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Workday Adaptive Planning KB

Map Dimension Values with Dimension Mapping

Use the dimension mapping table to create conditions that determine which values to automatically populate on a modeled sheet.

Available only with sales planning.

On a modeled sheet you can have dimension values that are set by the values of other dimensions based on user-defined dimension mapping rules. For example, you can have a sales area set by a combination of other dimensions. Use the dimension mapping table to create conditions for each dimension value.

Watch the video: 3m 5s

Derived Dimension Values
 

For example, you can automatically set a derived dimension named Sales Area that is based on dimension mapping rules to AMER-COM_COM WEST. The dimension mapping table shows a mapping rule for AMER-COM_COM WEST. The State and Theater mapping dimension values are used to set the Sales Area derived dimension values on modeled sheets.
This example sets the Sales Area value to AMER-COM_COM WEST with the following conditions: 

  • Level dimension value=HQ
  • State dimension value=US_California
  • Theater dimension value=AMER-COM
Level State Theater Sales Area
HQ US_California AMER-COM AMER-COM_COM WEST

Before You Begin

Contact your Customer Success Manager to get started. See Contact Us.

  • Required Permission: Access Dashboards.
  • Edit access to a private or shared perspective

Create a Dimension Mapping Table

  1. Select Edit Edit to put your dashboard in edit mode.
  2. On the left panel, click Charts Chart tab to choose a chart. Drag and drop Dimension Mapping Sheet Chart to the design area. 
  3. On the right panel, name the dimension mapping table in Appearance Settings Appearance Settings
  4. Select Data Settings Data Settings and select a Dimension. The dimension must be a derived dimension.
  5. Select Done Done.

Add Mapping Conditions to Determine Dimension Values

Use the dimension mapping table to create rows with conditions that determine each derived dimension value to populate on modeled sheets. 

  1. Add a row to the dimension value mapping table.
  2. Select a dimension value for the dimension used for the dimension mapping table to populate on modeled sheets.
  3. Select mapping condition values for all other dimensions.
    You can select multiple values for each mapping dimension or leave a value blank to represent any dimension value.
  4. Select a Level for the mapping condition. 
  5. Select Save Save_Mappings.png.

Edit Mapping Dimensions

Add Mapping Dimensions

To add mapping dimensions to your dimension mapping table. 

  1. In Modeling Dimensions, select the dimension used in your dimension mapping table. 
  2. Under Use mapping criteria to set dimension values on modeled sheets, select Add dimension then select a dimension to use as a mapping dimension. 

Dimensions you add are included in your dimension mapping table with empty values.

Remove Mapping Dimensions

To remove dimensions that are mapped to the dimension used in a dimension mapping table.

  1. Delete all rows on your dimension mapping table. 
  2. In Modeling Dimensions, select the dimension used in your dimension mapping table. 
  3. Under Use mapping criteria to set dimension values on modeled sheets, remove dimensions used for dimension mapping. 

Make Edits to Derived Values

You can override derived values in your modeled sheet. Make manual edits when there are exceptions to your dimension value mapping rules. For example, a sales manager wants to reassign an account to a sales rep that is familiar with the account.

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