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Adaptive Planning
Import Custom Property Values to Dimension Values

Import Custom Property Values to Dimension Values

When a custom dimension has custom properties, you can assign numerical values to the custom dimension’s values.
The custom property name displays in the
Custom Properties
 section of the dimension value. There’s a text box field next to it where you can enter the numerical value.
The main use case for custom properties is for territory planning. You can use custom properties to create longitude and latitude values for geo maps. Otherwise, the custom property serves as informational indicators for the custom dimension values.
You can add and edit the custom property coordinates manually in the
Dimension
 area of
Modeling
. Or, you can do it in bulk with the:
  • The dimension structure template. The template enables you to edit custom properties and custom property values.
  • The updateDimensions API. The API can only edit custom property values.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Dimensions
    .
  3. From the toolbar, click
    Generate Printable View
    .
  4. Open the Excel file.
  5. Add the numerical values to the column names that match the name of the custom property.
    Example: You created a custom property called Longitude.
  6. Enter the longitude coordinate in the
    Longitude
     column for the dimension values.
  7. Save the spreadsheet.
  8. Return to
    Modeling
     >
    Dimensions
    .
  9. From the toolbar, select Import dimension structure.
  10. Select
    Update and Append
    .
  11. Upload the spreadsheet.
Your geographic custom dimension is called Geo. You already added 2 custom properties to the dimension: Latitude and Longitude. San Francisco is a dimension value for Geo.
To add the coordinates:
  1. Click
    Generate Printable View
    .
  2. Open the spreadsheet.
  3. In the row for San Francisco, enter
    37.7749
     in the
    Latitude
     column.
  4. Enter
    -122.431297
     on the
    Longitude
     column.
  5. Save the spreadsheet.
  6. Import the spreadsheet using the
    Update and Append
     option.
You can download these sample import templates for coordinate date. After you download, you can add the geographic regions that you need and import them.
Sample Data
Description
The sample dataset includes a list of countries.
The sample dataset includes a list of US states.
Use the dimension for the
Geo Dimension
 field.