Dimension Library Toolbar and Right-Click Options

Create Dimension

Use this to create a new Dimension

Delete Selected Dimension

Use this to delete the selected Dimension

Save Dimension

Use this to save changes to the selected Dimension

Rename Dimension

Use this to change the name of the Dimension.

Move Dimension

Use this to move the dimension. You can move a dimension up one level above a parent or below a sibling. If the move is invalid, you will not be able to move it. Integrity of Member relationships is evaluated and enforced.

NOTE: Supported dimensions are Account, Scenario, Flow, and UDs.

Create Member

Use this to create a new Member under the selected Dimension

NOTE: Maximum Member Name Length is 500 characters

Delete Selected Member

Use this to delete a selected Member

Rename Selected Member

Use this to rename a selected Member

Save Member

Use this to save changes to a selected Member

Add Relationship for Selected Member

Use this to move a Member from one hierarchy to another, or to place a Member in more than one hierarchy. 

Remove Selected Relationship without Deleting Member

Use this to remove a Member from a hierarchy without deleting the selected Member.  This can also be done by right-clicking on a Dimension Member.

Cancel All Changes Since Last Save

Use this to undo and unsaved changes.

Search Hierarchy

Collapse Hierarchy

Use this to collapse a Member hierarchy within a Dimension.

Navigate to Security

This icon appears in all Dimension Security properties and when clicked it navigates to the Security screen.  This is an easy way to make changes to Security Users or Groups before assigning them to specific Dimensions.

User Defined Description – Dimension Library

Navigating within the dimension Library, hovering over the Dimension Types will display the User Defined description as a tool tip. See Application Properties and then User Defined Dimensions (Descriptions) for more information.