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Workday Adaptive Planning KB

Create Attributes and Attribute Values

When you create attributes you must also create values. The name of the attribute is the container or category for the attribute values. The attribute values are the options you and your team use to tag other dimensions in your model.

You can create:

  • Level attributes
  • Custom dimensions attributes
  • Account attributes

Attributes appear in the settings of the appropriate dimensions. Use the settings to tag the dimension with an attribute value. You can add attributes to cube and modeled sheets, reports, and charts.

There are several ways to create attributes and attribute values: 

With the appropriate settings, you can also create attribute values with the Integration loaders and APIs for:

  • Levels.
  • Custom dimensions.
  • Accounts. 

Before You Begin

  • To create a dimension attribute, you must first create the dimension. See Create Dimensions and Dimension Values. Then create the attribute and attribute values. Then return to the dimension values to tag them with the attributes.

How You Get There

Navigation Icon5.png From the nav menu, go to Modeling. Select Level AttributesDimension Attributes or Account Attributes. Use the first drop-down in the toolbar to get to the different kinds of attributes. 

Create Attributes

  1. Choose if you want the attribute to tag levels, accounts, or custom dimensions. Then, from the first drop-down in the toolbar, select levels, accounts or the name of the custom dimension. 
  2. From the toolbar, click Create New Attribute.
  3. In the Attribute Details section, enter the attribute’s name. The name cannot duplicate any existing attribute name or custom dimension name.
  4. (Optional) Depending on the type of attribute you're creating, select Dimension import automatically creates values, Account import automatically creates values, or Level import automatically creates values. This setting lets you add new attribute values when you import updates using:
  • Integration Level, Dimension, and Account Loaders.

  • Integration updateDimensions, updateLevels, and updateAccount APIs.

  • Import button in  in Modeling > Dimensions, Levels, and Accounts

  1. (Optional) Select Keep sorted to list the attribute values in alphabetical order. Uncheck it if you want to arrange the order.

Create Attribute Values

One at a Time

  1. Select an attribute from the attribute list.
  2. From the toolbar, click New Attribute Value.
  3. Enter the value’s information in the Attribute Value Details section.

In Bulk Through Dimension Imports

If the attribute has an active Import Automatically... you can import changes to the related dimension to import new attribute values . For example, you can add level attribute values when you import the level structure in Modeling, with Integration loaders, or with APIs. The same is true for custom dimensions and accounts.

Watch this video: 2m 16s

Dimension Import Automatically Creates Attribute Values

Tag Dimensions with Attributes

  1. If you created a
    • Level attribute, go to Modeling > Levels.
    • Dimensions attribute, go to Modeling > Dimensions
    • Account attribute, go to Modeling and choose the account type from the Account menu. Or, to get modeled and cube accounts, go to Modeling and choose a sheet type from the Sheets menu. 
  2. Select the level, dimension or account from the list. 
  3. In the settings, expand the Attributes section. All attributes for that dimension are drop-downs. Choose a value from any or all the drop-downs. If you tag parent or rollup, you automatically tag all its children with the same attribute value. To tag children with a different attribute, tag the parent with a parent for hierarchical attributes, or skip this step. 

Now when you add the attributes to reports and charts, you see the data across all dimensions tagged with the attribute. You can add the attribute the columns of modeled sheets or to cube sheets to help users filter data. 

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