Managing Relationships

From the Managing Relationships Wizard, you can:

  • Edit the names of the relationship and the child dimensions as displayed in the parent plan

  • Filter the data shown on the parent plan
  • Delete relationships

To edit relationship and dimension names:

  1. Navigate to the child scenario.
  2. Click Manage Relationships.
  3. Click Show Actions.
  4. Click Edit Names.
  5. Enter a unique relationship name.
  6. For each dimension name you want to edit, search for and select or enter a unique name. This provides the new child dimension name displayed on the parent plan.
  7. Click Save.

To edit filters:

  1. Navigate to the child scenario.
  2. Click Manage Relationships.
  3. Click Show Actions.
  4. Click Edit Filters.
  5. Select a function.
  6. Next to each dimension name, select an operator.
  7. Next to each dimension name, select or search for a value.
  8. Click Save.

To delete a relationship:

  1. Navigate to the child scenario.

  2. Click Manage Relationships.

  3. Click Show Actions.
  4. Click Delete.