Adding or Editing User-Defined Custom Dimensions

User-defined custom dimensions must conform to guidelines listed in Naming Restrictions.

Table 37. Properties for User-Defined Custom Dimensions

Property

Value

Dimension

Enter a name that is unique across all dimensions.

Alias

Optional: Select an alias table. Enter a unique alternate name for the dimension.

Description

Optional: Enter a description.

Valid for Plan Types

Select plan types for which the dimension is valid. Clearing this option makes all members of the dimension invalid for the deselected plan type.

Apply Security

Allow security to be set on the dimension members; must be selected before assigning access rights to dimension members. Otherwise, dimensions have no security and users can access members without restriction.

Data Storage

Select a data storage option. The default is Never Share.

Watch this video to learn about adding custom dimensions in Planning.

Video icon Video

  To add or change user-defined dimensions:

  1. Select Administration, then Manage, then Dimensions.

  2. Click add dimension or select an existing dimension and click edit.

  3. Specify any of the properties listed above.

  4. Click Save.

  5. Click OK.

    Click Refresh to revert to the previous values and keep the page open.