New dimension editor available on the modeling workbench
As part of our continued investment in the IBM Carbon Design methodology and in the interest of providing a consistent user experience across all components, the dimension editor in Planning Analytics Workspace has been updated to use Carbon Design principles. The new dimension editor also includes several usability and performance enhancements.
In Planning Analytics Workspace 2.0.82, the new dimension editor is available only on a modeling workbench. A future release will include the ability to use the new dimension editor on a book as well.
To use the new dimension editor to create a dimension, right-click the Dimensions node on the Databases tree, then click Create dimension.
To use the new dimension editor to edit an existing dimension, right-click the dimension name on the Databases tree, then click Edit dimension.
You can also use the new dimension editor to create a new hierarchy for a dimension. Right-click the dimension name on the Databases tree, then click Create hierarchy.
The new dimension editor includes all the capabilities of the classic dimension editor, but the capabilities are exposed in slightly different ways.
Working with members
When you select one or more members in the dimension editor, an action toolbar becomes available.
The action toolbar provides all the capabilities of the right-click (context) menu and the vertical toolbar from the classic dimension editor.
- add or delete members
- change the order of members
- cut, copy, and paste members
- hide or reveal members
- set display formats
Working with attributes and security
You can create and modify member attributes and security in the new dimension editor. Click the appropriate tab to work with either Attributes or Security. These tabs take the place of the Attributes and Security icons on the classic dimension editor.
Enhancements on the new dimension editor
The new dimension editor includes the following enhancements.
- Settings to manage Value bar, Attribute type, and Page size
- Click the Settings icon to enable or disable the display of the value bar
and attribute icons or to set the page size.
Value bar - The value bar lets you edit member names or cell values outside of the dimension editor grid. This is helpful, for instance, when a cell is narrow but an alias name is long.
Enable the Value bar option to display the value bar. Disable the Value bar option to maximize the number of members displayed in the dimension editor without scrolling.
- Attribute type - Enable the Attribute type option to display an
attribute type icon for each attribute on the Attributes tab. Disable the Attribute
type option to display only attribute names on the Attributes
tab. When the option is enabled, you'll see these icons for Alias, Number, and String icons.
- Page size - Select the number of members to initially load when the dimension editor is
opened and each time a new page is fetched.
You can now load and display up to 600 members per page. This is a significant performance improvement over the 70 members per page that were displayed in the classic dimension editor.
- Filter members
- Use the Filter option to narrow the focus of members displayed in the
editor. You can select any saved set or member level.
- Expand or collapse header
Click Expand header or Collapse header to control the display of the header.
The header displays the Hierarchy selector and Filter option. Expand the header to display both the Hierarchy selector and Filter option. Collapse the header to maximize the number of members displayed in the dimension editor without scrolling.