Category
Category represents an additional, custom dimension that can be added to an application. For example, it could be used is to define products or distribution channels.
The Category dimension can be added to a schedule dimension to facilitate the manual intercompany data collection process.
The Category dimension can be flat or hierarchical. If the dimension is hierarchical, it requires a special system member that stores data for schedules not associated with members of this dimension. This member is automatically created for a starter database. It must be added to shell databases.
| Property or Attribute | Required | Required by the Import Wizard when Adding Members | Required by the Import Wizard when Updating Members | Notes | Default set by Import Wizard if value is missing from import file |
|---|---|---|---|---|---|
| ID | Required | Optional | Required (if Name not provided) | For hierarchical dimensions, a dimension named No dimension name with an ID of 0 must be defined to store the data for accounts not associated with the dimension. | The ID is automatically generated if not included. |
| Name | Required | Required | Required (if ID not provided) | The name can have up to 40 characters. Must be unique within the dimension. | No default. User must supply. |
| Description | Optional | Optional | Optional | The description can have up to 255 characters. | If not specified, defaults to the name. |
| Parent | Required | Required | Required | The member's parent. Applies only if the dimension is hierarchical. | No default. User must supply. |
| Hierarchy | Required | Optional | Optional | The hierarchy to which this member belongs. Applies only if the dimension is hierarchical. | The hierarchy of parent. |
| Consolidate | Required | Optional | Optional | Indicates whether this member should be consolidated (Y-Yes) or ignored (N-No) for rollup. Applies only if the dimension is hierarchical. | Y-Yes |
| Preceding Member | Optional (used to derive a related required field, Mem_ Order) | Optional | Optional | Specifies the member's position in the hierarchy. Applies only if the
dimension is hierarchical. Use the wild card character (*) to indicate the member is the first in the list. By default, members are placed in the order in which they are added to the hierarchy. |
For flat dimensions, placed after the last member. For hierarchical dimensions, placed after the last member of the hierarchy. |
| Group | Required | Optional | Optional | Assigns the member to the named group. Applies only if the dimension is hierarchical. | Defaults to the base group in the hierarchy if the member is a reporting unit and its parent exists in the hierarchy. |
The minimum format to add members to this dimension if it is flat is:
- Name
- Total Product
- Baseball
- Bike
- Soccer
- Golf
The minimum format to add members to this dimension if it is hierarchical is:
- Name, Parent, Hierarchy
- No Product, *, All Products
- All Products, *, All Products
- K2000 Portable, Portable Games, All Products
- XJ4000 Portable, Portable Games, All Products
- Home Games, Game Machines, All Products
- JAC500, Home Games, All Products