Adding and Modifying Members

When you add a member to a new hierarchy, you add it as a child of the TopMember. For example, if you are creating a metadata file and want to set up accounts, the TopMember, by default, is named Account. You can add child accounts only to Account. Note that you can rename the TopMember by right-clicking it.

Note:

If a new member is a child and the parent exists more than once in the tree, the new child is added as a child of all instances of the parent.

When you add a member to or select a member from Tree View, the member attributes are displayed in the right side of the Metadata Manager workspace.

The right side of Tree View contains the additional tabs described in Table 19.

Table 19. Tree View Tabs

Tab

Description

Member Attributes

Use to display, edit, and enter attributes for the selected member.

Member List

Use to drag members from the list to the hierarchy.

Node Attributes

Use for Custom dimensions. This tab contains the attributes applicable to the relationship between the currently selected Custom dimension member and its parent.

  To add or modify members:

  1. Make sure that the Tree View tab is selected and from the Metadata Item drop-down list, select a dimension.

  2. Do one of these tasks:

    • To add a child member to a specific member, select a member, and then click Add Child button

    • To add a sibling member to a specific member, select a member, and then click Add Sibling button

    • To modify members, select a member.

      Note:

      You can add children only to the TopMember in the hierarchy.

  3. On the Member Attributes tab, enter or modify attributes for the member.

  4. Press the Tab key to confirm the new entry.

  5. Repeat these steps until you have added or updated all members.