Skip to main content

logoCorrectSize.png

Adaptive Insights LLC.

Create Dimensions and Dimension Values

Explains how to create custom dimensions and dimension values, the difference between list and hierarchical dimensions, and how to switch from hierarchical to list.

When you create dimensions you must also create values. The name of the dimension is the container or category for the dimension values. The dimension values are the options you and your team use to enter data.

After you create dimensions and values, add them to standard, cube, and modeled sheets. You and your team can select the values as you enter data. Then you can build reports and charts using the dimensions. 

There are several ways to create dimensions and dimension values: 

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

  • Levels if the dimension is a level dimension.
  • Data imports.

Before You Begin

How You Get There

Navigation Icon5.png From the nav menu, select Modeling. From the Levels and Dimension menu, select  Dimensions.

List Versus Hierarchical Dimensions

1 List dimensions have flat values. Each value rolls up to the dimension name. 

2 Hierarchical dimension values roll up to other dimension values. All dimensions, including custom dimensions, are hierarchical by default.In the example, Geography is an hierarchical dimension. Menlo Park rolls up to 650, which rolls up to California. You cannot assign attributes to hierarchical dimensions.   

List and Hierarchical Dimensions.png

Create Dimensions 

  1. From the toolbar, click Create New Dimension

  2. Enter a unique name. It must not be the same as any other dimension or attribute.

  3. Select the settings that fit your goal:

  4. (Optional) Select Data import automatically creates dimension values. This lets you add new dimension values when you import data. If you also selected Use on Levels, this setting lets you add new dimension values when you import updates to the level structure through:
    • Modeling > Levels.
    • The Integration level loader.
    • The updateLevels API.
  5. (Optional) Check Keep sorted. This keeps the attribute values in alphabetical order. Uncheck it if you want to arrange the order yourself.
  6. In the Custom Properties section, you can add properties to your dimension. The properties appear as numeric text fields in the settings of the dimension values. You then enter informational data in for each dimension value. This informational text doesn't show up in reports and charts. You also can't reference it in formulas. 

For Sales Planning only, use the custom properties to Create a Geo Map

Change Hierarchical Dimensions to List Dimensions

You can change custom dimension to list dimensions with the List Dimension setting: 

List dimension checkbox.png

You must select this setting if you want to: 

  • Tag the dimension's values with attributes. 

  • Control the dimension values available on each version.

You must not select this setting if you want to tag levels with the dimension values.

The List Dimension checkbox is not available when the dimension is hierarchical. To enable the List Dimension checkbox:

  1. Flatten the hierarchy:
    1. Select each value.
    2. From the Parent drop-down, choose the main dimension name, not one of its values.
    3. Save.  
  2. After you flatten the list, select the main dimension. 
  3. Uncheck Use on levels if it's selected.
  4. Select the List Dimension checkbox and save.

Create Dimension Values

If you plan to tag the dimension with attribute values, create the attribute and attribute values before you create the dimension values. See Create Attributes and Attribute Values.

  1. Select a dimension from the list.
  2. From the toolbar, click Create New Dimension Value.
  3. In the Details section:
    1. (Hierarchical dimensions only)  Choose an existing value from the Parent drop-down. The new value rolls up to the parent. 
    2. Enter a unique name. 
  4. (Optional for list dimension only) In the Version Settings section, choose to hide or the dimension value from any or all versions. See Hide Dimension Values from Versions
  5. (Optional for list dimension only) In the Attributes section, select an attribute value from the drop-down to tag the dimension value. This section only appears if you created dimension attributes for this dimension.
  6. (Optional) If you added custom properties to the dimension, they appear in the Custom Properties section as text fields. Enter information data in the fields. For Sales Planning only, you may use these fields to create geo maps.
  • Was this article helpful?