Working With Master Data

Master data (Dimension Members) represents the core business information that supports an organization’s essential processes and underpins all transactional activity. Because it is shared across departments, maintaining accurate and consistent master data is critical. Examples include key details about customers, suppliers, partners, products, employees, and accounts. For instance, product master data may include attributes such as product name, description, and unit price.

Enter Master Data

1. Navigate to the Dimensions section under Data Hub in the Explorer.

2. Select the specific dimension where you want to edit the master data. The dimension opens with the Members tab.

3. 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.

4. Manually enter the required information, including the ID, for the new member. Note that the ID dimension is mandatory.

5. 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.
• 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.
• Export: You can export the existing master data as an Excel file.
• Import: You can import an Excel file to the 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 opening the dimension where you want to import the data. In the level 2 header, click on the ellipsis icon and choose Import from the dropdown menu. Click on CHOOSE FILE 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 UPLOAD AND SAVE.

Export Master Data

1. Go to Dimensions under Data Hub in the Explorer.

2. Select the dimension you want to export. It opens with the Members tab.

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

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

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:

• Checkbox: Select or deselect desired values by checking or unchecking 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.

• OK: Applies your selection to filter the column.

Update Parent Member

In the dimension Members tab, 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 in the level 2 header to post them in the database.

Operations on Dimension Member Rows

When right-clicking on the dimension member table row, you can access the master data edit functions.

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. 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 blank row either before or after a specified member row. This flexibility allows for precise placement and organization of members within the desired sequence.

Delete Selected Rows

The user can delete one or multiple rows within the master data, providing a convenient and efficient method for managing data removal.

Save As

Exports the master data table to an excel file.