About dimension structures

Dimension structures provide a flexible way for you to organize dimension data that you want to see on the rows or columns of a financial report. For example, instead of showing all locations on a report, you can select a Location structure that's named for a particular region and includes a subset of locations.

You can add any number of report structures for the dimensions you track.

Find dimension structures

  1. Go to General Ledger > All > Financial report structures > Dimension structures.

  2. View the report structure list for each dimension enabled in your company.
Pour les utilisateurs partagés avec plusieurs entités :
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Société
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Permissions Liste, Afficher, Ajouter, Modifier, Supprimer

What are dimension structures?

Dimension structures are named structures that represent dimensional data that you intend to use on the rows or columns of financial reports.

For example, you might create dimension structures that show:

  • Selected departments
  • Clients par type
  • Items by product line

You can create any number of dimension structures to represent the different ways you want to segment your data. For instance, you might create multiple Customer structures that enable you to analyze your "Customers by type," "Customers by sales territory," and so on.

After they're created, the re-usable dimension structures can be used across the rows or columns of any number of financial reports.

En savoir plus sur les groupes de dimension.

The following example shows a simple location structure named "South," which contains a location group of the same name.

  1. Dimension groups are custom groupings that are meaningful to your company.
  2. Dimension report structures can contain 1 or more dimension groups.
  3. The dimension report structure is what lets you add the dimension to a report.

Illustration showing a dimension report structure with 1 dimension group in it, and the resulting report.

When used in the rows of a report, every structure gets a heading row, a detail for the location (the default detail level), and a total row.

Find and view existing dimension structures

Even if you have not yet created any dimension structures, you might already have some in your lists. If you have existing dimension groups, such as location groups that represent different regions, Intacct automatically creates corresponding dimension structures.

  1. Go to General Ledger > All > Financial report structures > Dimension structures. Then select the dimension.

    For example, to display your department structures, go to General Ledger > All > Financial report structures > Dimension structures > Departments.

  2. From the report structure list, drill-down to get more information about a particular structure.
    • View and Edit enable you to see how the structure is defined.
    • To see the members within a structure, select Members.
    • To see which reports and graphs use the structure, select Reports or Graphs.
Options vary for report structures in a multi-entity shared environment. For example, the top level includes an Include private checkbox for displaying entity-level dimension structures. At the entity level, dimension structures created at the top level are listed as Not owned and cannot be edited.

La raison la plus courante pour laquelle vous ne voyez pas cette fonctionnalité est que vous utilisez une vue personnalisée.

Lorsque vous sélectionnez une vue personnalisée, certaines options sont masquées. Selon la page sur laquelle vous vous trouvez, les options Inclure inactifs, Inclure usage unique, Inclure privé et Afficher la hiérarchie ne sont pas visibles. Par exemple, si vous affichez à partir d’une vue personnalisée, la liste Rapports financiers ne fournit pas l’option Inclure inactifs.

Pour afficher à nouveau les options, revenez à Afficher tout. Pour plus d’informations, reportez-vous à la section Vues personnalisées.

What's the difference between structure types?

There are 2 types of dimension report structures, which allow you to create different types of report output.

In report structure lists, the Structure Type can be listed as "Groups" or "Hierarchy of dimension structures."

  • Groups: This is a flat structure that contains the members of 1 or more dimension groups. For example, you might create a "West Coast" location structure that contains the location groups for California and Washington. When included on a report, the "West Coast" structure might list locations such as San Francisco, Los Angeles, Portland, and Seattle.
  • Hierarchy: A hierarchical dimension structure contains other structures, which enables you to show organization, groupings, and subtotals on reports. For example, a "Customers by industry" report structure might contain 3 substructures for "Finance Industry," "Technology Industry," and "Nonprofit Industry."

Learn more about the different types of dimension structures.