationship table and join method.

      • Use a related fact to connect tables: Select a fact and join method.

      • Use a cross product join: Forces facts to relate to the selected attribute. This method is not recommended by Strategy.

   3. Optionally select the check box next to Use custom allocation expression and enter an expression to use with the extension.

5. If you choose Lower the fact entry level:

   1. Expand the Select the attribute(s) to lower to drop-down list and select the check box next to the attribute(s).

   2. Expand the Select the attribute(s) to perform the join drop-down list and select the check box next to the attribute(s).

   3. To join against the attribute and its children, in the table, expand the drop-down list next to Join Against and choose Attribute and children.

   4. Optionally select the check box next to Use custom allocation expression and enter an expression to use with the extension.

6. If you choose Disallow fact usage at the entry level, expand the Select the attribute(s) to disallow and choose the attribute(s).

7. Click Save, Save As, Save and Close, or Save and New.

8. Optionally type a description in User Comments and click OK.