Dimensions Overview

On a plan, a dimension is used to store categorical data such as department, state, region, year, role, general ledger account, and more. You must create all the necessary dimensions before you can create a plan.

When creating a plan, you can select anywhere from one to twelve dimensions. If you want to create a plan from data in Analytics, you must first map the Extended Planning and Analysis dimensions to the equivalent dimensions in the dataset. You can do this while creating the data source, as part of the wizard. If you want to add a dimension mapping to an existing data source, you can use the Dimension Mappings related list of the data source record page.