📌 Summary

Dimensions are attributes that categorize and structure your data. They act as the labels or keys that allow you to filter, organize, and analyze information from multiple perspectives. Dimensions bring context to raw measures such as revenue, expense, or headcount.

🔎 Examples of Dimensions

• Account
• Account Type (Assets, Liabilities, Revenue, Expenses)
• Account Name
• Employee
• Vendor
• Department
• Class
• Currency
• Company

🎯 Purpose

• Analysis: Enables slicing and dicing of data (e.g., expenses by department).
• Consistency: Standardizes keys across systems and sources for accurate mapping.
• Modeling: Defines calculation structure; formulas only compute correctly when dimensionality aligns.
• Reporting: Supports grouping, ratios, filters, and projections in dashboards.

📍 Where They Appear in cofi.ai

• Settings > Dimensions: Define and manage master dimensions.
• Schemas: Assign columns from CSVs or connections as dimension fields.