Create a Custom Set

You can specify a name and description for a custom set of data to reuse later.

A custom set preserves the filters, sort order, and calculations you define.

You can use sets that other users create by opening the Other Analysis folder in the Analysis Items pane and going to a saved analysis. The items in this folder are filtered based on the package. To use a set from another analysis, drag it to the crosstab.

Multiple custom sets may be available in a single saved analysis.

If the originator of a custom set updates it, the set definition is not updated in other analyses that have been created from the original set.

Users of shared custom sets will have a different experience depending on whether the set uses the default dynamic context or whether the context of the set has been pinned. Saved sets have a small red triangle on the set selection bar at the top of the set.

For more information, see Pin the Context of a Set.

You cannot save a set as a custom set under the following conditions:

The analysis contains a context filter based on a dynamic definition, such as a calculation or top or bottom filter, rather than a static item or items, such as 2005, or Camping Equipment and Lifestyle Products.
The set contains a calculation that references multiple dimensions, such as ranking calculations, or a percent of base calculation that references an item from the opposite axis of the crosstab.
The set contains a user-defined filter based on a calculation.
The set is expanded to show more than one level.

Procedure

Select a set.
Click the save as custom set button on the toolbar.
Tip: Alternatively, you can select the set items, right-click, and choose Save as Custom Set.
Specify a name and, if you want, a description of 256 characters or less.
Click Save.

Results

Custom sets are saved to the Analysis Items tab of the Insertable Objects pane.

When you insert a saved custom set, an annotation appears in the corner of the set selector of the custom set.