Configuring dimensions

Dimensions are the key index fields for the tables in Axiom Financial Planning. All the data in Axiom Financial Planning is associated with one or more dimensions.

Fields in dimension tables are typically referred to as columns. Field / column names are expressed as tablename.fieldname.

A few examples of dimension fields used in Axiom Financial Planning include:

  • MODEL.ProjYears – The number of projected years for a model.
  • SCENARIO.Description – The description text for a scenario.

When Axiom Financial Planning is first implemented, your Kaufman Hall Implementation Consultant helps you configure the dimension tables to reflect the structure of your organization (departments, entities, accounts, etc.). Over time, you may need to edit the data in dimension tables to add, edit or remove codes, models, and so on.

Some dimensions are used in multiple Axiom Software products. These dimensions are managed using the Dimension Maintenance Utility. For more information about configuring the parts of these dimensions that apply to Axiom Financial Planning, see Working with the Dimension Maintenance utility.

Some dimensions are unique to Axiom Financial Planning and must be updated using the Dimension Update utility specific to that dimension. For more about these dimensions and instructions on how to update them, see Updating Axiom Financial Planning dimensions.