Adding Members in Smart View

The Smart View grid allows you to rapidly add members to a dimension.

To add members in Smart View:

Within Oracle Smart View for Office or Oracle Smart View for Office (Mac and Browser), import a dimension into a Smart View grid (see Importing Dimensions in Smart View).

Note that Oracle Smart View for Office does not support adding members to the Time Period dimension.
Enter the name of a new member in the name column.

Note:

To add a member with a numeric name, place a single quote (') in front of the numeric member name to inform the system that the number is a member name and not data. For example, to add a member named 123, enter '123.
From the ribbon, click Refresh.

New members are marked by an asterisk (*) in the grid after you perform the Refresh. A default set of properties is automatically applied to the new member. The default Parent Member is the root member of the dimension.
Optional: To change any property from the default value (the root member), highlight the appropriate cell in the grid, and then from the drop-down menu, select another value. (See Editing Members in Smart View.)

Note:

Perform a Refresh before you modify any properties in your new member. The Refresh operation will replace any changed values with default values from the server.
To save the grid, perform a task:
- Oracle Smart View for Office: In the Planning Ad Hoc ribbon, click Submit Data.
- In Oracle Smart View for Office (Mac and Browser), in the Smart View ribbon, click Update.
Note:
- To modify the properties of the new member, see Editing Members in Smart View.
- In Oracle Smart View for Office, member properties, including member names, can be localized based on the particular Locale set by in the Smart View add-in.
- You can save changes to multiple members and properties in the same Submit Data or Update operation. If the operation fails for one member, the application server will stop the operation and not save any changes.