V2 - Adding a Custom Dimension

This page is part of a tutorial. If you have navigated to this page directly you may start the tutorial at V2 - Building a First Model - Step by Step.

The data we uploaded so far only uses the build-in time dimension. We will now add a custom product dimension, and change the data to actually use the dimension.

Following the rules outlined in Hierarchies & Dimensions we navigate to the Dimension Manager and create a new Dimension.

Name the dimension "TutorialProduct" and the Level 1 "TutorialProductGroup".

After creating the Dimension we want to configure its Hierarchies. Select "configure Hierarchies" in the top right to do so.

Our Dimension has two Hieracrchies or Levels. The first one is "TutorialProductGroup" which we created together with the Dimension. This dimension contains the product group each product is in. The second Level is named "TutorialProduct", containing the different Product names. To create it select "Add Level" in the top right. 

Now name the new Level "TutorialProduct" and insert it in the last position, since it is our lowest ranked level.

Now that our Hierarchies are set up we can select "Download Excel" on the top right in the previous menu. This will give us an Excel file into which we can enter our Level values. 

Please transfer the following values into the new Excel file:

TutorialProductGroup TutorialProduct
Group A Product A
Group B

Product B.1

Group B Product B.2

The finished Excel file should look like our example: TutorialProduct.xlsx

The next step is to upload the updated Excel file. To do so, select the "Upload Excel" Button next to "Download Excel". Then select the "TutorialProduct.xlsx" file, click on "Preview" and lastly on "Confirm".

Once the Excel is uploaded your "TutorialProduct" Dimension should look as follows: 

Extending the Base Data

We can now extend the base data in our actuals sheet to actually include the product information.

Year TutorialProduct Price Volume
2018 Product A 10 500
2018 Product B.1 20 250
2018 Product B.2 5 250

Download the Excel file: DemoContentStep4.xlsx to do so. We will now use it to update the "DemoContent" data source.

Valsight will automatically connect the "TutorialProduct" column of your excel sheet with the above dimension, because the names match! Make sure that the Dimensions exist before uploading the "DemoContentStep4.xlsx"!

We replace the data file in the "Data source" from the Basic Data Upload & Model Definition step by doing the following:

First, open the submodel you created in Create a new Model. Then select "Upload Data" in the top right.

This will open the Data upload wizard showing all data sources. Since we want to update the "DemoContent" data source, we select "Upload" next to it.

Now choose DemoContentStep4.xlsx and select "Check Content".

Valsight now shows you a preview of the new data structure. As you can see "TutorialProduct" was added and will be connected with the custom Dimension you created earlier. You can hit "Validate Content" once you are familiar with the new data structure.

Finally you'll receive an information on what changed. After hitting "Confirm" your data source is updated!

Without changing a single formula, we have changed the dimensionality of the model! Now we can check the preview data functionality by selecting "Data Preview" in the "Functions" selection (upper left corner) to verify that all data is now calculated on the product level!

Step Summary

After this step we should have  data sources in our system:

  • The default datasource of Valsight (contains the time dimension and other internal dimensions)
  • Our TutorialData data source (contains the Actuals and Forecasted values)

The nodes of the value driver have the following dimensionality:

Node(s) Time Products
Price, Volume, Revenue, Market Share (Haken) (Haken)
Inflation, Market (Haken) N/A

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