Use the Dimensions tab in Analysis Cubes Configuration to select which dimension fields from your Vision database will populate the Vision data cubes. You must select at least one dimension to populate the data cubes. The dimensions that you select display in the Microsoft Excel PivotTable List when you create custom reports in Excel.
Initially, all the Vision dimension fields listed on this tab are selected by default to populate the data cubes. You must clear the
Select check box for the dimension fields that you do
not want to populate the Vision data cubes.
Contents
| Field | Description |
|---|
| Standard Dimensions Drop-Down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Select
|
Use this option on the grid toolbar to select the check box in the
Select column for multiple dimensions at one time.
|
| Deselect
|
Use this option on the grid toolbar to clear the check box in the
Select column for multiple dimensions at one time.
|
| Select All
|
Click this option on the grid toolbar to select the check box in the
Select column for all dimensions in the grid.
|
| Deselect All
|
Click this option on the grid toolbar to clear the check box in the
Select column for all dimensions in the grid. This allows you to select dimensions from scratch with a completely cleared list.
|
| Select check box
|
By default, this check box is selected for all dimensions when you open the Dimensions tab for the first time. Clear the check box for the dimensions that you do
not want to populate the Vision data cubes.
There are several ways to clear the selected check boxes:
-
Click the check box in a dimension's row to clear the check box for individual dimensions, one at a time.
-
To clear the check box for a group of adjoining or non-adjoining dimensions in the grid all at once, use the
Deselect option on the grid toolbar. See the Deselect description above for information on how it works.
-
To clear the check box for all the dimensions in the grid at once, click the
Deselect All option on the grid toolbar.
The
Select check box cell background color is shaded for the dimension group and folder names that you cannot deselect.
There are several ways to select the check box for a dimension:
-
Click the check box in a dimension's row to select individual dimensions one at a time.
-
To select the check box for a group of adjoining or non-adjoining dimensions in the grid all at once, use the
Select option on the grid toolbar. See the Select description above for information on how it works.
-
To select the check box for all the dimensions in the grid at once, click the
Select All option on the grid toolbar.
|
| Group
|
This column displays the group to which a dimension belongs. You
cannot modify a dimension's group.
Dimensions are organized and displayed by group in the Microsoft Excel PivotTable list. For example, dimensions for the Project Info Center are in the Projects group in the PivotTable list.
If all of the dimensions in a group are unselected, the group does not display at all in the Excel PivotTable List.
|
| Folder
|
This column displays the folder within the group to which a dimension belongs. You
cannot modify the folder name.
Dimensions are organized and displayed by group and folder in the Microsoft Excel PivotTable list. For example, dimensions for the Project Info Center are in the Projects group. Within the Projects group you see the following folders that contain dimensions: Location Address, Multicurrency, Phase, Project, Project Billing Client, Project Primary Client, and Task.
If all of the dimensions in a folder are unselected, the folder does not display at all in the Excel PivotTable List.
Many dimension groups have a More fields folder. The dimensions that are located in a More fields folder for any dimension group are listed in the
Dimensions grid with no name in the
Folder column.
|
| Default Field Name
|
This column displays the default field label for a field (dimension), which you
cannot modify. The default field label is entered on the Labels tab in General System Settings. Any field name changes that you make in Vision Designer (Screen Designer) do not display in the data cubes.
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