Using the dimension editor

Use the dimension editor in Planning Analytics Workspace to create and edit dimensions and hierarchies.

To use the dimension editor to create a dimension, right-click the Dimensions node in the Databases tree, and then click Create dimension.

To use the dimension editor to edit an existing dimension, right-click the dimension name in the Databases tree, and then click Edit dimension.

To create a new hierarchy for a dimension, right-click the dimension name in the Databases tree, and then click Create hierarchy.

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. Use this toolbar to:

Add or delete members
Change the order of members
Cut copy, and paste members
Hide or reveal members
Set display formats

Tip: If you're adding, deleting, or otherwise modifying more than 100 members, consider using the applicable functions in a TurboIntegrator process rather than the dimension editor. A process runs more efficiently, consuming less time and resources when modifying a large number of members.

Attributes and security

You can create and modify member attributes and security in the dimension editor. Click the appropriate tab to work with either Attributes or Security.

For more information on working with attributes, see Member attributes.

For more information on working with member security, see Secure dimension members.

Expand or collapse the header

Click Expand header Expand header icon or Collapse header Collapse header icon in the dimension editor toolbar 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 that are displayed in the dimension editor without scrolling.

Change the view options

Click the Settings icon to enable or disable the following user interface elements:

Value bar: Use the Value bar to edit member names or cell values outside of the dimension editor grid. This editing option 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 this option to maximize the number of members that are displayed in the dimension editor without scrolling.
Attribute type: Enable the Attribute type option to display the data type icon for each attribute on the Attributes tab. Disable the Attribute type option to display only attribute names on the Attributes tab.
Element index: Display or hide the Index column in the dimension editor. The Index value defines the order of elements within a dimension or hierarchy, and is unique for each element.
Context menu: Enable or disable the right-click menu for members.
Page size (load members): Select the number of members to initially load when the dimension editor is opened and each time a new page is fetched. You can load and display up to 600 members per page.

Tip: The same options are available from Profile and settings. Use this location to enable the different options by default for the entire workbench environment. For more information, see Manage settings for components and features.

Filter members

Use the Filter (optional) option to narrow the focus of members displayed in the editor. You can select any saved set or member level.

Click the Filter icon in the dimension editor toolbar to filter on member names. You can choose operators such as = or < > to create dynamic selections and combine up to three filter parameters in one go.

When you apply these filters on the Members tab, the same filters automatically apply to the members on the Attributes tab.

Clearing filters on the Members or Attributes tab, clears the filters on both tabs.

Sort members

You can choose from several sort orders to sort hierarchy members in the dimension editor. Click the Sort members icon in the toolbar to access the following sort options:

Ascending: Sort members in ascending order.
Descending: Sort members in descending order.
Hierarchize: Organize the members of a specified set into hierarchical order.
Hierarchically ascending: Sort members within a hierarchy in ascending order.
Hierarchically descending: Sort members within a hierarchy in descending order.
By index, ascending: Sort members by index, in ascending order.
By index, descending: Sort members by index, in descending order.
By index, hierarchically ascending: Sort members within a hierarchy by index, in ascending order.
By index, hierarchically descending: Sort members within a hierarchy by index, in descending order.