Saving Subsets

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Subset settings can be saved (stored) for the current user or for all users. There are two options for storing subsets:

  • In the Subset editor, select all the settings you want for your subset and then click Save.

  • In the Subset editor, click the + icon under the Stored subsets section, choose the settings you want and click Save.

Both options prompt you to give your stored subset a name and decide whether it is a Private or Global subset.

The following actions are available in Subset editor > Stored subsets:

Add a new subset – allows you to set up and add a new stored subset.

Delete subset – allows you to delete the selected subset.

Edit subset name – allows you to edit the name of the subset. You cannot change the subset group (Global or Private).

IN PREVIEW: Set as default subset* – Allows you to set the selected subset as a default. This option only works on Global subsets. When opening Subset editor on new ComboBoxes, DynaRanges, etc, the dialog checks for the existence of flagged default subset and selects it if found.
Note: Currently, this setting cannot be reverted.

*This option is only IN PREVIEW. To see the button available in UI, you must enable it. For more information on how to do it, see how to turn these options on and off.

You can insert both types of subsets can be inserted from the Subset editor:

  1. Select a sufficiently large area in the spreadsheet for the subset.
  2. Open the Subset editor.
  3. Select the desired database.
  4. Select the dimension for which the subset is stored.
  5. Select the group Private subsets** or Global subsets.
  6. Select the stored subset.
  7. Click Paste or Paste stored.

You can see the saved global subsets in the Paste view dialog in the respective dimension below the selection of elements. Private subsets are not displayed here. This is implemented in Jedox Excel Add-in and in Jedox Web.

You can also handle saved subsets in the Modeler.

  1. To add   a subset, go to the Dimension Properties tab of any dimension and expand the Subsets section.
  2. Give your subset a name and a description.
  3. Click Ok. The Subset Editor is displayed, allowing you to configure the subset.
  4. Click Save and Close. The saved subset is now available on the list.

To remove a Subset from the list, click  .


** Formerly called Local Subsets.

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