Dynamic Planning Model Dimensions

Overview

With this task, you can enter dimension data for the dimensions defined on the Model > Setup page. Dimensions entered on the Setup page are populated in the Dimension list box as shown below. You can also add dimension members to a generated model without clearing and regenerating the model. For example, you have a Revenue Forecast model and you want to add a new sales representative or product, you can do so without clearing or regenerating your model.

Access the Dimension subtask by selecting the Model task and the Dimension subtask.

Actions Available Described

A description of the actions available for the Dimension subtask is provided below.

Refresh - After a selection is made, click Refresh to view updated data.

Save - Save defined dimension data.

Spreadsheet Fields Described

The spreadsheet fields on the Dimension page are described below.

Model - Select the model you want to define dimension data for.

Status - Indicates whether the model is generated or not. See the Model Setup subtask for more information.

Dimension - Select the dimension you want to provide member details for. New models will have no dimension members defined.

Action -

• Select View to see the current dimension members and hierarchy. This option is available for unlocked models.

• Select Update to make changes to the Rollup Operator and Member Type for the dimension members. This option is available for locked models only. See Defining Dimension Members for a Model.

• Select Delete to remove members and their associated data from a dimension. This option is available for locked models only and does not require you to clear and regenerate the model. After you delete members, you need to run calculations to ensure that rollup data is correct. You also must update any views, reports, or calculations that referred to the now-deleted member. See Deleting a Dimension Member from a Generated and Locked Model.

• Select Append to add a dimension member to a generated model. Once you select Append, a blank table is displayed. Enter new dimension members in the table. Click Save to add new dimension member(s) to the model. To view the new dimension member(s) select View from the Action drop-down. See Adding a Dimension Member to a Generated Model.

• Select Set Display Label to customize dimension member names for views and reports in Dynamic Planning.

• Select Set Dimension Based Properties to set number formats for dimension members. Select a Number Format for a dimension member. Previously you could set Locked members on this page also. See How to Lock Dimension Members to learn how this procedure changed.

• Select View Attribute Mapping to see how dimension members are mapped to attributes. Attributes are displayed in additional columns in the table. If your model does not have attributes, or if the dimension selected is not associated with an attribute, then no additional columns are provided.

See Also:

How to Define Multiple Number Formats for Dimension Members in Views

Creating Attributes within Dynamic Planning

Member Code - A unique identifier for the dimension member. You cannot have duplicate member codes.

Member Parent - Represents the name of the parent member in the dimension hierarchy that the member will roll up to. For example, Time might be the dimension, 2020 might be the parent member and Q12020 a member that rolls up to the 2020 parent member.

Rollup Operator - Based on aggregation and reporting needs. For example, Q12014 rolls up to the 2014 parent member. Select a Rollup Operator for each dimension member.

• ~ the value of the member is not aggregated.

• + the value of the member is added to the aggregate value of the preceding sibling member(s).

• - the value of the member is subtracted from the value of the preceding sibling member(s).

• ! the value does not include the child member value in the consolidation to its parent and it does not roll up to any dimensions.

Member Type - Hidden - hides the dimension member from display on the Analyze, Data page. Hidden members will not be removed from the model but they will be removed from the display based on view settings.

Defining Dimension Members for a Model

1. Select the Model task and Dimension subtask.

2. The model last saved on the Setup page is populated in the Model cell. If you want to work with a different model, select it from the Model list box.

3. The first dimension defined on the Setup page is displayed, enter dimension data for that dimension or select another from the Dimension list box.

4. Add, edit or delete dimension data. If you are working with a new model, there will be no members defined.

5. Enter Member Code, Member Parent, and Rollup Operator data. These 3 data items are present in the standard data structure.

6. For Member Type, select Hidden to hide the dimension member from display on the Analyze, Data page. Hidden members will not be removed from the model but they will be removed from the display based on view settings.

7. After you have defined dimensions, return to the Setup page and generate your model.

Adding a Dimension Member to a Generated Model

This task applies to either locked or unlocked models.

1. Select the Model task and the Dimension subtask.

2. Select a dimension that you want to add a member(s) to.

3. Select Append from the new Action field shown below.

   

4. Once you select Append, a blank table is displayed as shown below.

   

5. Enter new dimension members in the table.

6. Click Save to add new dimension member(s) to the model.

7. To view the new dimension member(s) select View from the Action drop-down.

See Notes about Restructuring.

Deleting a Dimension Member from a Generated and Locked Model

You can delete dimension members and associated data from a locked model without clearing and regenerating the model. For example, you have a Revenue Forecast model and you want to remove an old product, you can do so without clearing or regenerating your model.

This option is available only in SpotlightXL.

1. Select Model > Setup.

2. Select the model from the Model drop-down.

3. Lock the model.

   Note:

   The model is still generated but is now locked from data changes by users.

4. Select Model > Dimension.

5. Select the dimension that you want to delete the member from. Make a note of the correct spelling of the Member Code and Member Parent.

   

6. Select Delete from the Action field.

7. Type the Member Code and Member Parent.

   

8. Click Save.

   A message appears and asks you to confirm. "Deleting dimension members will clear all the rollup and deleted leaf member's data. Would you like to continue?"

9. Click Yes to confirm.

   A message appears and informs you that the operation has been submitted for execution. Notification will be sent via email once the process is complete.

10. The data for all associated rollup members is deleted with this operation. You need to unlock the model and then run the necessary calculations to obtain the new rollup data.

11. Select Model, Model Administration, Validation.

12. Select the model from the Model drop-down.

13. Review the status of the validation report to determine if there are any model artifacts that need to be updated. You may have reports, views, calculations, formulas, or maps that referred to the deleted member and that need to be updated. Repeat the validation until you have made corrections to all the artifacts.

    See Notes about Restructuring.

Customizing the Display Label

Complete the following steps to customize the Display Label:

1. Access the Model task and the Dimension subtask.

2. Select the dimension you want to have a customized display label.

3. In the Action list box, select Set Display Label option as shown below.

   

4. The Member Display Label column is enabled. Select the dimension member you want to customize.

5. Enter the new dimension member label/name and click Save. Now, set display settings to Display Label for reports and views.

   Note:

   By default, views and reports display settings is set to code. This can be changed to either code / display label for any view / report from the properties page.

   If you clear the model, the customized display labels are preserved. If you copy a view or report from an existing view or report, the target view or report will inherit the display property of the source view or report.

Display Labels in POV, Drill Through, and Search Functionality

Search functionality supports Display Labels as does drill through and Point of View (POV). In the example below, the report has the Display Label feature enabled, so the POV dropdown contains the display labels.

Display Labels and Lookups

Models sourced from Structured Planning, Consolidation, or Reporting applications with lookups do not need to use the Display Label feature. It is best to use one or the other and not both. If both features are used simultaneously, the default display name will have a lookup in place of the code. For example, let’s assume a dimension member has code “code”, name “name”, and lookup “lookup”. The resulting default display label will be “lookup – name” instead of “code – name”.

Notes about Restructuring

Whenever you modify a hierarchy, including adding, deleting, or moving members or sub-hierarchies, Dynamic Planning performs a restructure operation. Depending on the model size and configuration, the operation can be a lengthy process (4 or more hours). We have optimized the restructuring process to be significantly faster when modifying the hierarchy of large dimensions and models. It is optimized to be completed in less than 4 hours.

There are no changes to how you update the hierarchy. If the model is generated and you want to update the hierarchy, then simply lock the model and update the hierarchy as you normally would. Performance improvements are applied by default and there is no additional configuration needed.