Setting Up Attributes for Attribute Hierarchies

Attributes must be defined before creating the attribute hierarchy. Attributes are used to report and aggregate leaf-level dimension data based on traits. For example, a Department dimension is associated with the division attribute dimension where members are categorized based on profits. 

List of Attribute Types 

Whenever you are creating attributes, you can see the following types of attributes: 

Attributes

Attributes are created in Hierarchy Management and can be added within the Finance Hierarchies Setup page. Attributes may be used in the budget entity hierarchy as well as in Dynamic Reporting. 

• Leaf-level members of one dimension can be used as the attribute value on another dimension. For example, if Countries is a dimension, the leaf level members of the Countries dimension can be used as an attribute for the Customer dimension. A Reference to Segment attribute type could be used and referenced to the Customer. 
• User-defined attributes are optional but highly useful for tailoring reports to specific needs. 
• For Financial Segments, you can define up to 25 attributes across 8 dimensions, depending on your application configuration. 

How to Navigate to Attribute Setup? 

To navigate to Attribute Setup, follow these steps: 

1. Navigate to Maintenance and Hierarchy Management. 
   
   
2. Click Edit Hierarchy to open the Hierarchy Management interface in Edit Mode.
   
   If your Default View is set to Edit Mode, the interface will automatically open in Edit Mode.
   
3. From the Hierarchy Selection screen, select the Hierarchy and Dimension to which you want to add the Attribute (for example, Department).
   
4. Select Show and then Setup.
   
5. On the Finance Hierarchies Setup page, click Attribute Setup. The Finance Attributes page appears.
   
6. On the Finance Attributes page, you will see the following options: 
   1. Add: To add a new attribute. 
   2. Edit: To edit an existing attribute. Note that you can edit an attribute ONLY if Used in Reporting is set to No. 
   3. Delete: To delete an existing attribute. 
   4. Move Up / Move Down: To reposition attributes on the page. 
   5. Save Display Order: Saves the position of the attributes on the page. 
   6. Attribute Member(s): To access the Attribute Members List page. This allows you to view, delete, and export attribute members (for attributes with an attribute type of Text). You can also click Output to export the Attribute Members List to Excel for printing, viewing, or reporting purposes.
      
   7. Filter and Export: To apply filter and narrow down the search results using the Filter option and to export the Attribute Members List to Excel for printing, viewing, or reporting purposes.
      

How to Add Attributes from Attribute Setup in Hierarchy Management? 

To add a new attribute, do the following: 

1. Navigate to Maintenance and Hierarchy Management. 
   
   
2. Click Edit Hierarchy to open the Hierarchy Management interface in Edit Mode.
   
   If your Default View is set to Edit Mode, the interface will automatically open in Edit Mode.
   
   
3. From the Hierarchy Selection screen, select the Hierarchy and Dimension to which you want to add the Attribute (for example, Department).
   
4. Select Show and then Setup.
   
5. Click the Add button to add a new Attribute.
   
6. Enter a Name. For example, Reporting_Manager. Optionally you can also add a Description.
   
7. Select the attribute Type. Enter the Values for the attribute. For the Reporting_Manager attribute here, the attribute type is selected as List. So enter the values accordingly.
   
8. Click Save.