Subsets are a way of creating a reusable lists (sets) of members from a given hierarchy. They can be used in many ways throughout CALUMO.
Public v’s Private¶
Subsets can be scoped to individual users, private, or to all users, public. Only CALUMO administrators can create public subsets.
When a subset is saved, the user will get the option of making it a public subset if they are a CALUMO administrator. If they do not get this option or leave it unchecked, then the subset will be saved as a private subset.
Any subset can be set as the default for a hierarchy at either a per user level or at the global level for all users.
If a subset is set as a default for a given hierarchy, when that hierarhcy is dragged onto the Data Explorer, instead of defaulting to the All member, it will use the subset as the set of members.
A users default will override the global default.
Any user can set their own default subset for a hierarchy by loading the hierarhcy in Member Explorer, selecting the subset and using the Make My Default button.
A user can set either public or private subset as their default for a given hierarchy.
Administrators of CALUMO can set a global default subset for a given hierarchy by loading the hierarhcy in Member Explorer, selecting the subset and using the Make Global Default button.
Only public subsets can be set as the global default for a given hierarchy.