Create a dimension collection
As an admin user, it is possible to create one or more dimension collections for each dimension that has been created for you by Enable’s system administrators. To configure a new collection, click on Structure in the drop-down menu of the Config module.
The page you will be taken to will show a list of dimensions available. When you select one of these dimensions, the dimension row will become highlighted and a tick will appear in the small box to the left of it. Now click the View collections button (as shown in the screenshot below).
The page you will be taken to will show a list of collections that have already been created (if any). To create a new collection for your chosen dimension, click the + button. As shown in the screenshot below, you will first be required to enter a name for your new collection on the right-hand side of your page.
Underneath this text field, you will notice a list of available attributes. Simply select at least one of these attributes and then click Save.
If any collections have already been configured for a dimension, you also have the option of configuring a new collection for that dimension by replicating one of the existing collections and then editing the replica.
As is the case for suppliers, an admin user can, for each of your dimensions, maintain a list of master data (known as dimension items) independently of any collection to which these items may be assigned.
However, whereas for suppliers where you are only able to configure a single collection, for a dimension you are able to configure multiple collections.
The settings that Enable’s system administrators can configure for a dimension include a setting that indicates whether the dimension operates at the supplier-level or at the client-level.
In relation to configuring dimension items and collections, the significance of this setting is that for a supplier-level dimension, dimension items and collections are configured on a per supplier basis, whereas for a client-level dimension, dimension items and collections are configured for the dimension as a whole.
Please note — once you have created a dimension collection, it will not yet be available to be selected for a particular deal. You will need to publish it first, as we will explain now.
Publish a dimension collection
As an admin user, when you publish a collection for a dimension, DealTrack will make that collection available to be selected for a particular deal in order to assign dimension items as included items for that particular deal.
To do this, simply click on Config at the top of the page and then on Structure in the drop-down menu. On the ‘Dimensions’ tab, select a dimension and then click the View collections button.
You will be taken to a page displaying your existing collections that are either published or unpublished. If a collection is currently unpublished, you will notice that there is an empty circle in the ‘Published’ column for that particular collection (as shown in the screenshot below).
To publish this collection, simply select it from the list, and on the right-hand side of the page, you will notice a tick box option has now appeared underneath the ‘Name’ text field labelled ‘Published’ (see screenshot below).
Clicking in this box will trigger a tick to appear and a drop-down selection option next to it. The three options you will be able to select from are:
Reporting and assignment (default) · Dimension collections are available for both reporting and assigning to deals.
Reporting only · Dimension collections are available for reporting only.
Assignment only · Dimension collections are available for assigning to deals only.
When you have completed your selection, click Save. Under ‘Published’ on the main screen, you will notice that the circle now contains a green dot to confirm that this collection has now been published.
Each collection that is published will also be available to be selected for a data extract in the Reports module of DealTrack.
When a collection is displayed to a user who is configuring the set of included items for a deal, any dimension items that are unallocated for that collection will be hidden. This means that you will only be able to view or select dimension items that have been allocated to a collection.
In contrast, when a collection is displayed to a user who is configuring filter settings for the turnover data extract in the Reports module, any dimension items that are unallocated for that collection will be displayed together with the allocated items.
When configuring a filter setting for this data extract for a dimension, you will be able to view, and select from, the allocated or the unallocated part of the selected collection.