Subsets

Use subsets to define rules that select dimension member subsets, which satisfy specific conditions. These rules can be defined using the following data source constructs:

  To define a member subset selection:

  1. Select a dimension member in the data layout and select Edit on the shortcut menu.

    The Member Selection dialog box opens.

  2. Select a member in the Selected pane and on the shortcut menu, select Subsets.

    The Subset dialog box opens.

  3. Select a subset type:

    • Levels

    • Generation

    • UDA

    • Name

    • Alias

    • Masked Name or Alias

    • [Attribute Dimension(s)]

  4. Select an operand for the subsetting criteria.

    For example, is (equal to) or is not (not equal to).

  5. Enter of select a value for the subsetting criteria from the third drop-down list.

  6. To include criteria to the Conditions text box, click Add.

  7. Optional: Repeat steps 3–6 for each subsetting criteria.

  8. Click OK.

    You must add at least one rule to the Subset definition for it to be used

SubsetDescription
Select member ” “and its descendants where (enter or select the values from all three fields)Returns the subsetting methods available based on the type of item:

  • Levels—Members belonging to a selected level of the dimensional hierarchy

  • Generation—Members belonging to a selected generation of the dimension hierarchy

  • UDA—Members with selected user defined attributes

  • Name—Members matching a specified name of the dimension hierarchy

  • Alias—Members matching a specified alias of the dimension hierarchy

  • Masked Name or Alias—Members matching a pattern of wildcard characters.

  • Attribute Dimension—Base dimension members associated with the specified Attribute dimension member based on the attribute dimension member type. Note that if the Member Selection dialog dimension does not have associated Attributes dimensions, none will be listed in the list box.

[second drop-down] Displays operand (comparative filtering) criteria. For example, when you select is, the filtering criteria must equal the specified value. When you select is not, the filtering criteria excludes the members that meet the selected condition. Valid comparative filtering criteria includes:

  • is

  • is not

  • greater than

  • greater than or equal to

  • less than

  • less than or equal to

[third drop-down]Displays the corresponding values for the subsetting methods.
Add Adds the corresponding values to the Conditions text box.
RemoveRemoves a selected item from the Conditions text box.
Remove AllRemoves all items from the Conditions text box.
ANDInserts the AND operand at the end of the currently selected rule. The AND operand is used by default when multiple rules are added to the Definition.AND logic requires that the selection(s) meet the current condition and the preceding condition.
ORInserts the OR operand at the end of the currently selected rule. OR logic requires that the current condition meet the current condition or the preceding condition.
(Adds a left parenthesis to the selected item. Use parentheses to group two or more subsetting values to determine the order priority for conditions. Each item in the Conditions text box can have either the left or right parentheses, but not both.
)Adds a right parenthesis to the selected item. Use parentheses to group two or more subsetting values to determine the order priority for conditions. Each item in the Conditions text box can have either the left or right parentheses, but not both.
Remove()Removes all left or right parentheses from the selected item in the Conditions text box.
Conditions text boxDisplays the subsetting conditions. Interactive Reporting uses these conditions to include or exclude members based on the conditions defined.
PreviewPreviews members meeting the subsetting selections.