Create a Set of Members

Use sets to group members that are logically related for various actions, such as formatting, nesting, and sorting. Creating sets is also useful when members may be dynamic over time. For example, the child accounts of a total assets account may change from year to year. By creating a set, you do not have to modify the report each time accounts are added or removed.

After you create a set of members, you can add or remove members within the set.

You can perform operations on the set such as excluding specific members, moving members within the set, showing only the top or bottom members, filtering the set, and expanding or collapsing the members within a set. You can view the set definition to see and edit operations that are performed on the set.

Procedure

  1. Click the Insertable objects icon Insertable objects, click the Source tab source tab, and then click the Options icon dimensional data view options icon.
  2. Under Insert, click Create sets.
  3. From the Source tab, select the items to include in the set and drag them to the work area.
  4. To add or remove members, select the set, click the More icon More icon, and click Edit Members.
    Tip: You can also select the set, click the Show properties icon Show properties icon, and in the Properties pane, double-click the Members property.