{"id":3460,"date":"2023-04-12T15:33:17","date_gmt":"2023-04-12T15:33:17","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/automate-the-creation-of-standard-subsets-in-ibm-planning-analytics\/"},"modified":"2026-01-21T16:33:36","modified_gmt":"2026-01-21T16:33:36","slug":"automate-the-creation-of-standard-subsets-in-ibm-planning-analytics","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/automate-the-creation-of-standard-subsets-in-ibm-planning-analytics\/","title":{"rendered":"How can you automate the creation of standard subsets in IBM Planning Analytics?"},"content":{"rendered":"<p>Whether you are building a new model, adding objects to an existing application, or simply maintaining a Planning Analytics solution, there is opportunity to automate the creation of standard subsets. This can be done via TI process and be applied to all the Dimensions within the model. This ensures that subsets are configured consistently across the environment, which improves useability both from an administrative and end user perspective. \u00a0Imagine that you are building a report and you would like to filter the data by leaf level Products and leaf level Regions.\u00a0 It is very convenient to already have these subsets in place <em>and <\/em>know that the definition of a \u201cLevel0\u201d named subset is consistent, regardless of what dimension is being accessed.<\/p>\n<p>As a best practice, Dimensions should always have a default subset configured. This helps to prevent someone from accidentally opening a very large view and ensures that there is always <em>something <\/em>displayed in the subset.<\/p>\n<p>A commonly used subset is a \u201cLevel 0\u201d subset which holds all the leaf level elements. This should driven via MDX to capture any new elements added to the dimension. For more information on MDX expressions, please see: <a href=\"https:\/\/quebit.com\/askquebit\/IBM\/create-mdx-expressions\/\">Create MDX expressions | Ask QueBIT Knowledge-base<\/a><\/p>\n<p>In this example, we are building a new model. However, there are no subsets in place yet.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2142 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/03\/SS1-min.jpg\" alt=\"\" width=\"248\" height=\"539\" \/><\/p>\n<p>In this exercise, our objective is to quickly create the following subsets for all dimensions:<\/p>\n<ol>\n<li><strong> Default:<\/strong> If there is a \u201cTotal\u201d member present in the dimension (ex. Total Products), the subset should display all Descendants of the \u201cTotal\u201d member; if it is not present, display all elements<\/li>\n<li><strong> Level0:<\/strong> Display all leaf level elements<\/li>\n<li><strong> Level0 ID Elems:<\/strong> Display all leaf level elements EXCEPT any dummy elements (ex. No Product, Input Product)<\/li>\n<\/ol>\n<p>We can automate this via TI Process and utilize the \u201c}Dimensions\u201d Dimension as the data source.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2143 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/03\/SS2-min.jpg\" alt=\"\" width=\"329\" height=\"497\" \/><\/p>\n<p>On the Prolog, the DATASOURCENAMEFORSERVER is configured; aliases are optional.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2139 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/03\/SS3-min.jpg\" alt=\"\" width=\"369\" height=\"443\" \/><\/p>\n<p>On the Metadata, the first IF statement is filtering out Control Objects (any dimension prefixed with \u201c}\u201d)<\/p>\n<p>Then, it builds each of the respective subsets. Obviously, these MDX definitions can change depending on the environment and business requirements.\u00a0 The advantage to this approach is that everything is maintained in a single TI process and subsets are standardized across all dimensions.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2140 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/03\/SS4-min.jpg\" alt=\"\" width=\"467\" height=\"376\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2144 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/03\/ssmiss-min.jpg\" alt=\"\" width=\"624\" height=\"345\" \/><\/p>\n<p>After running this TI process, we now have these 3 subsets (Default, Level0, and Level0 ID Elems) available in all dimensions!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2141 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/03\/SS5-min.jpg\" alt=\"\" width=\"173\" height=\"410\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Whether you are building a new model, adding objects to an existing application, or simply maintaining a Planning Analytics solution, there is opportunity to automate the creation of standard subsets. This can be done via TI process and be applied to all the Dimensions within the model. This ensures that subsets are configured consistently across&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24],"tags":[38,36,51],"class_list":["post-3460","post","type-post","status-publish","format-standard","hentry","category-ibm","tag-how-tos","tag-planning-analytics","tag-planning-analytics-how-tos"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How can you automate the creation of standard subsets in IBM Planning Analytics? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/automate-the-creation-of-standard-subsets-in-ibm-planning-analytics\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can you automate the creation of standard subsets in IBM Planning Analytics? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"Whether you are building a new model, adding objects to an existing application, or simply maintaining a Planning Analytics solution, there is opportunity to automate the creation of standard subsets. 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