You can use the Properties panel to configure the properties of the currently selected custom member, including its location in the data model, its format, and its solve order (Execution).
Formula Properties panel
Note: Where the underlying data model is OLAP or Tabulate, this panel includes additional Foreground Color and Background Color sections, extended formatting functionality, and a different Advanced Script button in the Dynamic Caption section. For details, see MDX Properties.
Context
The Context section indicates where the custom member is saved. Each custom member has a designated parent dimension and hierarchy. This value is created in the first instance by Pyramid using heuristics to determine which attribute to place the formula on.
Changing the Context
You can override the default Context selection by selecting the Enable Manual Selection checkbox and choosing different Dimension and Hierarchy values from the drop-downs.
Recommended: You should make use of the Show Lineage or Open Related Items options on your formula's App Tabs menu (purple arrow below) to check whether your formula is already in use in an existing discovery or elsewhere. If the formula is already in use, you should either remove the relation or make sure you fix it once you have made this change.
Format
A format string can be applied to custom members that will determine how metrics for the custom element are formatted. Format string options include a variety of presets, like currency, percentage, and standard number masks like "#,#".
Execution
By default, custom members automatically have a higher solve order than raw elements. This means that when both raw elements and a custom formula are added to a query, the custom formula is solved first.
However, you can determine the solve order of custom members and elements in Formulate, determining the solve order in cases where the query contains multiple custom formulations.
Dynamic Captions
You can configure dynamic custom member captions that will appear in the visual instead of the custom member name.
- Click here to learn about this feature.