Introduction

This guide provides a clear, step-by-step approach for adding and configuring dimensions for better cloud account control. The newly introduced Dimensions capability enhances the FinOps platform by enabling users to define custom dimensions for enriched cost visibility, allocation, and business context.  

For example, Dimensions can be used to split charges from one group to another (e.g. Shared Team → Team 1, Team 2), or more clearly map charges to cost centers. Dimensions also come with filtering support, and dynamic processing means that no re-ingestion is required. This feature leverages existing platform dimensions and introduces powerful tools for organizing, analyzing, and allocating cloud costs more effectively. 

Core features include:

• Custom Dimensions: Create via YAML; define scopes (time/tenant) and use presets like account groups, virtual tags, or service categories.
• Dimension Groups: Built with flexible filters and additional attributes to support granular, business-context groupings. 
• Meta & Hierarchical Dimensions: Build nested structures to reflect organizational profiles. 
• Access Control: RBAC at dimension and individual group levels to manage visibility and editing permissions.  Cost Allocation: Available methods include equal, fixed percentage, and proportional to spend. 

Viewing Dimensions Page

1. Login to the Platform

Login to the platform and you should see a landing page based on your preferences.

2. Select "Settings" in the Menu

On the left navigation pane, click the Settings menu.

3. Select "Dimensions" in the Menu

Select Dimensions in the menu. The Dimensions page appears.

4. View Dimensions Page

In the Dimensions page, users can view, create, and manage dimensions. Users can view the details related to dimensions in these columns -- Name, Type, State, Version, Groups, and Actions.

5. View Dimensions Details

Under the Name column, users can click a name to view the dimension details for the selected dimension.

6. Change the State

On the Dimensions page, under the State column, move the slider towards right to enable a dimension or move the slider towards left to disable a dimension.

7. Actions on Dimensions

Under the Actions column, users can click the ellipses corresponding to a dimension and take an action. Users can select any of the following action:

• View: Select this action to view dimension details.
• Delete: Select this action to delete a dimension.

8. Select "View"

Click the ellipses and select the View option to see the current dimension setup.

9. View Dimension Details

Users can view the dimension related details in two sections -- Dimension Details and Version Configuration.

To edit the YAML codes, click the edit icon that appears on the top-right corner of each section. Users can now make any changes.

10. Close Editing View

Click the cross (X) symbol on the top-right corner of the screen to close the editing view

11. Go Back to the Dimensions Page

Users can click the back arrow on the top-left corner of the screen to get back to the Dimensions screen.

12. Select "Delete"

Select the Delete option to remove an existing dimension. A confirmation message appears after the dimension is deleted.

Adding Dimension

Perform the following steps to add a dimension:

1. Click "Add Dimension"

To add a new dimension, click Add Dimension.

2. Add Details/Codes

The Create Dimension page appears. In this page, users can add YAML codes in the Dimension Info and Version Configuration sections.

3. Add Details

Follow the prompt to add details or make changes.

4. Click "Save"

After adding details and finalizing the line items, click Save.

Dimension Settings

Perform the following steps to do settings for dimension:

1. Click "Settings"

To add settings for dimension, click Settings.

2. Select "Tenant(s)"

In the Dimension Settings dialog box, in the Select Tenant(s) drop-down list, click to select all tenants and then click Ok.

3. Select "Product(s)"

In the Select Product(s) drop-down list, click to select all products and then click Ok.

4. Add to Mandatory List

Click Add to Mandatory List to add the tenants and its corresponding products to the mandatory list. The details added by users appears in the Tenants and Products columns.

5. Delete Selected

To remove the selected tenants, select the checkbox(es) and click Delete selected.

This guide walked you through managing and customizing Dimensions. You learned how to add, configure, and edit dimensions.