Enterprise Edition:Dimension Introduction
Dimensions help you to maintain your master data and your planning structures. Dimensions model your company in CoPlanner.
It is necessary to distinguish between OLAP Dimensions and Structure Dimensions. OLAP Dimensions include profit centres and cost centres (PC/CC) as well as product dimensions. Structure Dimensions include evaluation structures such as the income statement structure according to the aggregate cost method as well as dimensions that underlie your planning masks, such as the “Types of revenue” structure dimension in the Monthly Revenue planning mask. In the standard CoPlanner model, dimensions are available on the Model tab, which can be opened either on the ribbon or in the navigation structure.
Here you can manage your dimensions (e.g. creating a new product). The Dimension Manager allows you to create and manage structures in CoPlanner. It is used for OLAP Dimensions and Structure Dimensions. As the interface and the functions of the Dimension Manager are the same in all areas, The Dimension Manager will be described first.
A dimension generally has a hierarchical structure. All elements can be freely moved within this hierarchy, which may be arbitrarily deep anywhere. When you move an element within the hierarchy, you also change the associated values that are planned for the element.
Some dimensions, especially the evaluation dimensions (e.g. profit and loss statements, balance sheets, direct financial plan) have predefined values. You can change these values to suit your needs. The only limitation is that you cannot delete elements marked in yellow in which values are automatically entered during integrated planning. The remaining dimensions contain example elements which you can delete and replace with your own structures.
View: Elements and Functions
The symbols in the Ribbon have the following functions:
| Schaltfläche | Aktion |
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Ein-/Auschecken der Dimension zum Bearbeiten Diese Schaltfläche kann verschiedene Zustände darstellen: |
| Die Dimension kann „Ausgecheckt“ werden.
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 Die Dimension ist „Ausgecheckt“ und zum Bearbeiten verfügbar.
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 Die Dimension ist von einem anderen User dereit geöffnet
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Zurücksetzen der Dimension |
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Speichert alle Änderungen |
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Löscht das ausgewählte Element |
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Legt ein neues Element auf gleicher Ebene an |
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Legt ein neues Element auf der darunterliegenden Ebene an |
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Legt mehrere neue Elemente an |
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Sortiert die Dimensionselemente alphabetisch |
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Navigation: Bewegt das ausgewählte Element innerhalb derselben Ebene im Baum auf und ab oder verschiebt das Element eine Ebene hinauf oder hinunter. |
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Öffnet das Dialogfeld Suchen |
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Attribute im Detail anzeigen |
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Attribute als Liste anzeigen |
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Die Dimension zweimal anzeigen |
