Create or modify member properties

Dimension members properties provide identification and descriptive information about dimension members in PerformancePoint Planning Business Modeler. Some properties, such as Name, Label, and Description are required, and automatically defined when a dimension is created. In most cases, dimension members also have other properties that define aspects of member behavior and member characteristics. For example:

  • Balance sheet members in the predefined Account dimension have a Debit/Credit member property that identifies whether the account is a debit or credit entry.

  • A company that owns television stations might create a dimension member property called Station Format. Analysts can use this property to track the broadcast format that a station uses, such as network affiliation, news, education, or government.

What do you want to do?

Learn more about types of dimension member properties

Create a new dimension member property

Modify a system-defined property

Modify a user-defined property

Learn more about types of dimension member properties

Dimension member properties can be system-defined or user-defined.

System-defined member properties

Planning Business Modeler automatically defines three member properties for all dimension members when the dimension is first created: Name, Label, and Description.

  • Name     Each dimension member is assigned a user-friendly name when it is created. Planning Business Modeler assigns this name for the dimension members that it creates, but you must enter a name for each dimension member that you create.

  • Label     Each dimension member is assigned a label when it is created. Planning Business Modeler assigns this label for the dimension members that it creates, but you must enter a label for each dimension member that you create. For information about words and characters that cannot be used in names and labels, see About names and labels .

  • Description    Each dimension member is assigned a description property when it is created. Although this property must exist, you are not required to enter a description. If you decide to enter a description, it must consist of no more than 512 characters and must start with a letter. The description may contain symbols, punctuation marks, and alphanumeric characters.

In addition to the three member properties that are required for all dimension members, Planning Business Modeler defines dimension member properties for the system-defined, or predefined, dimensions. For more information about these system-defined properties, see Dimensions and members in Planning Business Modeler

User-defined member properties

User-defined dimension members can correspond to any person, organization, entity, product, account, expense, or timeframe for which a business must account. You can use user-defined dimension member properties to track a behavior or characteristic of dimension members. For example, a company that manufactures sportswear might have a Product dimension with a Gender property to track target gender for the product, such as Men, Women, and Unisex.

Important: You cannot delete user-defined dimension member properties after they are created and saved.

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Create a new dimension member property

  1. In the Workspace Browser pane, click Dimensions.

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

  3. To check out the dimension, click Check Out in the Dimension Tasks pane.

  4. In the Dimension Tasks pane, click Create Member Property.

  5. In the Label box, enter a label for the new, member property. For information about word and character restrictions for names and labels, see About names and labels.

  6. In the Description box, type a description of the dimension member property. The description can be up to 512 characters long.

  7. In the Data Type list, select the type of data that the property will contain. The following table describes the valid data types.

Data type

Description of member property

Text (string)

Any value that consists of alphanumeric characters and punctuation marks. The text can have no more than 512 characters.

Whole (integer)

Any value that consists of a positive or negative whole number (an integer).

Date

A date. It must be in the date/time format.

True/False (Boolean)

One of two values: True or False.

Member of Dimension

A member of a dimension. If you select this value, a Dimension list will appear so you can select the dimension. Click the ellipsis (…) button to open the Member Selector dialog box and then select a member for the new member property.

Important: This selection sets the default property value in the referenced dimension. If the selected member is deleted from the referenced dimension, error conditions may occur.

  1. In the Value box, set the value that you want to use as the default value for the property. The following table shows acceptable ranges for each data type.

Property data type

Range for default value

Text (string)

Can include any alphanumeric character, symbol, or punctuation mark, but can contain no more than 2,048 characters.

Whole (integer)

Whole number in the range –2[31] and 2[31].

Date

Select a date from the calendar control for the application.

True/False (Boolean)

Select True or False.

  1. In the Create Member Property dialog box click OK to create the new member property.

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Modify a system-defined property

You can modify member properties for an individual member on the Member Maintenance workspace or on the Member Sets Maintenance workspace.

  1. In the Workspace Browser pane, click Dimensions.

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

  3. Click Check Out in the Model Tasks pane.

  4. Click the Member Maintenance tab or the Member Sets Maintenance tab to open a workspace, and then select a member from the member list.

    Note:  In the Member Sets Maintenance workspace, member properties are modified in the Destination Member Set pane.

  5. In the member list, select a member and then click the cell in the column for the property that you want to modify.

  6. After you have made your changes, in the Dimension Tasks pane, click Save This Dimension.

    Note:  The Dimension Tasks pane is not displayed in the Member Sets Maintenance workspace. Click the Summary tab or the Member Maintenance tab to view the Dimension Tasks pane.

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Modify a user-defined property

  1. In the Workspace Browser pane, click Dimensions.

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

  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. Select a member in the member list.

  6. In the Dimension Tasks pane, click Update Member Property.

  7. In the Label drop-down list, select the property that you want to modify.

  8. Edit the Description text box and the Value text box to make changes. You cannot modify the Data type.

  9. If the property is a Member of Dimension data type, click the ellipsis button (…) next to the Value field. This opens the Add or remove members to include them in the selection for dialog box. In the dialog box, select the member that has the property you want to modify.

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