Editing Members

You can edit members directly in the Edit Member Properties grid.

To edit members:

  1. View Edit Member Properties.
  2. Take an action:
    • To add members, see Adding Members

    • To navigate to the Edit Member Properties grid and to focus your editing on certain members, rows, or columns, see Working in the Edit Member Properties Grid.

    • To modify member properties, click within a cell on the Edit Member Properties grid and select an option from the drop-down list. For example, to edit the Account Type for an Account dimension member, click within a cell in the Account Type column. Click the down arrow that appears within the cell, and then select an Account Type option. For descriptions of member properties, see Editing Member Properties.

      Note:

      To view all property columns in the grid, right-click any heading on the grid, select the Select All option in the Select Columns dialog box, then click OK.

    • To delete members, see Deleting Members.

  3. To undo all changes that were made since the last save, click Refresh icon.
  4. To save your changes, click Save.
  5. To apply your changes across the application after a save, click Refresh Database icon.