Working with Custom Subsets

Custom subsets have been enhanced to allow you to create copies of subsets, change the order in which categories appear in the subsets, and add and remove categories.

Note: The following features are available only for static subsets in the enhanced interface.

Create a Copy of a Subset

You can create a copy of any existing subset in PowerPlay Web. After you create the copy, you can modify it to suit your needs. For example, you can use copies to create several similar subsets.

Steps

1. In the dimension viewer, right-click a category subset and then click Duplicate.

A copy of the subset is created and named Duplicate of <original subset name>.

2. Right-click the copy and click Edit to modify the subset.

Change the Order of Categories in a Static Subset

The order in which categories are shown in custom subsets can be changed when you edit or create a subset. You can also change the order when you view a custom subset in a display.

Steps for Adding Categories to a Custom Subset

1. In the dimension viewer, right-click a category subset and then click Edit Subset.
2. In the Available Categories list, expand the categories, and then select a category.

Tip: You can select multiple categories by holding Shift or CTRL when you select the categories.

3. Select a category in the Result Set list.

The Result Set list shows the existing order in which the categories appear in the display. The added categories will appear above the category you select in the Result Set list.

4. Click the Add to Custom Subset button to move the categories to the Result Set list.

Tip: You can also change the order in which the categories appear when you create a subset by selecting a category in the Result List before you add the category.

Steps to Change the Order of Categories in a Display

1. Open a crosstab display showing a custom subset.
2. Click the subset you want to move, and drag it to a new place in the order.

Note: You must be using Microsoft Internet Explorer to be able to drag and drop categories.

Add or Remove Categories in a Static Subset

You can add categories to a custom subset by dragging the categories from the dimension viewer into a crosstab display. Similarly, you can remove categories by dragging them from the display.

Categories that you add must be from the same dimension as the subset, and must be from the same hierarchy from which the subset was initially created. Also, the category cannot be a hierarchy root.

Steps to Add a Category

1. In PowerPlay Web, change to a crosstab display.
2. In the dimension view, locate the category you want to add.
3. Click, and drag the category to the display.

The insertion point will be highlighted in the display when you pass over a valid location to add the category.

Steps to Delete a Category

1. In PowerPlay Web, change to a crosstab display.
2. Click a category and drag it from the display.

If you drag the mouse cursor onto another level or onto the nest zones of the level, the selection will be lost and the dragged category will be moved.

Note: You must be using Microsoft Internet Explorer to be able to drag and drop categories.