To budget at a more detailed (granular) level, you can add additional levels (dimensions) to a worksheet. For example, if you have a Sales driver that is set up to budget by Country and Branch, you could add a level for Product Class underneath each Branch.
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A dimension is a level in your budget hierarchy and an entity is a value within a dimension. For example, a dimension is Country and the entities are Australia, the UK and the USA. |
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Adding a level to your budget has an impact on your workflow, depending on how you add it. If you add a level in the Budget setup window (method 1 below), that level sits above the workflow - the last level is the workflow level. If you add a level via method 2 or 3 above, the level sits below the workflow. |
You can add a hierarchy level (dimension) to a budget worksheet in three ways:
Via the Budget setup window - but you can only use this method if you have not started budgeting yet.
Via the blue plus button
in the header of the Main tab of a non-financial budget, such as a budget that is based on your Sales database.Via the blue plus button
in the header of a non-financial Database driver tab.
After you add the level, the worksheet page reloads. You can then expand the lines to view the additional levels of data.
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In the example below, you added a Database driver tab based on your Sales database. You now want to budget at the Product Class level, so you need to add that dimension as another level in the budget. On the Sales tab, click the blue plus button then click the Product Class dimension. The budget updates accordingly; new rows display for the entities in the new dimension level. However, the workflow remains at the Branch level.
If you change your mind or make a mistake, to remove the new level, click the blue Delete button next to that level, then click Delete to confirm.
