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Working With Dimensions

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

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

Copy is one of the options available in the list of actions when hovering over the ellipsis icon. During the copy activity, the dimension type is retained, and only the Dimension Name and Description are open for the user to input new details.

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.

Note: Dimension Name and Type are not editable. Only the Description and Dimension member details can be edited.

Delete Dimension

To delete a dimension, go to Dimensions under Modelling in the left side 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

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.

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 Property

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 Property

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.

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