Create a Parent-Child Dimension

You can create a dimension in the Dimensions room or by selecting a specific analytic object on which to create the dimension.

Model > Dimensions steps

In this workflow, select the dimension type to create its associated analytic objects.

1. In a project, on the navigation bar, click Model > Dimensions.
2. Click Create Dimension.
3. Select Parent-child.
4. Optional: To make the dimension shared, enable the Make dimension shared toggle.
5. Type a display name and description.
6. Select one or more analytic objects.
7. Optional: To add tags to the dimension, click Add Tags. For more information about tags, see Create and Assign Tags to Content.
8. Optional: To create additional dimensions, in the left panel, click Create. Repeat steps 4 to 6.
9. When finished, click Done.

   Result: The dimension is created and can now be customized and configured.

Model > Analytic Object steps

In this workflow, select the dimension type to create. You can create many dimensions at once.

1. In a project, on the navigation bar, click Model > Analytic Objects.
2. Select an analytic object.
3. In the Attributes tab, click Add Attribute > Dimension.
4. Select Parent-child.
5. Optional: To make the dimension shared, enable the Make dimension shared toggle.
6. Type a display name and description.
7. Optional: If the dimension is shared, select additional analytic objects.
8. Optional: To add tags to the dimension, click Add Tags. For more information about tags, see Create and Assign Tags to Content.
9. Optional: To create additional dimensions, in the left panel, click Create. Repeat steps 4 to 6.
10. When finished, click Done.

    Result: The dimension is created and can now be customized and configured.

Customize a parent-child dimension

Turn on large dimension search

If your parent-child dimension has more than 300,000 members, such as in the supervisory hierarchy, Visier's default doesn't allow searching for specific members to help with performance. You can bypass the default if your hierarchy has fewer than 20 million members by turning on Large dimension search.

1. In a project, on the navigation bar, click Model > Dimensions.

2. Select a parent-child dimension.
3. In the Customize tab, turn on Large dimension search.

Rename a default level name or add additional levels

Each parent-child dimension has a different number of levels depending on the hierarchy. When viewing a visualization, users can select a specific level of the parent-child dimension to view all attribute values at that level. For more information about parent-child levels in visualizations, see Change the level of the group by attribute.

Each level has a default name, starting with Level 1, Level 2, and so on. You can rename a default level name to a custom name to help users understand what level they are selecting in a visual.

To determine what levels you want to rename, preview the parent-child dimension in the solution, as described next.

1. In a project, on the navigation bar, click Model > Dimensions.

2. Select a parent-child dimension.
3. In the upper-right corner, click Preview.
4. In the visualization preview, click the Group By picker in the visual title, and then click Select level of.
5. In the list of levels, select a level to view its data. The following screenshot is an example of the default list of levels.

   

Now that you know how many levels the parent-child dimension has and what data each level contains, you can rename the levels by adding levels to the dimension, as described next.

1. In a project, on the navigation bar, click Model > Dimensions.

2. Select a parent-child dimension.
3. In the Customize tab under Levels, click Add Level.
4. Type a display name and description.
5. Select a data type from the list.
6. Click Add.

   Note: The order of the levels in the list determines the mapping of the levels in the hierarchy. For example, the first level in the list is applied as the first level in the hierarchy.

7. Repeat steps 3 to 6 for each level you want to rename or add.
8. Optional: Use Reorder to change the order of the dimension's levels.

Change a local dimension to a shared dimension

Convert a dimension so it is shared among multiple analytic objects.

Because the object name for the dimension may change, any dependencies for the local dimension will update automatically and appear in the project's changelist. For more information about changelists, see Manage and Commit Project Changes.

Content such as analyses and charts will update to reflect the new object name for your converted shared dimension.

1. On the navigation bar, click Model.
2. Navigate to a dimension, either through Analytic Objects or Dimensions.

   Note: You can convert leveled dimensions or parent-child dimensions to shared.

3. In the upper-right corner, click the More actions button > Make shared.
4. Select the analytic objects you want this dimension to be shared with.
5. When finished, click Make Shared.

   Caution: You cannot revert the dimension back to local after conversion.

Troubleshoot "Data is not available"

You may see a "Data is not available" note in the Customize tab. To investigate data availability, check:

• The Data Transfers room in the global workspace. There must be a data file that contains data for the object.

  

• The Sources room in the global workspace. The data file containing your object data must be connected to a source. For more information, see Sources.
• The Mappings room in a project. The source that contains your object data must be mapped to the associated property. For more information, see Mappings.
• The data version. After mapping your source data to a property in Visier, you must generate a new data version. For more information, see Data Categories and Run a Job.