View dimensions on the Data page

Dimension views allow you to analyze client data by specific attributes, such as departments, classes, or other dimensions configured for the engagement. These views help you break down balances and amounts across dimension values directly on the Data page.

Access dimension views

On the Data page, you can switch to a dimension view to display data organized by dimension columns. Each column represents a dimension value, allowing you to compare and analyze data across multiple dimensions at once.

To access dimension views:

  1. Select Financial Groups from the Data page. The financial statements data table will open on the right panel.

  2. Select the Dimensions column in the table.

Work with dimension columns

In the dimension view, you can control which dimension columns are displayed to focus on relevant data using the following options:

  • Show or hide dimension columns

  • Filter dimension columns to include only selected values

These controls allow you to refine the data shown on the Data page without changing the underlying client data.

Dynamic totals in dimension views

Totals in dimension views update automatically based on the visible data. When you hide or filter dimension columns, totals recalculate to reflect only the dimension values currently displayed on the Data page.

This ensures that total values remain accurate as you adjust the view to focus on specific dimensions.

Totals in dimension view:

The user interface for selecting the dimensions view sorted by columns.

For more information about dimensions, refer to Dimension.