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User Defined Dimensions

Mapping user defined dimensions (UDDs) allows you to connect Sage Intacct’s flexible dimension fields with pre-configured structures in Nectari. This setup makes it possible to track, report, and analyze financial metrics by any business category your organization defines—such as region, department, or project.

Benefits of mapping user defined dimensions​

  • Enabling custom financial analysis: Report and analyze by dimensions unique to your organization, beyond standard Sage Intacct structures.
  • Ensuring data consistency: Centralize how dimensions are mapped, described, and used in all models and reports.

Sync user defined dimension fields in DataSync​

  1. Log in to DataSync.
  2. From the welcome screen, select Extractions.
  3. Locate the Sage Intacct extraction and click the link under the Tables column.
  4. Find the Glentry table and click the link under the Fields column.
  5. In the fields list, check Sync for each User Defined Dimension field you want to include.
  6. Repeat the process for the Glbudgetitem table.
  7. Go back to the Extraction page and select the Sage Intacct extraction again.
  8. Click the Validate and Build icon in the top-right corner for tge extraction.
  9. Click the Truncate and Load icon in the top-right corner to update the data warehouse with the synced fields.

Map user defined dimensions in Nectari​

  1. Log in to Nectari.
  2. Expand Sage Intacct, then General Ledger and Configuration.
  3. Expand the UDD Mapping for Live template data model and open the UDD Mapping worksheet.
  4. Under the User defined Dimension Code column, use the prompt icon in each cell to map your user defined dimensions.
  5. In the Toolbar panel, select Save or Save As to save your changes.
  6. In the navigation panel, right-click UDD Mapping for Live template and select Execute Info Pages from the context menu.
  7. Under Map UDDs to View, click Map.
    Mapping updates existing views and assigns names from UDD01 to UDD20 to the selected user defined dimensions. The fields are pre-configured with prompts and descriptions. You can edit the assigned user defined dimension names in the data model as needed.
important

If you make changes, always re-run Map UDDs to View to apply updates.