New experience view on modeling workbench

The modeling workbench includes the new experience view (or exploration) and new set editor. Along with an improved look and feel, this new experience interface has several usability improvements and enhancements.

Important: Effective Planning Analytics Workspace 2.0.78, all existing and new views on the workbench use the new experience interface.

Using the new experience view

The new experience view offers flexible options to view, analyze, and organize data. Features in the new experience view are also more accessible.

  • A more guided and intuitive experience

    The new view's improved design offers a more guided experience without compromising its capabilities. For example, the new view now guides you to the drop zone when you drag a dimension to a different location in the grid.

    Moving dimensions in workbench
    You can use the icons in the view Menu at the top of the view to:
    • See the cube in the data tree.
    • Expand or collapse the overview.
    • See benched dimensions.
    • Select hierarchy, iconography, context information, and section headers to customize your view.

    Each dimension tile in the view now has a menu icon next to it from which you can:
    • Open the set editor.
    • Remove, replace, or add related hierarchy.
    • Move the dimension to the bench.
    • Manually move the dimension right or left, or to a row, column, or context.
    • Limit the number of sets for a dimension (Customize sets)
    Dimension menu

    Depending on the number of dimensions or the size of the view, all dimensions might not display.

    To see dimensions that are hidden from the view, click the More dimensions menu in the Context, Row, or Column area.

    More dimensions

    From the More dimensions menu, you can drag dimensions to the Context, Row, or Column area and vice versa. You can also move dimensions that appear within the More dimensions menu.

    You can click the menu next to the member's name to open the set editor, move the dimension to the bench, see move options, and more.

    Dimension menu

  • Target selecting toggle for asymmetric calculation

    The Target selecting toggle is used to create an asymmetric calculation. Enable Target selecting and select the members that you want to use in the asymmetric calculation. Right-click a selected member and click Calculation options.

    Target selecting in workbench

Using the new set editor

To open the set editor from the new view, click the menu icon next to a dimension in the view and select Open set editor.

Open set editor

You can also double click the dimension tiles or click the Set Editor icon in the dimension menu to open the set editor.

Set editor in workbench
Note: When you open or create a set from the data tree, the set editor opens on a new tab on the active tabset of the workbench. To optimize your workspace, you can open the set editor in a new window or move the set editor to a new region on the workbench.

As with the new view, the new set editor offers an improved flow, a more intuitive experience, and flexible options to edit your set.

  • Set menu

    With the Set menu, you can change the set from within the set editor.

    Set menu in Set editor

  • Improved MDX panel

    Click MDX to see the MDX panel and script. You can edit the script in the panel and click Commit to apply your changes to the current set.

    MDX pane

  • Settings menu

    The Settings menu offers options to customize the display for your set.

    Enable Compact header under the General section to reduce the size of the set editor header and see more members.

    You can also remove icons from all members for a simplified display with the Icons property under General.

    Set editor settings

  • Multi-select activity display

    When you select multiple members in Available members or Current set, an activity bar displays with your selection information and available options.

    Multi-select activity display bar
  • Improved features

    The Search and Filter features in the new set editor are more intuitive and improved for usability. The filter feature allows you to filter a set by one or more attributes to choose the available members that appear in the set. The search feature lets you search for members in the set editor. You can use both features to include members in a set that match specific criteria.

    Search and Filter icons in the set editor

    The new experience set editor also offers the ability to delete sets from within the set editor.