Working with the Dimension Maintenance Utility

Your organization may use multiple distinct Entity Management branches within your structure to help manage your Axiom products. It might be the responsibility of each local product administrator to maintain their own elements within dimensions for each Axiom product that your organization is licensed for. Additionally, and ideally, each administrator should not be able to modify elements outside of their area, otherwise, reports and processes could be negatively impacted.

The Dimension Maintenance Utility allows the administrator for a local branch to manage only grouping columns within a dimension and limits this dimension to only the elements that the administrator has access to.

IMPORTANT: Version 2017.1 and higher includes a variety of security changes to enable this tool. The dimension tables have been restricted to read-only access until the system administrator configures a user for dimension maintenance security. For more information, see Editing the security rights for a user.

The Dimension Maintenance Utility allows administrators to:

  • Have multi-user and filtered access to key universal dimensions.

  • Restrict dimension grouping column maintenance to specified product grouping columns.

  • Create dimension grouping columns, and assign them to products.

  • Add new records and update all validated grouping columns, even when they are outside of that product range.

  • Create dimension grouping columns that automatically display in an organized manner.

To enable the Dimension Maintenance functionality described above, the following features were created:

  • In the Edit Data Structure mode, administrators can manage grouping columns using datasets.
  • In the Dimension Maintenance Utility, depending on their roles, users can select the products and dimensions to maintain.
  • Using the security feature in the Dimension Maintenance Utility, for each product, administrators can quickly assign write filters to those users who have an administrator role assigned to them.

The following table represents which dimensions are part of each product. A check mark means users can access the dimension using the Dimension Maintenance Utility, but the records each user can edit depends on the security filter applied to each.

The following dimension tables are not affected by this update and are not part of the Dimension Maintenance Utility. Each of these dimensions retain:

  • Full edit rights, per authorized user.
  • Ability for direct table edit.
  • Leverage existing edit tools as you have used in the past.

IMPORTANT: Because Axiom Budgeting and Performance Reporting uses CDMCODE, GLPERIOD, and INITIATIVEID dimension tables, which are not included as part of the Dimension Maintenance Utility, you will need to access these dimensions in the Budget System Maintenance > View Dimension Tables area of the Bud Admin task pane or from the Explorer task pane.