Create a member set by using the wizard

You can create a member set by creating a new empty member set, based on available properties, by copying from an existing member set, or from a comma-separated value (CSV) file.

To populate a member set that is based on user-defined member properties, each possible value for the member property must be represented by a member label in the dimension. For more information, see "Frequently-asked questions for Planning Business Modeler" in the product help.

To create an empty member set

  1. In the Workspace Browser pane, click Dimensions.

    All of the dimensions for the current application are shown in the dimensions workspace.

  2. In the workspace, open a dimension by clicking its row in the table.

  3. In the Dimension Tasks pane, click Check Out.

    NoteNote:

    The Dimension Tasks pane is available in the Summary workspace and also in the Dimension Member Maintenance workspace. It is not available on the Dimension Member Sets Maintenance workspace.

  4. In the Dimension Tasks pane, click Create a Member Set. The Create a Member Set wizard is displayed.

  5. In the Name text box, enter a name for the new member set. The name must be from one to 256 characters and is meant to be a 'user-friendly' descriptor for an object.

  6. In the Label text box, enter a label for the new member set. The label is the primary identifier of objects throughout the system, cannot exceed 40 characters, and must be unique. The member set label has reserved words and restricted characters that cannot be used in the label. See the topic About names and labels for more information about how to create labels and label restrictions.

  7. Optional. In the Description text box, type a description of the dimension member set. The description can be up to 512 characters long.

  8. Click Next to move to the Select Member Set Creation Option page.

  9. To create a new empty member set, select the Create an empty member set option and click Next.

    NoteNote:

    This should be used if you plan to load data from another source. By default, no members will be included in the member set.

  10. On the Review and Create page, review the member set and click Finish to create the member set. If changes are needed, click Back to move to previous pages.

  11. After creating the member set, in the Dimension Tasks pane, click Save Dimension.

  12. Optional. In the Dimension Tasks pane, click Check In to check in the dimension.

To create a member set based on properties

  1. In the Workspace Browser pane, click Dimensions.

    All of the dimensions for the current application are shown in the dimensions workspace.

  2. In the workspace, open a dimension by clicking its row in the table.

  3. In the Dimension Tasks pane, click Check Out.

    NoteNote:

    The Dimension Tasks pane is available in the Summary workspace and also in the Dimension Member Maintenance workspace. It is not available on the Dimension Member Sets Maintenance workspace.

  4. In the Dimension Tasks pane, click Create a Member Set. The Create a Member Set wizard is displayed.

  5. In the Name text box, enter a name for the new member set. The name must be from one to 256 characters and is meant to be a 'user-friendly' descriptor for an object.

  6. In the Label text box, enter a label for the new member set. The label is the primary identifier of objects throughout the system, cannot exceed 40 characters, and must be unique. The member set label has reserved words and restricted characters that cannot be used in the label. See the topic About names and labels for more information about how to create labels and label restrictions.

  7. Optional. In the Description text box, type a description of the dimension member set. The description can be up to 512 characters long.

  8. Click Next to move to the Select Member Set Creation Option page.

  9. To create a member set based on properties, select the Create a member set based on properties option, and then click Next.

    NoteNote:

    This enables easier creation of hierarchies based on properties.

  10. To group members for the new member set, select a property listed in the Available properties box and add the property to the Group members by box. Multiple grouping levels and specifying the order of selected changes is enabled.

  11. Select the Include NONE Row check box to include the None member in the hierarchy being created. The None member is used to map data that does not have a relationship to a specific member but should be included in the member set.

  12. On the Review and Create page, review member set selections and click Finish to create the member set. If changes are needed, click Back to return to previous pages.

  13. After creating the member set, in the Dimension Tasks pane, click Save Dimension.

  14. Optional. In the Dimension Tasks pane, click Check In to check in the dimension.

To create a member set by copying from an existing member set

  1. In the Workspace Browser pane, click Dimensions.

    All of the dimensions for the current application are shown in the dimensions workspace.

  2. In the workspace, open a dimension by clicking its row in the table.

  3. In the Dimension Tasks pane, click Check Out.

    NoteNote:

    The Dimension Tasks pane is available in the Summary workspace and also in the Dimension Member Maintenance workspace. It is not available on the Dimension Member Sets Maintenance workspace.

  4. In the Dimension Tasks pane, click Create a Member Set. The Create a Member Set wizard is displayed.

  5. In the Name text box, enter a name for the new member set. The name must be from one to 256 characters and is meant to be a 'user-friendly' descriptor for an object.

  6. In the Label text box, enter a label for the new member set. The label is the primary identifier of objects throughout the system, cannot exceed 40 characters, and must be unique. The member set label has reserved words and restricted characters that cannot be used in the label. See the topic About names and labels for more information about how to create labels and label restrictions.

  7. Optional. In the Description text box, type a description of the dimension member set. The description can be up to 512 characters long.

  8. Click Next to move to the Select Member Set Creation Option page.

  9. To create a member set by copying members from an existing member set, select the Create a member set by copying from an existing member set option. Next, select the member set to copy from the drop-down list, and then click Next.

    NoteNote:

    This enables the user to create new hierarchy that may require minor modifications.

  10. On the Review and Create page, review member set selections and click Finish to create the member set. If changes are needed, click Back to return to previous pages.

  11. After creating the member set, in the Dimension Tasks pane, click Save Dimension.

  12. Optional. In the Dimension Tasks pane, click Check In to check in the dimension.

To load a member set from a CSV file

  1. In the Workspace Browser pane, click Dimensions.

    All of the dimensions for the current application are shown in the dimensions workspace.

  2. In the workspace, open a dimension by clicking its row in the table.

  3. In the Dimension Tasks pane, click Check Out.

    NoteNote:

    The Dimension Tasks pane is available in the Summary workspace and also in the Dimension Member Maintenance workspace. It is not available on the Dimension Member Sets Maintenance workspace.

  4. In the Dimension Tasks pane, click Create a Member Set. The Create a Member Set wizard is displayed.

  5. In the Name text box, enter a name for the new member set. The name must be from one to 256 characters and is meant to be a 'user-friendly' descriptor for an object.

  6. In the Label text box, enter a label for the new member set. The label is the primary identifier of objects throughout the system, cannot exceed 40 characters, and must be unique. The member set label has reserved words and restricted characters that cannot be used in the label. See the topic About names and labels for more information about how to create labels and label restrictions.

  7. Optional. In the Description text box, type a description of the dimension member set. The description can be up to 512 characters long.

  8. Click Next to move to the Select Member Set Creation Option page.

  9. To create a member set using data from a comma separated value (CSV) file, select Load member set from CSV file.

  10. Click Browse to locate and select the CSV file, and then click Next. This enables you to load a hierarchy from an existing source.

    ImportantImportant:

    To load members from a CSV file, you must have at least Read-access permissions on the CSV file. See the topic "About using CSV files" in the product help for more information about requirements and restrictions for CSV files.

  11. On the Review and Create page, review member set selections and click Finish to create the member set. If changes are needed, click Back to return to previous pages.

  12. After creating the member set, in the Dimension Tasks pane, click Save Dimension.

  13. Optional. In the Dimension Tasks pane, click Check In to check in the dimension.

    NoteNote:

    An empty member set will be created if the CSV file format is invalid or contains corrupted data.

See Also

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