Designating Shared Members in Smart View

The Smart View grid allows you to rapidly designate members for sharing within a dimension.

Note:

The Shared data storage option is not available for members of the Currency dimension in Smart View.

  To designate a shared member in Smart View:

  1. Verify that the base member exists.

  2. Highlight the base member in the Parent Member column in the grid.

  3. Change the parent name value for the base member.

  4. Highlight the base member in the Data Storage column.

  5. In the drop-down menu, select Shared.

  6. Click Submit Data to save the grid.

The Submit Data operation will refresh the base member with its original Parent Member and Data Storage properties. The shared member will be added under the specified parent on the server.

Note:

The new shared member will not be automatically added to the Smart View grid. The list of members displayed in the grid remains unchanged.