Adding Dimensions Using the Wizard

When you use the application wizard to add dimensions, dimension types are automatically categorized and displayed with a shaded heading. For example, Account dimensions, Period dimensions, Entity dimensions, Currency dimensions, and Other dimensions, such as Scenario or Version.

  To define dimensions:

  1. To map a dimension type to a dimension, click [Select] in the Dimension column.

    If a required dimension type matches to a dimension in the Dimension Library, the dimension name displays in the Dimension column.

  2. Select a dimension.

    The dimensions that display in the drop-down list map to the type of dimension. For example, if you are mapping a dimension to the Account dimension type, only account dimensions display in the list.

    In some cases, you may want to create a new dimension.

  3. Optional: Create a new dimension. To create a new dimension:

    1. Using the Dimension drop-down arrow, select Create New Dimension.

      The Add New Dimension dialog box is displayed.

      Note:

      When you create a dimension in the application wizard, it is always a local dimension and cannot be shared in the application wizard. If you want to share a dimension, you must use the Dimension Library. See Understanding Shared and Local Dimensions.

    2. Enter the dimension name and description. The type is automatically selected according to the dimension type you are mapping the dimension to in the Dimension Type column.

    3. Click OK.

  4. Continue to select or create new dimensions as necessary.

  5. For existing dimensions: If you want the dimension to be local, select the local check box at the end of each row.

    Note:

    If you created a new dimension, you cannot change a dimension to be shared.

    For information on shared and local dimensions, see Understanding Shared and Local Dimensions.

    Note:

    You must map at least one dimension to a dimension before you can move to the next screen.

  6. Click Next.

    The Application Settings screen is displayed. See Modifying the Application Settings.