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About Sorting Dimensions
Vena hierarchies often lack alphabetical sorting, placing new members randomly and slowing navigation. Our universal ETL procedure automatically sorts dimension members using customizable rules, ensuring neat, organized hierarchies for efficient FP&A work.
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Key FP&A Challenges
Vena’s default settings add new dimension members randomly, resulting in hierarchies that are messy, hard to search, and slow to navigate.
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Why DSCIM’s Approach Stands Out
Universal Procedure
Ready-made code works for any dimension.
Automated Daily
ETL automatically runs the sorting process daily.
Flexible Rules
Supports custom sorting logic and filters.
Minimal Effort
Implemented quickly due to universal design.
Product Feature
Included as a standard feature of our ETL.
Any questions?
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Finalizing Your Vena Implementation Strategy
By working with DSCIM, you will:
- Gain a structured and well-documented implementation roadmap;
- Ensure a seamless transition from manual processes to automated Vena reporting;
- Optimize financial data structures and workflows for long-term efficiency.
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Key Steps in Sorting Dimensions
Define Sort Rules: Customizing Hierarchy Logic
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Select Dimensions
- Identify specific hierarchies requiring sorting.
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Define Sort Scope
- Determine levels needing alphabetical order.
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Set Custom Logic
- Apply rules for element placement (e.g., blanks).
ETL Integration: Implementing the Procedure
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Deploy Stored Proc
- Install the universal sorting procedure.
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Set Parameters
- Configure procedure input based on defined rules.
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Update ETL Flow
- Integrate the procedure into the daily ETL job.
Validation & Testing: Ensuring Correct Order
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Execute Sorting
- Run ETL to confirm immediate hierarchy changes.
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Verify Hierarchy
- Check Vena Modeler for correct member placement.
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Test New Members
- Ensure new additions are sorted automatically.
Automation & Monitoring: Finalizing Rollout
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Schedule Job
- Ensure daily job runs the sorting procedure automatically.
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Monitor Output
- Track ETL execution time and performance.
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Client Handover
- Transfer ownership for long-term support.
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Discovery Session
Have a question or need more information? Contact us!
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Contacts
Markham, Ontario, L3R 6G2, Canada
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