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Description of Dimension (Design) Panel Items

Designer Administrator
This manual is in pilot operation.

Basic Information Panel

You can display and edit the basic information of Dimensions. Each item in the basic information panel can be edited only when logged in as a Designer. However, regardless of the above, System Dimensions (Relative Period, Views, Scenario, Fiscal Year, Accounts, Changes) cannot be edited.

Panel Items and Description

Item Description

Label

The label used to identify the dimension within the application.

Name Required

The name of the dimension. Supports multiple languages.

Dimension Type

Refer to Dimension Types.

This dimension borrows contents from

Refer to Borrowing Dimensions.

Member Panel

You can display and edit the attribute values of the dimension’s members (including Property Values) and the Tree Structure of Members. Each item in the member panel can be edited only when logged in as a Designer. However, regardless of the above, System Dimensions such as Relative Period, Views, Scenario, and Fiscal Year cannot be edited.

Panel Items and Description

Item Description

Member Tree

Displays the member tree within the dimension. You can select a member by clicking on it in the tree, and its label, name, and properties will be displayed on the right side of the panel.

Members not in trees

A list of members that exist in the dimension but are not included in any member tree under any root members. These members can be added to the tree by selecting them, copying, and pasting. The selected member’s label, name, and properties will also be displayed on the right side of the panel.

Label Required

The label used to identify the member within the dimension. Refer to Changing Member Labels for details on modifying member labels.

Name Required

The name of the member. Supports multiple languages.

Property Values

A list of property values for the member.

If the property is of an enumerated type, you can select a value from the list of values for each property. If the property is a string type, you can enter a value suitable as a label (entering an unsuitable string will result in an error when saving).

The types of properties vary depending on the dimension. For more details, refer to the document "How fusion_place works" and see Member Properties.

Whether a property value is mandatory depends on the settings of each property. For properties specified as "Force to specify a value" in the property panel, a value must be set.

Label Constraint
(fusion_place >= 11.0)

Clicking this button displays the "Template Member Label Constraint." You can specify the pattern of labels for template members using wildcards (? for a single character and * for any string) to set labels that can be used for template members. Checking "Enabled" makes this constraint effective.

To Clipboard, From Clipboard

You can export or import member registration details via the clipboard to or from an Excel sheet.

You can select Edit from the menu to operate the member tree. Additionally,

  • Right-clicking on the tree displays a popup menu from which you can also select operations.

  • You can move members by dragging them with the mouse within the tree.

Panel Operations

Operations for the Member Tree

Cut or Copy Selected Member
Feature Description

Places the selected member in the member tree into the copy buffer[1]. "Cut" also removes the member from the selected location in the tree (the member itself is not deleted). If the member is no longer included in the tree due to cutting, it will be displayed in the "Members not in trees" list. In the case of copying, the member is not removed from the tree.

Execution Method

After selecting a member in the member tree, execute either Edit  Cut Selected Member or Edit  Copy Selected Member from the menu.

Paste Member
Feature Description

Pastes the member placed in the copy buffer into the specified location in the member tree. The contents of the copy buffer do not change, so the same member can be pasted into multiple member trees consecutively.

Execution Method

To paste a member at the root location, execute the following operation from the menu:

  • Edit  Paste Member  As Root

Alternatively, after selecting the member to serve as the reference for the paste location in the member tree, execute one of the following from the menu:

  • Edit  Paste Member  As Child

  • Edit  Paste Member  As Preceding Sibling

  • Edit  Paste Member  As Succeeding Sibling

Duplicate and Paste Member
Feature Description

Duplicates the member placed in the copy buffer, creates a new member, and pastes it at the specified location in the member tree. The contents of the copy buffer do not change, so the same member can be duplicated and pasted into multiple locations consecutively.

The duplicated content is limited to the label, name, and property values. The parent-child relationship with child members is not duplicated. After duplicating and pasting, be sure to change the label to avoid duplication (otherwise, an error will be displayed when saving).

Execution Method

To paste a member at the root location, execute the following operation from the menu:

  • Edit  Duplicate and Paste Member  As Root

Alternatively, after selecting the member to serve as the reference for the paste location in the member tree, execute one of the following from the menu:

  • Edit  Duplicate and Paste Member  As Child

  • Edit  Duplicate and Paste Member  As Preceding Sibling

  • Edit  Duplicate and Paste Member  As Succeeding Sibling

Add Member
Feature Description

Generates a new member and adds it to the specified location in the member tree.

Execution Method

To add a member at the root location, execute the following operation from the menu:

  • Edit  Add Member  As Root

Alternatively, after selecting the member to serve as the reference for the addition location in the member tree, execute one of the following from the menu:

  • Edit  Add Member  As Child

  • Edit  Add Member  As Preceding Sibling

  • Edit  Add Member  As Succeeding Sibling

Operations for Members not in trees

Copy Member
Feature Description

Places the selected member from the "Members not in trees" list into the copy buffer.

Execution Method

After selecting a member from the "Members not in trees" list, execute Edit  Copy Member from the menu.

Property Panel

You can display and edit the types of Properties applied to each member of the dimension. Each item in the property panel can be edited only when logged in as a Designer. However, regardless of the above, System Dimensions such as Relative Period, Views, Scenario, and Fiscal Year cannot be edited.

Property List

A list of properties applied to the dimension. You can add, delete, or reorder properties using the buttons on the right.

Item Description

Label Required

The label used to identify the property. It must be unique within the list.

Name Required

The name of the property. Supports multiple languages.

Property Attributes

Attributes of the property selected from the property list.

Item Description

Built-in Property

Displayed as checked when this property is a "Built-in Property." Properties added by Designers are "User-defined Properties," so this item will not be checked.

Data Type Required

Specifies the Type of Data that can be set for the property.

Force to specify a value.

Check this if you want to make the property mandatory (a value must be selected) in the settings for each member.

Value Definitions List

A list of value definitions allowed for the property selected from the property list. You can add, delete, or reorder value definitions using the buttons on the right.

Item Description

Label Required

The label used to identify the value definition. It must be unique within the list.

Default

Check this if you want this value definition to be the default value for the property. When a member is newly created, the property is automatically set to the default value. There is no need to set a default value.

Name Required

The name of the value definition. Supports multiple languages.

Member List Panel

You can display and edit Member List definitions included in the dimension. Each item in the member list panel can be edited only when logged in as a Designer.

Member List

A list of member lists included in the dimension. You can add, delete, or reorder member lists using the buttons on the right.

Item Description

Label Required

The label used to identify the member list. It must be unique within the list.

Name Required

The name of the member list. Supports multiple languages.

Member List Attributes

Attributes of the member list selected from the member list.

Item Description

Built-in Member List

Displayed as checked when this member list is a "Built-in Member List." Member lists added by Designers are "User-defined Member Lists," so this item will not be checked.

Member List Content Definition

Specifies the conditions for creating the member list. For details on the meaning and content of each item, refer to Details of Member Lists.

1. The copy buffer is a temporary storage location where members that have been copied or cut are placed. It is not visible to the user.