How do I manually map individual accounts or bulk populations to my Dimension Grouping hierarchy?
The Financial Data Model (FDM) gives you two ways to assign GL accounts to your dimension hierarchy: Manual Mapping and Mapping Rules. Manual mapping is best for one-off adjustments or small account populations. Use it to override specific accounts regardless of your rules. You can manually map accounts in two ways: by individual account or in bulk:
Manually Map by Individual Account
Use this method when you need to precisely assign or override a single specific account.
Go to Admin Settings → Financial Data Model and select your draft Dimension Grouping from the left panel.
Use the column headers or search filters to find the specific account row you want to map within the accounts table. For example account numbers starting with “6-0”
Click the Destination dropdown directly in that account's row and choose the appropriate granular hierarchy, for example Balance Sheet
Review the Mapping Method column for that row, a successfully mapped account will now show the assigned destination instead of 'Unassigned'.
Manually Map Accounts in Bulk
Use this method to quickly apply the same hierarchy level to a large group of similar accounts simultaneously.
Click the checkboxes in the leftmost column for the target rows.
Click Assign at the bottom of the table.
Select the Assign to setting (e.g., Balance Sheet) to save your selection, select Assign and verify that the status has updated from 'Unassigned'.
Note: If an account was originally mapped by a Mapping Rule, your manual override will always take priority. Even if a new rule is later added that would otherwise capture that account, manual assignments are never overwritten by rules.
Manual mapping provides precision, but managing large charts manually is inefficient. To automate this and handle future ERP updates, proceed to Mapping Your Accounts (Mapping Rules)
If you have additional questions, contact support@floqast.com.
🎓 Master FDM: Complete the interactive Centralizing and Configuring Financial Data in FloQast FDM course on FloQademy. It is CPE-eligible through the FloQast AI Variance Analysis & Reporting program.