Create a member view

You can organize Dimension members in PerformancePoint Planning Business Modeler by using member views, which are hierarchies of dimension members that are grouped according to member properties. Member views provide an alternative way to create reports by using dimension member properties to analyze groups of related members.

You can use a member view to calculate the sum of all dimension members that have the same value for a given property. For example, a Stores dimension for a grocery store chain might have as many members as it has stores in the chain. To analyze the total sales according to geography, you can create a member view that uses the member properties that relate to geography. Suppose this grocery store does business on the continents of North America and South America and has operations in Canada, Chile, Brazil, and the United States.

The following table shows the hierarchy for this organization.

Continent

Country/Region


South America

Brazil

Chile


North America


Canada

United States

By using this member view, you can view the total sales for North America or South America at the top level of the member view. On the second level, you can view the total sales for stores in Canada, Chile, Brazil, or the United States.

When you create a member view, you make a list of the member properties that you want to use in the hierarchy. The order in which properties appear on the list determines the parent-child relationships in the hierarchy.

Create a member view

Dimensions consist of dimension members, the primary building blocks of models in Planning Business Modeler. Dimension members can be organized by using member views, which are hierarchies of dimension members that are grouped according to member properties.

To create a member view, take these steps:

  1. In the Workspace Browser pane, click Dimensions.

  2. In the workspace, click the dimension for which you want to create a member view.

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

  4. In the Dimension Tasks pane of the workspace, click Create a Member View to open the Create a Member View dialog box.

  5. Type a Name, Label, and if desired, a Description for the the new member view.

  6. Under Select properties by which to group members, use one or more of the following methods to create the member view:

    • To add a property to the member view, click the property that you want to add in the Available properties list, and then click >. To add the whole set of available properties to the member view, click >>.

    • To remove a property from the member view, click the property that you want to delete in the Selected properties list, and then click <. To remove all properties listed in the Selected properties list, click <<.

    • To move a property to a higher level of the member view hierarchy, click the property that you want to move in the Selected properties list. Then click the UP ARROW button.

    • To move a property to a lower level of the member view hierarchy, click the property that you want to move in the Selected properties list. Then click the DOWN ARROW button.

    • To exclude the actual members from the member view, select Hide members from view.

    • To include members that do not have a value specified for a property in the member view, select Group members with blank values.

  7. Click OK to save the member view.

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