My company has recently merged with another company and have integrated all data into one Phocas instance. Now 20+ price branches. What’s the easiest way to initially filter from the top for different business segments?
@avazquez1 I created a custom “Market” sub-dimension on my Price Branch dimension for similar reasons. If you or an admin know Database Designer at all, this is quite simple and you’ll understand what I’m saying next. If not, then probably best to either get a Phocas rep involved or learn DB Designer for the future!
Basically, you can create a CSV with 2 columns:
1: Price Branch (matching the “Code” on your database, so if Price Branch 1 = Minnetonka, enter “1” in this column)
2: Business Segment (however you want it written out)
Then you can:
- manually upload the CSV into Database Designer on the database(s) you want it active
- go to your Price Branch dimension within Designer
- drag and drop the uploaded file as a source under that Dimension
- map the Price Branch column in the file as the “key”
- map the Business Segment as a sub-dimension
On the sub-dimension settings, you can also choose whether to make the Business Segment available as a Property while on the Price Branch dimension or not.
Hope this helps!
Tim