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Adaptive Planning
Enable Dimension Mapping for Custom Dimensions

Enable Dimension Mapping for Custom Dimensions

  • Create the custom dimensions that you want to use as mapping dimensions and derived dimensions. See Create Custom 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.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Dimensions
    .
  3. From the list of dimensions, click the dimension that you want to make a derived dimension.
    The derived dimension is the dimension with the values that you want to auto-populate on sheets.
  4. In the
    Dimension Details
     section, click the
    Use mapping criteria to set dimension value on modeled sheets
    check box.
  5. From the prompt that displays, select the mapping dimension.
    When users select the values of the mapping dimension on the sheet, the derived dimension value auto-populates.
  6. (Optional) Click
    Add Dimension
     to add another mapping dimension.
    When you add more than 1 mapping dimension, the derived dimension values auto-populate based on the various combinations of the mapping dimension values.
  7. Click
    Save
    .
  8. (Optional) To clear the
    Use mapping criteria to set dimension value on modeled sheets
     check box and remove the derived dimension capability, you must first delete all the dimension mapping rules.
To make Job Seniority a derived dimension from Job Title and Job Code:
  1. Select
    Job Seniority
     from the dimension list.
  2. Click the
    Use mapping criteria to set dimension value on modeled sheets
     check box.
  3. From the prompt, select
    Job Title
    .
  4. Click
    Add Dimension
    .
  5. From the new prompt, select
    Job Code
    .
Now you can map Job Code and Job Title to Job Seniority.