Linking Dimensions from a Data Source | Lucanet Knowledge Base

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Linking Dimensions from a Data Source

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Glossary

Often, you will import data broken down into dimensions — for example, employee data from your Payroll/HRIS system, or department expenses in Accounting/ERP systems.

When you link a data item that has dimensions to a variable, Lucanet xP&A (Extended Planning & Analysis) will not breakdown the variable until you link an xP&A dimension to the dimension in the data source explicitly.

You can link a dimension either from a model or from a data source.

Once a dimension of a data source is linked to a dimension in xP&A:

The dimension items will be kept in sync automatically whenever you refresh your data source:

If you add new items in the data source, they will be added to the xP&A dimension as well.

If you remove items in the data source, they will not be removed - they will just be unlinked in xP&A.

You can also see a full history of your data/dimension synchronization in the

data sync history

Any dimension items coming from your data source are "linked". You can change the name of the dimension item in xP&A, and the link will not be broken.

A linked dimension item is displayed with the icon:

Shows a dimension item ('2409827 - Holding GER...') with its linked-data icon highlighted in red. Hovering over the icon displays the tooltip 'Synced with data sources', listing 'Balance sheet' as the connected data source. — Symbol for linked dimensions

To link a dimension to a data source from a model:

Navigate to the variable in your model for which you want to link the dimensions to the data source. The variable must be linked to integrated data.

Click the Dimensions button.

Select the dimension you want to link.

This will automatically create the dimension in xP&A, and link it to the data source connected to this variable.

Shows a variable row with the 'Dimensions (Ctrl+2)' tooltip and its dimension icon highlighted in red. Below, the 'Breakdown by' section shows 'Item' already selected, and the 'Suggested' section lists 'Comments', 'Description', 'Required', and 'Size' as dimensions to link, all highlighted in red. — Linking a dimension to a data source from a model

To link a dimension of a data source to a dimension in xP&A from a data source:

Open the Data workspace and click on the data source for which you want to link the dimensions.

Open the Dimensions tab.

Assign the dimensions of the data source to the dimensions in xP&A. You can switch the dimensions by opening the dropdown menu of the respective dimension field.