Creating a Dimension via a Process

All of the following functions are documented in full in the Process Documentation section of the portal.

Dimension Functions

When creating a dimension using a process the primary functions needed are:

dimension.create(dimName, dimType);
dimension.exists(dimName);
dimension.wipe(dimName);

A typical start to a dimension building process involves

//1. Checking if the dimension exists
if( dimension.exists(dimName) == false ) {
    //2. If the dimension does not exist, create it
    dimension.create(dimName, dimType);
} else {
    //3. If the dimension does exist, wipe it
    dimension.wipe(dimName);
}

These steps can been combined into a single function:

dimension.createOrWipe(dimName, dimType);

Hierarchy Functions

Once the dimension exists, one or more hierarchies are also created. The functions to do this follow a similar pattern.

hierarchy.create(dimName, hierName);
hierarchy.exists(dimName, hierName);
hierarchy.wipe(dimName, hierName);

//utility function for all of the above.
hierarchy.createOrWipe(dimName, hierName);

Element Functions (Incl. Parent Elements)

When creating elements within a process. Use the following function to add a consolidation element under another consolidation element.

hierarchy.structure(dimName, hierName, parentElement, childElement);

When adding a dimension element under a consolidation element use the following function.

hierarchy.group(dimName, hierName, parentElement, childElement);

The dimension process functions are further explained under the Processes Section.

Hierarchy Blueprints

In some instances it is hard to know the depth of a hierarchy from the source data in advance, which makes it difficult to know when to use hierarchy.group vs. hierarchy.structure. In this instance there are a set of functions which can be used to build a blueprint of the hierarchy, when this blueprint is saved it will determine which elements will be added as dimension elements or parent elements in the given hierarchy.

hierarchy.blueprint.create(blueprintName);
hierarchy.blueprint.add(blueprintName, rootName) ;
hierarchy.blueprint.addChild(blueprintName, parentName, childName);
hierarchy.blueprint.publish(dimName, hierName, blueprintName);

One additional advantage of the Blueprint syste

m is that the same blueprint can be published to multiple hierarchies (incl. across multiple dimensions).

Standard Template for building a Dimension

For information on how scripted processes are structured and how each of the standard functions is used, refer to the Scripted Processes documentation.

/**
 * Author: example name
 * Date Created: 2022-12-15
 * Date Modified: 2022-12-15
 * Date Deprecated: #N/A
 *
 * Parent Process: #N/A
 * Primary Function: Build the Department Dimension
 * Target: Department
 * Datasource: CSV file from business users
 * Datasource Fields: 
 *      dept - department code
 *      name - department name
 * 
 * Builds the department dimension from the user 
 *  managed department file.
 */
var dimName = "Department";
var dimType = "Standard";
var parentElement = "All Departments";

function pre() { 
    //do nothing 
}
function begin() {

    //create or wipe our dimension
    dimension.createOrWipe(dimName, dimType);

    //Setup two alternative names for the department elements
    alias.createOrWipe(dimName, "Name");
    alias.createOrWipe(dimName, "Code - Name");

    //create or wipe our default hierarchy
    hierarchy.createOrWipe(dimName, "Default");

    //create or wipe our "No Department" hierarchy
    hierarchy.createOrWipe(dimName, "No " + dimName);
    hierarchy.group(dimName, "No " + dimName, "", "No " + dimName);
}
function data(record) {
    /* build a hierarchy of elements in the default 
    hierarchy using the datasource information */
    hierarchy.group(dimName, "Default", parentElement, record.dept);

    //set the "name" and "code - name" alias.
    alias.set(dimName, "Name", record.dept, record.name);
    alias.set(dimName, "Code - Name", record.dept, record.dept + record.name);

}
function end() {
    //do nothing 
}