Attribute Setup
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Attribute Setup

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Article summary

Before creating an Attribute Hierarchy, you'll define attributes. Attributes are used to report and aggregate dimension data based on traits. For example, a Department dimension is associated with the division attribute dimension. Members of the division attribute dimension are categorized based on profits. The attributes defined here are used in the Budget Entity Definition and reports.

Note:
User-defined attributes are optional. For Financial Segments, you can have up to 25 (10 by default) attributes per dimension(based on your application configuration), which means that you will have 200 attributes (25 per dimension) across 8 dimensions. For Sales, you can have up to 10 attributes per dimension.


  1. On the Financial Hierarchy Setup page, click the More option and select Attribute Setup. The Finance Attribute page appears.

  2. Select a Dimension to which you want to add the Attribute (such as Account). You will see the following options on the Finance Attributes page:
    • Add: To add an attribute.
    • Edit: To edit an existing attribute. Note that you can edit an attribute ONLY if Used in Reporting is No.
    • Delete: To delete an existing attribute. 
    • Move Up / Move Down: Position attributes on the page.
    • Save Display Order: Saves the position of the attributes on the page.
    • Attribute Member(s): Click to access the Attribute Members List page. View, delete, and export attribute members (of attributes that have an attribute type of "Text"). Click Output to export the Attribute Members List to Excel for printing, viewing, or reporting purposes.
    • Filter and Export: To export the Attribute Members List to Excel for printing, viewing, or reporting purposes.

To add a new attribute, do the following:

  1. Click the Add button to add a new Attribute.
  2. Enter a Name and Description.

  3. Select the attribute Type:
    • Reference to Segment: Links the attribute to another dimension. For instance, utilizing leaf members from a country hierarchy as attribute values for another dimension like Customer.

      For Example

      Dimension = Countries

      Hierarchy:

      AmericasEuropeAsia Pac
      United StatesU.KIndia
      CanadaGermanyChina
      BrazilFranceJapan
      MexicoItalySingapore
      ColumbiaSwitzerland
      Peru

      Let's say you want to use the leaf members in the hierarchy above as the attribute value on another dimension (like Customer). Use the Reference to Segment attribute type and reference Customer. The setup would look as follows:

      • Dimension – Customer
      • Attribute – Country
      • Attribute Values – India, China, USA etc (all leaf members are displayed in the Customer hierarchy properties pane and you can select the country as applicable)

      For Sales budgeting and forecasting, select this option to create an attribute on the Sales dimension as a separate reporting hierarchy, or, an association with an existing sales dimension.


    • Text: For alphanumeric values that differ between hierarchy members, like City names or Contact Numbers.

      For Example

      Dimension – Customer

      Attribute – City

      Values – Edinburgh, Peterborough, Cambridge etc

      Or

      Dimension – Customer

      Attribute – ContactNo

      Attribute Values – 0131 123456, 1223 222222, 1223 444444

      Or

      Dimension – Customer

      Attribute Values – EmailID

      Values – john@gmail.com, org@cvcpipes.com 


    • Date: When the attribute's value is a date (e.g., Date of Incorporation).

      For Example

      Dimension – Company

      Attribute – DateofIncorporationOrEstablishment

      Attribute Values – 2/15/2000, 5/20/1998, 7/25/2004


    • Month/Year: For associating months/years with attributes (e.g., Subscription Renewal Month or Year of Introduction). For example:
      Dimension – Product
      Attribute – YearofIntroductionOrLaunch
      Attribute Values – 2000, 1998, 2004

    • List: Specifies allowed values for an attribute, useful for categorizing items within a dimension (e.g., different types of routers under the Product dimension). For example:
      Dimension – Product
      Attribute – MRP$(MaxRetailPrice)
      Attribute Values – 14.20, 20,40, 128.75

    • Float/Integer: For numerical data (Float for decimal values and Integer for whole numbers) like pricing (MRP) or shelf life. For example:
      Dimension – Product
      Attribute – ShelfLife(hrs)
      Attribute Values – 32, 48, 64 etc
  4. Based on the selected type, fill in the relevant details for Default Value:
    • For instance, for Reference to Segment, like using leaf members from a country hierarchy under the Customer dimension for Country.
    • For Text, such as City names or Contact Numbers.
    • For Date, Month, Year, List, Float, or Integer, enter respective values as applicable.

  5. Click Save.

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