Dimensions How-To Guide

This article explains how to create and maintain the enterprise structure with the required dimensions and models for Planning and Consolidation modules for modelling users.

Create Dimension

To add a new dimension to the enterprise structure in JustPerform, follow these steps:

1. Go to the Dimensions section located under the Modelling tab in the navigation pane on the left side.

2. Click the plus button and choose Create Dimension to initiate the process of adding a new dimension. If desired, you can create a folder to group related dimensions by clicking on the folder button.

3. Provide the necessary details for the dimension. This includes entering a Dimension Name and Description, ensuring that these required dimensions are filled accurately.

   • For the Dimension Name, keep in mind that the maximum length is 32 characters, and special characters are not allowed.

   • For the dimension Description, the maximum length is 60 characters, and commas are not permitted.

4. Select the appropriate dimension Type from the dropdown menu.

5. Click SAVE to save the changes. Following these steps, a new dimension with the specified name and default dimension properties will be successfully created within the enterprise structure.

Note: Default properties for the dimension are based on the dimension type selected.

Dimension Operations

New Tab

To open the dimension in another tab, locate the dimension and click on the ellipsis icon. From the dropdown menu, select the New Tab option. A new tab will open with the dimension selected.

Copy Dimension

Users have the option to create copies of existing dimensions with unique names and descriptions. When a dimension is copied, the dimension type, and subtype if applicable, and data from the original dimension are retained but can be modified as required. To copy a dimension, locate the desired dimension, click on the ellipsis icon, and select the Copy Dimension option. The details pane will open, allowing you to enter a new name and description for the copied dimension. Once you've provided the necessary information, save the copied dimension.

Edit Dimension

To edit a dimension description, first navigate to Dimensions under Modelling in the navigation panel. Next, click on the ellipsis button and select Edit Dimension from the list of actions. A pop-up window will appear on the left side panel with a dimension to edit the description. Once the desired changes have been made, click on the Save button to save the changes or click Cancel to disregard them. Dimension Name and Type are not editable.

Note: Dimension Name and Type are not editable.

Delete Dimension

To delete a dimension, go to Dimensions under Modelling in the left side panel of the navigation pane. Click on the ellipsis button and select Delete from the list of actions. A warning confirmation popup will appear, asking for confirmation to proceed with the deletion. Choose Okay to execute the deletion or Cancel to cancel the deletion and retain the dimension.

Note: The user cannot delete dimensions that are mapped to a model.

Header Operations

Search

The user can search for dimension member details. The search is limited to the details of the specific active dimension. To close or disregard the search activity, the user just needs to click the search icon again.

Edit Hierarchy Sequence

Hierarchy sorting can be updated using the hierarchy view accessible from the level 2 header using the hierarchy icon. The user can add a child member under a parent member using the drag-and-drop feature. Click Save to apply the sorting sequence update or click Cancel to disregard the changes.

Add Dimension Property

Select the dimension for which you want to update the property. You have two options to add a property: either click the plus icon in the level 2 header, or right-click on the table column header in the dimension table and choose Insert Right or Insert Left. The Property Details panel will open on the right side for you to provide the necessary information. Enter the Property Name, Property Description, and select the Property Type from the dropdown list. Depending on the dimension type, appropriate options will be available for selection. Available dimension property types are described in detail below. Once you have made the desired changes, click Save to save the updates or click Cancel to discard the changes.

Save

The Save icon is used to save or update master data in the database. When you make changes to the master data and click on the Save icon, the system captures and stores those modifications in the database, ensuring that the changes are persisted for future reference and usage.

Snippet

Snippets is a helpful feature in JustPerform that allows users to create and manage different ways of viewing their data. You can apply filters to show only the information you want to see, creating custom views. Snippets also keep a record of changes to your data over time. To add more filters, click on the Filter button and choose Show Filter. You can use various criteria like who updated the data, when it was updated, the event ID, or the IP address. These filters help you narrow down your view and see exactly what you need.

More: Import MasterData

Only CSV and Excel files can be imported. The format of the files should align with the format of JustPerform.

To import data, start by selecting the dimension where you want to import the data. In the level 2 header, click on the ellipsis icon and choose the Import option from the dropdown menu. Click on the Choose File button to browse and select the file you wish to import from its source location. You have different options for handling the imported data as described below. Once you have reviewed and finalized the import details, you can click on the Save icon in the level 2 header to save the imported data to the database. If you want to directly save the import file to the database without manual review, select the Upload and Save option.

