Subsets

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.

Managing Subsets

Create

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.

mex_subset_save_privatepublic

Rename

Delete

Default Subsets

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.

Info

A users default will override the global default.

My 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.

mex_subset_makemydefault

Global Default

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.

mex_subset_makeglobaldefault