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Import Attributes and Custom Dimensions

Explains how to import changes to your attributes and custom dimensions.

Create many attributes and dimensions and values, or make bulk updates to existing ones with the import function. To do this, either export the current structure, which you can modify in Excel or download the Excel template.

Before You Begin

Required permissions: 

  • Model Management Access > Model
  • Structure Import

How You Get There

Navigation Icon5.png From the nav menu, go to Modeling. Select Level AttributesDimension Attributes or Account Attributes. Use the first drop-down in the toolbar to get to the different kinds of attributes. 

Navigation Icon5.png From the nav menu, select Modeling. From the Levels and Dimension menu, select  Dimensions.

Import Options

  • Update: Edits existing elements only. You must export the elements first.
  • Append: Adds new elements and leaves existing ones as-is. You must use the template.
  • Reload Entire Structure: Deletes all existing elements and their data and loads a new structured list. You must use the template.
  • Reload Entire Dimensions (for custom dimensions only): Updates only the dimensions in the import, adds new dimensions and values, and leaves any dimensions not in the import as-is. Export the existing structure or use the template.

Reload Entire Structure and Reload Entire Dimensions deletes all the related data.

Import Attributes

Add Attributes (Append or Reload the Entire Structure)

First find and complete the template. Then, upload the completed template.

  1. Select Import Structure from the toolbar. If you don't see this button, you don't have the Model Management > Import Structure permission.
  2. From the pop-up window, select the Download template link. 
  3. Complete the template and save the file to your computer.
    • The first sheet has instructions on how to use the template.
    • The second sheet is the template for you to complete and import. 
  4. Return to the appropriate screen, and select Import Structure importAccountStructureIcon.png from the toolbar. If you don't see this button, you don't have the Model Management > Import Structure permission.
    • Select Append to add new elements to the hierarchy list. Don't include any existing elements in the spreadsheet.
    • Select Reload Entire Structure to delete your existing elements and replace them with a new structure. This deletes existing elements and their data.
  5. Click Choose File. Browse your files and select the template spreadsheet. Then select Upload

Check the hierarchy list to ensure that they uploaded as you expected.

Bulk Edit Existing Attributes (Update)

To import updates, first export the current structure. Then, import the changes.

  1. Select Printable View Print View to open the entire structure in Excel.
  2. Update the existing elements and save. Do not add any elements.
  3. Return to the appropriate screen, and select Import Structure from the toolbar. If you don't see this button, you don't have the Model Management > Import Structure permission.
  4. Choose the Update radio button.
  5. Select Choose File. Then browse to select the saved spreadsheet.
  6. Select Upload.

Check the updated hierarchy to make sure it has updated as you expected.

Import Dimensions

Add Dimensions (Append)

  1. Find and update the template. 
  2. Return to the appropriate screen, and select Import Structure importAccountStructureIcon.png from the toolbar. If you don't see this button, you don't have the Model Management > Import Structure permission.
  3. Click Append to add new elements to the hierarchy list. Don't include any existing elements in the spreadsheet.
  4. Select Choose File to select the updated template spreadsheet and select Upload

Bulk Edit Dimensions (Update)

To import updates, first export the current structure. Then, import the changes.

  1. Select Printable View Print View to open the entire structure in Excel.
  2. Update the existing elements and save. Do not add any elements.
  3. Return to the appropriate screen, and select Import Structure from the toolbar. If you don't see this button, you don't have the Model Management > Import Structure permission.
  4. Choose the Update radio button.
  5. Select Choose File. Then browse to select the saved spreadsheet.
  6. Select Upload.

Check the updated hierarchy to make sure it has updated as you expected.

Bulk Edit and Add Dimensions (Reload Entire Dimension)

The Reload Entire Dimension lets you import updates and additions in one step, while maintaining existing dimensions.

  1. Either export the structure to make changes and additions, or download the template to make additions. 
  2. Return to the appropriate screen, and select Import Structure importAccountStructureIcon.png from the toolbar. If you don't see this button, you don't have the Model Management > Import Structure permission.
  3. Select Reload Entire Dimension.

 

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