Create or delete a member set

PerformancePoint Planning Business Modeler helps you manage dimensions by organizing dimension members into member sets. By using member sets, you can group members into logical sets and create a member hierarchy.

Important: In Planning Business Modeler, members of a member set must belong to the same dimension and hierarchy. If you try to create a member set that contains members from different dimensions or different hierarchies, the member set will not be valid and an error will result.

What do you want to do?

Create a member set

Delete a member set

Create a member set

  1. In the Workspace Browser pane, click Dimensions. This displays all the dimensions for the current application.

  2. In the workspace, click the name of a dimension to open it in the workspace.

  3. In the Dimension Tasks pane, click Check Out.

  4. In the Dimension Tasks pane, click Create a Member Set to start the Create a Member Set wizard.

  5. On the Specify Member Set Name, Label and Description page, type values for the Name, Label, and Description of the new member set. To learn about reserved words and restricted characters for names and labels, see About names and labels.

  6. Click Next to move to the Select Member Set Creation Option page. Then, select one of the following options to create a member set.

     Create a new empty member set

    To create a new empty member set, select the Create an empty member set option and click Next.

     Create a member set that is based on properties

    To create a member set that is based on properties, take the following steps:

    1. Select the Create a member set based on properties option, and then click Next.

    2. (Optional) To group members for the new member set, select a property that is listed in the Available properties box and add the property to the Group members by box. You can create multiple levels of groups.

    3. (Optional) Select the Include NONE Row check box to include the NONE member in the hierarchy being created.

      The NONE member is a specialized member of a dimension. Planning Business Modeler uses the NONE member when it performs system-defined calculations and when a member of a dimension must be selected for a system process. In predefined dimensions, the NONE member is often the default member of the dimension. For more information, see About the NONE member.

     Create a member set by copying members

    To create a member set by copying members from an existing member set:

    1. Select the Create a member set by copying from an existing member set option.

    2. Select the member set to copy from the drop-down list, and then click Next.

     Create a member set by loading data

    To create a member set by loading data from a comma-separated value (CSV) file, do the following:

    1. Select Load member set from CSV file.

    2. Click Browse to locate and select the CSV file, and then click Next.

      Important: To load members from a CSV file, you must have at least Read-access permissions on the CSV file.

      For more information about requirements for using CSV files, see Load dimension members and member sets from a CSV file.

  7. On the Review and Create page, review member set selections and click Finish to create the member set. If you need to make changes, click Back to return to previous pages.

  8. In the Dimension Tasks pane, click Check In to check in the dimension.

Important:  You must deploy the model site after you define or change member sets to update the dimension in the database. For instructions on how to do this, see Deploy a model.

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Delete a member set

You can delete a member set from a dimension.

Note:  Before you delete a member set, be certain that the member set is not being used by another model. When you delete a member set, Planning Business Modeler deletes the member set immediately, without checking to see whether any model-to-model associations exist that depend on the member set.
To see whether another model is using the member set, select the member set on the Summary tab of the Dimension workspace. If other models use the selected member set, the Model Usage pane appears. The Model Usage pane contains a list of other models that use the selected member set.

After you confirm that the member set is not used by another model, take the following steps to delete the member set.

  1. In the Workspace Browser pane, click Dimensions.

  2. In the Dimensions workspace, click the dimension name to open a dimension.

  3. If you have not yet checked out the dimension, click Check Out in the Model Tasks pane.

  4. Click the Member Maintenance tab to open that workspace.

  5. On the workspace toolbar, select a member set in the Member set drop-down list. The member set is displayed.

  6. In the Dimension Tasks pane, click Delete Current Member Set. Alternatively, on the Actions menu, click Delete Current Member Set.

  7. In the confirmation dialog box, click Yes to delete the member set and display any remaining member sets in the workspace.

Important:  You must deploy the model site after you define or change member sets to update the dimension in the database. For instructions, see Deploy a model.

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