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New
a year ago

New auto-mapping setting: Auto-map to a default item

We've launched a new auto-map setting, "Auto-map to default item," designed to simplify dimension management, particularly for datasets with many unique items (like customer or vendor lists).

This feature automatically assigns new, incoming data entries to a designated "default" category (e.g., "Other," "Miscellaneous"). This prevents the creation of thousands of individual items, which can slow down performance.

Why is it useful?

  • Faster performance: Reduces the number of individual dimension items, leading to quicker loading and processing.
  • Simplified analysis: Allows you to focus on key data categories by grouping less critical items.
  • Automated data categorization: Automatically assigns new data during uploads and syncs, reducing manual work.
  • Flexible management: You can still edit and manage the items within the default category.

How does it work?

  • Turn on "Auto-map to default item" in the dimension settings.
  • You can choose or create a dimension item to act as the "default" category.
  • New data entries will be automatically placed into the default category. And any existing, unassigned items are also moved to the default category when the setting is enabled.
  • Renaming the default category will not change the names of items already assigned to it.

Example use cases:

  • Grouping less important customers into an "Other customers" category.
  • Consolidating minor vendors into a "General vendors" group.
  • Organizing low-volume products into an "Other products" category.