Use Dimensions and Attributes in Excel Interface for Planning

Dimensions in Standard Sheets

Verify that you've selected a level that cannot be expanded further.
If the cell is still gray, add a split to any cell in a corresponding time column:
If the cell remains grey, it's a read-only cell.
If the dimension cell turns white after you add a split, click in the cell.
To find the dimension value you want, open the Dimension Values. Either:
Right-click, and choose
Planning
>
Select Dimension Value
.
Or, click
Select Dimension
from the ribbon.
Scroll or expand and collapse the list to browse, or start typing in keywords to search for the dimension.
Select the value and click
OK
.
Submit your changes on the sheet to save them.

Dimensions in Modeled Sheets

To select a dimension value:
Click the cell with a dimension.
Either:

Right-click, and choose
Planning
>
Select Dimension Value
.
Or click
Select Dimension
icon from the ribbon.

Scroll or expand and collapse the list to browse, or start typing in keywords to search for the dimension.
Select the dimension value and click
OK
.
Submit your changes to save them.

Filter Dimensions and Attributes in Modeled Sheets

Here's how it Works

This example illustrates how dimensions and attributes can filter each other within the sheet for easier data entry.

Product
is a dimension with value options: Slacks, Blouses, and Shoes.
Color
is an attribute of Products with value options: Black, Brown and White.
Slacks are available in Black and Brown.
Shoes are available in Black only.
Blouses are available in all colors.

If you select the

Product

first and choose:

Blouses
, the
Color
cell prefills with
(none)
in blue text to indicate that it is related. In the
Color
dropdown, all options are available for blouses.
Shoes
, the
Color
cell prefills with
Black
in blue text to indicate that it is the only possible
Color
option for shoes.
Slacks
, the
Color
cell prefills with
(none)
in blue text. When you click the
Color
dropdown arrow, only Black and Brown appear as options.

If you select the

Color

first and choose black:

Black
, the
Product
cell prefills with
(none)
to indicate that it's related. In the
Product
dropdown, all options are available.
Brown
, the
Product
cell prefills with
(none)
and in the dropdown, only Slacks and Blouses are available.
White
, the
Product
cell prefills with
Blouses
because it's the only product available in White.

Use Dimensions in Cubed Sheets

Dimension Rules on Cubed Sheets

Find dimensions listed in the Planning pane > Model tab.
Unlike in other sheets, dimensions on a cubed sheet include Accounts, Time, and Levels as well as custom dimensions and attributes.
A dimension can either be a filter, a row or sub-row, or a column exclusively.
You can only have one dimension for the columns.
You can have unlimited dimensions listed as rows or filters.

Types of Dimensions on Cubed Sheets

The main

Adaptive Planning

categories, such as organization levels, accounts, time, and custom dimensions, such as product, customer, region.

Attributes, or subcategories further slicing the dimensions, such as customer types, color, size.

Both dimensions and attributes have values that you can select as filters, or that you can add to the grid's rows and columns.

Add Dimensions to the Grid

From the Planning pane > Model tab, go to the Axis & Coordinates section:

Add dimensions to columns: drag and drop them from the Dimension or Row box into the Columns box. The dimension replaces the current column dimensions (typically time). You see the values of the dimension listed across the columns. For example, if you drop Product into Columns, you see product values (Blouses, Slacks, Shoes and so on) as column headers.
Add dimensions to rows: drag and drop them from the Dimension box into the Rows box. The values are listed down the rows. For example, if you add color to the rows, you see all the color values (red, orange, yellow, and so on) listed down the rows. If you have more than one dimension in rows, the second one nests within the first, the third within the second, and so on. For example, if Product is listed below Accounts, you see the product values listed for each account. Use the arrows to change the order. For example, if you move Product up, you see accounts listed for each product value.

Add dimensions to filters: Drag and drop them from the Rows or Columns boxes to the Dimension box. You see them listed in the filters as dimensions, and you can select the values from the dropdown to filter the data.

Don't see a dimension listed as a filter?

Option	Description
1	Levels is listed as a dimension you can filter on and it's also in the Dimensions box.
2	Drag and drop levels into the Rows box. Notice that it isn't available as a filter anymore.
3	Drag and drop dimensions back into the Dimension box so you can use it as a filter.

Remove Dimensions from the Grid

From the Planning pane > Model tab:

Remove from rows: drag it back into the Dimensions
box.
Remove from columns: drag a replacement into the Columns
box and it will automatically remove the old one.
Remove from filters: select
All
from the dropdown of the dimension to stop filtering.

Add New Dimension Values