Add a Member and Assign a Smart List Data Type

In this step, we will add an ACCOUNTSL member to the Account dimension, assign a data type of Smart List to the ACCOUNTSL member, and assign Priority as the Smart List value.

1. On the Planning Home page, select Application, and then select Overview.

   
   
   

2. On the Dimensions tab, select Account.

   
   
   

3. In Edit Member Properties: Account, right-click any heading, and uncheck Default Mode.

   
   
   

4. Select Account, then click the drop-down next to Actions, and select Add Child.

   
   
   

5. In the Add Child dialog box, click Apply to indicate that we are adding one member.

   
   
   

6. In the Member Name column, enter ACCOUNTSL.

   
   
   

7. Scroll to the right, and in the Data Type column select Smart List.

   
   
   

8. Scroll to the right, and in the Smart Lists column, select Priority.

   
   
   

9. Click Save and then Cancel to return to the Application screen.

   
   
   

10. Click to return to the Planning Home page.