Working With Master Data

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.

Master Data Operations

• Search dimension member: The user can search for dimension member details. The search is limited to the details of the specific active dimension. The search icon is located on the level 2 header. To close or disregard the search activity, the user just needs to click the search icon again.
• Add Property: From the level 2 header, a property can be added by clicking the Plus icon.
• Edit Hierarchy sequence: Hierarchy sorting can be updated using the hierarchy view accessible from the level 2 header via the Hierarchy icon. The user can add a child member under a parent member using the drag-and-drop feature.
• Export: You can export the existing master data as an Excel file.
• Import: You can import an Excel file to a dimension to update the master data.

Import Master Data

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.

Export Master Data

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.

Master Data Edit Functions

When right-clicking on the dimension member table row:

• Cut: Similar to the standard Excel function, this option allows the user to cut specific member(s) for the purpose of pasting them to a desired position.
• Copy: The copy function works like the Excel copy feature. It enables the user to copy an existing row in the master data.
• Paste: The paste function allows the user to paste values that have been copied or cut. Please note that if an ID is included in the paste, a warning error will be thrown since duplicate IDs are not allowed.
• Insert Row: This option allows the user to insert a row before or after a member.
• Delete Row: The user can delete a row in the master data. It is also possible to delete multiple rows in the master data.

Filter Options

From the dimension column header, a filter icon is visible, allowing the user 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.

• Save: Save the master data. The user can make changes to the master data as per validations and save them. The save button saves all changes made to the dimension structure, such as adding new dimensions, changing dimension/dimension descriptions, or modifying relationships. When there are blank rows, they will be saved accordingly.

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.

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.