Defining dimension selection criteria

You can use selection criteria to select data from a dimension source. The data that meet your criteria will be populated in the budget dimension. For example, if your data source is accounting units, then you can select which accounting units to include in the dimension by specifying a company and level depth, a company group and level depth, or a list of accounting units.

Complete this procedure to define selection criteria for the dimension.

  1. Specify Selection on Dimensions Information (EB10.3). Depending on the dimension's source, one of seven selections forms displays.
  2. Use the procedures referenced in this table to complete the selection form:
    Dimension source Form Procedure
    Accounts Account Selection (EB11.1) Defining Account Selection dimension criteria
    Accounting Units Accounting Unit Selection (EB11.2) Defining Accounting Unit Selection dimension criteria
    Activities Activity Selection (EB11.3) Defining Activity Selection dimension criteria
    Account Categories Account Category Selection (EB11.4) Defining Account Category Selection dimension criteria
    Strategic Ledger Segments Strategic Ledger Segment Selection (EB11.5) Defining SL Segment Value Selection dimension criteria
    Employees Employee Selection (EB11.6) Defining Employee Selection dimension criteria
    Job Codes Job Code Selection (EB11.7) Defining Job Code Selection dimension criteria
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