Creating a Relationship

Notes:

• To create a relationship, you must be assigned the Create Relationships feature permission via a feature access rule.
• You can only select a valid parent scenario when creating a relationship. A valid parent scenario must contain at least one row dimension, matching column dimensions, and cannot be the same scenario as the child.
• Unique columns in the child plan are added as new columns to the parent plan.

To create a relationship from a child plan:

1. Navigate to the plan you want to use as your child plan.
2. In the plan table toolbar, click   and then click Manage Relationships.
3. Click  .
4. Select the parent scenario you want to use as your parent scenario.
5. Click Save.
6. [Optional] Change how the relationship row is displayed in the parent plan. For more information, see Editing Relationship Details.
7. [Optional] Change the aggregate function or the filters used to populate the relationship row. For more information, see Editing Relationship Filters.