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Adaptive Planning
Last Updated: 2023-06-23
Steps: Set Up Derived Dimensions

Steps: Set Up Derived Dimensions

Security:
Model Includes: sheets, accounts, dimensions, and formulas
 permission.
Derived dimensions increase the efficiency of data entry tasks. A derived dimension has values that auto-populate in modeled sheets based on mapping rules.
Terms we use:
  • Derived dimension values: The dimension value that auto-populates on sheets.
  • Mapping dimension values: The dimension values that users select in sheets to trigger the auto-population of the derived dimension value.
  • Dimension mapping rules: The logic that maps the mapping dimension values to the derived dimension values.
  • Dimension mapping: The process of creating dimension mapping rules through dashboards or through dimension imports.
Example: Job Seniority values, like Junior and Senior, derive from a combination of Job Titles, like Product Engineer and Associate Product Engineer, and Job Codes, like E1 and E2.
The mapping rules auto-populate derived dimensions values under these conditions only:
  • The derived dimension has the List dimension check box enabled.
  • You enable the derived dimension with the Use mapping criteria to set dimension values on modeled sheet check box.
  • You create the mapping rules for the derived dimension.
  • You create a modeled sheet with both the derived dimension and all the mapping dimensions to the sheet. The derived dimension values is only connected to the mapping dimensions on the modeled sheet. Elsewhere in the model, the mapping dimension values don’t create the derived dimension values.
  • You’re not using virtual versions or actuals.
  2. Create mapping rules with 1 of these methods:
    Security:
    Access Dashboards
     permission.
  3. Create modeled sheets for derived dimensions.
    1. Add the mapping dimensions as columns. Example: Add
      Job Title
       and
      Job Code
       as columns.
    2. Add the derived dimension as a column after the mapping dimensions. Example: Add
      Seniority
       as a column after the
      Job Title
       and
      Job Code
       columns.
    3. Clear the
      Allow Splits
       check box in
      Model Sheet Properties
      Settings of the Columns and Levels area.
      .
When you open your modeled sheet, the mapping and derived dimension are columns with drop-down menus. When you select the values from the mapping dimension column, the derived dimension values auto-populate.
Cells with derived values have green triangles to indicate that the selection was derived from other dimension values. Values derived from dimension mapping rules remain unlocked so that you can replace the auto-selected dimension value. The green triangle disappears to indicate that the dimension value is no longer derived.
You have custom dimensions for Job Title, Job Codes, and Job Seniority. You: 
  • Enable Job Seniority for derived dimensions.
  • Make Job Titles and Job Codes mapping dimensions.
  • Add all 3 dimensions to your personnel modeled sheet.
After creating the dimension mapping rules, when you select:
  • Product Engineer
     for
    Job Title
     and
    E4
     for
    Job Code
    ,
    Senior
     auto-populates on the sheet for
    Job Seniority
    .
  • Product Engineer
     for
    Job Title
     and
    E1
     for
    Job Code
    ,
    Junior
     auto-populates on the sheet for
    Job Seniority
    .