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Adaptive Insights LLC.

Converting a Level Dimension to a Level Attribute

As you may already know, our best practice when it comes to using tags on levels and creating alternate hierarchies is to use level attributes over level dimensions for various reasons. You can learn more about this HERE. So the question naturally arises: if I have some level dimensions that I have been using for tagging purposes, how do I switch these over from dimensions to attributes? 

There isn't a "migrate" option or a button, unfortunately. It is however not impossible to convert a level dimension to an attribute. We want to make sure we maintain the level dimension throughout this process so that it does not break any existing reports or dashboards, which is why deleting the level dimension will be the last step in this process. 

  1. Identify which level dimension needs to be converted.

    • This can be done by highlighting a dimension name and seeing if the “Use on Levels” option is checked off.

  1. In the dimension administration page (NavIcon>>Modeling>>Model Management>>Dimensions) take a printable view of the level dimension by selecting the dimension in the drop down and clicking the printer button. 

  1. Save the file and set it aside.

  2. Now, navigate to the level attributes administration page (NavIcon>>Modeling>>Model Management>>Level Attributes).

  3. Click on the "Import level attribute structure" button. 

  1. In the window that appears, click on the "Download Template" button. 

  1. Now you should have two Excel files, one is the printed view of your level dimension and another that is a template for importing attributes.

  2. It is now an exercise in copying/pasting the dimension names and dimension value names into the attribute template. 

  3. Once the attribute template has been set up & populated, it is time to import the new attribute.

  4. In the attribute management page, select "Import level attribute structure" button again and this time, make sure that the option in the pop up window is selected to be "Append." Because we are adding to the existing list of attributes, that is why we would select "Append". 

  1. Select the attribute file that you worked on in step 8.

  2. Hit "Upload."

    • If there are any errors, the system will provide a "view errors" file to look and address some errors in the file.

  3. Now we have created our attribute. 

  4. Look through your level structure and see which levels need to be tagged with the new attribute.

    • An easy way to tell is to download a printable view of the levels, filter out all of the levels that are currently tagged with the dimension that we are converting and change them over to the attribute. 

  1. Look through cube/modeled sheets and reports where this level dimension might be present and replace it with the attribute.

  2. Check to see if any formulas are referencing this dimension and if they do, replace them with the attribute

    • Another thing that you could do is to run formula validation (NavIcon>>Modeling>>Model Management>>Validate Formulas) to see if there are any broken formulas as a result of removal of the dimension. Then, go to the affected formula and replace the missing part with the new attribute.

  3. Once that has been done, as a last step, the level dimension should now be unused so you can safely delete it. 

 


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