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How to set up Analytical Dimensions groups

With Analytical dimensions, you can add up to three dimension groups, including the default dimension group in Konsolidator. 
Only available to the Enterprise Tier

If you are unsure about your tier, contact your Customer Success Manager at CS@konsolidator.com

Create a dimension group in two steps

To add a new dimension group, you need to follow these two steps:

  1. Go to SETUP -> DIMENSIONS
  2. Click on "ADD DIMENSION GROUP"
BE AWARE:

You can only delete a dimension group if it has not been used (i.e., no data has been assigned to it in Konsolidator). 

Rename the dimension groups

All dimension groups can be renamed as needed by clicking the “pen” icon to the right.

When setting up your dimension groups, you must manually enter each group's desired dimension codes and their respective dimension names.

 

Note

You cannot upload trial balances with dimensions without creating the corresponding dimension codes first 

 

Upload dimension groups in Konsolidator

Once your dimension groups have been set up, the next step is to begin uploading data associated with them either via:

  • Excel upload. See our guide here
  • D365 Business Central or D365 Finance & Operations apps