The files must contain at least the following information:

🛑= Mandatory field / ✅ Voluntary field

1. 🛑Dimension level
   Indicates which dimension level the value should be created on. Example:
   Dim1 = Department dimension level
   Dim2 = Project dimension level
2. 🛑Dimension relation
   Value, which indicates which relation / dependence the value has to another dimension value
3. 🛑ID: Unique key to the dimension
   The value must never change and must be unique across dimensions and levels. Used to decide if it is a new dimension or one to be updated
4. 🛑Description
   The value displayed for the user. Typical name of project and project number - eg "Sales Project - 12001"
5. 🛑Booking value
   Value to be exported to the ERP system for proper posting.
6. 🛑Active
   Value, which shows that the delivered value is active

Depending on configuration and desires, there may be configurations where there are dependents between the dimensions and no dependents. These dependents can be combined in different ways.

Dimensional levels without dependency

1. Department = Dim1 level
2. Project = Dim2 level

Example of file content

Dim1;Dim1;100;Sales Department - 100;100;1
Dim1;Dim1;120;Finance Department - 120;120;1
Dim1;Dim1;130;Marketing Department - 130;130;1
Dim2;Dim2;5001;Sales Project - 5001;5001;1
Dim2;Dim2;5002;Finance Project - 5002;5002;1
Dim2;Dim2;5003;Marketing Project - 5003;5003;1

Dimension with dependence

Same structure with 2 levels, but where there are dependency between the dimensions. Meaning that only projects associated with a single department are displayed for the user

1. Department = Dim1 level
2. Project = Dim2 level (Dependency to department Dim1)

If "Sales department - 100" is selected, then only "Sales Project - 5001" can be selected in the project level

Example of file content

Dim1;Dim1;100;Sales Department - 100;100;1
Dim1;Dim1;120;Finance Department - 120;120;1
Dim1;Dim1;130;Marketing Department - 130;130;1
Dim2;100;5001;Sales Project - 5001;5001;1
Dim2;120;5002;Finance Project - 5002;5002;1
Dim2;130;5003;Marketing Project - 5003;5003;1

Dimensions with additional information

In addition to the first 6 required columns, a dimension import can be expanded with additional information.

1. 🛑Dimension Level
2. 🛑Dimension relation
3. 🛑ID: Unique ID for the dimension value
4. 🛑Description
5. 🛑Booking value
6. 🛑Active
7. ✅ Approver (User ID)
   Here you specify the ID of the user who should be the approver for the individual value.
   Read more about Financial dimension approver
8. ✅ Dimension Access Control (User ID)
   Here you specify the ID of the users who should only have access to the individual value. No value = everyone has access, filled in = limited access to the specified user(s). Multiple values ​​must be separated with *.
   Read more about Dimension Access Control (additional purchase)

An example with 2 users

• Anita Letterback: ID = AL

  • Anita is the approver in department 100 Sales Department

  • She should be the only one who should be able to select project 5001 Sales Project

  • She should be able to select project 5003 Marketing Project together with Simon Black

• Simon Black: ID = SB

  • He should be the only one who should be able to select project 5002 Finance Project

  • He should be able to select project 5003 Marketing Project together with Anita Letterback

Example file

Example of file content

Dim1;Dim1;100;Sales Department - 100;100;1;AL;
Dim1;Dim1;120;Finance Department - 120;120;1;;
Dim1;Dim1;130;Marketing Department - 130;130;1;;
Dim2;Dim2;5001;Sales Project - 5001;5001;1;;AL
Dim2;Dim2;5002;Finance Project - 5002;5002;1;;SB
Dim2;Dim2;5003;Marketing Project - 5003;5003;1;;AL*SB

Active dimensions:

By default, an "active list" are delivered to Acubiz containing only active dimension values. This means that Acubiz keeps track of the dimensions to be closed/deactivated in Acubiz.

In the above example, the following happens with data in Acubiz:

1. Department 100: Is included in the file and does not exist in Acubiz = Created
2. Department 120: Is included in the file and exists in Acubiz. Name is changed = Updated
3. Department 130: Is included in the file and exists in Acubiz = No change
4. Project 5001: Is included in the file and does not exist in Acubiz = Created
5. Project 5002: Is included in the file and exists in Acubiz = No change
6. Project 5003: Is included in the file and exists in Acubiz = No change
7. Project 5004: Is not included in the file and exists in Acubiz = Deactivated

The file must not contain

There are certain characters that can not be used - eg, the Seperator, &, <TAB>, + and other special characters (*,;%% & "). These will cause problems for the user and must be sorted / replaced by other characters before loading in Acubiz. We handle unauthorized characters, but this means that the individual values gets an editing date for each upload and is therefore marked as new. The values are therefore updated in apps at each login and are performanceally inappropriate. There may be other information that may be required depending on your configuration.

A further clarification must be made based on your configuration