Dynamic Planning How to Add or Delete Dimensions from a Model
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Dynamic Planning How to Add or Delete Dimensions from a Model

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Article summary

Add and/or delete dimensions from a model. When you add or delete dimensions associated with a Model, the modification affects ALL dependent artifacts. For example, if you delete a Company dimension from a Model, not only is the Model modified, but your associated reports and views are modified to reflect the deletion of the Company dimension because views and reports are dependents of the Model.

Note:
It is a best practice to create a staging Model prior to the deletion or addition of dimensions. All leaf level data is moved to the staging model so that you can move this data back to the model you modify once the dimension is deleted or added as the clearing of the model delete the data from the model. Therefore, the following steps provide you with information on creating a staging Model in addition to adding and deleting dimensions.

Creating a Staging Model

Complete the following steps to create a staging model:

  1. Create the Staging Model

    1. Create a new staging model with the same dimensions as the source model

    2. Create a map of type ‘Both’ to move all metadata and data from the source model to the staging model

    3. Generate the staging model

  2. Clear the source model and make necessary changes (i.e. adding a dimension / deleting a dimension)

  3. Move the data (leaf level only) into the source model from staging model

    1. Create a map of type ‘Data’ to move data from staging model to source model

    2. Create a calculation to generate the source model and move the data from the staging model

    3. Run aggregation or any other calculations as needed to make the source model available for analysis / reporting / modeling

  4. Delete the staging model

Adding a Dimension to a Model

  1. Click the Modify Model action as shown below. The dimensions associated with the model are displayed.

    ModelingImagesimage15.png

  2. Click Add Dimension.

  3. Enter the name of the dimension you want to add and select whether it is a Value or Key dimension.

  4. Click OK and then Close the dialog page.

  5. The added dimension is updated in the Dimension list on the Model Setup page.

  6. Click Save.

  7. Access the Model Dimension page and select the newly added dimension for the Model. In the example below, the Company dimension is added. Add members for the Company dimension and then click Save. Also a root member with the name of the dimension is added. You can then add additional dimension members for the Company dimension and click Save.

    ModelingImagesimage21.png

  8. Access the Model Map page. Observe the new line for the added dimension. If you select the model with the new dimension as your Source Model, the Source Filter for the new Dimension (Company) is set to DimensionFilter and the Source Value is Company (the name of the root value). The Target Filter is set to None along with the Target Value as shown below. Similarly, if you select the model with the new dimension as your Target Model, the Target Filter is set to Dimension Filter with the Target Value as the root value. The Source Filter is set to None along with the Source Filter Value.

    ModelingImagesimage23.png

  9. Return to the Model Setup page and click Generate Model.

  10. Access the Analyze Data page. Notice the Company dimension member is now displayed in the Model View.

ModelingImagesimage22.png

Note:
Adding a dimension will adjust all dependent artifacts of the model (for example; Map, Formula, Scope, Views, Reports) so that they all become available for usage once the dimension is added, however, it is recommended that an admin user validates the key artifacts and makes the necessary changes if required. Adding a dimension will not make any changes to the Calculations defined on the model. Admin users have to review the calculations and make necessary changes if needed.

Deleting a Dimension From a Model

Note:
You can delete one dimension at a time.
  1. Click the Modify Model action as shown below. The dimensions associated with the model are displayed.

    ModelingImagesimage1510.png

  2. Delete a selected dimension as shown above.

  3. When asked if you want to delete the selected item, click Yes

Note:
If there is a formula defined on the dimension that is being deleted then that formula will be deleted when the dimension is deleted. Delete dimension will adjust all dependent artifacts of the model (for example; Map, Formula, Scope, Views, Reports) so that they all become available for usage once the dimension is deleted, however, it is recommended that an admin user validates key artifacts and make necessary changes if needed. Deleting a dimension will not make any changes to the Calculations defined on the model. Admin users have to review the calculations and make necessary changes if needed.

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