Account Dim

Created by Robert Cross, Modified on Wed, 9 Jul, 2025 at 7:50 AM by Robert Cross

Account Dim

The Account Dimension provides a structured and detailed representation of ledger accounts used in the financial systems. It consolidates key account attributes such as company association, account identifiers, account type, descriptions, and status indicators. This dimension helps business leaders understand the financial accounts framework and track the lifecycle and classification of accounts across the organization.

Output Column	Database Logic	Description
Account Key	Concatenation of company number and ledger account code, trimmed and combined to uniquely identify each account.	This is a unique identifier for each ledger account, combining the company number and the account code to clearly distinguish accounts within the organization.
Company	Company number as stored in the ledger account table.	Identifies the company to which the account belongs, representing different legal or organizational entities within the business.
Account	Ledger account code as stored in the database.	The specific code assigned to each ledger account, used for financial tracking and reporting.
Account Type	Extracted substring of the account type keyword, representing the classification of the account.	Indicates the category or type of the account, such as asset, liability, revenue, or expense, helping to classify accounts for reporting and analysis.
Account Description	Descriptive text of the ledger account stored in the database.	A textual description providing more context about the account and its purpose within the financial structure.
Last Modified Datetime	Timestamp indicating when the account record was last updated.	Shows the most recent date and time when changes were made to the account information, ensuring data freshness.
Deleted	Boolean flag indicating whether the account record is marked as deleted.	Indicates if an account is currently active or has been marked as deleted/obsolete.