Concept Updated March 14, 2024

Naming Guidelines

ObjectGuidelineNotesGood ExampleBad Example
Data SourcesA-Z a-z _, , NumbersMust be usable from DATA() functions. Avoid putting version information in the name and use the description instead.SALES_DATA_PRODUCTION, “GEM Data”
Dimension & LevelsA-Z a-z _Since level names are automatically matched, the levels should adhere to the same rules as Excel Column names.Location, Product_D, PRODUCT_D, PRODUCT, PRODUCT_CODEProduct-Code, 123Dim
Excel WorksheetsA-Z, a-z, _ , no Numbers, no Spaces Append _DIM for Dimension SheetsMust be usable from DATA() functions. Valsight translates the Names to internal database names, therefore stricter rules than in Excel apply.Sales, FTEs2018-Products, Products-V1 2018-03
Excel Column NamesA-Z, a-z no Numbers, no Spaces, underscore is OK.Valsight translates the Names to internal database column names, therefore stricter rules than in Excel apply.Volume, Number_of_Units_Sold”Number of FTEs”
Excel FilenameThe filename has no implications for Valsight, as the Data Source name is used to access the file.
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