Create a Leveled Dimension

Learn how to create and configure a leveled dimension.

Overview

You might want to create a new dimension when you have new data to analyze in Visier. For example, if your organization started collecting employee data about hair color, you might want to create a new Hair Color dimension in Visier to analyze employee hair color.

To modify how a leveled dimension is displayed, such as the order of its levels or the level display names, you can configure a dimension.

Create a leveled dimension

Note: For a tutorial that walks you through creating a new dimension, see Create New Employee Attributes and Metrics.

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, start by selecting the dimension type to create and then select its associated analytic object.

  1. In a project, on the navigation bar, click Model > Dimensions.
  2. Click Create Dimension.
  3. Selected Leveled, and then click Next.
  4. Select an analytic object and then click Next.

    This is the object associated with the dimension; for example, if you're creating a dimension for your employees' hair color, the analytic object is Employee.

  5. Type a display name and description.
  6. When finished, click Create.

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

Model > Analytic Object steps

In this workflow, start by selecting the analytic object and then select the dimension type to create.

  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 Leveled, and then click Next.
  5. Type a display name and description.
  6. When finished, click Create.

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

Configure a leveled dimension

This configuration includes changing the display names for the members at each level and mapping unknown values from the data to the dimension's Unknown Value setting.

Note:  

  • Value configuration is only available if data is loaded.
  • If you change the display name of a leveled dimension in the Basic Information tab, check the Customize tab to update the level display names if needed. If you don't have access to the Customize tab, contact Visier Technical Support to update the level display names.

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

  2. Select a leveled dimension.
  3. In the Configure tab, do any of the following:
    • To set an unknown value, beside Map unknown value, click Edit and select a value from the list. You can Save this selection or Clear it and choose another.
    • To change the display name of a level member, click the row in the Custom Name column and type a new display name.
    • To reorder the level members, click Reorder and move the members to a different order. Note that members can only be reordered within the same parent.

Change a local dimension to a shared dimension

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

Tip: If a dimension is shared, it has the Shared icon , as shown next.

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.

Publish your changes

When finished configuring and customizing the dimension, publish the project to production. For more information, see Publish Project Changes.

To see your changes, run a data version in production or wait until your next scheduled data load to make the data available to users. For more information, see Data Versions.