Dimensions are added to an InVision Solution by connecting to a Profitbase Studio Datawarehouse Solution, setting up a binding, and then imported. InVision requires that all dimensions are wide dimensions.
Parent-Child dimensions cannot be used. Wide dimensions are built and maintained using Profitbase Studio, so if your Profitbase Datawarehouse Solution is using PC dimensions, you need to specify that wide versions of the dimensions should be created as well.
Creating a linked Dimension
- Right click on your Dimension folder and select “Add new item…”.
- Choose “Linked Dimension” and name it “Product”, then click “Ok”.
- Under Data Connections in the Toolbox on the left-hand side, select your solution.
- Expand your data connection and drag and drop your dimension into the Source field.
- Click “Apply Configuration”.
- When the Data Flow has successfully completed, close the dialog box.
Repeat the steps 1 through 6 and create a linked Dimension called Account.
If you have a linked Dimension that you want to maintain manually in your solution, you can convert it from a linked dimension to a regular dimension by clicking on the “Convert to Dimension” button. Be aware that this conversion is not reversable and it creates a new ID for the recreated dimension. This is not ideal, as you need to update the ID wherever the old dimension is referenced.
Dimensions are added to the Solution from the Data Store editor or the Dimension editor. To add a Dimension from the Dimension editor, you first need to create a Dimension from the Solution Explorer and then bind to that Dimension from the Dimension Editor Toolbox. Any one of these options requires a Data Connection to a Profitbase Datawarehouse Solution. Once you have created or selected a Data Connection, you can browse the available resources and drag and drop them into your Solution.
When a Dimension is dragged and dropped into InVision from Toolbox, a binding to the Dimension source is created and maintained by InVision. The binding is used for loading the Dimension metadata and actual data from the Profitbase Datawarehouse. It is important to note that InVision makes local copies of the data and metadata for each Dimension imported from the Profitbase Datawarehouse. This means that the binding is not a "live link" to the Datawarehouse, so any changes made to the Datawarehouse Dimension does not affect InVision until the dimension data and/or metadata is explicitly updated or reloaded.
Importing and updating metadata
Since InVision makes local copies of the data and metadata for each dimension reference to the Profitbase Datawarehouse, the metadata needs to be updated manually whenever changes have occurred. To update (or load) the dimension metadata, execute the "Apply Linked Content" Data Flow in the System Folder of the dimension. The Data Flow can be executed by right-clicking the node in the Solution Explorer or by clicking Apply Configuration in the Dimension editor action bar.
To load (or reload) the data for a dimension reference to the Profitbase Datawarehouse, you need to execute the "Load Linked Content Data" Data Flow in the System Folder of the dimension by either executing it from the context menu of the Solution Explorer node or by pressing Reload All from the action bar in the Data tab of the Dimension editor.
Since InVision makes local copies of the data for every dimension reference to the Profitbase Datawarehouse, the data needs to be updated manually whenever changes have occurred. To update the dimension data, execute the "Update Data" Data Flow in the System Folder of the dimension from the context menu of the Solution Explorer node, or press Update from the action bar in the Data tab of the Dimension editor.
Updating data requires the Data Update Configuration of the dimension to be set up.