Dimension Member Maintenance
This guide explains how to maintain dimension members (field members) in JustPerform, including adding, editing, organizing, and managing individual records within dimensions.
Entering Master Data
To enter master data for dimension members:
- 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
- Click on the Save icon in the level 2 header
Note: The ID field 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.
For more information, refer to Master Data Types and Management.
Operations on Rows
Cut - Similar to a standard Excel function, the 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 is provided with 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. Furthermore, the option to delete multiple rows, as in Excel, is also available, providing a convenient and efficient method for managing data removal.
Header Operations
Search - The user can be able to search dimension member details. 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 by using the hierarchy view accessible from the level 2 header using the hierarchy icon. User can add a child member under a parent member using the drag and drop feature. Click SAVE to reflect the sorting sequence update done or click CANCEL to disregard 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 - You can view the default snippets.
Managing Parent-Child Relationships
Dimension Table Dropdown
To edit parent-child relationships:
- 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 tht 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
Filtering Dimension Members
The Filter icon enables users to filter desired dimension members. By clicking, you gain access to the following options:
| Filter Option | Description |
|---|---|
| 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 |
Save As
Save the masterdata locally as an Excel spreadsheet.
Tip: Use the drag and drop feature in hierarchy view to quickly reorganize parent-child relationships by moving child members under different parent members.