Configuring dimension details

Use the Category Configuration tab to add categories that can be used in workbooks and decision packages. Categories are groups in which the dynamic attributes are stored. The dynamic attributes that are added to the category are used for dimension details. Dimension details store additional information for dimensions. For example, you can use dimension details to store basic principles for organization planning for the Organization dimension.

  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Dynamic Attributes Configuration.
  3. Click the link for the attribute type for which you want to add a category.
  4. Click the Category Configuration tab.
  5. Click Add Category. You can define up to ten categories for each dynamic attribute type.
  6. Specify a name for the category. You can specify up to 25 characters.
  7. Click OK.
  8. Click Add Line.
  9. Select a dynamic attribute. The list includes all dynamic attributes that have the Dimension Detail check box selected.
  10. Continue adding categories and line items.
  11. Optionally, click Preview to preview the dimension details. You cannot specify data in the preview. Data is specified by approvers or planners in the workbook or decision package.

Click an arrow to expand or collapse a category.

You can move categories and list items by dragging and dropping using the blue box to the left of a category or item.

Click Rename to rename a category.

Click Delete Category to delete a category.