To edit information within a Smart View grid, specifically member properties of a Planning dimension, follow these steps.
Based on the provided information, editing a Smart View involves modifying values directly within the grid and submitting those changes. This process is typically used for updating data or member properties where the grid is configured for input.
Steps to Edit Within a Smart View Grid
Editing within a Smart View grid, particularly when working with planning dimensions and member properties, involves interacting directly with the cells in the grid and then submitting your modifications.
Here is the process to edit a Smart View grid's member properties:
- Import Dimension: Begin by importing a Planning dimension into your Smart View grid. (See your documentation on Importing Dimensions in Smart View for details on this initial step).
- Highlight Property: In the grid that now contains the dimension, highlight a specific member property that you wish to edit.
- Select New Value: Use the drop-down menu that appears for the highlighted property cell. Select the new value you want to assign.
- Note: When you modify a cell, it will be displayed in a different color to visually indicate that the value has been changed but not yet saved.
- Submit Changes: After making your desired edits, click Submit Data. This action saves the changes you've made to the grid back to the source system.
- Note: Submitting data is crucial to ensure your modifications are permanently recorded.
This method allows for targeted updates to specific member properties within the context of your Smart View grid layout.
