Adding Multiple Members or Functions from One or More Dimensions to a Component

The Member Selector enables you to select members within a dimension. Expand and collapse members within a dimension using the [+] and [-].

The Member Selector dialog box has three tabs—all members and functions in the selected dimension are on the Members tab and the Functions tab. There is a third tab, Search, that you use to search for members or member descriptions. The members and functions you select are listed under Selections on the right.

When you are in a component that enables you to select multiple members, you can use Shift + Click and Ctrl + Click to select contiguous or non-contiguous members.

  To add multiple members from one or more dimensions to a component:

  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 you want to add a member to, and select Open.

    • Right-click the business rule that contains the component you want to add a member to, and select Open.

  3. When the business rule or template opens, in its flow chart, select the component to which you want to add a member.

    Note:

    You cannot add a member to a loop component.

  4. Click the Member Selector icon.

  5. In the Member Selector, from Dimensions, select a dimension.

    The members for the dimension you select are displayed on Members, and the functions for the application you are working in are displayed on Functions.

  6. Do one of these tasks:

    • On Members, use Ctrl + Click or Shift + Click to select members, and click the right arrow to move them to the Selections list. You can also use the options in this table to further define your selections.

      Table 12. Member Selector Buttons

      ButtonDescription
      Add Special(Financial Management, Planning, and Essbase block storage applications users only) Select one of these to add additional members or functions related to the member or function you selected on the tab:

      • Member

      • Children

      • iChildren

      • Descendents

      • iDescendents

      • Siblings

      • iSiblings

      • Parent

      • iParent

      • Ancestors

      • iAncestors

      • Relative

      • Level 0 (Base)

      • Inclusive

      (Essbase aggregate storage application users only) Select one of these to add additional members or functions related to the member or function you selected on the tab:

      • Siblings

      • Level 0 Descendants

      SelectSelect to move the member or function to the Selections list.
      DeselectSelect to remove the member or function from the Selections list.
      Deselect AllSelect to remove all members and functions from the Selections list.

    • Planning and Essbase block storage application users only: On Functions, do these tasks:

      1. Use Ctrl + Click or Shift + Click to select functions.

      2. Enter the required values for the functions, according to this table:

        Table 13. Planning and Essbase Block Storage Functions and Values

        FunctionValues to EnterDescription
        @ALLANCESTORSMember NameEnter the member name or click Member to select a member.
        @ANCEST

        • Dimension Name

        • Generation Level Number

        • Member Name

        1. Enter the dimension name you selected in Dimensions.

        2. Enter an integer value that defines the generation or level number from which the ancestor value is returned. A positive integer defines a generation number. A value of 0 or a negative integer defines a level number.

        3. Enter any member name or member combination.

        @ANCESTORS

        • Member Name

        • Generation Level Number

        • Generation Level Name

        1. Enter a member name or member combination.

        2. Enter an integer value that defines the absolute generation or level number up to which to include members. A positive integer defines a generation number. A value of 0 or a negative integer defines a level number.

        3. Enter a level name or generation name up to which to include members in the selection.

        @ATTRIBUTEAttribute Member NameFor the dimension you entered, enter the attribute member name or member combination you want to include in the selection.
        @CHILDREN Member NameEnter a member name or member combination, or a function that returns a member or member combination.
        @CURRMBRDimension NameEnter the dimension name.
        @DESCENDANTS

        • Member Name

        • Generation Level Number

        • Generation Level Name

        1. Enter a member name or member combination.

        2. Enter an integer value that defines the absolute generation or level number up to which to include members. A positive integer defines a generation number. A value of 0 or a negative integer defines a level number.

        3. Enter a level name or generation name up to which to include members in the selection.

        @GENMBRS

        • Dimension Name

        • genName

        1. Enter a dimension name.

        2. Enter a generation name from dimName. A positive integer defines a generation number.

        @IALLANCESTORSMember NameEnter a member name or member combination, or a function that returns a member or member combination.
        @IANCESTORS

        • Member Name

        • Generation Level Number

        1. Enter a member name or member combination, or a function that returns a member or member combination.

        2. Enter an integer value that defines the absolute generation or level number up to which to include members in the selection. A positive integer defines a generation number. A value of 0 or a negative integer defines a level number.

