Member Range DTP

Defines a range of members from selected dimensions in the application.

A Member Range DTP can have one or multiple members from each dimension. For example, you could use a Member Range type DTP to create a Point of View step where you ask users to input members for a rule.

To create an Member Range design-time prompt:

  1. In the Template Designer, open an existing template or create a new template.
  2. On the Design Time Prompt tab, click Add button.
  3. If you already have design-time prompts defined for the template, select where to enter the new design-time prompt.
  4. In the Create Prompt dialog box, on the Properties tab, do the following:

    • Enter a Name and select Member Range as the Type.
    • Select the desired options:
      • Prompt It?—Select this option to allow the DTP to be used in a step. The DTP is shown in the template steps that prompt users for input when the template is used in a rule, or when a script template is launched in Planning.

      • Mandatory?—Select this option to make it mandatory to enter data for the design-time prompt.

      • Read Only—Select this option to make it so that users can only read the prompt.

      • Is Hidden—Select this option to hide the design-time prompt from the user. In Planning, on the Business Rules tab in form design, add the rule with the template or script template to the form. In the Business Rules Properties pane, select Hide Prompt, and then select Use Members on Form.

    • In DTP Text, enter the text that you want users to see when they are prompted for input.

      If you select Prompt It?, then DTP Text is required.

    • Optional. In Comments, enter a comment about the DTP.
    • Optional. In Default Value, assign a default value for the DTP.

      To assign a default value, do one of the following:

      • Click Default Value button, then click Select button next to each dimension, and then select DTP, Member, or Function.

      • Click DTP Selector button to use a DTP as the default value.

  5. Optional. On the Dependencies tab, select a design-time prompt, and then select a dependency option:

    • Exclusive—Makes the design-time prompt (for example, DTP2) exclusive of another design-time prompt (for example DTP1). When you are prompted for DTP2, only the dimensions that are not used in DTP1 are displayed.

    • Inclusive—Makes the design-time prompt (for example, DTP4) inclusive of another design-time prompt (for example, DTP3). When you are prompted for DTP4, only the dimensions that are used in DTP3 are displayed.

    • None—No dependencies are defined for the design-time prompt.

    Member Range DTPs can be dependent on the following types of DTPs: Member Range, Cross Dimension, Dimension, and Dimensoons.

  6. Optional. On the Define Limits tab, do the following:

    • In Density, select an option:
      • Show Sparse—Displays only sparse dimensions for the DTP

      • Show Dense—Displays only dense dimensions for the DTP

      • Both—Displays both dense and sparse dimensions for the DTP

    • In Dimension Type select a dimension type to restrict the DPT to show only the selected dimension types.

      For example, if you only want users to enter a member for Account, Entity, and Year, then select these dimensions in Dimension Type. When users are prompted for input, the only dimensions that will show are those with type Account, Entity, and Year.