A dimension value set is a named group of dimension values. A dimension value set can contain values in a single dimension only, but you can use a dimension value set in multiple row definitions, column definitions, reporting tree definitions, and report definitions. You can also combine dimension values sets in a report definition.

For more information about dimension values, see Link to Financial Dimensions cell .

When a change to your financial data requires that you change the dimension value set, you can update the dimension value set definition, and that update applies to all areas that use the dimension value set. For example, if you frequently indicate a range of values to link to your financial data, such as the values from 5100 through 5600, you might assign this range to an account set titled Sales.

After you create a set of dimension values, you can select that set as your financial data link.

In another example, if you have the value range of 5100 through 5600 assigned to Sales and 4175 assigned to Discounts, you can determine total sales by subtracting Discounts from Sales indicated as (5100:5600)-4175.

Create a set of dimension values

  1. In Report Designer, open the row, column or tree definition to modify.

  2. On the Editmenu, click Manage Dimension Value Sets.

  3. In the Manage Dimension Value Setsdialogue box, select the type of dimension value set to create in the Dimensionfield, and then click New.

  4. In the Newdialogue box, type the name and description for the set.

  5. In the Fromcolumn, double-click inside a cell to open the Accountdialogue box. Select the account name from the list, or search for the entry in the Searchfield. Click OK.

  6. Repeat step 5 in the Tocolumn to design a formula for that operator.

  7. When the formula is completed, click OK.

  8. In the Manage Dimension Setsdialogue box, click Close.

Update a set of dimension values

  1. In Report Designer, open the row, column, or tree definition to modify.

  2. On the Editmenu, click Manage Dimension Value Sets.

  3. In the Manage Dimension Value Setsdialogue box, select the dimension type in the Dimensionfield.

  4. Select the dimension value set to update from the list, and then click Modify.

  5. In the Modifydialogue box, modify the formula values to include in the set.

    Note Note

    If you add new accounts or dimensions, make sure that you modify the existing dimension value sets to incorporate the changes.

  6. Double-click the cell to select the appropriate Operator, Fromaccount, and Toaccount.

  7. Click OKto close the Modifydialogue box and save changes.

Copy a dimension set

  1. In Report Designer, open the row, column, or tree definition to modify.

  2. On the Editmenu, click Manage Dimension Value Sets.

  3. In the Manage Dimension Value Setsdialogue box, select the dimension type in the Dimensionfield.

  4. Select the set to copy from the list, and then click Save As.

  5. Enter a new name for the copied set, and then click OK.

Delete a dimension set

  1. In Report Designer, open the row, column, or tree definition to modify.

  2. On the Editmenu, click Manage Dimension Value Sets.

  3. In the Manage Dimension Value Setsdialogue box, select the dimension type in the Dimensionfield.

  4. Select the set to delete, and then click Delete. Click Yesto permanently delete the dimension value set.

See Also