The data we uploaded so far only uses the build-in time dimension. We will now add a custom location dimension/product dimension, and change the data to actually use the dimension.
Following the rules outlined in Dimensions & Hierarchy Management, we navigate to the Dimension Manager and create a new Dimension.
To fill your dimension with values, there are two alternatives. Both will be described below.
AVAILABLE SINCE 4.4.0
A pop-up window will open that enables you to enter a dimension name, description and already add multiple levels to your dimension.
In this case the dimension is named 'Location' and consists out of three levels: Continent, Country and City.
After entering the first level, press 'Shift + Enter' and the entry field for the next level will appear.
Add level values
The next screen after you confirmed the dimension name and its first levels shows you that you have not yet entered any values for those levels.
Therefore, the next step will be to fill the three first levels with content.
1) Click on the 'Add entry' button in the upper left corner. A drop-down menu will open.
2) Enter the name of the first level entry you want to add and click on 'Create value....'
3) Do the same for the second and third level (for the third level you do not need to click on 'Create value....')
4) Click Add and the values will be added
Create new values
To create new values for each level you need to enter the name of the value you want to enter and click on 'Create value....' or press enter. This is not necessary for the last level.
Adding rows to levels
With the Valsight release 4.4.0 users are now able to add rows to the levels without uploading a new excel file.
Now, rows can be added with the 'add entry' button.
This process is also possible with linked-levels.
Name the dimension "TutorialProduct" and the Level 1 "TutorialProductGroup".
After creating the Dimension we want to configure its Hierarchies. Select "configure Hierarchies" in the top right to do so.
Our Dimension has two Hieracrchies or Levels. The first one is "TutorialProductGroup" which we created together with the Dimension.
This dimension contains the product group each product is in. The second Level is named "TutorialProduct", containing the different Product names.
To create it select "Add Level" in the top right.
Now name the new Level "TutorialProduct" and insert it in the last position, since it is our lowest ranked level.
Now that our Hierarchies are set up we can select "Download Excel" on the top right in the previous menu.
This will give us an Excel file into which we can enter our Level values.
Please transfer the following values into the new Excel file:
|Group A||Product A|
|Group B||Product B.2|
The finished Excel file should look like our example: Working with Dimensions
The next step is to upload the updated Excel file. To do so, select the "Upload Excel" Button next to "Download Excel".
Then select the "TutorialProduct.xlsx" file, click on "Preview" and lastly on "Confirm".
Once the Excel is uploaded your "TutorialProduct" Dimension should look as follows:
Adding new level values
To add a new level value, download the Excel at the dimension page and add a new row with all of its levels.
In this example, we add the city 'Peking' on the continent 'Asia' (Here in green). On upload, a prompt shows which new values will be added.
Creating or configuring the level hierarchy
If you want to create Dimension level hierarchy, use the configure hierarchy button in the dimension page.
You have the possibility to add higher or lower level values. We a create the higher level Region. We can either use the add level button or the ACTIONS drop-down to do that.
After moving back to the Location dimension screen, we use the action dropdown to rename the regions and move the items accordingly. Animation shows creation of Americas and moving USA to the region.
Renaming dimension, dimension level and level values can all be done using the three dots menu.
As soon as you rename a level the system will update references in the following places automatically:
- Workspaces: Names are updated in all assumptions, charts and tables.
- Data Sources: The Data Source gets updated. You have the option to download the updated Excel file in Data Sources using "Export as new XLSX File". The original is available under "XLSX File".
- Models: References in node operations are updated.
Moving to another parent
If values are not in the correct hierarchy, you can resort them with 'Move to another parent' from the three dot action drop down or via the excel upload. Here we want to move 'Berlin' from 'America' to 'Europe'.
We can use the three dot menu:
Deleting is only possible if the level value is not referenced in any line item or node and is not included in any data source as shown in the example below. The deletion prompt shows all items you need to adjust beforehand.
Extending the Base Data
We can now extend the base data in our actuals sheet to actually include the product information.
Download the Excel file: Working with Dimensions to do so. We will now use it to update the "DemoContent" data source.
Valsight will automatically connect the "TutorialProduct" column of your excel sheet with the above dimension, because the names match! Make sure that the Dimensions exist before uploading the "DemoContentStep4.xlsx"!
We replace the data file in the "Data source" from the Basic Data Upload & Model Definition step by doing the following:
First, open the submodel you created in Create a new Model. Then select "Upload Data" in the top right.
This will open the Data upload wizard showing all data sources. Since we want to update the "DemoContent" data source, we select "Upload" next to it.
Now choose Working with Dimensions and select "Check Content".
Valsight now shows you a preview of the new data structure. As you can see "TutorialProduct" was added and will be connected with the custom Dimension you created earlier. You can hit "Validate Content" once you are familiar with the new data structure.
Finally you'll receive an information on what changed. After hitting "Confirm" your data source is updated!
Without changing a single formula, we have changed the dimensionality of the model! Now we can check the preview data functionality by selecting "Data Preview" in the "Functions" selection (upper left corner) to verify that all data is now calculated on the product level!
After this step we should have data sources in our system:
- The default datasource of Valsight (contains the time dimension and other internal dimensions)
- Our TutorialData data source (contains the Actuals and Forecasted values)
The nodes of the value driver have the following dimensionality:
|Price, Volume, Revenue, Market Share|