Split, merge and edit mappings from dimensions table
We’re excited to announce a significant improvement to make your experience in the platform more autonomous and make dimensions easier to use. We are addressing a key pain point: editing existing dimension items directly from dimensions table. You know how cumbersome it is to download, modify in Excel, and re-upload dimension files, especially when you need to merge or split items – and when you have to worry about conflicts in your different versions.
Now, you can edit dimension mappings directly in the platform, including merging and splitting, with automatic version conflict management. Imagine this:
- You want to consolidate two similar dimension items into one (merge). Instead of exporting, editing in Excel, and re-uploading, you can now simply edit the dimension directly in the platform, selecting the items to merge.
- You need to break down a single dimension item into two separate items (split). This is now achievable directly in the platform, without needing to update all your version manual inputs or version formulas.
- You want to correct a mapping error across all your versions. Now, you can edit the mapping directly, and the system will automatically propagate the changes.
Here’s how it works:
- Click on any cell in the dimension table to edit a dimension item.
- When editing, a dropdown will appear, displaying all existing dimension items for that level, sorted alphabetically. You can select a new or existing item to replace the current one.
- A small blue dot will appear in the right column of the edited row, signaling unsaved changes.
- After clicking Save, your updates will be applied across datasets, version datasets, manual inputs, and version formulas.
And that’s not all! We have also moved the location where the "Rename dimension level items" happens to allow you do more than one rename at a time. This makes multiple renames much faster and more efficient. Find more info here.
This feature is being rolled out in phases. If you need assistance setting it up, please contact our support team.