DT0010 Financial Dimension Design Principles

In our latest #FastTrack #TechTalk, Solution Architect Eric Pegors walks through practical design principles for financial dimensions, including how tagging, automation, and structure impact everything from transactions to reporting and analysis. You’ll hear real-world questions, examples, and lessons learned around building dimensions that scale, reduce manual effort, and support better decision-making across the business. If you’re involved in finance transformation, ERP implementation, or data governance, this conversation will help you think differently about how financial dimensions are designed—and why getting them right early matters more than you think. Topics include: • Automation and tagging considerations • Designing dimensions for clarity and consistency • Avoiding common pitfalls in financial data design • Supporting reporting without overcomplicating transactions Chapters: 0:00 – Welcome & Session Overview Why financial dimension design matters more than most teams realize. 2:10 – What Are Financial Dimensions (Really)? A practical framing beyond definitions and documentation. 5:05 – Why Design Choices Matter Early How early decisions impact reporting, automation, and scalability. 9:30 – Dimensions vs. Main Accounts Clarifying responsibilities and avoiding structural confusion. 14:45 – Automation, Tagging, and Data Flow How dimensions interact with automated processes and downstream systems. 20:10 – Common Design Pitfalls Mistakes that create long-term cleanup work—and how to avoid them. 26:40 – Designing for Reporting & Analysis Building dimensions that support insight without overcomplicating transactions. 32:15 – Governance, Consistency, and Scale Keeping dimensions usable as organizations grow and evolve. 38:50 – Real-World Questions & Examples Practical scenarios from implementation and operations. 45:20 – Key Takeaways & Final Thoughts What to prioritize when designing financial dimensions that last.