Create a Subset of Categories

You can create subsets by search criteria, by measure value, or by individual category selection. You can also create a subset for a dimension directly from a crosstab. After you create the subset, it appears in the dimension viewer in the dimension you used to create the subset.

Subsets can be dynamic, meaning that they are updated whenever a change in the cube data affects the categories in the subset. For example, you are a regional manager for a company that sells outdoor products. To analyze the sales in your region of the products that are environmentally-friendly, you create a subset defined by search criteria that all products contain the text "Enviro." As more products are added to the cube that meet the search criteria, they are added to the subset dynamically.

If you create a subset by individual category selection, it can contain categories from multiple levels, but only categories in the same dimension. You cannot nest a subset within the dimension from which it was derived or within another subset if both subsets are from the same dimension.

When you drill through from a report that uses a subset, subset values are not applied to the target report.