Adding and Modifying Members

When you add a member to a new hierarchy, you add it as a child of the top member. For example, if you are creating a metadata file and want to set up accounts, the top member, by default, is named Account. You can add child accounts only to Account. Note that you can rename the top member by right-clicking it.

Note:

If a new member is a child and the parent exists more than once in the tree, the new child is added as a child of all instances of the parent.

When you add a member to or select a member from Tree View, the member attributes are displayed in the right side of the Metadata Manager workspace.

The right side of Tree View contains the additional tabs described in Table 20.

Table 20. Tree View Tabs

Tab

Description

Member Attributes

Use to display, edit, and enter attributes for the selected member.

Member List

Use to drag members from the list to the hierarchy.

Node Attributes

Use for Custom dimensions. This tab contains the attributes applicable to the relationship between the currently selected Custom dimension member and its parent.

  To add or modify members:

  1. Make sure that the Tree View tab is selected and, from the Metadata Item drop-down list, select a dimension.

  2. Do one of these tasks:

    • To add members, select a member, and click Add Child button to add a child to the selected member, or click Add Sibling button to add a sibling to the selected member.

    • To modify members, select a member.

      Note:

      You can add children only to the top member in the hierarchy.

  3. On the Member Attributes tab, enter or modify attributes for the member.

  4. Repeat steps 2 and 3 until you have added or updated all members.