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Resources, Sets, and Items
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Resources, Sets, and Items

 

To specify which columns and calculated fields are exposed to users of the Domain, you move resources from the Resources panel to the Sets and Items panel:
 

  • Sets: groups of items independent of the tables in which the columns originate.

  • Items: columns or calculated fields that you want to appear in the Domain, along with their respective display properties.

All items in a set correspond to columns in a join tree. Sets and items appear to report creators who use the Domain. Sets are optional. You can create a list of items outside of any sets. If you want to display only a few of the columns from the join tree, first create a new set in the Sets and Items panel. Next, add items from the join tree in the Resources panel.

To move a resource to the Sets and Items panel, you can drag it from the Resources panel and drop it in the Sets and Items panel, or you can use one of the following buttons:

 

Icon

Name

Description

Add to Sets

Select a resource in the Resources panel and click this icon to add it to the Sets and Items panel. Tables are added as sets, and columns are added as items outside of any set.

Add to Selected Sets

Select a destination set in the Sets and Items panel, then select a resource in the Resources panel and click this icon. Tables are added to the Sets and Items panel as subsets, and columns are added as items within the destination set. You can also expand sets in the Sets and Items panel and drag tables and columns from the Resources panel to the destination set.



To create new sets or delete items, use the following buttons:
 

  • New Set: creates a new set or subset in the Sets and Items panel. If a set is not selected, clicking this button creates a top- level set—otherwise, clicking this button creates a subset.

  • Delete Item: removes the selected set or item from the Sets and Items panel. You can also double-click the object or drag and drop it in a blank area of the Resources panel. Items removed from the Sets and Items panel automatically reappear in the Resources panel.

To move tables and columns from the Resources panel to the Sets and Items panel, complete the following steps:

  1. In the Resources panel, double-click the join tree name, or drag-and-drop it to the Sets and Items panel. All tables are created as sets, and the columns are created as items within the sets.

  2. Remove any unwanted sets or items individually from the Sets and Items panel using the Delete Item button.

  3. In the Sets and Items panel, select the destination set.

  4. In the Resources panel, select the item or subset deleted from Sets and Items.

  5. Click the Add to Selected Sets icon  to add the item or subset from the Resources panel to the destination set.

    Subsets always appear after the items in a set.

To change the order of items within a set in Sets and Items, complete the following sets:
 

  1. Select the item you wish to change the order of.

  2. Reposition the item using the navigational buttons:

    Icon

    Description

    Move the selected set or item to the top.

    Move the selected set or item up.

    Move the selected set or item down.

    Move the selected set or item to the bottom.



To move items and subsets into other sets, complete the following steps:

 

  1. In Sets and Items, select the item or subset that you want to move.

  2. Click the Delete Item button.

  3. In Sets and Items, select the destination set.

  4. In Resources, select the item or subset deleted from Sets and Items.

 

 

 

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