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Procedure documentationCreating a Context from a Template Using Dimension Filters Locate this document in the navigation structure

Prerequisites

A template is created and context, strategy, and scorecard definitions are added to the template.

For information, see Creating a Template.

The strategy management administrator is in an application group assigned to this template.

You selected a dimensional model for the template using the Set Scorecard Defaults link in the Scorecards section.

Procedure

  1. Click Manage Contexts from the Contexts section.

  2. Click Create/Copy.

  3. Click Context based on a Template.

  4. From the Pick a Template list, select the template to use.

  5. Click Multiple Contexts.

  6. From the Select Dimension list, select the dimension whose members you want to use for each context.

  7. From the Select Members list, select the dimension members to apply to each context.

Result

Each context is filtered on one selected dimension member.

The context name is the name of the dimension member it is filtered by.

The hierarchy of contexts is the same as the dimension member hierarchy.