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Create a Dimension with Automatically Collected Values

This article details how to create a Dimension with Values automatically fetched from a SQL Data Source, although the same workflow can be applied to sourcing Values from any Configurable Data Source.

PREREQUISITES

1. Access Content > Dimensions > [+ New Dimension]

2. Define the Dimension basics

Enter Dimension Information

Provide the following information:

  1. Name: enter a unique phrase
  2. Parent Dimension [optional]: chose an existing Dimension if the Dimension is to be a Child of another Dimension. For more information refer to Understanding Parent/Child Dimensions
  3. Combines existing Dimensions [optional]: set to "yes" if you want to create a Compound Dimension
  4. Dimension Key Values are: specify numeric or text, based on how the Dimension Value's key is defined in the source system
  5. Value Source: from the drop-down list, select the method by which Dimension Values are to be collected
    • In this example, select "Demo DB (SQL)" as the Value source
  6. Specify a Bind Parameter for the Dimension
    • This entry must match the column name of the data in the source system to be used in the fetch command
  7. Save your entries

3. Configure the automated Data Collection settings

In the Dimension Editor:

  1. Select the Data Collection Trigger to fetch/update Dimension Values
  2. Enter your SQL statement detailing which values will be collected:
    • The command must return one Key Value (typically a code stored in the source database) and one Display Value (the phrase that appears on tiles and elements) column
    • If the Dimension does not have a Key Value, select the Display Value for both columns
  3. [Validate]

4. Verify and Collect Dimension Values

  1. Upon successful validation, the sample collected Dimension Values will appear under the data fetch command field
  2. Click [Collect values] if the sample Dimension Values are shown as expected

5. Dimension Values list is populated

6. Auto-delete Dimension Values

Using the auto-delete feature, during update, you can automatically remove Dimension Values that are no longer found in the Values source.

To access the auto-delete setting:

  1. Go to the Dimensions Editor Advanced tab > Other section
  2. "Delete Dimension Values not Found in result set": set to "yes"