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Adaptive Planning
Last Updated: 2023-06-23
Create Attribute Values

Create Attribute Values

  • Security:
    Model includes sheets, accounts, dimensions and formulas
     permission.
Attribute values belong to attributes. You can use them to tag accounts, custom dimensions, and levels. Then you can add them to reports and charts to create groupings of data and rollups that differ from the hierarchies of your accounts, dimensions, and levels. Because attributes tag metadata, your team doesn't have to tag data entries with the attribute values. The attribute data automatically associates with the data based on the account, dimension, or level.
You can create attribute values:
  • In
    Modeling
     1 at a time or through spreadsheet imports.
  • In
    Integration
     with attribute loaders and APIs.
  • In
    Integration
     when you update the related metadata. This option requires that you select the
    Account/Dimension/Level import automatically create attribute values
     check box in the attribute settings.
  1. Select
    Modeling
     from the main menu.
  2. Click 1 of these options:
    • Account Attributes
      .
    • Dimension Attributes
      .
    • Level Attributes
      .
  3. From the list of attributes, highlight the attribute.
  4. From the toolbar, click the create attribute value button.
    The name of the button changes depending on the kind of attribute that you're creating. Example: When you're in creating attributes for accounts, the button is
    Create new account attribute value
    .
  5. As you complete the options, consider:
    Option Description
    Parent
    For hierarchical values, select the value that the new value rolls up to. When you don't want the attribute value to roll up to another value, select the attribute name.
    Code
    Enter a unique
    Code
     that doesn't match any other attribute value.
    Name
    Enter a name.
    For words to avoid and other guidelines, see Reference: Naming Conventions Best Practices.
    Short Name
    Abbreviate the name for charts.
    View Dependencies
    Click the link to find the locations of the attribute value in the model.
Depending on the kind of attribute, return to accounts, custom dimensions, or levels and tag them with the new attribute.