➕ Creating Dimensions

1. Navigate to Settings → Dimensions
2. Click "Add dimension"
3. Enter unique dimension name
4. Set default values for empty data ("no value" or "null")
5. Save changes

‼️ Important Considerations:

• Dimension names must be unique
• Avoid deleting dimensions in active use
• Plan dimensions before creating data source schemas

🧭 Dimension Mappings

Mappings help define relationships between data sources and custom values, providing flexibility in organizing data.

Setting Up Mappings:

1. Prepare Chart of Accounts with detailed information for each account
2. Create clean, well-organized CSV file (UTF-8 format)
3. Ensure data matches exactly with workspace data (case-sensitive)
4. Navigate to "Data Sources" → "Create Uploader"
5. Upload CSV file and configure schema
6. Go to "Settings" → "Dimension Mappings" → "Add New Mappings"
7. Set origin column (e.g., account number) and destination column (e.g., department)