Creating Smart Lists

  To create Smart Lists:

1. In the Dimension Library, select File, then New, then Dimension.

   The Add New Dimension dialog box is displayed.

2. Type the Name, Description, and select the type, SmartList.

   Note:

   Enter a unique name containing alphanumeric and underscore characters (for example: Position) and no special characters, hyphens, or spaces. Smart Lists cannot match dimension names. Smart List names can be referenced in formula expressions.

   The Smart List dimension is displayed in the Shared Library.

   Data cells can display only one Smart List. If multiple Smart Lists intersect at cells, set which one takes precedence by setting the data type evaluation order.

   Next, create the members that will display as items in the drop-down list.

3. In the Shared Library, right-click the Smart List dimension and select Create Member, then As Child.

   The New Member dialog box is displayed.

4. Type the member name and click OK.

   Note:

   Enter a unique member name containing alphanumeric and underscore characters and no special characters, hyphens, or spaces.

5. Create additional members, as necessary, for the dimension.