A Dimension is the logical organization of related members and their properties. For instance, you could have a Geography Dimension, with the Members Seattle, Olympia, and Tacoma and with properties such as State, Country, and Region Code defined for each member.
Similarly, you can have a Product Dimension with Members representing individual product SKUs with other properties tracking such items as Brands and Product Grouping. When a Dimension is defined within an Application, it can be reused in different contexts over multiple Models.
Before you Start
1. Go to the Modeler and select an Application OR hover over the Modeler tab and select the Application from the drop-down menu.
2. When in the Application, click All Dimensions.
The All Dimensions page functions as a hub for your Dimensions, providing the following options:
|Add||Add Dimensions to your Application.|
|Remove||Remove Dimensions from your Application.|
|Visual Totals||Configure whether the aggregated value in Forms will be filtered by a user's permissions (checked) or not (not checked).|
|Show Advanced||Display the advanced menu options.|
Standard Menu Options
|Dimension||Name of the Dimension.|
|Group||Group to which the Dimension belongs.|
|Members||Number of Members in the Dimension.|
|Security||Check the box corresponding to the Dimension to apply Visual Totals for selected Dimensions.|
|Size||Small (<100 members), Medium (<25,000), or Large (>25,000).|
Advanced Menu Options
Note: Select Show Advanced in the ribbon for these options to appear.
|Hierarchy API||Enabling this field for select Dimensions allow you to use SQL table-valued functions. Each time the Application is deployed, the hierarchy information will be updated for use.|
|All Hierarchy||Enabling this field for a Dimension deploys its flat list as part of the SSAS deployment. As a best practice, this setting should remain false (i.e., box unchecked) for all Dimensions.|
|Unique||Enforce uniqueness for a Dimension's Member Labels. As a best practice, this setting should be set to true for all Dimensions. Member Labels should be unique in order to be referenced in Form and Rule development.|
|Read-Only||Sometimes the Dimensions and hierarchies are maintained through ETL and, at other times, a manual process. By making the Dimension read-only, users cannot edit it.|
|SSAS Type||If integration with other client tools require specific attribute types, this option allows you to specify the type of data held in a Dimension. For more info on attribute types, refer to Microsoft's AttributeType Enum page.|
1. Click the Deploy icon at the right of the navigation bar.
2. Select Process for the target Dimension(s).
Add and Delete Dimensions
1.In the All Dimensions screen, select Add.
2. Configure the Dimension as needed:
Dimension Name: Desired name for Dimension.
Copy From: Use members from another Dimension.
Dimension Size: Projected number of members in the Dimension.
3. Click Save when all the information is correct.
Tip: For more information on Dimension configurations, read Part 2 of the Modeler Guide.
1. On the All Dimensions page, select the check box(es) for the Dimension(s) you would like to remove.
2. Click Remove .
3. Click OK in the pop-up window.
To configure a Dimension's properties, navigate to one of its Member Lists (excludes Attributes). In the example below, we are looking at the Member Lists in the Time Dimension.
Note: The All_[Member List] contains a record all the Members within a Dimension, however, this Member List cannot be used to define your Model. All other Member Lists contain a subset of the Members within a Dimension, and can be used to define a Model.
|Expand All/Collapse All||Expand all Member nodes of the hierarchy to show the full structure. Collapse All will collapse all the hierarchy Members.|
|Refresh||Refresh the Member List definition with the most up-to-date version on the server.|
|Add New||Create a new sibling Member below the selected Member.|
|Add Existing||Add Members that already exist on the Dimension.|
|Remove||Remove the Member from the Member List. All descendants of the Member will be removed from the Member List as well.|
|Move up||Move the selected Member up in the hierarchy. All child Members will automatically be moved up along with the Member.|
|Move down||Move the selected Member down in the hierarchy. All child Members will automatically be moved down along with the Member.|
|Move left||Move the selected Member to the left, promoting it one level.|
|Move right||Move the selected Member to the right, demoting it one level.|
Tip: For more information on how to build Parent-Child relationships, read the Configure Member List Mode article.
|Import||Import a CSV file containing all the properties and relationships that define the hierarchy. For more information, refer to the Modeler Tutorial Part 2.|
|Export||Export the Kepion hierarchy definition to a CSV file. You can also choose to export an empty hierarchy to generate the starting CSV file for use in imports.|
|Remove All||Removes all Members in the list.|
|Configure||Change the mode for the Member List, either from List to Hierarchy or vice versa. This option is not included in the All_[Dimension Name] section. For more information, please refer to the Configure Member List Mode article.|
|Process||Applies changes to the Member.|
|Show MemberId||Show MemberId (read-only) in the Member List|
|Memberwith Data||Display data Members for non-leaf Members in the parent attribute.|
|Member Label||The unique ID that identifies a member within the Dimension. By keeping the Member Labels unique, you can easily reference them during Rules and Form design. The maximum characters allowed is 200.|
|Member Name||The user-friendly name that can be non-unique within a Dimension. Use this property to give a descriptive name for the member. The maximum characters allowed is 200.|
|Input||Determines whether to allow data input for the member. For instance the member Actual may never be required for input and should therefore be set to FALSE.|
|Annotate||Controls whether the member will display data (not checked) or comments (checked) on the Forms. Make sure the Query includes annotation and text cells option is also checked in the relevant Form.|
Attention: The Account Dimension comes with two additional pre-defined properties:
By Account: Enable By Account logic for the account aggregations related to the Time Dimension. For instance, balance accounts aggregate differently over Time than regular accounts as they typically aggregate based on the value of the last child. This option is not supported by SQL Standard Edition.
AccountType: The AccountType property defines the GL account type for members of the Account Dimension. Setting this property will also define the natural account aggregation behavior of the member within an Account hierarchy. Examples of values for this field include but are not limited to the following: Income, Expense, Liability, Ratio, Equity, Unit, Header.
Add and Delete Member Lists
Add Member Lists
1. Go to the target Dimension.
2. Click Member List.
3. Enter a name for the Member List and select whether the Member List is a List or Hierarchy.
4. Once everything looks correct, click OK.
Delete Member Lists
1. In the Dimension, select the checkbox(es) for the Dimension(s) you would like to remove.
2. Click Remove .
3. Click OK in the pop-up window.
An administrator can write MDX directly into the definition of a Dimension Member through the Member Formula option.
To enable this option:
1. Click on the target Dimension.
2. Select the checkbox next to Member Formula.
Tip: For more information, read Dimension Member Formula.
Add and Delete Members
1. Go to the target Member List.
2. Select Add New.
3. Under the Member Label column, double-click the text corresponding to the new member.
4. Press the Enter key or click out to save the Member Label name.
1. Select the target member.
2. Click Remove .