Searching for Members

You can search for members within the Member Selector.

  To search for members:

  1. In the System View, expand the Financial Management, Planning, or Essbase application type, the application, the calculation type (for Financial Management), the plan type (for Planning), or the database (for Essbase), and Rules or Templates, depending on whether the component is in a business rule or template.

  2. Do one of these tasks:

    • Right-click the template that contains the component for which you want to search for members, and select Open.

    • Right-click the business rule that contains the component for which you want to search for members, and select Open.

  3. When the business rule or template opens, in its flow chart, select the component for which you want to search for members.

  4. Click the Actions icon, and select Member.

  5. In Member Selector, from Dimensions, select the dimension that contains the member for which you want to search.

  6. Optional: From the Menu icon you can customize the display of members in the dialog by doing these tasks:

    • Select or clear the options in Show to display or hide the member's name, alias, description, and count. (By default, the name and alias of the member is displayed.)

    • Select Collapse All to hide the members in the dimension you selected. (By default, the outline is collapsed when you select a dimension.)

  7. Select the Search tab.

    1. Under Find, select a type of member to search for, a member name or its description.

    2. Enter the name of the member, or its description, to search for, or to display all members in the dimension, accept the default wildcard (*).

    3. Click Search to search for a member or its description.

      If the member is found, it is highlighted in the outline on Results. If more than one member matches your search criteria, use the left and right arrows to move up and down the outline to locate all members that match your search criteria.

    4. Optional: Click Advanced Search to search for the member by its name, alias, or one of its properties. See Searching for Members by Name, Alias, or Property.

    5. Select the member or members, and click the right arrow to move them to the Selections list. You can also use the options in Table 12 to further define the selection.

  8. Click OK.