Choose the starting member
Open the set editor for the required dimension or hierarchy. Select the member on which you want to base your selection.
IBM PLANNING ANALYTICS · SETS · MEMBER SELECTION
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Want to include a group of members without selecting each one individually? The insertion options in the IBM Planning Analytics set editor let you choose a member together with its children, descendants, leaf members or ancestors.
The short answer
Select a starting member and choose the appropriate insertion option. Add the selection to the current set. Children are directly below the selected member; descendants include the levels further down.
Florian KaiserIBM Planning Analytics consultant
Read the video summary
Open the set editor for the required dimension or hierarchy. Select the member on which you want to base your selection. Open the insertion options. The video uses the small settings icon to choose the insertion mode. Depending on the interface, you can also find these options under Insert in the member menu. Insert the selected members into the current set. Check that it includes the hierarchy levels you need, then apply it. Save the set if you want to reuse it.
IN PLANNING ANALYTICS WORKSPACE
Step by step.
Choose the insertion option
Open the insertion options. The video uses the small settings icon to choose the insertion mode. Depending on the interface, you can also find these options under Insert in the member menu.
Insert and check the selection
Insert the selected members into the current set. Check that it includes the hierarchy levels you need, then apply it. Save the set if you want to reuse it.
IN PRACTICE
One level down or all the way to the detail?
Insertion options are relative to the selected member. The With options include that member together with the related members.
| Insertion option | Which members are included? |
|---|---|
| Member only | Only the selected member. |
| Member with children | The selected member and its immediate children. |
| Member with descendants | The selected member and its descendants across all levels below it. |
| Member with leaf nodes | The selected member and the leaf members below it. |
| Member with ancestors | The selected member and its ancestors above it. |
COMMON QUESTIONS
Any questions?
What is the difference between children and descendants?
Children are one hierarchy level below the selected member. Descendants also include further levels below it, so the selections differ in a multilevel structure.
How do I select all leaf members in the hierarchy?
Use the All leaves default set for the selected hierarchy. Compare the three default sets.
Can I save the selection for later?
Yes. Save it with a suitable name as a private or public set. Learn how the two options differ.
KEEP LEARNING
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Florian KaiserPlanning Analytics consultantSUPPORT FOR YOUR TM1 MODEL
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