Create a user-defined dimension

In PerformancePoint Planning Business Modeler, dimensions can be system-defined or user-defined. You must be a member of the Data Administrator role or the Modeler role to create a user-defined dimension.

  • System-defined dimensions     are created automatically when you create an application site. Most of these dimensions are commonly used by organizations to structure data. The Time dimension and the Account dimension are good examples,

    For more information about the system-defined dimensions, see Predefined dimensions in the MSDN library.

  • User-defined dimensions    are customized dimensions that match other aspects of the business. Every organization has unique characteristics that might be important to include in any planning or budgeting activity. For example, if your organization sells products, you might need a Product dimension that structures data about your products.

    After you create a new dimension in Planning Business Modeler, you have three options for creating member set structures in your user-defined dimension.

    • Choose to have Planning Business Modelercreate a dimension structure

    • Load member sets from a CSV file

    • Load member sets from a registered data source

Create and structure a user-defined dimension

To create a new dimension:

  1. In the Workspace Browser pane, select Dimensions.

  2. In the Dimension Tasks pane, click Create a Dimension to open the Create a Dimension wizard.

  3. On the Name the Dimension page, type a Dimension Name, Label, and a Description (optional). Then, if you want, select the Allow this dimension to be shared check box to make the dimension available to other model subsites.

  4. On the Review and Create page, review your choices for the new dimension. To continue the wizard and create the dimension structures, click Finish. To return to a prior page and modify any of your choices, click Back.

  5. On the Select Dimension Structure Source page, decide which method you want to use to create the member sets that will structure your new dimension. You can use any of the following methods:

    Choose to have Planning Business Modeler create a dimension structure

    Planning Business Modeler can create member set structures for you, and then later add members. To use this method, take the following steps:

    1. Click Create new dimension structure.

    2. Click Next to open the Define Member Creation page of the wizard.

    Load member sets from a CSV file

    You can define member sets and their properties in a comma-separated value (CSV) file. For information about requirements for the CSV file, see About CSV files for dimension structures.

    To load member sets from a CSV file, take the following steps:

    1. Select Define dimension structure from comma-separated values (CSV) file.

    2. Type the location and the name of the CSV file that contains the member set definitions. Alternatively, click Browse to display the standard Open dialog box, and then open the file.

    3. Click Next to open the Define Member Creation page of the wizard.

      Note:  If the CSV file format is not valid or contains corrupted data, Planning Server creates an empty member set. If you find issues when you load data from a CSV file, contact your PerformancePoint Server database administrator for additional instruction.

    Load member sets from a registered data source

    If a Data Administrator registered an external data source in PerformancePoint Planning Server, and if you have appropriate permissions, you can load member sets and their properties from the registered data source.

    To load member sets from a registered data source, take the following steps:

    1. Select Define dimension structure from data source, and then select the data source from the Source location list.

    2. Click Next to select the source dimension and specify values for the dimension properties.

    3. On the Set Required Properties page, select the dimension from which you want to define properties. Then, in the Value column for each dimension property listed, enter or select a value.

    4. Click Next to continue to the next page of the wizard.

    5. On the Add Optional Properties page, select any additional properties that you want to include in the dimension structure.

    6. Click Next to open the Define Member Creation page of the wizard.

      Note:  If you load members from a data source that uses a DECIMAL data type with a variable number of decimal places for monetary values, be careful that no data loss occurs. Planning Business Modeler uses a MONEY data type, which has a fixed number of decimal places.

  6. On the Define Member Creation page, select one of the following:

    1. Define members later. This creates the default NONE member.

    2. Create sample members. This creates sample members that act as placeholders.

    3. Import members from the selected source. This creates the dimension with members from a specified CSV file. This option is displayed only if you defined the dimension structure by loading a CSV file.

    4. Import members from an alternate data source. This creates the dimension with members from a registered data source. This option displays only if you defined the dimension structure by loading it from a registered data source.

    5. Preview Members button. You can view a list of members.

  7. Click Close to finish defining member creation.

  8. Click Next to continue to the next page of the wizard.

  9. On the Review and Create page, review your choices. To modify any choices that you have made, click the name of page that you want to change, or click the Back button. If everything is correct, click Finish to create the dimension and structures.

  10. To update the database with the new dimension, deploy the model site. For information about how to do this, see Deploy a model.

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