The information below refers to budgets but the same process applies to forecasts.
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.
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.
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 have up to a maximum of six hierarchy levels in a budget worksheet. You add levels in three ways as outlined in the following table:
Method | Financial database | Non-financial database |
|---|---|---|
Via the Budget setup window - but you can only use this method if you have not started budgeting yet. | You can add up to four levels in addition to the two default levels of Category and Account (2+4=6). | You can add up to six levels of your choice. |
Via the blue plus button | Not applicable. | The number of levels you can add is limited by the number of levels you already added in the Budget setup window. For example, if you added four levels initially, you can add 2 more (4+2=6). |
Via the blue plus button | The number of levels you can add is limited by the number of levels in the Main tab (not including the two default levels of Category and Account). For example, suppose the Main tab has five levels. You do not count the two default levels, so three levels will be inherited by any driver tabs. In the Driver setup window, you must add one level. In this example, the driver tab has four levels (3+1), so you can add another two levels (3+1+2=6).  | You can add up to five levels in addition to the level you added in the Driver setup window (1+5=6). |
After you add the level, the worksheet page reloads. You can then expand the lines to view the additional levels of data.
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.
The level you add displays in blue, to differentiate it from the levels that were added during the workbook or worksheet setup.
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.
