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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.

Default Order

new members added randomly at the bottom

Hard to Search

thousands of members lack organization

Manual Sorting

requires time-consuming manual maintenance effort

Navigation Delay

unsorted lists slow down user productivity.

Consistency Issue

lacks uniform alphabetical order for hierarchy members

DSCIM applies a custom, automated procedure to instantly sort all Vena hierarchies by required criteria, ensuring organized and searchable dimensions.

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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.
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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.
Schedule a Discovery Session
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Key Steps in Sorting Dimensions

Define Sort Rules: Customizing Hierarchy Logic
  • Select Dimensions
    • Identify specific hierarchies requiring sorting.
  • Define Sort Scope
    • Determine levels needing alphabetical order.
  • Set Custom Logic
    • Apply rules for element placement (e.g., blanks).
ETL Integration: Implementing the Procedure
  • Deploy Stored Proc
    • Install the universal sorting procedure.
  • Set Parameters
    • Configure procedure input based on defined rules.
  • Update ETL Flow
    • Integrate the procedure into the daily ETL job.
Validation & Testing: Ensuring Correct Order
  • Execute Sorting
    • Run ETL to confirm immediate hierarchy changes.
  • Verify Hierarchy
    • Check Vena Modeler for correct member placement.
  • Test New Members
    • Ensure new additions are sorted automatically.
Automation & Monitoring: Finalizing Rollout
  • Schedule Job
    • Ensure daily job runs the sorting procedure automatically.
  • Monitor Output
    • Track ETL execution time and performance.
  • Client Handover
    • Transfer ownership for long-term support.
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Discovery Session

Have a question or need more information? Contact us!

Igor Sherstnev
Front-End Lead
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Contacts

+1 (365) 832-9189 Mon-Fri 9AM-6PM EST
contact@dscim.com contact us by email
7030 Woodbine Avenue, Suite 500,
Markham, Ontario, L3R 6G2, Canada

Other Services

Lift & Shift Existing Templates
Preserve your familiar Excel templates while leveraging Vena’s automation to enhance performance, usability, and data accuracy
Seamless Data Integration
Automate data flow, unifying ERP, CRM, and disparate systems into Vena. Achieve trusted, consistent, real-time financial reporting
Structured Vena Implementation
Seamlessly implement Vena from day one with a structured, proven methodology, ensuring efficiency, automation, and long-term reliability
Adding New Companies
Seamlessly integrate new subsidiaries or entities into Vena, ensuring data accuracy and continuity across different systems and regions
Enable Point in time reporting
Access accurate historical reports by tracking all dimension and hierarchy changes over time using Slowly Changing Dimensions
Expanding Beyond GL
Integrate Sales, Payroll, and Operations data into Vena for advanced, cross-functional reporting, expanding beyond the General Ledger
Vena ETL Performance Enhancement / Speedup
Eliminate ETL bottlenecks and slow refreshes by optimizing data flow for faster processing, scalability, and multiple daily updates
Advanced Vena ETL Automation
Enable real-time Vena updates with flexible, user-triggered automation, ensuring enhanced speed, scalability, and reliability for FP&A
Source Data Validation
Proactively detect and fix bad data before Vena load, guaranteeing 100% data accuracy for reliable financial reporting
ETL Beyond Vena
Monetize your Vena Data Mart by seamlessly connecting it to Power BI or Tableau, ensuring consistent, cross-tool reporting and insights
Vena Functionality Extension
Expand Vena beyond standard limits using VBA extensions, advanced Excel, and custom macros for unique business needs
Template Audit
Structured audit eliminates template sprawl, optimizes formulas, and ensures Vena templates deliver maximum performance and long-term efficiency
ERP System Migration Support
Ensure a seamless transition to your new ERP using custom ETL, preserving Vena accuracy, reporting continuity, and historical data integrity