Quickly Create New Dimension Members in Your Table

No need to leave your story to add new dimension members: add them to your table and let the system update the master data.

Context

Working in a table and suddenly realize that the member that you need doesn't exist? You don't need to leave your story and go to the model. Simply add the new dimension member to your table and keep on working.

When you define the new member, you supply a description and an ID for it, and you can choose to define the new member as a child or sibling of existing members.

You can also add a new member to your table for an existing but unbooked member.

Note

You cannot create members for Account, Version, or Date dimensions.

To add new members more quickly, the Unbooked Data setting must be turned off.

You cannot delete members from a table. You will need to open the model to delete any members.

Some settings, such as currency, responsibility, or setting the member as a child member may not be available if the existing dimension does not have those settings.

After you save the new member, you will no longer be able to change the member details.

When you create a new member, it will have no data and therefore it will not be visible if Unbooked Data is turned off. However, if you create a new member on an inner dimension, then Unbooked Data will be turned on for that member.

Example
  • The table contains two dimensions, Region and Color.

    The first or outer dimension is Region, and the second or inner dimension is Color.
      Time Nov 2018
    (Outer dimension) Region (Inner dimension) Color  
    Germany Red 4
      Green 5
      Blue 6
    Canada Green 7
  • Adding a member to the inner dimension: when you add a member to the inner dimension, only one new row is added to the table.

    For the Region “Germany”, add the Color “Black”
      Time Nov 2018
    (Outer dimension) Region (Inner dimension) Color  
    Germany Red 4
      Green 5
      Blue 6
      “Black” -
    Canada Green 7
  • Adding a member to the outer dimension: when you add a member to the outer dimension, it is not clear which member of the inner dimension you intend to add data to. For that reason, several new rows may be added to the table, all with unbooked values.

    Adding a new Region “France”.
      Time Nov 2018
    (Outer dimension) Region (Inner dimension) Color  
    Germany Red 4
      Green 5
      Blue 6
    France Red -
      Green -
      Blue -
    Canada Green 7

    Because unbooked data was turned on to allow the new entries to be shown, all unbooked values for the table are displayed as well.

    Displaying all unbooked values for the table.
      Time Nov 2018
    (Outer dimension) Region (Inner dimension) Color  
    Germany Red 4
      Green 5
      Blue 6
    France Red -
      Green -
      Blue -
    Canada Red -
      Green 7
      Blue -
    Spain Red -
      Green -
      Blue -

Procedure

  1. Select an existing member in your table and then select (Add new Member).
  2. In the dialog, provide a Description and an ID for the new member.
  3. Decide whether the new member is a child or sibling of the existing member.
  4. (Optional) Change the currency value.
  5. (Optional) Select a person to assign the member to.

Results

A member is added to the table.

Until you exit the story, you can still edit the details of the new member. To edit the member, select (Edit new Member).