Guidelines for Using the Smart View Grid

The following guidelines will assist you in using the Smart View grid to edit Planning metadata:

  • The following functionality is not available in Smart View grids with Planning metadata:

    • Pivot

    • Pivot to POV

    • Cell Text

    • Cell Notes

    • Supporting Details

  • Data cell values can be textual or enumeration or numerical.

  • The Parent Member is used to specify or modify the parent/child relationship.

  • The position of a member in a grid does not necessarily represent the actual position of siblings in the outline.

  • Each metadata grid must be linked to a corresponding Planning dimension.

  • Columns for each Planning dimension are based on the corresponding set of member properties available in the Planning dimension editor.

  • After a metadata grid is opened, it cannot be relinked to a different dimension.

  • The corresponding valid set of metadata members is specific to each dimension.

  • Planning dimension members are valid for corresponding dimensions only.