Copy and Paste Members Within and Between Outlines

In the outline editor, you can copy and paste members within a non-unique outline, between two different outlines, shown on different browser tabs, or from a source to a target outline when using outline compare.

Copy and paste members within a non-unique outline:

To successfully copy and paste members within a non-unique outline, you must follow the rules for non-unique outlines. See About Duplicate Member Names.
  1. In the outline editor, open a non-unique outline.
  2. If the outline is locked, and you are an administrator, click Unlock Image of the Unlock outline icon in Redwood..

    Before you forcefully unlock a locked outline, make sure that no one else is working with it.

  3. Click Edit Image of the redwood edit outline icon in the outline editor..
  4. Right-click a member and select Copy.
  5. In another location, where allowed according to the rules for non-unique outlines, right click a member and select Paste and then As child or As sibling.
  6. The member is added as "copy of member." Rename the member to the name that you want.
  7. Validate and save the outline.
Copy and paste a member from another outline shown on a different browser tab:
  1. Open an outline.
  2. If the outline is locked, and you are an administrator, click Unlock Image of the Unlock outline icon in Redwood..

    Before you forcefully unlock a locked outline, make sure that no one else is working with it.

  3. Click Edit Image of the redwood edit outline icon in the outline editor..
  4. Open a second outline on another browser tab or browser window. This outline can be from the same Essbase server or a different Essbase server.
  5. If the outline is locked, and you are an administrator, click Unlock Image of the Unlock outline icon in Redwood..

    Before you forcefully unlock a locked outline, make sure that no one else is working with it.

  6. Click Edit Image of the redwood edit outline icon in the outline editor..
  7. Right-click a member from one of the outlines and select Copy.
  8. Right-click a member from the other outline in a valid location and select Paste and then As child or As sibling.
  9. If the member name already exists in the outline, the member is added as "copy of member." Rename the member to the name that you want.
  10. Validate and save the outline.
Copy and paste a member from a compared outline:
  1. Open an outline.
  2. If the outline is locked, and you are an administrator, click Unlock Image of the Unlock outline icon in Redwood..

    Before you forcefully unlock a locked outline, make sure that no one else is working with it.

  3. Click Edit Image of the redwood edit outline icon in the outline editor..
  4. In the outline toolbar, click the Compare Outlines icon.
    Image of the Redwood outline toolbar, with "compare outlines" highlighted.

  5. In the Compare Outlines dialog box, open another outline, either on the same Essbase server or a different Essbase server. See Compare Outlines.
  6. In the source outline (the second outline you opened, the non-writeable one), expand a dimension and select a member.
  7. Right-click and select Copy.
  8. In the target outline, select a member in a valid location to add the member and right-click.
  9. Select Paste and then As child or As sibling.
  10. If the member name already exists in the outline, the member is added as "copy of member." Rename the member to the name that you want.
  11. Validate and save the outline.