Dimension Properties

Adding properties to dimensions

You can add properties to a dimension by selecting a dimension within the dimension library and clicking Add in the toolbar above the property list.

When you add a property to a dimension, you must specify the following:

• ID - An ID for the property. The ID is not case sensitive but is displayed in the case it is typed. The ID must be unique (regardless of case) within a dimension. The maximum length of an ID is 20 characters. The permitted characters are: A-Z,a-z,0-9,_,-,. An ID cannot contain the following invalid characters: single quotation mark ('), double quotation mark ("), backslash (\), ampersand (&), dash (-) The ID cannot start with a number as a first character. The ID cannot be the same ID as that of a system-generated property. The ID cannot contain the string of characters “PARENTH”. The ID cannot be the same ID as one of the special properties described below.

• Name - A name for the property. The maximum length for a property name is 40 characters.

• Number of Characters - The maximum length for values of the property. This must be an integer greater than zero.

Adding properties to dimensions in Consolidation,Ownership, and Rates models

When you add a property to a dimension in a consolidation, ownership, or rates model, you have the option to add the set of predefined properties for the following dimension types:

• Account

• Category

• Audit

• Entity

• Time

• Currency

When you add properties to any of these dimension types, you can select to add a new property or add the set of required properties for consolidation type models. For the Account dimension, you can also add the set of required properties for ownership type models.

When you add the set of predefined properties required for consolidation, ownership, or rates models, if there is already a property with the same ID as one of the required properties, the system handles this as follows:

• The corresponding property is not added to the dimension.

• If the number of characters of the existing property is greater than expected, the system does not change it.

• If the number of characters is smaller, it is updated with the default value specified for this property in the set of predefined properties

A message is displayed at the end of the process to inform you if the system did not add some of the properties because they already exist, and if the system changed the number of characters.

Modifying dimension properties

You can modify a property which is not a system-generated property. You edit and change a property directly in the property list. You cannot change a property ID after you have saved it. However, you can change a property name and the number of characters, but you cannot reduce the length previously specified.

Adding property values

After you add a property to a dimension, you can assign property values to members in the dimension. You can add property values to properties by selecting the desired dimension from the dimension library, selecting Edit Members, then adding the desired values directly in the member grid under the appropriate property. After you are done, you must save the changes and process the dimension.

Removing dimension properties

You can remove properties from a dimension by selecting a dimension within the dimension library and clicking Remove in the toolbar above the property list. This removes the property from the list. You cannot delete a system-generated property.