Toolbar -

• Save   - Click save to save any changes made to properties in the window.

• Help  - Click to open help that is specific to working with administrator settings from this Dimension window.

This window is organized by dimension, hierarchy, level, and attribute relationships. Dimensions are listed alphabetically, including the single Time dimension that contains all time hierarchies. To the right of each dimension are its hierarchies, levels, and attributes along with properties that control their availability in views and some related Select Members windows used for filtering.

• Use the white arrow next to a level to expand it and see more information, including its attributes and Search By settings

• Use the black arrow next to a level to collapse its detail information.

• Displayed by each hierarchy are checkboxes and Select Members settings. See item 3 in this table for details.

• Displayed to the right of each level are their attributes and settings related to their Attributes (enabling for use in views, adding to views by default, what’s used for Display Columns and default Search By settings in member search windows). See row 4 and 5 in this table for details.

• The Data Table information tells administrators the name of the Data Table that stores master data for levels.

The following settings are used to control which hierarchies are available in views and what type of Select Members search window shows by default while setting up certain types of filters for the applicable hierarchies.

Hierarchies And Checkboxes To Control Their Availability – The checkbox next to a dimension’s hierarchy controls whether the hierarchy and its level(s) will be available to use in views. The setting also impacts when they will appear in the Stratum Glossary

• Selected – Means the hierarchy and its level(s) are available to add to views. The hierarchy will be available when using the Add Hierarchies window and the Edit window for rows, columns, and view filters. Also, the hierarchy and its level(s) will appear in the Stratum Glossary when the “By Viewer Availability” filter option is enabled.

• Deselected – Means the hierarchy and its level(s) are not available to add to views. Also, the hierarchy and its level(s) will not appear in the Stratum Glossary when the “By Viewer Availability” filter option is enabled.

Note: Changing a hierarchy status from selected to deselected in cases where its used in views already does not impact those views. The hierarchy will still show up in the views that already had it in it, but the hierarchy will not be available to add to other views.

Select Members Setting for Hierarchies, Dimensions, and Levels - The Select Members drop-down lists next to hierarchies control which select members window will display when users set up member list filters for levels that belong to the hierarchy. See also item 4 in this table for some other settings that impact the Select Members and Advanced Select Members windows.

• Basic - The Select Members window will display by default. Users can click Advanced in that window to toggle over to the Advanced Select Members window.

• Advanced - The Advanced Select Members window will display by default. Users can click Select in that window to toggle over to the Select Members window.

• Advanced Only - Only the Advanced Select Members window will be available for member list filter purposes.

Custom - A window customized to your company’s needs will display for member list filter purposes. Custom searches help users find members from large dimensions by allowing searches based on multiple attributes and/or other unique criteria. Contact your Silvon Sales Representative to see an example and for details about how Silvon can create and implement a customized master file search.

The following settings for a level’s attribute relationships are used to control which attributes are available in views and which attributes will be automatically added to a view when the level gets added to a view. The setting also impacts when they will appear in the Stratum Glossary. This section also shows the name of the data table related to the level and its dimension and hierarchy.

Attributes And Checkboxes To Control Their Availability – Use the checkbox to the left of each attribute to control whether the attribute will be available to use in views.

• Selected – Means the attribute is available to add to views. The attribute will be available when using the Add or Edit Attribute Relationships window, for example. Also, the attribute will appear in the Stratum Glossary when the “By Viewer Availability” filter option is enabled.

• Deselected – Means the attribute is not available to add to views. Also, the attribute will not appear in the Stratum Glossary when the “By Viewer Availability” filter option is enabled.

Note: Changing an attribute status from selected to deselected in cases where its used in views already does not impact those views. The attribute will still show up in the views that already had it in it, but the attribute will not be available to add to other views.

Data Type – Use this drop-down list to control how values for an attribute relationship are displayed and treated in view sorts and filters – either as numbers or text. If an attribute relationship contains numerical data, consider setting its Data Type property to Number. Commodity codes or pricing data are examples of numerical data. When this property is set to Number, attribute relationship values will be displayed right aligned in a view’s columns (like measure item values) and for exports to Excel that are set to be Excel Report output types. Also, view sorts and filters will treat the data as numeric.

Add To Views Checkboxes To Control What’s Automatically Added To Views – Use the Add To Views checkbox to the right of an attribute to determine which attributes are added to views automatically when their level is added to a view.

• Selected – Means the attribute is automatically added to views when the applicable level added. Users can edit the view to hide or remove the attribute from the view if needed.

• Deselected – Means the attribute is not automatically added to views when the applicable level is added. Users can edit the view to add the attribute to it if needed.

Note: Changing an Add To Views status from selected to deselected in cases where an attribute is used in views already does not impact those views. The attribute will still show up in the views that already had it in it, but the attribute will not be added to other views automatically.

Levels and their Default Display Columns and Search By Properties - Expand a level to see Search By and Display Column properties. The Search By selection controls what searches default to in the Select and Advanced Select Members windows no matter where the windows are accessed from – be it from views, the User List Maintenance window, the Role Maintenance window, and so forth. Display Columns selections influence displays columns that show when the Select Members, Advanced Select Members, Paste Members, and Select User List Filter windows are accessed from anywhere other than a view (for example, when the Select Members window is accessed from the User List Maintenance window).

• Search By – This property can be set to either a specific attribute or to System Defined.

• System Defined: If you want the Search By in the Select and Advanced Select Members windows to adjust dynamically based on the view definition, then select System Defined from the Search By drop-down list. Searches will default to the Display Text for the level in a view when the Select and Advanced Select Members windows are accessed from a view. When the windows are accessed from outside of a view and System Defined is selected, searches will default to the first item (value or attribute relationship) selected for the Display Column property (the property described above).

• Attribute: If you want searches for the level to always default to a specific attribute, then select that attribute from the Search By drop-down list. Setting the Search By property to a specific attribute overrides all Display Text settings for the level. 

• Display Columns – The columns you select will display by default when selection windows are accessed from outside a view. Display columns are the level value and attribute relationships, such as short or long description.

Note: When selection windows are accessed from within views, the display columns default to the values and/or attribute relationships showing in the grid. In the case of views with parameters where the windows are accessed from the View Prompt window, display column settings will be influenced by a parameter’s Display Text property.