More: Export MasterData

1. Go to Dimensions under Modelling on the left side panel of the navigation pane.

2. Select the dimension you want to export.

3. From the level 2 header, select the ellipsis icon dropdown and choose the Export option.

4. The master data of the desired dimension will be exported to the download folder.

Operations on Dimension Properties

To perform actions on a dimension property, go to the Dimensions section under Modelling in the left side panel. Select the desired dimension. Right-click on the column header. Choose the appropriate action from the menu, which is highlighted on mouse over.

Edit

To change a property type, click on Edit Property to access the property details. Modify the Property Description and property type as needed in the right-side panel. Save the changes by clicking the Save button. Use the Cancel button to discard any modifications. To delete the property dimension, click on the Delete icon. Ensure to confirm the deletion of property values when changing the property type by responding to the user confirmation prompt. These steps provide a streamlined process for managing property types and associated actions.

Copy

Click on Copy Property to initiate the process. The right-side panel, Property Details, will appear. Fill in the required dimensions, such as Property Name and Property Description. Once done, save the changes by clicking the Save button. Use the Cancel button to discard any modifications, or the delete icon to remove the property dimension.

Insert Left / Insert Right

Click on Insert Left or Insert Right. The right-side panel, Property Details, will appear. Enter the Property Name, Property Description, and Property Type as these are required dimensions. Click the Save button to save the updated changes, or the Cancel button to discard the changes. A new dimension will then be added to the left or right of the selected dimension.

Sort A to Z / Sort Z to A

Select the dimension that is to be sorted. Choose either Sort A to Z or Sort Z to A to sort the data in the dimension in ascending or descending alphabetical order, respectively. The data of the selected dimension will then be sorted accordingly.

Move Left / Move Right

Select the dimension that is to be sequenced according to column sorting. Choose either Move Left or Move Right to adjust the column properties.

Delete Dimension

Deleting default properties is disabled and thus cannot be deleted. Select the dimension that is to be deleted. Right-click the column header and select Delete Dimension. A user confirmation popup message will be displayed asking for confirmation on the deletion of the property dimension. Click the Okay button to delete the dimension or select the Cancel button to cancel the deletion.

Save as

Save the master data locally as an Excel spreadsheet.

Filter dimensions

The Filter icon enables users to filter desired dimension members. By clicking it, you gain access to the following options:

• Select: Select desired values by checking the checkbox beside them.

• Select All: This option allows you to select all the rows or dimension members in the master data. It is useful when you want to apply an action or perform operations on all the available members.

• Deselect Row: If a row or dimension member has been previously selected, this option allows you to deselect that specific member. It is helpful when you want to remove a selected member from the overall selection without affecting the rest of the selection.

Operations on Rows

Cut

Similar to a standard Excel function, this process involves selecting specific members and cutting them to be pasted into a desired location. This allows for precise movement and repositioning of the selected members to fulfill specific objectives.

Copy

The copy function operates similarly to the copy feature in Excel. It allows the user to duplicate an existing row within the master data, providing a convenient way to replicate information without the need for manual entry or reinputting of data.

Paste

The paste function allows for the insertion of values that have been previously copied or cut. It is important to be aware that if an ID is included in the paste action, a warning error will be triggered as duplicate IDs are not permitted within the system. Therefore, exercise caution when pasting data to avoid any conflicts or inconsistencies arising from duplicate IDs.

Insert a new row before / after

The user has the option to insert a member either before or after a specified position. This flexibility allows for precise placement and organization of members within the desired sequence.

Delete selected rows

The user can delete individual rows within the master data. Additionally, the option to delete multiple rows, similar to Excel, is also available, providing a convenient and efficient method for managing data removal.

Enter Master Data

Access the Dimensions section under Modelling in the left side panel of the navigation pane. Choose the specific dimension where you want to edit the master data. Add a new row in the desired position by either inserting it or pressing Enter on the keyboard at the end of the last row. Manually enter the required information, including the ID, for the new member. Note that the ID dimension is mandatory. If you want to save the changes as a draft for further updates, click on the Save icon in the level 2 header. A popup notification will appear confirming that the changes have been saved.

Dimension table Dropdown

Navigate to the Dimensions section under Modelling in the left side panel of the navigation pane. Choose the specific dimension where you want to edit the relationship. Locate the Parent Column and double-click the cell that corresponds to the member whose relationship you want to update. From the dropdown list, select the parent member that you want to establish the relationship with. When you're ready to finalize the changes, click the Save icon to post them in the database.