Modifying Dimensions

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Modifying Dimensions

Location: Dimensions (task ID: DimensionMntBasic)

You can add dimensions to the system using the Parameters custom template.

The dimension management functions are available for users who have administrator rights.

Note! It is not recommended that several users use the same management function at the same time.

1.On the Basic Data tab, select the data types you want to connect to the dimension.

When a data type connection is removed from a dimension, the connections are also removed from all its units that are connected to the data type. If data has been entered to a unit or any of its sub-units for the data type, the connection cannot be removed.

2.On the Unit Extra Fields tab, add new unit extra fields for the dimension if needed.

a)If you select Text for Field Format and Free text entry for Field Type, type the maximum length of the text in the Max length of field text field.

b)If you select Drop-down list or Check box for Field Type, the Options list is enabled in the right-hand side pane. Add the desired options for the drop-down list or check box and select which option you want to set as the default (Default drop-down list > Yes). For drop-down lists, you can only select one default option. For check boxes, you can select any number of default options.

Note that the properties of unit extra fields cannot be modified in the following cases:

oThe format of a unit extra field cannot be changed from text to numeric if data has already been entered to the field.

oThe field type cannot be changed from free text to drop-down list or check box if data has already been entered to the field. A drop-down list or check box can always be changed to free text.

oA unit extra field cannot be deleted if data has already been entered to the field.

3.On the Hierarchies tab, add the hierarchies for the dimension.

4.To take the new hierarchies in use, go to the Database Management view and execute the "Update BWNonAllocatedUnit" task.

Note! Used in reconciliation is not in use in the current version.