Dimensions with a large number of Dimension Values can be populated directly from a CSV file. This article describes how to use a CSV file to populate a Dimension with Values.
If you have a limited number of Dimension Values, the easiest way to create a new Value is to follow the procedure described in the Create a Dimension with Manually Entered Values article.
PREREQUISITES:
SIMPLE Dimension: Confirm that the CSV file that you plan to use contains only two columns:
- Key Value with format the conforms to the Dimension Editor's setting of "Integer" or "Text";
- Display Value.
PARENT/CHILD Dimension: Confirm that the source CSV file contains only three columns:
- Child Dimension Key Value;
- Child Dimension Display Value;
- Parent Dimension Key Value.
1. Start Creating a New Dimension
Access Content > Dimensions
- [+New Dimension]
- Name: Give the Dimension a descriptive name.
- Dimension Key Values are: Specify numeric or text, based on how the Dimension Value's key is defined in the source system.
- <...> Value Source: Select the "Manual/CSV Data" option.
- [Save]
2. Load the Data
Scroll the page to the Dimension Values section
- [Load from file]
- Delimiter: Confirm that the Delimiter character is the same as in the source CSV file.
- File: Select the CSV file containing the data from your local platform.
- If the conflict exusts between existing Dimension Values and file Dimension Values: Define the system behavior in case the file contains Values previously added to Dimension:
- "Keep Existing Values": The uploaded Value is ignored for existing Values.
- "Update Existing Values": The uploaded Value replaces the existing Value.
- [Import]
NOTE: If any errors are encountered in the CSV file, the system provides information on the issues found
3. Dimension Values Grid is Populated
Newly uploaded values appear and may be edited directly from the Dimension Values Grid.