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Adaptive Planning
Última actualización: 2023-04-14
Create Custom Dimension Values

Create Custom Dimension Values

Dimension values roll up to dimensions. After you create dimensions and values, you can add them to standard, cube, and modeled sheets. You and your team can select the values as you enter or import data. Then you can build reports and charts using the dimensions.
You can also tag levels with dimension values to create alternate level hierarchies.
In addition to the values you create, every custom dimension also has these values:
Uncategorized
 and
All
. All data in your model is associated with a custom dimension value. The
Uncategorized
 value tags any data that your team doesn't explicitly tag with a value.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Dimensions
    .
  3. From the dimension list, highlight the dimension.
  4. From the toolbar, click
    Create new dimension value
    .
  5. As you complete the
    Dimension Value Details
     section, consider:
    Opción Descripción
    Parent
    Not available when the
    List Dimension
     check box is clear in the dimension settings.
    Select the rollup dimension value for hierarchical dimensions. Select the dimension name when you don't want the dimension value to roll up to another value.
    Code
    Enter a unique
    Code
     that doesn't match any other dimension value.
    Name
    Enter a name.
    For words to avoid and other guidelines, see Reference: Naming Conventions Best Practices.
    Display Name
    Displays the format of the display name based on the
    Display name format for values
     prompt for the dimension.
    Short Name
    Abbreviate the name for charts.
    View Dependencies
    Available for
    List Dimensions
    .
    Click the link to find the locations of the dimension value in the model. See Resolve View Dependencies to Delete Dimension Values.
  6. By default, new dimension values are available in all versions unless the value is hierarchical. Hierarchical dimensions inherit the availability of the parent dimension value.
  7. (Optional) From the prompts in the
    Dimension Attributes
     section, select the attribute values that you want to associate with the dimension value.
    There are prompts for each of the dimension attributes that you created for the dimension. See Create Attributes.
  8. (Optional) In the
    Custom Properties
     section, enter numerical text in each field to associate to the dimension value.
    The label of the text fields comes from the
    Custom Properties
     section of the dimension. For Sales Planning only: Use the custom properties to Create Geo Maps.
  9. Click the arrow next to the save icon and select:
    • Save
      : Saves the dimension value.
    • Save and New
      : Saves the dimension value and starts a new dimension value.
The new value doesn't affect any data until you associate the data with the new value. The new value is automatically available for all sheets, reports, and charts. For dimensions that are already in use, Adaptive Planning automatically adds the new values to:
  • Standard and modeled sheets.
  • Reports.
  • Charts on your dashboards.
  • Perspective context filters.
For cube sheets, the new value treatment depends on the cube sheet settings. You can indicate whether or not new values get automatically added to each cube sheet.