Using Subsets in Jedox Views

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Jedox Views offer the ability to use a stored subset of a dimension instead of the full dimension. A subset can be selected for any dimension, whether it is used in the header area of the View, its rows, or its columns. Both global subsets (accessible to all users) and private subsets (accessible only to the current user) can be selected.

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When used in a dimension in the header area, the selected subset acts as a pre-filter for the element picker, called by double-clicking on the dimension’s element in the view. The following dialog will only show the elements that are part of the subset, instead of the full dimension. When enabling zero suppression, it is applied on top of the stored subset, additionally filtering elements that are empty (in the context of the selected elements of the other dimensions).

When used for columns or rows, selected subsets similarly pre-filter the list of elements in the view. Expanding elements works in similar fashion as before, but only child elements that are part of the subset will be expanded.

Options defined in the “Sort” filter of the stored subset, such as reverse order, are overridden by the View itself; it defaults to always use the consolidation order.

As of Jedox Version 7.0 you can set “Enforce stored subset definition” to prevent this behavoir:

This option is only active if you use a stored subset for a Jedox View. If this option is unchecked, it prevents overriding options of a stored subset (e.g. the alphabetic order) during the creation of a View. If this option is set, the subset will be shown in the View exactly as it was saved. However, the user will then not be able to expand/collapse elements in the view axis where the subset is used.
Note that this option is not yet implemented in the Select Elements dialog of Jedox Web.

In Jedox Web or with unchecked option “Enforce stored subset definition” in Excel Add-in you can do the following steps to receive the same result:

In the Paste View dialog, double-click the stored subset of a row or column dimension to open the Select Elements dialog. Select all or part of the elements (the list is automatically pre-filtered by the selected subset), move the selected elements to the right-side window of the dialog, then enable A-Z or Z-A ordering by using the buttons in the toolbar. The order will be applied to each of the dimension’s (or subset’s) levels individually. To sort the dimension alphabetically regardless of the element hierarchy, first enable the “flat list” mode via the toolbar button.

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A list of elements in flat mode, with A-Z sorting applied

 Usage of variables of stored subsets in the View context is currently not supported.

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