Prepare the selection
Open the set editor for the dimension and prepare the selection you want to reuse.
IBM PLANNING ANALYTICS · MODELLING · DIMENSIONS
Private and public sets in IBM Planning Analytics.
Keep a selection personal or share it.
Want to reuse a member selection later? Save it as a set. A private set is for your personal use; a public set can also be used by other authorised users. The option you choose when saving determines its visibility.
The short answer
Open the set editor, prepare your member selection and save it with a name. Choose private for personal use or public for shared use. Saving a public set requires the appropriate permission.
Florian KaiserIBM Planning Analytics consultant
Read the video summary
Open the set editor for the dimension and prepare the selection you want to reuse. Open the save dialog and enter a descriptive name. Choose whether to save the set as private or public. Click Save. In the video, private sets are marked by a person symbol on the set icon. Check the saved selection the next time you open the set editor.
IN PLANNING ANALYTICS WORKSPACE
Step by step.
Choose a name and visibility
Open the save dialog and enter a descriptive name. Choose whether to save the set as private or public.
Save and find it again
Click Save. In the video, private sets are marked by a person symbol on the set icon. Check the saved selection the next time you open the set editor.
IN PRACTICE
Personal selection or shared standard?
The selected members can be identical. The difference is who should be able to use the set.
Your personal selection.
For example, a member list for your own analysis. Save it for yourself and reuse it later.
A selection for the team.
For example, an agreed selection for shared reporting. Other users still need the appropriate access rights.
COMMON QUESTIONS
Any questions?
Does a public set grant extra data access?
No. A public set does not replace dimension, member or cube permissions. Existing access rights still apply.
Why can I not save a public set?
Creating public sets requires the appropriate permission. If the option is unavailable, check with your administrator.
Is a set a new dimension?
No. A set is a selection of members from a dimension or hierarchy. It lets you reuse a particular selection.
KEEP LEARNING
More Planning Analytics tips.
Florian KaiserPlanning Analytics consultantSUPPORT FOR YOUR TM1 MODEL
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