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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 in the Explorer

This section introduces the operations that can be performed on dimensions in the Explorer.

New Tab

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

Copy Dimension

Copy is one of the options available in the list of actions when clicking the ellipsis icon beside a dimension in the Explorer. 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 in the Explorer, click on the ellipsis icon, and select Copy. The Dimension 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's description or add new properties, first navigate to Dimensions under Data Hub in the Explorer. Next, click on the ellipsis button beside a dimension and select Edit from the list of actions. A pop-up pane will appear on the right side for you to edit the description. Once the desired changes have been made, click on SAVE 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 Data Hub in the Explorer. Click on the ellipsis button beside a dimension 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.

Level 2 Header Operations

This section introduces the options available on the level 2 header on the dimension UI.

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

Open 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 members 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. Once you have made the desired changes, click SAVE to save the updates or click CANCEL to discard the changes.

Edit Dimension Details

Click on the snowflake button in the level 2 header. The Dimension Details pane will open. You can change the dimension description and add new properties. When completed, click SAVE.

Save

The Save icon in the level 2 header 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.

Snippets

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

In the Members tab of the dimension interface, right-click on the column header. Choose the appropriate action from the dropdown menu, which is highlighted on mouse over.

Copy Property

You can copy an existing dimension property. Select Copy Property from the table header dropdown menu to initiate the process. The right-side panel, Property Details, will appear. Fill in the required Property Name, Property Description, and Property Type. Once done, save the changes by clicking SAVE. Use CANCEL to discard any modifications, or the delete icon to remove the property dimension.

Insert Left / Insert Right

The two functions allow you to add a property in the desired sequence.

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 fields. Click SAVE to save the updated changes, or CANCEL to discard the changes. A new property column will then be added to the left or right of the selected column.

Sort A to Z / Sort Z to A

Right-click on the column header that is to be sorted, and choose either Sort A to Z or Sort Z to A to sort the column in ascending or descending alphabetical order, respectively. The data of the selected column will then be sorted accordingly.

Move Left / Move Right

The two functions allow you to sequence the sorting of property presentation on the table. Select the column you want to change position. Choose either Move Left or Move Right to adjust the column order.

Save As

Saves the master data locally as an Excel spreadsheet.

v25.05: Special Operations on Scenario Dimension

Scenario type dimensions offer additional functionalities, including copying data to a different version, creating snapshots of data for the current version, and setting time-dependent restrictions on permissible scenarios. We will walk through each of these in detail.

Copy Data

Copying data involves transferring information into an existing version and recalculating all data for the respective version. To copy data, the user can either navigate to the desired sheet and select the copy option from the level 2 header, or go to the Scenario dimension Masterdata and select the copy option there. In either case, a Copy Scenario pane will open on the right.

In this pane, the user needs to select the sheet to be copied, the source version, and the target version. For a particular time period, the user can choose to copy data from the same period, to the next year, to the next period, or set a custom offset. For example, to copy data from the Gross Sales sheet from the Actual version to the Plan version for the year 2024 to the next year.

After clicking COPY, the system will execute the event to copy the data and display the status in the Task Monitor. The copied data will be visible once the copy process is complete.

Create Snapshot

A snapshot captures the state of data at a particular point in time. Data in a snapshot cannot be changed and will not be recalculated if formulas or parameters are modified.

This works similarly to the Version Copy function, but the system will automatically create a new member in the Scenario/Version Snapshot instead of using an existing Version Master.

Like the copy operation, a snapshot can be created in the Sheet version selection on the level 2 header or from the Version dimension masterdata, under the Snapshots tab, using the level 2 option Add Snapshots (plus button). The Snapshot Details pane will open on the right. Enter the Snapshot ID and Description, and select the sheet whose data is to be copied. Set the time and version for which the snapshot is to be created.

Applicable From and To

The Applicable from and Applicable to properties in the Scenario type dimension help restrict data calculations in Sheets. These properties are available by default for any new Scenario dimension linked to a Time Dimension. Restrictions on input and calculation for the scenario will be based on TIMEID. The time members selected in the Applicable from and Applicable to periods will determine the range within which users can perform data actions. Outside of this range, the system will:

Note:  

  • NOT allow any data input.

  • NOT allow any data upload.

  • NOT generate any results from metric formulas.

  • NOT copy data to or from that specific period using the Version Copy and Snapshot Creation functions.

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