Managing the default member of the dimension is highly recommended for maximizing efficiency. Here, we provide a best practice that can be applied to eliminate the time spent repeatedly updating the common “default” dimension members whenever needed, thereby preventing unnecessary clicks and steps, and focusing more on analyzing the data.
In this article, you’ll learn how administrators can update the default members of dimensions within Prophix through the Model Manager module.
Let us assume that the current setting has not been updated since the implementation phase. For the Account Dimension, I would like the default dimension member to be the Net Income, and for the Version Dimension, the Actual version. Therefore, I would like to update both dimensions’ default members.
The Current Situation:
Let’s take a look at the default members in the Account and Version dimensions. Below are the steps.
- Launch Model Manager and navigate to the Finance Model
- Select the Account Dimension to see the dimension’s default hierarchy
- In the toolbar menu, click on the Option, and a Dimension Option window will pop-up
- Find out what’s been selected on the Default member field
- Here are the results for the Account dimension as an example
The Next Steps:
By looking at what each dimension default member currently is, I can determine which changes must be made to update the dimension default member. I will illustrate the steps using one dimension, the Version dimension, and point to the actual version rather than All members. Then, as an Administrator, you can repeat these steps for the other dimensions requiring the same changes. Below are the steps.
- Launch Model Manager and navigate to the Finance Model
- Select the Version Dimension to see the dimension’s default hierarchy
- Click on the Options section of the toolbar, the dimensions option window will pop up
- At the default member field click on the Member Selector to make the changes
- A new screen will pop up, go ahead, and replace the selected All member with ACT Version then click OK
Before:
After:
Results: The default Version dimension member has been updated to the new default Actual version.
Hopefully, this helps.
Good Luck!