Creating, Editing, and Deleting Property Groups

Property groups enable you to filter the full property set to display a smaller subset of properties in a viewpoint.

For example, you could create property groups for each cube in a Planning application with properties specific to that cube (for example, Plan Type, Aggregation, Data Storage, and Formula). Then, when working in a Planning viewpoint you can use the property group to filter the displayed list of properties to just the cube you are working with.

Note:

While a property group is created at the view level, the properties that are in a group are specific to each viewpoint in that view. So a property group in the Corporate Planning view might contain different properties in the Account and Entity viewpoints.

Creating Property Groups

You must have Owner permission on the view in order to create a property group for that view.

There are two ways to create property groups:

  • You can create property groups and assign properties to them directly in the viewpoint inspector. This enables you to create groups and assign properties to them in a single operation.

    To create a property group in the viewpoint inspector, see Configuring How a Viewpoint Displays Properties.

  • You can create property groups in the view inspector, and then navigate to the viewpoint inspector to assign properties to them. This enables you to see the property groups in a view and the viewpoints that use each group.

    To create a property group in the view inspector:

    1. In the view inspector, navigate to the Property Groups tab, and then click Create.
    2. Enter a name for the property group, and then click Save.

      Note:

      The property group name is not case-sensitive, and it has a maximum of 20 characters.
    3. After you create property groups, navigate to the Properties tab in the viewpoint inspector in order to add properties to the group See Configuring How a Viewpoint Displays Properties.

Editing and Deleting Property Groups

You must have Owner permission on the view, as well as Data Manager or Metadata Manager permission on all of the dimensions for all of the viewpoints that use the property group in order to edit or delete a property group.

  • To edit the name of a property group, select the group and click Edit, and then enter a new name and click Save.

  • To delete a property group, click X next to the property group name, and then click Yes to confirm.