Creating My Selections

  1. Click the ellipses on the worksheet main toolbar menu and click My Selections.
    Note: A list of selections included in the cycle period is displayed if applicable, provided that:
    • The user is the owner of the selection or the selection has been shared with the user.
    • The selection belongs to one of the hierarchies included in the cycle period.
  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
    Enables 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.
    • If you do not have data security access to the hierarchy context used in the My Selection, this warning message is displayed, and you cannot access the Selection details screen:
      My Selection is no longer accessible due to data security restrictions on hierarchy context {0}. Please review data security
  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 after successful validation. For more information see, Validation of My Selection.
    Note: 
    • If the created selection is based on a hierarchy that exists in other running cycle periods, the selection is available only when a pause and resume with refresh is performed on the cycle periods.
    • The saved selections are created at the start of a cycle period based on hierarchies used in the cycle period.
    • If My Selections does not contain an element during the creation process, the selection is not available in the data context.