Adding Members in Smart View

  To add members in Smart View:

1. Within Smart View, import a Planning dimension into a Smart View grid (see Importing Dimensions in Smart View).

2. Enter the name of a new member in the name column.

   Note:

   To add a member with a numeric name, place a single quote (') in front of the numeric member name to inform the system that the number is a member name and not data. For example, to add a member named 123, enter '123.

3. Click Refresh.

   Note:

   If your administrator has set the member add mode to Dimension Editor, you must perform a Refresh after you add a member. If the member add mode is Submit without Refresh, you are not required to perform a Refresh. If you are not certain which mode your Smart View application is using, check with your administrator.

   New members are marked by an asterisk (*) in the grid after you perform the Refresh. A default set of properties is automatically applied to the new member. The default Parent Member is the root member of the dimension.

4. Optional: To change any property from the default value (the root member), highlight the appropriate cell in the grid, and then from the drop-down menu, select another value. (See Editing Members in Smart View.)

   Note:

   Perform a Refresh before you modify any properties in your new member. The Refresh operation will replace any changed values with default values from server.

5. Click Submit Data to save the grid.