Code Fields for Metadata

We now provide code fields that you can change for metadata throughout the model, including codes for sheets, account groups, and the containers of custom dimensions and attributes.

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4m 45s

Sheet Codes for Cube and Modeled Sheets

Release: 2024-03-09

We change the existing field name for Account Code Prefix to Code on the Details tab of the Sheet Properties for modeled and cube sheets in the Modeling area. We also enable you to edit the Code. When you edit the codes of modeled and cube sheets, you also change the account codes in the sheet.

For consistency, we also change the Account Code Prefix field to Code when you build new modeled and cube sheets.

See:

Change Sheet Properties of Modeled Sheets.

Reference: Sheet Properties for Cube Sheets.

Account Group Codes

Release: 2024-03-09

We add a new Code field for account groups. We also enable you to edit the Code field in these hierarchies:

Assumptions.

Cube accounts.

Custom accounts.

Metric accounts.

Modeled accounts.

With the 2024R1 Release we generate the codes of existing account groups to match the current name of account groups. We replace spaces and special characters with underscores.

See: Reference: Settings for Account Groups

Container Codes for Dimensions and Attributes

Release: 2024-03-09

We add new Code fields for dimension and attribute containers. We also enable you to edit the codes associated with the dimension and attribute containers. Example: You can edit the Product dimension code, not just the codes of the Product dimension values.

As of this release, we update all existing formulas that reference containers in dot notations or term modifiers to use the code. We now require you to use the code in formulas. This requirement frees you to use special characters and spaces in the names.

With the 2024R1 Release, we generate the codes of existing dimension and attribute containers to match the current name of the container.

See:

Create Attributes.

Create Custom Dimensions.

Account Group Codes in APIs

Release: 2024-03-09

When you export accounts with the exportAccounts API, we provide a new Boolean showAccountGroupCodes attribute in the include element. Setting this attribute to true in requests exports account group codes in the response.

The showAccountGroupCodes attribute is only available in API v38 and above.

Sheet Codes in the importModeledSheet API

Release: 2024-03-09

When you import a modeled sheet with importModeledSheet, we now require a name and code attribute in the configurableModel element.

The name and code attributes are only available in API v39 and above.

Sheet codes in the exportSheets API

Release: 2024-03-09

When you export sheets with the exportSheets API, we rename the prefix attribute to code in the modeled-sheet element.

The code attribute is only available in API v39 and above.

Dimension Codes in APIs

Release: 2024-03-09

We now provide a code attribute for the dimension element in:

exportDimensions

updateDimensions

The code attribute is only available in API v39 and above.

Attribute Codes in APIs

Release: 2024-03-09

We now provide a code attribute in the attribute element of:

updateAttributes

exportAttributes

The code attribute is only available in API v39 and above.