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How to Export Dimensions

Published in Dimension Export 3 mins read

To export dimensions, you generally follow a specific process within your software interface, which involves selecting the export option and configuring the output file settings.

Here's a straightforward guide on how to export dimensions, based on typical software interfaces and the steps provided in the references:

Steps for Exporting Dimensions

Exporting your dimension structures is crucial for backup, analysis, or transferring data between systems. The process is designed to be intuitive:

  1. Click the Export Icon: Locate the dimension header within your application. On this header, you will find and click the Export icon. This action initiates the export process and typically opens a configuration window.

  2. Specify File Details: In the export configuration window, you will need to provide essential details for your export file. These details ensure the dimension data is saved correctly and in the desired format. Key settings to configure include:

    • File name: Give your export file a descriptive name (e.g., Products_Dimension_20231027).
    • File type: Choose the desired format for the exported file (e.g., CSV, TXT). This determines how the data is structured in the file.
    • Expanded to Level: Specify the depth of the dimension hierarchy you want to export. You might choose to export only the top levels or expand down to the lowest leaf nodes.
    • Nodes: Select which nodes or members within the dimension you want to include in the export. You might export the entire dimension or a specific subset.
    • Number Format: Define how numerical data related to the dimension (if any) should be formatted in the export file.
  3. Click Export: Once you have configured all the necessary settings for the file name, type, level, nodes, and number format, click the Export button. The system will then generate the file and usually prompt you to save it to a location on your computer or network.

Understanding Export Options

The options available during the export process give you control over the output. Here's a breakdown of common settings you might encounter:

Setting Description Example Values
File name The name of the output file. AccountStructure.csv
File type The format of the file. CSV, TXT
Expanded to Level How deep into the hierarchy the export goes. All Levels, Level 3
Nodes Which specific members or branches are included. All Nodes, Region A
Number Format How numerical data (like member properties) is presented. Decimal, Integer

By carefully selecting these options, you can ensure your dimension export meets your specific needs, whether it's for integration, analysis, or archival purposes.

Exporting dimensions is a fundamental task in many data management or performance management systems, allowing users to work with dimension data outside the primary application.