You create a member range component from within the Rule or Template designer as you are designing a rule or template. Unlike script and formula components that exist independently of the business rules and templates they are used in, you cannot create a member range component from the System View. Member range components are linked to the business rules and templates to which they belong; they cannot be shared.
To create a member range component:
In the System View, expand the Financial Management, Planning, or Essbase application type, the application, and the calculation type (for Financial Management), the plan type (for Planning), or the database (for Essbase). Then do one of these, depending on whether you want to create a member range in a rule or a template:
If you want to create it in a rule, expand Rules, right-click the rule you want to create it in, and select Open.
If you want to create it in a template, expand Templates, right-click the template you want to create it in, and select Open.
After you determine where in the flow chart you want to create the member range, from New Objects, drag the Member Range object, and drop it into the flow chart.
The Member Range object is displayed as two circles with a connecting line in the flow chart.
Optional: If you are creating a member range component for a template, create design time prompts for it. See Creating Design Time Prompts for a Custom Defined Template (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Optional: Enter a caption to identify the member range component. The caption is displayed below the component in the flow chart of the rule or template to which it belongs.
Financial Management users only: Select Enable Timer to record the time it takes to process the member range component in the log file when the business rule is launched. You can enable the timer for rules, rulesets, and components. The process time is included in the log file for every object whose timer is enabled. For example, if you have a rule whose timer is enabled and the rule contains three member range components whose timers are enabled, the time taken to process the rule, and each member range component in the rule, is recorded.
If you are creating a member range component for a business rule, perform one of these actions:
Select Variable Selector if you want to use a variable, instead of members, to define the member range. Then enter or select a variable. See Working with Variables.
Note:
If you select this option, you cannot define a member range for any dimensions.
if you select this option, select Link Variable Dynamically so whenever changes are made to the variable. the variable in the rule or template is updated with these changes.
Planning and Essbase users only:
Enter members in the Value column for each dimension you want to define a member range for, or click in each row to display the Actions icon.
Tip:
Rather than selecting members for each dimension, one row at a time, you can click the Member Selector icon to select members for all dimensions in the grid. When you click OK in the Member Selector, the members you selected are displayed for each dimension in the grid for which you selected members.
Click the Actions icon, and select one of these options to define the member range:
Variable (See Working with Variables.)
Member (See Working with Members.)
Function (See Working with Functions.)
Financial Management users only:
Click in the first row under the Dimension column, and select a dimension.
Enter members in the Value column, or click in the row to display the Actions icon. Click the Actions icon, and select one of these options to define the member range:
Variable (See Working with Variables.)
Member (See Working with Members.)
Function (See Working with Functions.)
Enter a launch variable in the Variable column, or click in the row to display the Actions icon. Click Actions, and select a launch variable. See Working with Variables.
Click the Comments icon to enter comments for the member range.
Repeat these steps for each dimension for which you want to define a member range.
Planning and Essbase users only: Select Exclude Grid Values to exclude the members you select from calculation.
Click Reset Grid to clear any members, variables, and functions you entered in the grid.