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Adaptive Planning
Laatst bijgewerkt: 2023-06-23
Example: Create Alternate Level Structure with Level Dimensions

Example: Create Alternate Level Structure with Level Dimensions

This example illustrates how to create an alternate level structure for reporting puposes using level dimensions.
Your level organization reflects the departmental structure of your company. With this structure you can view the totals for each department: G&A, Product Development, and Sales. The locations of the departments are in different regions of the United States. To report on totals for regions across departments, you want to create an alternate hierarchy by tagging the levels with custom dimensions.
The level hierarchy looks like this:
G&A
  • Finance
  • Human Resources
  • Legal
  • IT
Product Development
  • Operations
  • Engineering
  • Product Management
Sales
  • East Coast Sales
  • West Coast Sales
  • Midwest Sales
  • South West Sales
  • Create the levels as described in the scenario.
  • Security:
    • Organization Structure
       permission.
    • Structure Import
       permission.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Dimensions
    .
  3. From the toolbar, click
    Import dimension structure
    .
  4. Click
    Download Template
    .
  5. Open the excel spreadsheet, enable editing, and save to your computer as
    New Region Dimension
    .
  6. Click the
    Dimension
     tab at the bottom of the sheet.
  7. To create the dimension, complete these columns in the first row after the header rows:
    Optie Omschrijving
    Dimension Name
    Enter
    Region Level Dimension
    .
    Type
    Enter
    Level
    .
    Display Name Format
    Enter
    Name
    .
  8. To create the first dimension value, complete these columns in the same row:
    Optie Omschrijving
    Dimension Value Code
    Enter
    WC
    .
    Dimension Value Name
    Enter
    West Coast Region
    .
  9. To create the next dimension value, complete these columns in the next row:
    Optie Omschrijving
    Dimension Value Code
    Enter
    EC
    .
    Dimension Value Name
    Enter
    East Coast Region
    .
  10. Save the
    New Region Dimension
     spreadsheet.
  11. Return to
    Modeling
    Dimensions
    .
  12. From the toolbar, click
    Import Dimension Structure
    .
  13. Select
    Update and append
    .
  14. Click
    Choose File
    .
  15. Browse your computer files to find and select the
    New Region Dimension
     spreadsheet.
  16. Click
    Open
    .
  17. Click
    Upload
    .
  18. From the breadcrumbs, select
    Modeling
    .
  19. Click
    Levels
    .
  20. From the toolbar, click
    Generate Printable View
    .
  21. Open the
    Levels Excel
     spreadsheet, enable for editing and save as
    Levels with Level Dimensions
    .
  22. For each level:
    Name
    Region Level Dimension Code
    Region Level Dimension Name
    G&A
    Leave blank.
    Leave blank.
    Finance
    Enter
    WC
    .
    Enter
    West Coast Region
    .
    Human Resources
    Enter
    EC
    .
    Enter
    East Coast Region
    .
    Legal
    Enter
    EC
    .
    Enter
    East Coast Region
    .
    IT
    Leave blank.
    Leave blank.
    Product Development
    Leave blank.
    Leave blank.
    Operations
    Enter
    EC
    .
    Enter
    East Coast Region
    .
    Engineering
    Enter
    WC
    .
    Enter
    West Coast Region
    .
    Product Management
    Enter
    WC
    .
    Enter
    West Coast Region
    .
    Sales
    Leave blank.
    Leave blank.
    East Coast Sales
    Enter
    EC
    .
    Enter
    East Coast Region
    .
    West Coast Sales
    Enter
    WC
    .
    Enter
    West Coast Region
    .
    Midwest Sales
    Leave blank.
    Leave blank.
    Southwest Sales
    Leave blank.
    Leave blank.
  23. Save the spreadsheet.
  24. Return to
    Modeling
    Levels
    .
  25. From the toolbar, click
    Import Organization Structure
    .
  26. Select
    Update and append
    .
  27. Click
    Choose File
    .
  28. Browse your computer to select the
    Levels with Level Dimensions
     spreadsheet.
  29. Click
    Open
    .
  30. Click
    Upload
    .
You can now use the Region Level Dimension to create alternate rollups for your levels by region. The alternate hierarchy looks like this:
East Coast Region
  • Legal
  • Human Resources
  • Operations
  • East Coast Sales
West Coast Region
  • Finance
  • Engineering
  • Product Management
  • West Coast Sales
Region (Uncategorized)
  • IT
  • Midwest Sales
  • Southwest Sales
You can enter data at the new custom dimension. When you add the level dimension to reports, you can view alternate rollups for the regions.