Update Dimension Values with Auto-Delete Feature

Metric Insights allows Users to automatically remove Dimension Values sourced from a Dataset if, during update, these Values are not found in the results set.

While this article details how to activate and use the auto-delete for Dimension Values sourced from a Dataset, this feature can be used to update Dimension Values sourced from any Configurable Data Source.

PREREQUISITE:

A sample Use Case is described below.

[Use Case]: Customer acquisitions

Let's say we need a Dimension with automatically updated Values. These Values represent accounts of Users who have registered for our service. We will Dimension Reports by these account names. Each week the list of account names will be updated via a Data Collection Trigger. So, the old names will be deleted and the new ones collected automatically.

The workflow to use:

  1. Create a Dimension sourced from a Dataset (prerequisite)
  2. Select (or create) a Trigger to update Dimension Values
  3. Activate the auto-delete feature
  4. Make sure the Dataset (acting as a Dimension source) is updated before the Dimension
  5. Wait for the source Dataset data to be refreshed and the new Dimension Values collected

1. Select the Trigger to Update Dimension Values

Before enabling the auto-delete for Values of a certain Dimension, specify the Data Collection Trigger that will run updates for that Dimension.

Access Dimension Editor and open Info tab

Select the Data Collection Trigger that will update the list of Dimension Values at set time intervals. Alternatively, create a new Data Collection Trigger by clicking the "plus" icon and defining the details.

For more details, see Create a Data Collection Trigger article.

2. Activate auto-delete for Dimension Values

Open Advanced tab

 

In the Delete Dimension Values not found in result set field select "yes" option.

Don't forget to [Save] the changes.

NOTE: For the auto-delete setting to work correctly the Dimension Values Data Collection Trigger should run data collecting AFTER the source Dataset Data Collection Trigger.

3. Review the Dimension Values Update

As illustrated by the image above, the "Australia" Value has been removed from the Values list after the Values Source (Dataset) has been updated.