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Welcome to our training materials! We're excited to have you here and hope that this training will provide you with valuable knowledge and skills. Below, you can find the complete table of contents, this will give you an overview of what topics will be covered and in what order. Be sure to check back regularly for any updates, as we make changes or additions to the training materials. |
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Working with Subset Editor
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Subset editor shortcut can be also added to the context menu which is useful functionality when editing views.
- Follow the steps
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Navigate to Reports / Views - Simple planning template view
Enable the edit mode
Click on the cube setting icon
Select Product dimension
Open the advanced option GUI for the Dimensions Settings
Turn on Enable Subset Editor option
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Close the cube settings popup
Save the changes
Right click on any element from Product dimension
Notice the the Subset Editor option is available in the context menu
Navigate back to Exec Dashboard
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2. Subset Selection
- Open Subset editor for Overview widget Region dimension directly form its header.
We will start will the Subset Selection:
Click Subset to open the Change subset selection by opening the Subset drop-down list
Click through the available options to see how the displayed elements change
Your choice is immediately visible and you can decide if those are the elements you want to display. The list includes Static and Private subsets.
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If you want to make additional adjustments you can select few elements and use Keep button to confirm the selection.
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Click Save icon
In the popup choose a name for your new input: my test subset
Click Save
New Subset will be now available in the Subset drop-down list
Click Apply to see the changes in the Overview widget then discard the changes
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Open Attribute list again
Unselect Code and Description
Click Apply to see the changes in the Overview widget
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Click Save & Discard button and Yes Discard changes in the confirmation popup to revert to original configuration.
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Select Add public... option inside Exercises - Views folder
Do the following configuration inside the popup:
Add view title e.g. : Dynamic hierarchy
Change the Cube Source by selecting Retail from the dropdown list
Click Create button
Publish the view.
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Select }Hierarchies_Product dimension
Open Subset Editor
Click All button
Select Product:Color and Product:Size
Click Apply
Select Product global filter dimension
Open the advanced options panel Dimension Settings ◦
Click Select button visible above Hierarchy dropdown list
In the editable text box input UX Placeholder: $<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>
Change the list type to MDX
Select Product dimension added in columns
Add the same placeholder in the Hierarchy text box
Change the list type to MDX
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Open advanced options panel
Click on the Style widget header
Click on the CODE tab
Replace UX_Class with:
$<<UX_Demo.}ElementAttributes_Regionattribute.}ElementAttributes_Region>>
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Enable the edit
Right click on the Product AVG element
Select Reset option
Product AVG will no longer be available in the view configuration •
Save the changes
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» Subset Editor Shortcuts
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In this section, we will learn how to override TM1 number format with the use of advanced options. For the purpose of this exercise we will use the Report / Views - Simple Planning Template.
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change the widget type to 'KPI Trend'
open Cube Settings for the KPI widget
move Region dimension to rows ◦
Change List Type to Subset
move Version dimension to rows
Change List Type to Element Comparison
Set Value to Actual and Value MAX to Budget
move Period dimension to columns ◦
Change the subset to Default
Set the Attribute to Short Description
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Move Version dimension to columns section
Move Region column dimension to filters section
Open Subset editor for Region global filter dimension
Change the subset to All Countries
Change Atribute Attribute to Code and Description
Click Apply
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Open the cube settings popup
Select Region column dimension
Open the advnced advanced options panel
Select Dimension Settings
In the MDX text box you will see following MDX query:
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