Data Dimensions: Dimension Options Overview

The Dimension Option List tab displays all the Options you've created for each Dimension. A Dimension Option can be applied to Business transactions such as invoices, credit notes and payments. Once applied you can view your profit & loss or balance sheet by Dimension Option.

Step 1: Navigate to the Dimensions Option List tab and select the Dimension you want to review.

Step 2: From the dropdown you can select the Dimension you want to review.

Step 3: After selecting the Dimension you want to review you can view how the Options are spread across your group of entities.

Step 4: Drill down on the underlined numbers to scrutinise these transactions.

Step 5: Utilise the sort and filter features to streamline the table and view the Options most relevant to you.

Step 6: Determine the entities you wish to review by selecting the dropdown.

Step 7: Modify your Option criteria within the Dimension Criteria tab by clicking the burger button.

Step 8: Make further edits to criteria, alter the name, or delete an option as necessary.