Creating analytical dimension sets

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Analytical dimension sets are applicable if a company's accounting policy includes a chart of accounts with Analytical dimensions checkbox selected. For details, see Specifying types of accounting in accounting policy.

Analytical dimensions are additional details specified for a debit or credit account of an accounting entry. For example, account "Accounts receivable" can have such analytical dimensions as Customer, Contract, or Order. These details are added to the accounting entry when it is posted. Then you can view the details in the accounting reports. This can help you analyze customer balances.

An analytical dimension set is an ordered list of multiple analytical dimensions. An analytical dimension set can include from 1 to 4 analytical dimensions. An analytical dimension set is required if you want to apply analytical dimensions to an account. Create an analytical dimension set even if you want to apply a single analytical dimension.

After you create an analytical dimension set, you can do the following:

  • Specify the analytical dimension set in the settings of an account to define the analytical dimensions applied to the account.
  • Add the analytical dimension set to a default account in an accounting entries template.
  • Define rules for filling in analytical dimensions in accounting entries based on an accounting entries template.

For example, for all inventory-related accounts, you can create a single analytical dimension set with such analytical dimensions as Product and Warehouse. Then, in an accounting entries template, specify rules how to fill in product and warehouse details in accounting entries.

To create an analytical dimension set:

  1. Go to Accounting.
  2. Under Account settings, click Analytical dimension sets.
  3. Above the Analytical dimension sets list, click Create.
  4. In the Analytical dimension set (create) window, specify the set description.
  5. Click Add and select an analytical dimension. If an analytical dimension is missing, create it.
  6. Repeat step 5 to add as many analytical dimensions as you need.
  7. Click Save and close.

The analytical dimension set is added to the Analytical dimension sets list.

Creating analytical dimensions

You can create analytical dimensions as you create an analytical dimensions set.

To create an analytical dimension:

  1. In the Analytical dimension set (create) window, click Add. The analytical dimension line is added and a drop-down list is displayed.
  2. In the drop-down list, click Show all.
  3. In the Analytical dimensions window, click Create.
  4. In the Analytical dimension type (create) window, enter or select the following:
    Field Description
    Code The analytical dimension ID. It is automatically filled in when you save the details of the analytical dimension.
    Edit it only if a specific ID is required.
    Description The name or short description of the analytical dimension.
    Data type The data that the analytical dimension must show.
    To specify the data:
    1. Click .
    2. In the Edit data type window, select a data item checkbox. To be able to select multiple data items, select the Composite data type checkbox.
      The data items include details from the 1C:Drive documents and catalogs.
    3. Click OK to close the window.
  5. Click Save and close.
    The Analytical dimension type (create) window is closed. The new analytical dimension is added and selected in the Analytical dimensions window.
  6. In the Analytical dimensions window, click Select.

The new analytical dimension is added to the analytical data set.

Note. You can also create an analytical dimension in the Analytical dimensions catalog. To open the catalog, go to Accounting and under Account settings, click Analytical dimensions.

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