Work with Custom Dimensions and Attributes in OfficeConnect
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
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). 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.
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
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. 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. Click Refresh to populate all columns.