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Adaptive Planning
Create Custom Dimensions

Create Custom Dimensions

Security:
Model includes sheets, accounts, dimensions and formulas
 permission.
Custom dimensions are metadata groupings with lists of values. Along with levels, time, and accounts, custom dimensions create a specific data point. After you create the dimension, you create the values of the dimension. Then you can add them to sheets in order to associate them with data.
You can create dimensions in these ways:
  • In
    Modeling
    Dimensions
    , use the toolbar to create 1 at a time, or use the import button to import several new dimensions and values.
  • In
    Integration
    , use the dimension loader.
  • In
    Integration
    , use the API.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Dimensions
    .
  3. From the toolbar, click
    Create new dimension
    .
  4. As you complete the
    Dimension Details
    , consider:
    選項 說明
    Code
    Enter a unique code. You reference the code in formulas to include all data associated with any of the dimension values.
    Name
    Enter a unique name.
    For words to avoid and other guidelines, see Reference: Naming Conventions Best Practices.
    Short name
    Abbreviate the name for use on dashboard charts. Leave blank to let Adaptive Planning shorten the name automatically.
    Display name format for values
    Select the display format for the dimension values:
    Name
    ,
    Code
    , or different combinations of the name and code.
    List dimension
    Select the check box when you want to:
    Clear the check box when you want to:
    • Use the dimension to tag levels.
    • Create a hierarchical dimension value list.
    Use on levels
    To select this check box, clear the
    List dimension
     check box.
    Select the check box to make the dimension a level dimension, which enables you to tag levels with the dimension values. The dimension displays as a drop-down prompt in the level settings when you enable this option. See Concept: Level Dimensions and Attributes.
    Clear this check box to enable hierarchical dimension values.
    Data import automatically creates dimension values
    Select the check box so that data imports also add any new dimensions.
    When you also selected
    Use on levels
    , the check box enables level imports to add new dimension values.
    Keep sorted
    Select the check box to sort the dimension values in alphabetical order.
    Clear the check box to arrange the order as you like.
    When you select this option, the order of the dimension values can change when you change:
    • Display name format of the dimension.
    • Names of the dimensions values.
    • Codes of the dimension values.
    Use mapping criteria to set dimension value on modeled sheet
    Select the check box to use the dimension values as mapping criteria for derived dimensions. See Create Custom Dimension Values.
  5. (Optional) In the
    Custom Properties
     section, click
    Add property
     and enter the name of the property.
    Completing this step creates a text field in the
    Custom Properties
     section of the custom dimension values. The label of the text field is the name that you enter here. You can add up to 5 properties. Properties don't display in reports and charts. You also can't reference properties in formulas. See Create Custom Properties for Custom Dimensions.
  6. Click the arrow next to the save icon and select:
    • Save
      : Saves the dimension.
    • Save and New
      : Saves the dimension and starts a new dimension.
We automatically create an
Uncategorized
 value for the dimension. We automatically associate all existing data in your model with the
Uncategorized
 value.
  1. When you want to tag dimension values with attributes: