Import members and attributes into a dimension

You can import dimension members, attributes, types, and member weight properties into a dimension. You can also create a process and a chore so that you can regularly update the dimension.

Your import data must be correctly formatted to get the right results. To find out more, see Dimension import file formats.

In IBM® Planning Analytics Workspace Local, drag and drop requires Planning Analytics Administration agent to be configured and running.

Import members and attributes into a dimension in Planning Analytics Workspace

Procedure

  1. To create a new dimension, right-click Dimension icon Dimensions, and click Create dimension. Name the dimension, then either click Browse for file, or drag the import file onto the dimension editor window.
  2. To update an existing dimension, click Import file icon in the dimension editor, and browse for the import file. Alternatively, you can right-click a dimension in the data tree and click Import members.
    A preview of the file that you are importing is displayed. The delimiter and quote characters that are used in the text file are automatically detected, and the Header rows setting defaults to 1. You can change these settings.

    If you change the settings, you must click refresh Refreshbefore you can continue to the next step.

  3. Click Continue.
  4. Select the dimension import settings under Mapping type in the right pane.
    Leaf only
    Imports a flat list of members.
    Parent-Child
    Imports two columns of data with a parent-child relationship. For example, Scotland is the parent and Edinburgh is the child. Parent-Child is the default setting.
    Multi-level
    Creates more than two levels in a dimension.
    Select the mapping type, and map the data source column to the member
  5. Map your data source columns to the hierarchy members.

    In the Mapping list, the headers from the source data are listed, along with the first member.

    In the example shown, Country is the Parent.

    Parent-child mapping
    Leaf only
    Select the column of data you want to import as the leaf level under Mapping.
    Parent-Child
    Select the columns of data that you want to import as the Parent and the Child members.
    Multi-level
    Select the columns of data to import as the Leaf, Level 1, and Level 2 members. If you need more levels, click Add level.
  6. To set the Member type, in the Member type field, select either Numeric or String if all members have the same type, or select the column in the source file that contains the member type.
    Strings are used in pick lists, and in cells where users type comments.
  7. To assign the same weight to all members in the dimension, type the weight value, such as 1.0 in the Weight field. To import weights from the source file, select the column that contains the weight values.
    Top-level consolidations do not have a weighting. To find out more about weights, see Weights.
  8. To map an existing attribute to a column of data, select the column of data next to the attribute.
  9. To create a new attribute, click New attribute, type the name of the attribute, and select the type: Text, Number, or Alias.
    Then, click the arrow to map the appropriate source column to the attribute.
  10. If you are importing into a dimension that contains members, select one of the following Dimension import settings under While loading data.
    • Re-creates the current hierarchy
    • Update hierarchy with new members
  11. You can change the default Decimal separator and Thousand separator.
  12. To create a process that contains the options that you specified, select the Save as process option, and name the process.
    The process is saved in the Processes branch of the data tree. You can modify the process, see Create and edit processes.
  13. To schedule the process that you created, select the Schedule process as option, and name the chore.
    A chore is created and opened on the tab so that you can set the schedule, see Create and edit chores. The chore is saved in the Chores branch of the data tree.
  14. Click Import.

Import members and attributes into a dimension in Planning Analytics Workspace Classic

Procedure

  1. To create a new dimension, right-click Dimension icon Dimensions, and click Create dimension. Name the dimension, then either click Browse for file, or drag the import file onto the dimension editor window.
  2. To update an existing dimension, click Import file icon in the dimension editor, and browse for the import file.
    A preview of the file that you are importing is displayed. The delimiter and quote characters that are used in the text file are automatically detected, and the Header rows setting defaults to 1. You can change these settings.

    If you change the settings, you must click refresh Refreshbefore you can continue to the next step.

  3. Click Continue.
  4. Select the dimension import settings under Mapping type in the right pane.
    Leaf only
    Imports a flat list of members.
    Parent-Child
    Imports two columns of data with a parent-child relationship. For example, Scotland is the parent and Edinburgh is the child. Parent-Child is the default setting.
    Multi-level
    Creates more than two levels in a dimension.
    Select the mapping type, and map the data source column to the member
  5. Map your data source columns to the hierarchy members.

    In the Mapping list, the headers from the source data are listed, along with the first member.

    In the example shown, Country is the Parent.

    Parent-child mapping
    Leaf only
    Select the column of data you want to import as the leaf level under Mapping.
    Parent-Child
    Select the columns of data that you want to import as the Parent and the Child members.
    Multi-level
    Select the columns of data to import as the Leaf, Level 1, and Level 2 members. If you need more levels, click Add level.
  6. To set the Member type, in the Member type field, select either Numeric or String if all members have the same type, or select the column in the source file that contains the member type.
    Strings are used in pick lists, and in cells where users type comments.
  7. To assign the same weight to all members in the dimension, type the weight value, such as 1.0 in the Weight field. To import weights from the source file, select the column that contains the weight values.
    Top-level consolidations do not have a weighting. To find out more about weights, see Weights.
  8. To map an existing attribute to a column of data, select the column of data next to the attribute.
  9. To create a new attribute, click New attribute, type the name of the attribute, and select the type: Text, Number, or Alias.
    Then, click the arrow to map the appropriate source column to the attribute.
  10. If you are importing into a dimension that contains members, select one of the following Dimension import settings under While loading data.
    • Re-creates the current hierarchy
    • Update hierarchy with new members
  11. You can change the default Decimal separator and Thousand separator.
  12. To create a process that contains the options that you specified, select the Save as process option, and name the process.
    The process is saved in the Processes branch of the data tree. You can modify the process, see Create and edit processes.
  13. To schedule the process that you created, select the Schedule process as option, and name the chore.
    A chore is created and opened on the tab so that you can set the schedule, see Create and edit chores. The chore is saved in the Chores branch of the data tree.
  14. Click Import.