Setup and Use Grouped Dimensions

The Grouped Dimensions feature is useful when updating a member that exists in multiple dimensions. When using this feature, note that the selected dimension name on the metadata will not be updated on a request with grouped dimensions. Only the group dimensions will be updated. The following is an example of how to setup Grouped Dimensions to add a member to both Entity and UD1 dimensions in a single request.

1. Navigate to the Administration > Dimensions page and ensure the dimensions you want to group are assigned to a Cube and Dimension Name.

   

2. Select the Create icon to create a new Dimension assignment. Select the desired dimensions under the Grouped Dimensions drop-down.

   NOTE: A dimension cannot be grouped to itself, so the current dimension under edit will not be included in the list of dimensions eligible for grouping.

3. Next, create a Request Profile and select the newly created Grouped Dimension.

   

4. Assign the layouts to each action you want allowed in the request.

   

5. Return to the Request Profiles summary page and click on Create to generate the dynamic dashboards for the profile.

6. After a request is submitted, a line item will automatically be generated for the same member in both the Entity and UD1 dimensions.