Navigating Dimensions

Dimension are located under the Data Hub > Dimensions section in the Explorer. Click on a dimension to open it.

Members Tab

The Members tab displays all the members (master data) in the dimension. It provides a toolbar and two dropdown menus for interacting with the dimension, dimension members, and dimension properties:

• Level 2 header on the top right

• Column header dropdown for managing dimension properties

• Row dropdown for managing dimension members

For details about the buttons and options on the toolbar and dropdown menus, see Working With Dimensions.

Property Details

The Field Details button is located on the level 2 header of the Dimension screen. Clicking this button displays a table listing all properties under the selected dimension, along with key details such as Property Name, Description, Type, Property Details, and Where Used.

When viewing an existing property in a dimension, the Property Details pane opens on the right. Users can click the Trace button at the top right of the pane to view a list of metrics where that property is used. This includes usage within the Set function of a formula metric, as a cell reference in a metric formula, or inside the Add function of a formula metric. Users can see details such as the sheet name, metric name, data type, formula, and related dimension. Additionally, there is an option to open any dependent metric in a new browser tab for easy access.

v25.11:  Lock Versions

You can lock specific versions to prevent users from modifying data. When you lock a version, users cannot enter, update, clear, copy data, or run formulas on that version.

Use version locking to protect finalized data in approved actuals, closed budgets, and historical periods. When users attempt modifications, they receive a warning message and the system blocks the operation.

Version locking is managed through the version master data in scenario-type dimensions using a "Locked?" checkbox property.

To lock a version:

1. Navigate to the Data Hub > Dimensions menu in the Explorer.

2. Select your version dimension (scenario-type).

3. Locate the version in the master data grid under the Members tab.

4. Check the "Locked?" checkbox.

5. Save your changes.

To unlock a version:

1. Follow steps 1-3 from the above procedure.

2. Uncheck the "Locked?" checkbox.

3. Save your changes.

Note: When a version is locked, all modification attempts fail.

For example, if you try to clear data from a locked Actual version, the system displays "Can not Input as Version is locked."

For new installations, scenario-type dimensions automatically include the "Locked?" property with all versions unlocked by default. For existing installations with pre-created scenario dimensions, you need to add the "Locked?" property through dimension configuration before you can use this feature.