Adding Members in the Simplified Dimension Editor

To add members in the Edit Member Properties grid:

  1. View Edit Member Properties.
  2. Add members:
    • To add a child member, select the parent level member, click Actions, and then click Add Child.

      Note:

      Child members inherit the dimension properties of the parent member.

    • To add a sibling member, select a member, click Actions, and then click Add Sibling.

    • To add years to the calendar, select the Year dimension, click Actions, and then click Add Years. Enter the number of years to add, click Apply, and then confirm whether to add the years to the end of the calendar. Click Yes to add years after the End year. Click No to add years before the Start year.

    • To add an All Years parent member that includes all members of the Year dimension, select the Year dimension, click Actions, and then click Add All Years.

      The All Years parent member enables users to view the accumulated data across multiple years, for example, a project's total cost up to its end date. The All Years member doesn't include the No Year member, if one is defined for the application.

  3. After creating a dimension member, you typically complete these tasks:
    • Assign access. Click Actions, and then click Assign Permissions.

    • Assign custom attributes.

    • To ensure that your metadata is valid, you can run the Metadata Validation report at any time. See Validating Metadata.

  4. To set or change member properties, click a cell in the Edit Member Properties grid and make updates.
  5. To undo all changes that were made since the last save, click Refresh.
  6. To save your changes, click Save.
  7. To apply your changes across the application after a save, click Refresh Database.
  8. After creating a dimension member, you typically complete these tasks: