Workiva Support Center

From Sustainability Program, you curate and track metric values to disclose in Environmental, Social, and Governance (ESG) or sustainability reporting. To enable metrics to each collect multiple values, an Owner of the Program or its Workspace can set up custom dimensions.

For example, you can create dimensions to collect multiple values based on:

• Entity locations
• Market regions
• Business units
• Demographics, such as gender or race

Create dimensions

From Sustainability Program, you can create the dimensions available for members who collaborate on the Program and its metrics.

Note: For optimal performance and experience, we recommend up to 250 active dimensions — with up to 1,500 active values each — for a Program, up to 6,000 values collected annually per metric.

1. From Program overview, select Manage dimensions from the menu.
   
2. Click Add dimension.
   
3. Enter a name to identify the overall dimension, such as Business unit, Location, or Gender.

   Note: You can enter up to 300 characters for a dimension name or value, and up to 20 characters for a value ID.

4. Add the dimension's values:
   • To add each value separately, click Add value, and enter its ID and a display name.
   • To add multiple values at once, copy their IDs and names from Spreadsheet columns, then paste into Value ID.

   Note: To ensure data integrity, you can't delete a value or edit its ID after you save the dimension. To delete a value before you save the dimension, select Remove from its menu.

5. After you add all of the dimension's values, click Save.
6. Add any additional dimensions and their values, and click Close.

Rename a dimension

Note: When you edit a dimension's name, you update it for all of the Program's metrics.

To change a dimension's name:

1. From Program overview, select Manage dimensions from the menu.
2. From the dimension's menu, select Update dimension.
   
   

   Tip: To rename an inactive dimension, first select Inactive in the filter.

3. Edit the dimension's name as necessary, and click Save.

Manage a dimension's values

From a dimension, you can add new values and manage its existing values.

Note: To ensure data integrity, you can't delete a dimension value or edit its ID. Instead, to prevent the use of a dimension value, set it as inactive.

1. From Program overview, select Manage dimensions from the menu.
2. From the dimension's menu, select Update dimension.
   

   Tip: To manage values for an inactive dimension, first select Inactive in the filter.

3. Manage the dimension's values as necessary:
   
   
   • To add a new value, click Add value, and enter its ID and name.

     Tip: To remove a value before you save the dimension, such as if you enter the wrong ID, select Remove from its menu.

   • To edit a value's name, select Rename value from its menu, and enter its new name.
   • To no longer use a value with new metrics, select Set as inactive from its menu.

     Tip: To resume use of an inactive value, select Inactive in the filter, and then select Set as active from the value's menu.

4. Click Save and Close.

Set a dimension as inactive or active

To prevent the use of a dimension, you can set it as inactive. You can then set an inactive dimension as active to resume its use.

Note: Inactive dimensions remain applied to historical metric values but are no longer available for new metrics.