Help & DocumentationCreating Dimensioned Metrics and Reports Understanding Dimensioned ElementsUse a Naming Template to Specify Dimensioned Elements Name Format

Use a Naming Template to Specify Dimensioned Elements Name Format

When defining a new Dimension Naming Template, use the Advanced tab of the Dimension Editor to set the formatting rules for Dimensioned Element tiles and Charts.

1. Access Content > Dimension > select an existing or create a new one

Open the Dimension Information tab

  1. After 'Collect Values' completes, you can view the distinct values in the grid below

2. Collect Dimension values

  1. Define the Value you plan to use for adding Dimension Values to the Dimension. In this example we are adding data manually. For more information refer to one of the following articles:
  2. Add Dimension Values using the respective procedure.

3. Open the  'Advanced' tab to review existing templates

NOTE: Example is using a dimension that is already used in at least one Element - this is just for display purposes.

3.1. These are the same Templates without dimension values substitution

These are the same Templates without dimension values substitution
  1. Prefixes such as 'by', 'for' and 'in' can be used before either parameter
  2. Suffixes such as 'Supplier', 'Status' and '-' (dash)  can be inserted after either parameter
  3. You can also add a new element name template by selecting the last option in the drop-down list

NOTE: Both 'Element Name' or 'Dimension Display Value' can be either first or last.

4. Adding new Element Name Template

Adding new Element Name Template

Decide which parameter to use first and click link to add. The corresponding parameter is added to the Display name field

4.1. Example of adding free-form data to template

Example of adding free-form data to template

4.2. Add second parameter and optional suffix

Add second parameter and optional suffix

NOTE:  You can experiment with the placement of prefixes, suffixes and parameters to ensure a meaningful name is displayed

Save to review actually substitution

4.3. New template is automatically selected for use

New template is automatically selected for use

New template is automatically selected for use

5. Advance settings for Compound Dimensions

Open the Dimension Editor for a combined Dimension.

5.1. Open the Advanced tab to add new template as shown in Step 4

Open the Advanced tab to add new template as shown in Step 4
  1. Set Type to 'compound' (this is optional)
  2. Notice that Element Name Templates have three parameters: '<Primary Dimension Value> <Secondary Dimension Value> <Element Name>'
  3. Creation of new Template proceeds a shown in Step 4

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