New experience view and set editor

A new experience view (or exploration) and set editor are now available in Books. With several improvements and enhancements, the new view and set editor offer flexible options to view, analyze, and organize data.

New view

A video walk-through of the new experience view and set editor is available on the IBM Business Analytics Community.

Use the following links to navigate to the relevant section in this topic:

Enabling the new experience view

You can preview or upgrade to the new experience view under Features in Administration. For more information, see Manage features.

Enabling new experience

Previewing the new experience view:

In preview, you can explore and compare the features of both the new experience and classic view interfaces.

After the feature is enabled, open a book in Edit mode and right-click the cube in the data tree that contains the data you want to use. Select Add new view to use the new view and set editor.

Add new view
Note: You can access the new set editor only through the new view.

To use the classic view, click Add new view (Classic).

Add new view (Classic)

Upgrading to the new experience view:

When you upgrade to the new experience view, all existing and new views in Books use the new experience interface. Any existing views that use the classic interface are converted to the new experience but retain the look (colors and font) of the classic interface.

Note: Views and set editors in the modeling workbench and IBM® Planning Analytics for Microsoft™ Excel are not changed.

Upgrading views to the new interface also upgrades set editors but only those that are opened from the new experience view. If you add a set editor as a widget to a book from the data tree, the set editor continues to use the classic interface.

Using the new experience view

The new view has several improvements and enhancements that make features more accessible.

  • Responsive grid property

    A new Responsive grid property property makes the view responsive to size changes. Enable the property to set a fixed number of columns and rows. The view displays the fixed number of columns and rows when you resize the grid.

    Responsive grid property

  • Target selecting toggle for asymmetric calculation

    The new Target selecting toggle is used to create an asymmetric calculation. You no longer need to select the individual button on the row or column headers to create an asymmetric calculation. Instead, enable Target selecting and select the members that you want to use in the asymmetric calculation. Right-click a selected member and click Calculation options.

    Target select toggle

  • A more guided and intuitive experience

    The new view's improved design offers a more guided experience without compromising its capabilities. For example, the new view now guides you to the drop zone when you drag a dimension to a different location in the grid.

    Moving a member

    Use the icons in the grid Menu at the top of the view to:
    • See the cube in the data tree.
    • Expand or collapse the overview.
    • See benched dimensions.
    • Select hierarchy, iconography, context information, and section headers to customize your view.

    Each dimension tile in the grid now has a menu icon next to it from which you can:
    • Open the set editor.
    • Add the dimension as a synchronization tile.
    • Remove, replace, or add related hierarchy.
    • Move the dimension to the bench.
    • Manually move the dimension right or left, or to a row, column, or context.
    Dimension menu

    Depending on the number of dimensions or the size of the view, all dimensions might not display. To see dimensions that are hidden from the view, click the More dimensions menu in the Context, Row, or Column area.

    More dimensions

    From the More dimensions menu, you can drag dimensions to the Context, Row, or Column area and vice versa. You can also move dimensions that appear within the More dimensions menu.

    More dimensions menu

    You can click the menu next to the member's name to open the set editor, move the dimension to the bench, see move options, and more.

    Dimension menu

  • Setting properties in the new view

    Like in the classic view, you can set properties for the new view by clicking Properties.

    To offer more formatting flexibility in the new view, the Themes property is no longer available.

Note: If you save a Book with a new view and reopen it, the Book displays the new view. However, if you disable the new view feature and reopen the Book, you see the classic view.

Using the new set editor

The new set editor can be accessed only through the new view. To open the set editor, click the menu icon next to a dimension in the view and select Open set editor.

Open set editor
You can also double click the dimension tiles or click the Set Editor icon in the dimension menu to open the set editor.
Set Editor icon

As with the new view, the new set editor offers an improved flow, a more intuitive experience, and flexible options to edit your set.

  • Set menu

    With the Set menu, you can now change the set from within the set editor.

    Set menu in Set editor

  • Improved MDX panel

    Click MDX to see the MDX panel and script. You can edit the script in the panel and click Commit to apply your changes to the current set.

    MDX pane

  • Settings menu

    The Settings menu offers options to customize the display for your set.

    Enable Compact header under the General section to reduce the size of the set editor header and see more members.

    You can also remove icons from all members for a simplified display with the Icons property under General.

    Set editor settings

  • Multi-select activity display

    When you select multiple members in Available members or Current set, an activity bar now displays with your selection information and available options.

    Multi-select activity display bar