Defining and Configuring Planning Dimensions
Oracle Data Relationship Management hierarchies, nodes, and properties are organized into dimensions for import into Planning. The Planning application template includes a hierarchy level Dimension property. This property is used to relate and organize hierarchies by the Planning dimensions. Each hierarchy in a version can only be assigned to one dimension in the Planning application.
The Dimension property refers to hierarchy groups that are defined in the Data Relationship Management application. These properties can be populated for a hierarchy in two ways:
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Select a hierarchy group as the value for the property in the property grid.
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Assign the hierarchy to the hierarchy group using the Assign to Group menu item from the Hierarchies menu.
The list of selectable hierarchy groups for a Dimension property can be restricted to a specific subset by enabling a list of values for the property definition.
To define and configure Planning dimensions:
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In Data Relationship Management, select a version and then select a hierarchy.
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From Category, select Planning, and then select the Dimension property for Planning.
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From Property, select Edit List Values.
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Click Add to define dimensions to be managed in Data Relationship Management.
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Select a Dimension property from Group By on the hierarchies toolbar.
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Select a hierarchy in the version.
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Assign the hierarchy to a hierarchy group using the Assign to Group menu or dragging the hierarchy.
When new dimensions are added and you do not want to use the Generic or Attribute Dimension specifications but instead use more business-related terms like Product and Ledger Code then those additional dimension types must be added as Hierarchy Groups and added to the allowed values for the Dimension property. In addition, the Dimension Type lookup property must be edited to add the lookup from the specific business dimension to the base planning dimension type (Product to Generic or Ledger Code to Attribute).