This article provides an overview of dimension groups in Sage Intacct, a critical feature for organizing and filtering financial reports. The video tutorial, available here, covers the concept in depth.
Dimension groups in Sage Intacct allow users to categorize various dimensions (like jobs or projects) into groups. These groups can then be used to filter financial reports, standard reports, and some custom reports. This functionality simplifies the process of generating specific reports without the need to pull individual reports for each category.
Accessing Dimension Groups: Dimension groups can be found within the reports module under the "Set up Dimension Groups" option.
Creating a Dimension Group:
Click on a standard dimension, like 'job'.
Define the dimension group with a name, ID, and description.
Choose the group type (specific members or all members).
Set the sorting order and field (commonly job ID).
Define the max matches if necessary.
Filtering by Dimension Types:
You can filter by almost every field in the job/project dimension.
Set an operator (like equals) and define the value (e.g., job type of 'hotel').
Viewing Group Members: After saving, you can view all members within the selected category.
Dimension groups are particularly useful in filtering reports at different levels:
General Ledger Example: When pulling a report from the general ledger, you can filter by the dimension group (e.g., hotels) to get specific information.
Child Level Reports: Dimension groups can also be added at the child level for more granular reporting.
Top-Level Setup: Ideally, everything should be set up at the top level for easier management and to make data available at the child level.
Dimension Structure Integration: While this is covered in more depth in a subsequent video, integrating dimension groups into dimension structures offers flexibility in report creation.
The video demonstrates a practical example where the dimension group for 'hotels' is created, showing how it filters and displays relevant data in financial reports. This includes setting up the group, filtering by job type, and viewing the results in the general ledger.
Dimension groups in Sage Intacct are a powerful tool for organizing data and simplifying report generation. By grouping dimensions, users can efficiently filter and analyze data across various aspects of their business.
Source Video:Mastering Sage Intacct Dimension Groups
Note: This article is based on the content presented in the linked video and provides a textual summary and guide for reference.