Dimensions Overview

Dimension hierarchies define structural and mathematical relationships, and consolidations between members in the database. Relationships are represented graphically in a collapsible hierarchy diagram. Upper-level dimension members are called parent members, and a member immediately below a parent member is referred to as its child. All members below a parent are referred to as descendants. The bottom-level hierarchy members are called base-level members.

Data is entered into base-level members of dimensions and not into parent members. Values for parent-level members are aggregated from the children of the parent-level members. In some cases, data for base-level members is calculated.

Tax Reporting is a multi-dimensional consolidation application that requires a set of pre-defined dimensions to store the consolidation detail data. By default, when you create an application, the system creates predefined dimensions in this order:

This set of dimensions handles the tax provision process. Each dimension is pre-seeded with a minimum set of dimension members to allow for flexible application configuration. Depending on the options selected by the users, only the dimension members required for the selected features are enabled.


Additional custom dimensions cannot be created for the application.

Some of the members can be edited, while others are locked. The following system dimensions are not editable:

  • Year
  • Period
  • View
  • Consolidation
  • Data Source
  • Intercompany
  • Movement (It is recommended that this dimension not be edited.

The Dimensions are listed in order of precedence which determines the sequence in which data calculations will be performed. The order of the dimensions has an impact on the performance of the consolidation so any change to the dimension order should be carefully evaluated before making the change. Evaluation Order enables you to specify which data type prevails when a data intersection has conflicting data types.


If you notice a degradation in performance when opening web forms, set the storage property for the parent members involved in the web form to "Never Share" to enhance performance. This option for parent members is recommended only for Sparse dimensions, that is, other than the Account and Data Source dimensions.

With the exception of the Account and Data Source dimensions, all other dimensions are set to Sparse. The density cannot be changed.

You can edit and view dimensions using either the Navigator or the Dimension Editor.

You need to configure the following dimensions to add information for your organization:

As a best practice, only add Jurisdiction and Currency members that will be associated to Entities.