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Knowledge and Support - Adaptive Insights

Dimension Administration

 

Level dimensions were designed to provide a way to tag levels so you can filter by types of levels in reporting and refer to types of levels in formulas. We now have a new way of accomplishing these same goals: using level attributes. 

Level attributes are assigned to levels in such a way that all data on that level has a particular attribute value. This means that each number in the level will have exactly one level attribute value, whereas with dimensions a number can have multiple dimension values -- which can lead to confusion and unexpected results in formulas. 

Level dimensions are still available, so if your instance currently uses them, it will continue to work as it has before. For new instances, use level attributes. 

You use dimensions on sheets and in the organization structure to tag data in different groupings; for example, personnel by job title, sales by product, or expenses by project. Once data is tagged with dimensions, the data can be sorted or filtered by the dimensions in formulas or in reports. For example, headcount might be tagged with a dimension called Status. Each headcount would be associated with a Status value of Full Time, Part Time, or Contractor. Then, salaries by status could be used to drive different benefit calculations. 

A level dimension is a dimension whose values are assigned to levels in the organization structure. Organization dimensions can be used on reports to calculate level rollups different from the rollup defined in the organization structure. An example is a company whose primary level rollup is by function. The organization structure is organized by functional group, such as Engineering, Sales, or Marketing. But if they also want to see their levels rolled up by location (because the different functions reside in offices in different states), the company could have an organization dimension called Location. 

Dimension Details

  • Dimension Name: A descriptive name that appears on sheets and reports. To be used in modeled sheets, dimension names can only contain letters, numbers, and underscores.

  • Short name: A name to be used when the dimension's full name is too long. This is optional, and if left blank, the system will automatically shorten the dimension's name when necessary. The short name is used in some places within Adaptive Discovery.

  • List Dimension: List dimensions can be assigned dimension attribute values. A list dimension has no sub-dimensions and its values are all in a single, non-hierarchical list.

  • Use on levels: When you check this box, the dimension appears on the Manage Organization Structure screen and you can assign values to levels in this dimension.

  • Data import automatically creates dimension values: Dimensions with this attribute are automatically updated during data imports. Any imported data referencing a value for this dimension that is not already found in the dimension is automatically added to the dimension at import time.

  • Keep sorted: Automatically sorts the dimensions. If this option is not selected, the dimension is kept in the order specified by the administrator who creates and edits the dimension.

Dimension Value Details

The fields for dimension values are:

  • Parent: Select the dimension value in this dimension to which this value rolls up.

  • Name: Give the value a descriptive name.

  • Short name: Give the value a name to be used when its full name is too long. This is optional, and if left blank, the system automatically shortens the value’s name when necessary. The short name is used in some places within Adaptive Discovery.

  • Description: Enter a detailed description of the value to make its usage clear.

  • Dependencies: Click the View Dependencies link to see where a dimension is referenced. The popup contains tabs for:

    • Calculated Accounts

    • Shared Formulas

    • Cube Entries

    • Other Entries (including the names of sheets referencing the dimension value)

    • Rules

    • Reports (including custom calculations in a report that reference the dimension value)

  • Version Settings: List dimensions only. Select whether the dimension value is visible in all plan versions or only in specific plan versions. To set the visibility for a version, select it in the drop-down menu, then check or uncheck Available in Version and click Save  .

  • Dimension Attributes: List dimensions only. If dimension attributes have been created for the dimension whose value you are editing, they will be available in this section. Select dimension attribute values from the drop-down menu for each dimension attribute.

If Admin Publishing is enabled in your instance and your instance has unpublished structure changes, a warning informs you that edits cannot be made on this page until the changes have been published.

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