Adding members to an existing keyword

To add members to a keyword:

  1. Open the Keyword Builder page.
  2. Select a CPM model.
  3. Select Activity > Lock for Editing.
  4. Select a dimension.
  5. Select the keyword for which you want to associate members.
  6. Select the members. You can double-click to select an individual member. Multiple selection is done using standard keyboard shortcut keys such as Ctrl+click and Shift+click.
  7. Select the member options. You can select from these options:
    Option Description
    Self If the database changes to include new members, these members are automatically included in the Allowed Member list if appropriate based on their relationship to the primary member. If you do not want the selection to change automatically, specify the allowed members using this option.
    None A text description of the journal. You can specify up to 255 characters.
    All members at same level This option selects all other members at the same level as the selected member.
    All members below This option selects all members below the selected member.
    Leaf members below This option selects all leaf members below the selected member.
    Next levels(s) below This options selects a parent and the specified levels of descendants. Set the number of levels using the arrows or specify a number. Optionally, the number of levels specified can take effect after first skipping a specified number of levels. To skip levels, select the After Skipping check box and specify the number of levels to skip in the second box.
  8. Click Add. This adds the selected member and specified options to the selection box.
  9. Optionally, you can reorder members by dragging and dropping in the Members Selected section. This order is passed to Decision.
  10. Click Save.
  11. Select Activity > Clear Lock.