Work with Custom Dimensions and Attributes in OfficeConnect

Report on custom dimensions and attributes defined in your Adaptive Planning model — filter by product line, region, project, or any other custom segment your team uses.
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Adaptive Planning models often include custom dimensions beyond the standard account and level hierarchy — things like Product Line, Region, Project Code, or Customer Segment. OfficeConnect exposes these as Custom Dimensions in the Reporting pane, letting you filter and report on any segment your model defines.

What you’ll need:

  • OfficeConnect connected to an Adaptive Planning model that includes custom dimensions
  • Familiarity with building basic reports — see Budget vs. Actuals Variance

1. Find your custom dimensions in the Reporting pane

  1. Open the OfficeConnect Reporting pane. Scroll down past Accounts, Versions, Time, and Levels to find the Custom Dimensions section (it may also appear as Dimensions depending on your OfficeConnect version).
  2. Expand Custom Dimensions to see the dimensions your model administrator has defined. Each dimension has members — for example, a “Region” dimension might have members: North America, EMEA, APAC.

Note: Custom dimensions are model-specific. If you don’t see a Custom Dimensions section, your model may not have any configured. Contact your Adaptive Planning model administrator to confirm.

2. Add a custom dimension filter to a report

  1. Build a basic report with account rows, a version header, and a time context — see Budget vs. Actuals Variance for a walkthrough.
  2. To filter the entire report by a single dimension member (for example, show only North America figures): In the Reporting pane, expand Custom Dimensions → Region and drag the North America member into any blank cell in the header area of your report (for example, E1). OfficeConnect adds a filter element — this restricts all formulas in the workbook to that member of the dimension.
  3. Click Refresh. All data cells update to show values scoped to North America only.

3. Build a multi-column report across dimension members

  1. To compare multiple dimension members side by side — one column per region, for example — place each member in a separate column header:
    • Drag North America into B1
    • Drag EMEA into C1
    • Drag APAC into D1
  2. Add the version in a row above (or incorporate it directly into the formula by keeping a version element in the workbook). Add a time context in row 2.
  3. In B3, OfficeConnect creates a formula referencing the account in A3, the version, the time in B2, and the North America member in B1. Copy across to C3 and D3 — each resolves to the correct region automatically.
  4. Click Refresh to populate all columns.

4. Use attributes to filter within a dimension

  1. Some Adaptive Planning models use Attributes — metadata attached to dimension members (for example, attaching a “Business Unit” attribute to each Region member). In the Reporting pane, look for an Attributes section under the relevant dimension.
  2. Drag an attribute value into your report header to filter by it. This works the same way as a dimension member — OfficeConnect includes all members that have that attribute value.

5. Remove a dimension filter

  1. To remove a filter, click the cell containing the dimension element and press Delete. Click Refresh — the report reverts to returning values across all members of that dimension (unfiltered).