Creating a custom set using items in the source tree

You can specify a name and description for a custom set of data that you may want to reuse later. You can create a custom set using items in the source tree. Multiple custom sets may be available in a single saved exploration.

You can save custom sets. IBM® Planning Analytics for Microsoft Excel creates a folder in your personal folder, My Folders, in the IBM Cognos® Connections portal with the same name as the package and saves the custom set information in that folder. The custom set information is not shared among different users, even when they are using the same package. You only have access to your own custom sets.

Custom sets can be used in an Exploration View using dimensionally modeled relational packages or OLAP data sources. They are not available for relational packages. Levels cannot be saved as a custom set.

Procedure

  1. When creating a new Exploration View or list, Ctrl+click items from a dimension or node in the source tree.
    Note: Order of selection is the order that the items appear in the drop zone and in the custom set.
  2. Right-click a selected item and then click New Set.

    The Selection dialog box appears.

    To edit custom sets, use the dialog box to move items to or from the Available Members pane to the Selection pane. To limit items in the Available Members pane, click Filter tree button, type a string in the box, and click Filter button. To reorder items in the Selection pane, right-click an item to access move options.

  3. To save the custom set, click the Save or Save as icon.
    The Save window appears.
  4. In the Name box, type a name for the custom set and click Save.

Results

The custom set is saved and is displayed in the source tree in the Custom Sets node item. It is saved as part of your workspace and is not available to other users.