Reserve and release a dimension in Planning Analytics Workspace

When you work in the dimension editor without reserving a dimension, any changes you make are instantly saved to the database so that anyone who has access to the database can see the updated dimension. However, if the dimension is not reserved, other users can simultaneously edit the dimension.

You can reserve a dimension to prevent other people from editing the dimension until your changes are complete. When you reserve a dimension, any changes that you make are not saved to the database until you click Commit on the action menu.

You must have at least Write privilege to a dimension to reserve the dimension.

Procedure

  1. In the dimension editor, click the action iconVertical ellipsis icon next to the dimension name, then click Reserve.
    Dimension menu

    When a dimension is reserved, an icon is displayed next to the dimension name.

    A reserved dmension showing the Reserved icon

    Any user who opens the dimension in the dimension editor can hover over the icon to see which user reserved the dimension.

    You can edit only the dimension members and hierarchies when a dimension is reserved; you can’t edit attributes or member security.

  2. After you complete your modifications to the dimension, click Commit on the dimension edit bar to save your changes.
    Commit option on the edit bar
    Note: Because the dimension is reserved, this Commit action does not save your changes to the database. Rather, the changes are saved to a temporary 'sandbox.' Changes are not saved to the database until you click Commit on the action menu, as described in Step 4.
  3. To undo changes to the dimension before the dimension is saved to the database, click the action icon Vertical ellipsis icon, then click Release. This action reverts any changes you've made since you reserved the dimension, even changes that were committed after you click Commit on the dimension action bar.
  4. When your changes are complete, click the action icon Vertical ellipsis icon, then click Commit to release the dimension reservation and save your changes to the database.