Managing Dimension Configurations


You can configure data for defined dimension tables on the dimension configuration tab of the dimension table page, and edit and publish the dimension configuration.

Prerequisites


Before you start, ensure the following:

  • The current account has been assigned a menu group including Dimensions. If not assigned, contact the application administrator.

  • The data connection type is configured in the dimension definition, and the dimension definition of the dimension table has been published.

  • If you select Sync from Database or Map from Database as the Configuration Method of the data of the attribute data, ensure that a data table has been created under the data source.

Creating a Dimension Configuration


  1. Select Dimensions in the left navigation bar, then select the Dimension Configuration tab.

  2. Select New and enter the following information in the pop-up window:

    • Dimension: Select a dimension table that has published the dimension definition and configured the data connection type.

    • Configuration Method: Select a method to configure data for the attribute in the dimension table.

      • Syncing from Data Catalog: Synchronize the master data objects from Data Catalog and configure the attribute values of the master data objects to the attributes of the dimension table.

      • Importing Manually: Download the template, enter the dimension attributes and attribute values in the template, and then upload it.

      • Syncing from Database: Configure the attribute values of the data table in the database to the attributes of the dimension table by synchronization.

      • Mapping from Database: Configure the attribute values of the data table in the database to the attributes of the dimension table by mapping.

Syncing from Data Catalog


  1. Select Sync from Data Catalog as the configuration method.

  2. After entering the following information on the Data Source page, select Next.

    • Object Type: Select one or more master data object types in Data Catalog. You can also select Attribute Filter attri_filter_icon to add and set object attribute filter conditions and filter object types. For more information, see Master Data Details and Object Attribute Filtering in Data Catalog.

    • Tag Filter: Select the tag under the tag group as the filter condition in the drop-down box. For more information, see Tag Filtering in Data Catalog.

  3. On the Mapping page, select fields in the data table in the Data Source Attribute drop-down box to establish the mapping relationship between the fields in the data table and the dimension attributes. The same data table field can map to different dimension attributes. Then select Next.

  4. Enter the following information on the Sync Period page, then select Next.


    Sync Mode

    Meaning

    Required Actions

    Periodical Synchronization

    The data in the data source will be synchronized regularly and automatically in full based on the period.

    In the Effective From column, set the date for synchronization.
    In Specific Time, enter the sync period according to the Crontab Syntax rules prompt on the page. For example, if you want to set the synchronization period as synchronize every Monday at 12:00, enter the Crontab syntax of 00 12 * * 1.

    Manual Synchronization

    After dimension configuration is complete, a full sync is automatically triggered by default.

    The next date for a full sync can be set in the Effective From column.

    Note

    Every time a synchronization task is triggered, a dimension task instance will be generated on the Task Operation page.


  5. After confirming the dimension configuration on the Preview page, select Publish to save and publish the dimension configuration.

    If you don’t want to publish the configuration for the moment, you can Save it as a draft. To publish later, see Publishing a Dimension Configuration.


After the dimension configuration is published, the current dimension table will be generated in the database configured in the dimension definition.

Importing Manually


  1. Select Import Manually as the configuration method, then select Download Data Template.

  2. Fill in the template with the attribute fields and attribute values defined in the selected dimension table.

  3. Set the update method as Incremental Update or Full Update.

  4. Select Publish.


After the dimension configuration is published, the current dimension table will be generated in the database configured in the dimension definition.

Syncing from Database


  1. Select Sync from Database as the configuration method, and enter the following information on the Data Source page:

    • Source Table

      • Select Data Table: Import fields from the data table of the data source configured in the dimension definition.

      • Select Custom SQL: Enter an SQL statement to customize the field.

    • Table Name: Select a created data table created under the data source.

    • SQL: Enter a custom SQL statement to query a data table in the database.

  2. On the Mapping page, select fields in the data table in the Data Source Attribute drop-down box to establish the mapping relationship between the fields in the data table and the dimension attributes. The same data table field can map to different dimension attributes. Then select Next.

  3. Enter the following information on the Sync Period page, then select Next.


    Sync Mode

    Meaning

    Required Actions

    Periodical Synchronization

    The data in the data source will be synchronized regularly and automatically in full based on the period.

