Creating a Dimension

When creating a plan dimensions are used to organize categorical data. These dimensions provide qualitative information about the plan, including Department, State, Region, Year, Role, General Ledger Account, and more. It is important to create all necessary dimensions before creating a plan, as each plan can be structured using anywhere from one to twelve dimensions.

You can create a new plan using dimensions already in the application or create a plan using Analytics data by selecting the corresponding dimensions in the data source.

When creating a plan from a blank template, the dimension used does not need to be mapped to a data source. However, the dimensions used must be mapped to a data source if the plan is created from Analytics data via a data source. For more information, see Mapping Dimensions to Data Source.

To create a dimension:

1. On the Dimensions tab, click New. The New Dimension window opens.
2. Complete the required field. For more information, see Dimension Fields. Your administrator can control the fields that are displayed.
3. Click Save or, if you want to save the current record and immediately create another, click Save & New.

To edit the existing dimension. Click | Edit. To delete the current tag, click | Delete. Once a dimension has been used in a plan, you cannot remove it.