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Adaptive Insights
Knowledge and Support - Adaptive Insights

Managing Attributes

The Attribute Administration screen is laid out with a list of attributes and attribute values on the left and a details pane on the right. You can select between level attributes, account attributes, or dimension attributes in the drop-down menu on the left side of the toolbar. 

To edit an existing attribute or attribute value, select it in the list, update the information in the Details pane, then click Save

To create a new attribute or attribute value, click the New Attribute or New Attribute Value icons, fill in the Details pane with the appropriate information, and click Save

The icons in the toolbar are: 

  • New Attribute - Create a new attribute

  •  New Attribute Value - Create a new attribute value

  •  Move Up - Move selected item up in the list

  •  Move Down - Move selected item down in the list

  •  Printable View - Exports attribute data into an Excel spreadsheet

  •  Delete - Delete currently selected attribute or dimension

  •  Import Attribute Structure - Open import structure dialog to download structure template and/or upload completed template

  •  Save - Save changes to details

  •  Cancel - Discard changes to details

Search

To search, click the Search tab or in the Search bar, enter part or all of the item(s) you are looking for, and click the search icon. The Search tab is brought into focus, with a list of attribute and attribute values matching your search, displayed along with their location in the attribute hierarchy.

The search results are paginated, and you can navigate through the pages using the arrows at the bottom of the Search tab:

  •  First

  •  Previous

  • Page number field

  •  Next

  •  Last

  •  Refresh

You can also enter a number in the page number field and press enter to be taken directly to that page.

Moving Attribute Values

To change the location of an attribute value within the same page of the Attributes list, you can use the Move Up and Move Down icons. To move an attribute value long distances or across pages:

  1. Highlight the value you want to move by clicking it.

  2. Cut the value by pressing Ctrl+X or by right-clicking it and selecting Cut.

  3. Click an item with the same parent you want the items to have.

  4. Press Ctrl+V or right-click and select Paste.
    The attribute value will be pasted as a sibling of the selected value.

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