Manipulating Dimensions and Members in an Outline

Outline Editor enables you to choose among several methods when working with dimensions and members in the outline tree and when defining their dimension and member properties. Mix and match the methods that you prefer: drag and drop, toolbar buttons, keyboard shortcuts, the Edit menu, and right-click menus.

Caution:  If you delete a member or the parent of a member, or if you rename a member, be sure to correct all locations where the member name is used. Member names are used in member formulas, report scripts, calculation scripts, and partition definitions.

For details about changing dimension and member properties, see Setting Dimension and Member Properties.

  To add, delete, or rename a member, change the location of a member, insert members below a selected member, or change the properties of a member:

  1. Open an outline in edit mode.

  2. As desired, use any of the following methods to work with outline members:

    • To move a dimension or member, select and drag it to the new location. As you move up and down the tree, other dimensions or members are highlighted (selected), one at a time. The cursor position, at release, determines whether the member that you are moving becomes a child or sibling of the selected member.

      • To create a child, release on top of or to the right of the selected member.

      • To create a sibling, release to the left of the selected member.

    • Expand and collapse members in the outline.

    • To initiate common member-related tasks, use the following keyboard shortcuts:

      Key or Key Combination

      Task

      Delete or Del

      Delete the selected member

      Ins or Insert

      Add a child for the selected member

      Ctrl + Ins

      Add a sibling for the selected member

      =

      Open Formula Editor (Formula tab of the Member Properties dialog box) for the selected member

      Ctrl + Enter

      Open the Information tab of the Member Properties dialog box for the selected member

    • Right-click a member and select the appropriate menu option:

      Menu option

      Task

      Cut

      Removes the member from the outline and places it on the clipboard. The member remains on the clipboard until another member is cut or copied to the clipboard and replaces it.

      See Moving Dimensions and Members.

      Copy

      Copies the current selection to the clipboard. The selection remains in the clipboard until another selection is cut or copied to the clipboard.

      See Copying Dimensions and Members.

      Delete

      Removes the member from the outline.

      See Deleting Dimensions and Members.

      Paste child

      Pastes, as a child of the selected member, the member from the clipboard.

      Paste sibling

      Pastes, as a sibling of the selected member, the member from the clipboard.

      Add child

      Adds a child to the selected parent. In the displayed text box, type the name of the child, and press Enter. The child is added. If you want to add another child, press Enter once. Outline Editor displays another text box. Continue the process until you have added the last child. Then press Enter twice or Esc once.

      Add sibling

      Adds a sibling to the selected parent. In the displayed text box, type the name of the sibling, and press Enter. The sibling is added. If you want to add another sibling, press Enter once. Outline Editor displays another text box. Continue the process until you have added the last sibling. Then press Enter twice or Esc once.

      Rename

      Opens a text box containing the name of the selected member. Type the new name, and press Enter once to close the text box.

      See Renaming Dimensions and Members.

      Sort children ascending

      Sorts all children of the selected parent member in ascending alphanumeric order (0 to 9, A to Z).

      This menu command is not available if the current member or dimension has no children.

      See Sorting Members.

      Sort children descending

      Sorts all children of the selected parent member in descending alphanumeric order (Z to A, 9 to 0).

      This menu command is not available if the current member or dimension has no children.

      See Sorting Members.

Note:

For information about the Find option, see Finding and Replacing Members and Text in Outlines. For information about the Split view options, see Splitting Outline Editor into Multiple Panes.

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