Create a restricted values list for dimensions in planning

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Enabled for Public preview General availability
Users by admins, makers, or analysts - May 31, 2024

Business value

Prevent users from entering ad-hoc or incorrect dimension values when entering budgets by creating a list of values with linked columns in business performance planning.

Feature details

To enhance the budget contributor experience and accuracy, users should be able to pick from a list of dimensions values, rather than entering in ad-hoc information. For example, if the user is entering a type of item, they can be limited to a specific item category when creating a plan. This provides data consistency and governance to the budgeting process. By being able to link columns across dimensions, users will be able to only select values from the linked column.

See also

Business performance planning dimensions (docs)