    In the Effective From column, set the date for synchronization.
    In Specific Time, enter the sync period according to the Crontab Syntax rules prompt on the page. For example, if you want to set the synchronization period as synchronize every Monday at 12:00, enter the Crontab syntax of 00 12 * * 1.

    Manual Synchronization

    After dimension configuration is complete, a full sync is automatically triggered by default.

    The next date for a full sync can be set in the Effective From column.

    Note

    Every time a synchronization task is triggered, a dimension task instance will be generated on the Task Operation page.


  4. After confirming the dimension configuration on the Preview page, select Publish to save and publish the dimension configuration.

    If you don’t want to publish the configuration for the moment, you can Save it as a draft. To publish later, see Publishing a Dimension Configuration.


After the dimension configuration is published, the current dimension table will be generated in the database configured in the dimension definition.

Mapping from Database


  1. Select Sync from Database as the configuration method, and enter the following information on the Data Source page:

    • Source Table

      • Select Data Table: Import fields from the data table of the data source configured in the dimension definition.

      • Select Custom SQL: Enter an SQL statement to customize the field.

    • Table Name: Select a created data table created under the data source.

    • SQL: Enter a custom SQL statement to query a data table in the database.

  2. On the Mapping page, select fields in the data table in the Data Source Attribute drop-down box to establish the mapping relationship between the fields in the data table and the dimension attributes. The same data table field can map to different dimension attributes. Then select Next.

  3. After confirming the dimension configuration on the Preview page, select Publish to save and publish the dimension configuration.

    If you don’t want to publish the configuration for the moment, you can Save it as a draft. To publish later, see Publishing a Dimension Configuration.

Editing a Dimension Configuration


  1. Select Dimensions in the left navigation bar, then select the Dimension Configuration tab.

  2. Hover the mouse over the ellipsis (…) at the end of the target dimension table row, select Edit edit_icon, and save or publish the changes.

Deleting a Dimension Configuration


If you need to delete a dimension configuration, ensure that the fact table, derived metric, or query query mapping group associated with the dimension configuration has been deleted in advance.


  1. Select Dimensions in the left navigation bar, then select the Dimension Configuration tab.

  2. Select Delete delete_icon after hovering over the ellipsis (…) at the end of the target dimension table row.

Publishing a Dimension Configuration


  1. Select Dimensions in the left navigation bar, then select the Dimension Configuration tab.

  2. Dimension configurations can be published in the following two ways:

    • Select Publish publish_icon at the end of the target dimension table row.

    • Check multiple dimension tables that need to be published, and then select Publish publish_2_icon at the top of the page to publish dimension configurations in batches.

After the dimension configuration is published, the fact table can be associated with the fact table on the Fact Table Definition page.

Unpublishing a Dimension Configuration


To unpublish a dimension configuration, ensure that the fact table, derived metric, or query query mapping group associated with the dimension configuration has been deleted in advance.


  1. Select Dimensions in the left navigation bar, then select the Dimension Configuration tab.

  2. Select Unpublish unpublish_icon at the end of the target dimension table row to unpublish the dimension configuration.

Previewing a Dimension Configuration


  1. Select Dimensions in the left navigation bar, then select the Dimension Configuration tab.

  2. Select Data Preview preview_icon at the end of the target dimension table row to view the published dimension configuration.

Viewing an Online Version of a Dimension Configuration


  1. Select Dimensions in the left navigation bar, then select the Dimension Configuration tab.

  2. Hover the mouse over the ellipsis (…) at the end of a dimension table for which the status is Updated for Publish, and then select View Online Version view_version_icon to view the dimension configuration in its most recently modified version.

Reverting a Dimension Configuration to an Online Version


  1. Select Dimensions in the left navigation bar, then select the Dimension Configuration tab.

  2. Hover the mouse over the ellipsis (…) at the end of a dimension table for which the status is Updated for Publish, and then select Revert to Online Version revert_version_icon to republish the previous dimension configuration.

Exporting/Importing Dimension Configurations


Export/import operations are available to share and migrate dimension configurations between different OUs.


  1. Select Dimensions in the left navigation bar, then select the Dimension Configuration tab.

  2. Check the published dimension tables, select Export, and export a file in JSON format as a template.

  3. Select Import to import a local dimension configuration file.