Keyword Builder

As an administrator, you must aim to build applications that need little maintenance. Although some manual intervention will always be required, the need to modify an application is kept to a minimum. You can have an application that can change from one reporting period to the next. For example, your reporting and data entry views reference the current period. Instead of manually changing each view from January to February to March, you can "parameterize" these views. Once the view is parameterized, you can change the value of the parameter in a single location and each view automatically picks up the new value.

Keywords provide the ability to parameterize views. A keyword can be considered as a parameter or variable that represents member selections. These member selections are updated on demand. Any views referencing keywords automatically pick up the latest value of the keyword when the view is opened.

For example, using a keyword called CurrentMonth, you can build views that change the selected time period, from January to February to March, by defining the view to reference the CurrentMonth keyword. You then change the value of CurrentMonth to reflect the current reporting period.

Keywords are accessed in View Manager through the calculator, off-grid member selection, and the Member Select dialog box for on-grid members.

Keyword Builder is used to define the actual keywords. After the keywords are defined, you use View Manager to add the keywords to your views.

This table shows this page options:


Option	Description
Connect	List of CPM models.
Activity	List of commands to lock an item for editing or to clear a lock.
	Save the changes to production.
	Refresh the page to the last saved state.
	Delete the selected keyword from the Associated Keywords list.
/	Undo reverts the last change in the Members Selected pane. Redo reverts the last undo action. Clicking Save clears the undo list.
Settings	Select the Use Names check box to display member names. You must refresh the browser to see the change. Select the Use Descriptions check box to display member descriptions. You must refresh the browser to see the change. You can select both check boxes to display the name and description.
Dimension	List of all dimensions in the database.
Associated Keywords	List of keywords currently defined for the selected dimension. Click Add New to add a keyword. When you click Add New it changes to a text box. Specify the keyword name and press Enter. To change the member selection for a keyword, select a keyword. The members associated with the keyword are shown in the Members Selected section.
Members Selected	List of all the members associated with the selected keyword. Click the x to the right of a member to remove the member from the keyword.
Select Member Tree	List of all the members in the selected dimension. You can locate members manually or use the Search box. After locating the member, use the Members to Select options to further define the selection. Click Add Selected to add the selected members to the keyword. You can also double-click a member to select it.

Detail information

The Keyword Builder page does not require a view. This page is included in the Administration category in the CPM navigation.