Creating My Selections

  1. Click the ellipses on the worksheet main toolbar menu and click My Selections.
  2. Select New > New Item Selection or New Location Selection.
    Note: The New Item Selection and New Location Selection options are displayed only if the status of the currently selected cycle period is Running.
  3. Specify this information:
    Name
    The name of the Selection.
    Description
    The description for the Selection.
    Type
    The dimension type based on which the Selection is created. Possible values:
    • Item
    • Location
    Users
    The users in CloudSuite SCP who can access the Selection.
    Roles
    The user roles in CloudSuite SCP who can access the Selection.
    Save As Filtered Selection
    Enable you to create the Selection based on Filtered Selection or manually. Possible values:
    • On: The element selection grid is disabled, and all elements returned by the filter are selected by default.
    • Off: You can select the required elements manually for the Selection.
      Note: If a child of an aggregate node is selected, only the child nodes are saved.
    Hierarchy context
    Determines the aggregate and nodes available for selection in the Selection panel.
    Note: 
    • By default, the value is set to the hierarchy node selected within the data context.
    • This value can be modified to aggregate within the hierarchy for the cycle period based on the users data security rules.
  4. Select the required elements for the Selection using these methods:
    • Manually
    • Applying filter condition
  5. Click Save. The selected elements are saved in the repository and OLAP.
    Note: If the created selection is based on a hierarchy which exists in other running cycle periods, the selection becomes available only when a pause and resume with refresh is performed on the cycle periods.