Adding Shared Members in the Simplified Dimension Editor

Sharing members allow alternate rollup structures within an application. A base member must exist before you can create a shared member. You can create multiple shared members for the base member. A base member must display before its shared members in position from top to bottom.

Shared members are available for Entity, Account, and user-defined custom dimensions. Shared member values can be ignored to avoid double-counting values when you roll up the outline.

Shared members share some property definitions with base members, such as member name, alias name, base currency, and cubes for which members are valid. Shared members must have unique parent members and different rollup aggregation settings. Custom attributes, custom attribute values, and member formulas are not allowed for shared members. Renaming base members renames all shared members.

Shared members cannot be moved to another parent member. You must delete shared members and recreate them under different parent members. The base member need not be level zero. You can enter data in shared members, and values are stored with base members.

To add shared members to the Edit Member Properties grid:

1. View Edit Member Properties.

   See Accessing the Simplified Dimension Editor.

2. Add shared members:
   1. Add a child member with the same name as the base member.
   2. For Parent Name of the new member, type a new parent name.
   3. For Default Data Storage of the new member, select Shared.
3. Click Save.

Data storage properties for all other cubes will automatically be set to Shared.