To view definition details, select a definition from the Definitions grid and the Definitions details pane is displayed. Use the Definitions details pane to edit the selected definition. The Definitions details pane has four tabs: General, Frameworks, Control Lists, and Cube.
General
Use the General tab to view and edit definition general properties.
| Property | Definition |
|---|---|
| Name |
For external definitions linked to ESRS KPIs, the name is automatically set to the associated KPI name. For internal definitions, you must assign the name. This field is required. When a dynamic dimension is set up for definitions, in ESG_AccountDefinitions, each definition is appended with D_<Name>. |
| Definition | The Definition field is read-only for external definitions. |
| Categories |
To change a definition's category, use the Categories drop-down menu. |
| Input Type |
To change a definition's input type, use the Input Type drop-down menu. NOTE: To view which input types are mapped to the ESRS data types, see Definition Input Types. |
| Frequency |
To edit a definition's frequency, use the Frequency field. Comma delimited format and range format is accepted in this field. This frequency determines which workflow periods the definition will display in. Definitions with a Narrative unit type default to a yearly frequency. |
| Active |
Definitions are active by default. To make a definition inactive, deselect the Active checkbox. |
| Attachment Required | To require an attachment for a definition, select the Attachment Required checkbox. |
| Baseline | To include the baseline year in the report for this definition, select the Baseline checkbox. The values set up in the Global Options page display here. See Global Options. |
| Prior Year | To include the prior year in the report for this definition, select the Prior Year checkbox. |
| Milestones | To include the milestone years in the report for this definition, select the Milestones checkbox. The values set up in the Global Options page display here. See Global Options. |
Click the Save button after editing general definition properties.
See Report Structure and Data Management for details on how the Baseline, Prior Year, and Milestone options impact data collection and reporting.
The Baseline, Prior Year, and Milestone checkboxes are selected by default for definitions linked to KPIs E1-6:
Frameworks
Use the Frameworks tab to view which framework KPI is assigned to the definition. The assigned framework KPI is displayed in the bottom grid. If the definition is set to an input type that requires a unit of measure, the reporting unit is selected by default based on the input type. Use the Edit icon to edit the reporting unit if needed. The reporting unit selected determines the unit of measure displayed for that definition in a dynamic cube and in a report built on the Reports page. See Manage Definitions and Frameworks.
Control Lists
Use the Control Lists tab to assign control lists to the selected definition. A maximum of four control lists can be assigned to a definition. For more information on control lists, see Control Lists. The selection for Control List 1 displays as the first column on the report, and the selection for Control List 2 displays as the second column. Control Lists 3 and 4 do not display on the report. See Narrative Control List Table Display.
Cube
When configuring Dynamic Cube Services, use the Cube tab to set dimension member properties for each definition. Any updates made to a definition are reflected in the related account dimension member.
| Property | Description |
|---|---|
| Account Type |
This property determines how the accounts roll up to a parent. Each definition is preset to a recommended Account Type. If there is no recommended Account Type set, the property defaults to Flow. For descriptions of each Account Type drop-down menu option, |
| Formula Type |
This property determines the behavior related to the member's formula. Each definition is preset to a recommended Formula Type. If there is no recommended Formula Type, the property defaults to (Not Used). For descriptions of each Formula Type drop-down menu option, |
| Text Properties 1-8 (Optional) | Use these fields to set custom attributes for use in business rules, member filters, or transformation rules. Change the value over time as business needs change or by scenario type. If multiple attributes are required in a single text field, separate them with a comma. |
NOTE: Once a dynamic cube is made, dynamic dimensions are read-only in the OneStream Application tab.
