Change Element Order Using Element Editor Window

[slu]

All, I have a Jan-2012 YTD consolidated node in a wrong order under 2012 YTD in a time dimension, I want this node as the first sibling above Feb-2012 YTD, I cut Jan-2012 YTD plus two of its children, paste above Feb-2012 YTD, save it, " Set Dimension Order" was set as "Manual", nothing changed.

Secondly, Feb-2012 YTD missing two children (they are Jan-2012, Feb-2012), I copy and paste as children, save it, but result won't keep the editing I have done.

I did the entire 2012 dimension manually, some works (see attachment, I might just got lucky to those working), some did not. If I set "Set Dimension Order" as "automatic" coupled with "sort by hiearchy", Jan-2012 YTD should be above Feb-2012 YTD based on hierarchy, acutally it does not, I tested a few ways, none is working. I think conceptually I do not know something, so I can not get it right in the first place.

Could you help? I already spent too much time on this that appears fundamental for a TM1 admin. Thank you so much.

[jim wood]

i found with this that if you set the dimension order as automatic before you go in to edit then set the order before saving the dimension you get a warning message. In this case the change of order seems to stay in place all the time. I to experienced your problem and this to be a suitable work around. BTW what version are you using?

[slu]

Jim, what you said is that I should set the order as automatic first, then go to dimension editing window, I should get all changes stay. I think I did it one time, it works, then stop working. I am in TM1 9.4.1.

[jim wood]

You need to make sure that you set it to automatic before making any changes. You need to make sure that every time you trigger that message which seems to make it recognise the changes.

[tomok]

You can also export the dimension and then bring it into Excel, move everything like you want, save the file with an ".xdi" extension and then save the dimension in TM1 Perspectives. This method is foolproof.

[jim wood]

Indeed, but when you say fool proof, you have to make sure you keep your dimension in sync and don't loose your worksheet.

[tomok]

Indeed, but when you say fool proof, you have to make sure you keep your dimension in sync and don't loose your worksheet.

Not really. You can alway export what is in the dimension currently and open that in Excel. Takes less than a minute. I never keep my dimension worksheets, just download the current state of the dimension and go from there. I guess if I had more stuff in the XDI file, in columns out to the right, like attributes and DBSA's, you may want to keep them. Other than that there is no need to.

[Andy Key]

If Dimension Sort Order is set to Manual, you are pressing the Set Dimension Order button in Dimension Editor after you make your changes aren't you? This is different to the Dimension Sort Order menu item.

Even if you are, older versions of TM1 would often ignore this if you hadn't changed the contents (rather than just the hierarchy) of a dimension. Add a dummy element to your dimension, then move your elements around as you want them, click the Set Dimension Order button, then save and close Dimension Editor, then open it again and delete your dummy element.

With all consolidations, just because an element doesn't appear in your default subset under an expanded consolidated element doesn't mean that it isn't there, collapse the consolidation then expand it again. This can often happen with hierarchies such as Year To Dates where the same N level elements can appear under multiple parents.

[Tilo]

I have the same problem in TM1 10.2.

I would like to change the order of the dimension elements of a dimension with about 1000 elements, as I accidentially ordered it in a TI-Process.
My goal is that all children of all consolidated elements have a certain order, that our Controllin wants to have.
This order is not ByName/ByHierarchy or whatever order option TM1 has.
Getting back this order seems to be impossible.

I tried the following:
a) reordering manually in the dimension editor, setting dimension order, saving, clicking OK
b) shutting down the Tm1 server, replacing the .dim file with a backup .dim file and restarting the server
c) deleting all elements in the dimension editor, saving (but not clicking OK), inserting all elements (copy and paste) with correct order including the order as children of a consoliation, setting dimension order, saving and clicking OK

So far even adding a backup of the dimension file does not help.

- After Saving but before clicking OK:
The dimension order is correct when I click to show all elements.
The dimension order is correct for children when I expand a node.

- After aving and clicking OK and also after replacing .dim file:
The dimension order is correct when I click to show all elements.
But if I expand any node the children of this node have stayed in the wrong order.

SOMETIMES when I order manually the order of children of a consolidation stayed the way I changed them.
But it seems unpredictable when and which elements overtake my changes.

IF I chnage the dimension and save the dimension with a DIFFERENT name and clicking OK THEN the order stayes as I would like it to have!

My next approach would be a TI process with the following tasks:
Deleting all elements
Inserting all elements from another dimension in the correct order.

Is this a bug?

[tomok]

if you have to have your elements in a specific order that is either not strictly by hierarchy or not strictly by alpha then the only way to achieve that is to use an XDI worksheet. With an XDI you can make them appear in any order you want.