1. Administering Planning
  2. Creating a Planning Application
  3. Creating a Planning and Budgeting Cloud Application
  4. Choosing Setup Options
  5. Setting Up Custom Dimensions and Metadata

Setting Up Custom Dimensions and Metadata

Categorize data values into dimensions. You can have up to 32 total dimensions.

The application includes two custom dimensions: Account and Entity. Use Account and user-defined dimensions to specify data to gather from users. Use Entity to model the flow of planning information in the organization and establish the plan review path.

If you selected the Standard multicurrency option during application creation, the application includes the Hsp_Rates dimension for storing exchange rates. This dimension includes these members and others that store currency rates:

  • Hsp_InputValue: Stores data values

  • Hsp_InputCurrency: Stores currency types for data values

For detailed information about custom dimensions and Hsp_Rates, see Editing Dimensions in the Simplified Dimension Editor.

Note:

You have the option to either manually enter member names or you can set up Account, Entity, and custom dimension members by importing from metadata files. To import from metadata, you first export the metadata for each dimension to a flat file and then, on this window, import their metadata by browsing to that flat file. For instructions on creating the flat file, see Creating the Metadata Import File.

To set up custom dimensions:

  1. To add a dimension or rename a prefilled dimension, to the right of Dimension Type in the Dimension Name column, enter the name of the dimension.

    Dimension names can have up to 80 characters and can include spaces.

  2. For each dimension, enter its member names.

    For example, for the Version dimension, you could enter Budget2014. You can add members later.

    The Number of Records column displays the number of members either entered or in the flat file.

  3. Optional: To import metadata for Account, Entity, or a custom dimension from a flat file, click Browse.

    Use this method for importing smaller dimensions (for example, 1,000 members or fewer); use the Import and Export method (described in Importing and Exporting Data and Metadata) for incremental updates or for loading larger dimensions.

    For instructions on creating flat files, see Creating the Metadata Import File. If the file has so many members that application performance would be impacted, an error displays and the number of records displayed is 0 (zero).

  4. Click Create.
  5. If you have more metadata to load, continue to Importing Metadata.