1. Working with Planning
  2. Working With Strategic Modeling
  3. Working with Models
  4. Working with Custom Dimensions
  5. Assigning Custom Dimensions

Assigning Custom Dimensions

You can assign, copy custom dimensions to multiple accounts, and delete the created custom dimensions to accounts.

Note:

Dimension members can be assigned to accounts individually, while unrelated members can be excluded.

To assign custom dimensions to accounts:

  1. Open the Models listing page.

  2. Click the model in which you have created custom dimensions, and from the Action menu, select Open-Checkout.

  3. In the Account View, select an account to which you want to assign custom dimensions, and from the Actions menu, click Assign Custom Dimensions.

    The selected account page is displayed.

  4. Click adding custom dimension to add custom dimensions to the account.

  5. Select the custom dimensions from the list, then click OK.

    The selected custom dimensions are displayed on the POV and are ready for associating to the account.

  6. Select the members from the Select Members drop-down as required, then click Add selection tick.

    Note:

    POV displays the selected members.

  7. Click Associate Members to associate the selected members to the account.

  8. Click Save and Close.

    The associated members are displayed in the account view upon loading the data.

Deleting Associations

To delete association(s):

  1. Click Associate Dimension Menu Associate_dimension_menu from the selected account Assign Custom Dimensions page

  2. Select Delete_association.

    A warning message is displayed.

  3. Click OK.

    You can also delete the individual associations as required.

Copying Custom Dimensions to Multiple Accounts

To copy custom dimensions to multiple accounts:

  1. Click Associate Dimension Menu Associate_dimension_menu from the selected account Assign Custom Dimensions page.

  2. Click Copy_dimension.

    The Select Accounts dialog is displayed.

  3. Select the account to which you want to copy members.

  4. Click Copy.

  5. Click Save and Close.

    The copied custom dimensions are displayed under the selected account.

Enabling the Custom Dimensions Filter

The custom dimension filter is available on the Account View page. The filter gets active upon creating custom dimensions. Use custom dimensions filter to filter the dimensions as required.

To enable the custom dimensions filter:

  1. Click Custom Dimension Filter on the Account View page.

    The Filter Custom Dimension dialog is displayed.

  2. Select the members as required.

  3. Click Apply.

    Note:

    The Custom Dimension Filter cdf_enabled gets enabled. Click Clear Custom Dimension Filter clear_cdf to remove the custom dimensions.