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Dimensions

The Dimensions tab of the RMD screen holds the catalog of dimensions — the attributes that measures are sliced and filtered by. Each row of the table is one dimension. The tab is edited as a spreadsheet — see the Working with RMD tables page.

Types of dimensions

Dimension type Description How the values are defined
Primary The dimension corresponds directly to a column of a database table Connected source — the database column the values are read from
Derived The dimension is calculated from other dimensions Formula

The two ways of defining values exclude each other: for a primary dimension the formula is not used, and for a derived one the connected source is not used. Selecting the connected source is described on the Working with RMD tables page, the formula syntax on the Formula syntax page.

Most dimensions belong to a dimension group, which is chosen in the Dimension group column and corresponds to a dimension table in the database. Dimensions that live directly in a fact table do not need a dimension group.

Columns in the RMD table with dimensions

Column name Column description Column type Required column
Group A text field to specify the high-level category the dimension belongs to (e.g., "Finance", "Marketing", "Sales", etc.) Text No
Block A text field for grouping dimensions by functional blocks within a group (e.g., "Expenses", "Revenue", "KPI", etc.) Text No
Dimension name A text field for the business name of the dimension Text Yes
Dimension description A text field for a short description of the dimension's purpose and meaning Text Yes
Original source type A text field for the type of source system (e.g., "Database", "CRM", "ERP", "API", "File") Text No
Original source A text field to specify the particular instance of the data source (e.g., "PostgreSQL Prod", "Microsoft Dynamics 365") Text No
Original object A text field to specify the name of the object in the source system (e.g., table name, view name, or API method) Text No
Dimension group A dropdown list to select the dimension group to which the dimension belongs Select No
Display data type A dropdown list to select the dimension's data type as it will be displayed in reports (e.g., "Number", "Percentage", "Text", etc.) Select Yes
Source data type An automatically populated field with data type obtained from the data source for the field in Connected source (e.g. "text", "int4", "uuid", "numeric(15, 3)", etc.) Text Yes
Dimension type A dropdown list to select the dimension's type, which indicates whether the dimension requires additional transformations ("Primary" – the dimension directly corresponds to a specific field in the database; "Derived" – the dimension is calculated based on other primary dimensions) Select Yes
Formula A text field to enter the calculation formula (relevant for derived dimensions) Formula Yes
Connected source A dropdown list to select the exact database table column (field) from which the values for this dimension are taken (relevant for primary dimensions) Select from DB Yes
Comment A text field for additional comments and notes about dimension's usage Text No
Value options A text field or list to specify the possible values for the dimension (e.g., for "Order Status" dimension: "Open", "Completed", "Cancelled") Text No
Status A dropdown list to select the dimension's status (e.g., "In progress", "Active", "Archived", etc.) Select No
Relevance A checkbox to indicate if the dimension is currently relevant Checkbox No
Required A checkbox to mark whether the dimension is mandatory Checkbox No
Visibility A checkbox to indicate whether the filter for this dimension will be displayed in reports Checkbox No
Responsible for the data A text field to specify the role, employee, or department responsible for the provision, quality, and accuracy of the dimension's data Text No

Notes:

  • The dimension name identifies the row and must be unique within the project version. Renaming a dimension automatically updates every formula, fact table, dimension group, and data mart that refers to it
  • Required columns cannot be hidden, and an empty required cell is outlined in red
  • Only the Archived status marks a dimension as an error. The In progress status and custom statuses have no special restrictions and are treated like an empty status
  • A warning icon in the Dimension type cell means that the description is incomplete: a primary dimension without a connected source, or a derived one without a formula
  • The same set of columns is shown for a single dimension in the Details from RMD dialog, where it can also be edited