1. Administering Planning
  2. Using Smart View to Import and Edit Application Metadata
  3. Using Smart View Grids to Import and Edit Application Metadata
  4. Guidelines for Using the Smart View Grid

Guidelines for Using the Smart View Grid

The following guidelines will assist you in using the Smart View grid to edit dimension metadata:

  • Use the Planning Admin Extension to add dimension members, and to edit and update dimension and member properties.

  • The Planning Admin Extension cannot be used to:

    • Delete or remove dimensions (that is, the dimension root member) or members.
    • Edit dimension or member names.

  • Data cell values can be textual or enumeration or numerical.

  • The Parent Member is used to specify or modify the parent/child relationship.

  • The position of a member in a grid doesn't necessarily represent the actual position of siblings in the outline.

  • Each metadata grid must be linked to a corresponding dimension.

  • Columns for each dimension are based on the corresponding set of member properties available in the dimension editor.

    When you first import a dimension, a predefined set of metadata dimension member properties is displayed. See Default Metadata Dimension Member Properties for a list of those member properties.

  • After a metadata grid is opened, it can't be relinked to a different dimension.

  • The corresponding valid set of metadata members is specific to each dimension.

  • Dimension members are valid for corresponding dimensions only.

  • For the Time Period dimension, Data Storage is the only editable property.

  • The following functionality isn't available in Smart View grids with dimension metadata:

    • Pivot

    • Pivot to POV

    • Cell Text

    • Cell Notes

    • Supporting Details