1. User Guide
  2. Business Rules Administration
  3. Reference Data
  4. Dimension Management
  5. Members
  6. Creating Member Definitions

5.1.4.3.2 Creating Member Definitions

You can add new Member Definitions from the Member Summary page.

To create a Member Definition in the Members page:
  1. To create a Member definition, click the Add in the Member Summary page. The Add Member Definition page is displayed.
  2. Enter the following Member Details as described in the following table:
    • Dimension- Select the Dimension to be associated with the new Member.
    • Alphanumeric Code- The Alphanumeric Code to be assigned to the new Member Definition.

      You can enter up to 100 characters. We recommend using only Underscore (“_”) as a special character.

    • Numeric Code- The Numeric Code to be assigned to the new Member Definition. You can enter the value between 0 and 999,999,999 manually or click Generate, to auto-generate a unique code.

      If you enter the value manually, it is assigned after validation.

    • Name- The unique Member Definition Name.

      You can enter up to 100 characters. All characters are allowed except " & ' and " ' ".

    • Description- A brief description about the Member Definition.

      You can enter up to 100 characters. All characters are allowed except " & ' and " ' ".

    • Is Leaf- Check this option if the member is a Leaf of another member. By default, it is set to Yes.
      • Yes- The member can be used as a Leaf node in any hierarchy and Child cannot be added to this node.
      • No-The Member is not set as a Leaf and can have Child nodes.

        Note:

        If a Member is set as a Non-Leaf and is associated with Child nodes, it cannot be set as a Leaf again.
    • Enabled- This field is set to Yes by default and can be edited only after the Member is created. To edit a Member, refer Editing Member Definition Details.

      Note:

      You can change the option to No only when the particular member is not used in any hierarchy. The disabled members will not be displayed in Hierarchy Rules, or utilities which are based on Hierarchies, such as Hierarchy Filters and Hierarchical Assumption Browsers used in applications.
    • Copy Attribute Assignment- Attach an existing attribute to this new Member Definition.
  3. Click Copy Attribute Assignment, to access the Attributes page associated with the selected Dimension.
    This is an optional field.
    Click Search to locate a specific Member based on Alphanumeric Code, Numeric Code, Name, Description, Enabled status, Is Leaf status, Attribute Name, or Attribute Value. You can also enter any of these parameters as Keywords in the Search field and click Search.
  4. Locate the Attribute to be copied and click Move and select Copy, located under Actions.
  5. Click Save, to create the new Member definition and view it the Member Summary.
    Click Save and Add New, to create the new member definition and proceed with adding another definition.