Creating New Dimensions
To create a new dimension, follow the steps in the example below:
- From the Modeler, select the Demo database.
- Click Dimensions to expand the list of dimensions in the database.
- Create a new dimension by either right-clicking Dimensions and selecting New… or by clicking the icon, as indicated in the screenshot below:
- The New Dimension dialog appears, where you can enter a name and description of the dimension. You can also select from a list of templates, which define the elements in your new dimension.
- Click OK to finish.
You can view details about every dimension in the database in table format in the Dimensions Overview. Dimensions are grouped by type (if assigned). You can also see the number of elements and distribution levels for each dimension; the cubes that contain the dimension; and the number of groups have non-default rights assigned for the dimension elements:
If you select a template when you create a dimension, it is automatically assigned a type. If you create a dimension with no template assigned, you can still assign it a type after creating it. When you assign a type to a dimension, it does not make any changes to the dimension itself, although Time dimensions can use the Time Editor (see Time description below).
Note: once selected, dimension types cannot be changed or removed (except for Business type – see description below).
To assign a type, open the dimension in the Modeler, go to Advanced and select the type from the drop-down list. The following options are available:
- Versions – the elements of this dimension represent data sets such as Actual, Budget or Forecast. They have different origins, such as source systems or planning processes.
- Time – the elements of this dimension represent a time unit, such as day, month, quarter or year, and aggregations thereof. Once selected, this option enables the Time Editor, which allows you to maintain the time dimensions.
- Business – the elements of this dimension represent values broken down in hierarchies, displaying how a company organizes its business. Common business dimensions are Regions, Companies, Cost Centers, Products or Customers. Dimensions that have been assigned this type can be changed back to “No type assigned”.
- Accounts – the elements of this dimension represent ledger accounts, as used by accounting, or similar concepts such as reporting positions or planning items. The hierarchy in an account dimension (also known as a chart of accounts) uses factors for a meaningful aggregation. For example, the factor -1 is used in Profit = Income – Expenses. The factor 0 is used in Total Revenue = Services + Sold Products + Other Revenue + (0* Thereof Interest Revenue).
Note: The list of accounts and its hierarchy are subject to maintenance and can vary over time to reflect changes in the business process.
- Measures – the elements of this dimension represent different transactional data information stored in the cube. Similarly to Accounts, you can specify different meanings of measures (such as element type – numeric or string, the units of measurement (amount, units, weight, length), the display format, the aggregation behavior over time, or the calculation formulas. Unlike accounts, there are usually only a few measures and they remain fixed over time.
Learn more about creating dimensions in a free online course from Jedox Academy! Just enter your email address when prompted, and the video will begin playing.