Sets

Sets are a very useful feature of Cubix. They are a means of combining members of a dimension into meaningful groups for processing, printing and reporting.

A Variety of Uses

A dimension may contain hundreds of items, however, when browsing or analysing data, you probably don’t want to have to keep scrolling through long lists of items to find just one. This is where sets aid navigation through the data. They can be used as a filter when making selections. For example from a list of entities, you might create regional sets, so when looking for data for France, you can select from a set containing just the European entities rather than scrolling through a longer list of all entities.

Similarly accounts can be grouped into sets which can not only help you find the particular items you are looking for, but can also present data in a predefined layout and order.

Sets can also be useful when creating calculation rules. By combining certain items into sets, one single calculation rule can be applied to just those specific items. See more about rules.

Sets can be referenced in reports so that a single report template can show different content depending on which set has been selected.

Sets are optional but if desired can be created for Entity, Variable, Product, Version and Time.

For each dimension, the Sets input screen consists of 3 elements.

Sets

• The list of sets
• The contents of the current set
• All the dimension members available that can be included in the current set.
  

Add or insert sets as necessary in the left hand pane and use the list in the right hand pane to select which items are to be included in the set. Click Add Members to add them to the middle pane.

The set members in the middle pane can be re-arranges to appear in any order, regardless of the order they appear in the right hand list. Also individual items can be added multiple times to one set.