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Knowledge and Support - Adaptive Insights

Adding Metric and Dimension Settings to a Loader

When you have saved the basic configuration of the loader, you need to add metric and dimension settings. By adding metrics and dimension to a loader, you tell the loader that the dimensions need to be associated with the metrics when the information is loaded into Adaptive Discovery.

To add a metric setting to the loader, follow these steps:

  1. Drag a data component from the Data Components menu and drop it on the Met­ric Settings table.
    The Manage Metric Association dialog appears, as shown below.

    !loaders_manage_metric_association.png
  2. Enter information in the fields as described below:

  • Column: Select the column in the data source you want to use for the metric from the drop-down list.
  • Metric: Select the Adaptive metric or account where you want the data loaded. If the metric does not exist yet, select Create New. This flags the metric setting as something you need to create a metric for. (Information on adding metrics appears in Adding and Editing Metrics.)
  • Display Name: Enter the display name for the new data. If you’re using an exist­ing metric, this is filled in automatically.
  • Short Name: Enter a short name for the metric, to be used when there isn’t enough space for the full name.
  • Units: Select the unit of measure from the drop-down list. This is used for display­ing the metric’s values in Discovery dials.
  • Metric Type: Select the type of metric where the data is loaded from the drop-down list. The options available are Sum (the metric can be summed up across time periods, such as Expenses), Inventory (the metric contains intersection car­ried forward inventory balances, with the most recent value for each intersection carried forward over time), and Last Count (the metric contains inventory bal­ances, which are not summed across time periods).
  • Improvement: Select whether trending upward or trending downward indicates an improvement in the metric. For example, for a profit metric, trending upward is an improvement, but for sales expenses, trending downward is an improvement.
  1. Click Apply.
  2. Click Save on the Actions menu.

The process for adding dimension settings to the loader is similar to that for adding metric settings.

You don’t need to explicitly associate the metrics and dimensions in a loader. When you define one or more metrics and one or more dimensions in a loader, running the loader associates the dimensions with the metrics. 

To add a dimension setting to the loader, follow these steps:

  1. Drag a data component from the Data Components menu and drop it on the Dimension Settings table.
    The Manage Dimension Association dialog appears, as shown below.

    !loaders_manage_dimension_association.png
  2. Enter information in the fields as described below:

  • Column: Select a column from the drop-down list. (The columns that appear in the list reflect the columns in the data source assigned to this loader.)
  • Dimension: Select an existing Adaptive dimension or choose to create a new one.
  • Display Name: Enter a name for the column.
  • Short Name: Enter a short name for the column, to be used when there isn’t enough space for the full name.
  • Member Creation: Select Summarize or Table from the drop-down list.

If you select Summarize in Member Creation, fill in the remaining fields as follows:

  • Structure: Select Flat or Hierarchy from the drop-down list. Selecting Flat says that all dimension values are at the same level and do not have any hierarchy or parent-child relationship between the values. (In this case, you only need to spec­ify the member name column, which is the column within the staging table that contains the names of the dimension members.)

Selecting Hierarchy says that the dimension values have a parent-child relation­ship between the members. You must specify the source column for each level of the hierarchy, with the hierarchy structured from the top of the dimension to the leaf; for example, Column > Level 2 Member Id Column > Level 3 Member Id Col­umn. You can specify up to eight hierarchy levels. Each optional Level X Member Id Column is sourced from a staging column that contains the unique identifiers of the child member. You can also optionally specify a Member Name column, which is a staging column that contains the display name value to be used for the dimension member. If you don’t specify a Member Name column, the Member Id column is used.

  • Member Name Column: Select the member name from the drop-down list. Member names are used when the data includes member ID numbers. (If you have a column in the data for this, select it in the Member Creation drop-down menu.)

If you select Table in Member Creation, fill in the remaining fields as follows:

  • Member Source: Select the source of information containing the identifiers and the values of the hierarchical dimension members. The drop-down list shows all the available data sources and the tables available from each one.
  • Member Id Column: Select the column within the member source table that con­tains the unique identifiers specifying the dimension numbers.
  • Member Name Column: Select the member name column from the drop-down list that contains the display name of the dimension members. Member names are used when the data includes member ID numbers. If you make no entry in this field, Adaptive Integration uses the Member Id Column for the names.
  • Parent Id Column: Select the column within the member source table that con­tains the parent identifier for each of the child level dimension member. Members with no parent specified are created as top level dimension members.
  1. Click Apply.
  2. Click Save on the Actions menu.
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