        @ICHILDRENMember NameEnter a member name or member combination, or a function that returns a member or member combination.
        @IDESCENDANTS

        • Member Name

        • Generation Level Number

        1. Enter a member name or member combination, or a function that returns a member or member combination.

        2. Enter an integer value that defines the absolute generation or level number up to which to include members in the selection. A positive integer defines a generation number. A value of 0 or a negative integer defines a level number.

        @ILSIBLINGSMember Name

        Enter a member name or member combination, or a function that returns a member or member combination.

        @IRDESCENDANTS

        • Member Name

        • Generation Level Number

        1. Enter a member name or member combination, or a function that returns a member or member combination.

        2. Enter an integer value that defines the absolute generation or level number up to which to include members in the selection. A positive integer defines a generation number. A value of 0 or a negative integer defines a level number.

        @IRSIBLINGSMember Name

        Enter a member name or member combination, or a function that returns a member or member combination.

        @ISIBLINGSMember Name

        Enter a member name or member combination, or a function that returns a member or member combination.

        @LEVMBRS

        • Dimension Name

        • Level Name

        1. Enter a dimension name.

        2. Enter a level name or an integer value that defines the number of a level. The integer value must be 0 or a positive integer.

        @LISTArgumentEnter a list of arguments that will be collected and treated as one argument so they can be processed by the parent function. Arguments can be member names, member combinations, member set functions, range functions, and numeric expressions.
        @LSIBLINGSMember Name

        Enter a member name or member combination, or a function that returns a member or member combination.

        @MATCH

        • Member, Generation

        • genName

        • Pattern to Match

        1. Enter the default or user-defined name of the member on which to base the selection. The system searches the member names and alias names of the specified member and its descendants.

        2. Enter the default or user-defined name of the generation on which to base the selection. The system searches all member names and member alias names in the generation.

        3. Enter the character pattern to search for, including a wildcard character ( or ?). ? substitutes one occurrence of any character. You can use ? anywhere in the pattern. * substitutes any number of characters. You can use * only at the end of the pattern. To include spaces in the character pattern, enclose the pattern in double quotation marks ("").

        @MEMBERStringEnter a string (enclosed in double quotation marks) or a function that returns a string.
        @MERGE

        • List 1

        • List 2

        1. Enter the first list of members to be merged.

        2. Enter the second list of members to be merged.

        @PARENT

        • Dimension Name

        • Member Name

        1. Enter the dimension name.

        2. Enter a member name or member combination, or a function that returns a member or member combination, to be combined with the parent returned.

        @RANGE

        • Member Name

        • Range List

        1. Enter a member name or member combination, or a function that returns a member or member combination, to be combined with the parent returned.

        2. Enter a member name, a comma-delimited list of member names, member set functions, or range functions. If rangeList is not specified, the system uses the level 0 members from the dimension tagged as Time.

        @RDESCENDANTS

        • Member Name

        • Generation Level Number

        1. Enter a member name or member combination, or a function that returns a member or member combination, to be combined with the parent returned.

        2. Enter an integer value that defines the absolute generation or level number down to which to select the members. A positive integer defines a generation number. A value of 0 or a negative integer defines a level number.

        @RELATIVE

        • Member Name

        • Generation Level Number

        1. Enter a member name or member combination, or a function that returns a member or member combination, to be combined with the parent returned.

        2. Enter an integer value that defines the absolute generation or level number down to which to select the members. A positive integer defines a generation number. A value of 0 or a negative integer defines a level number.

        @REMOVE

        • List 1

        • List 2

        1. Enter the first list of members to be merged.

        2. Enter the second list of members to be merged.

        @RSIBLINGSMember Name

        Enter a member name or member combination, or a function that returns a member or member combination.

        @SHARERange ListEnter a comma-delimited list of members, functions that return members, or ranges of members. All the members in rangeList must be from the same dimension.
        @SIBLINGSMember Name

        Enter a member name or member combination, or a function that returns a member or member combination.

        @UDA

        • Dimension Name

        • User Defined Attribute

        1. Enter the name of the dimension with which the user-defined attribute is associated.

        2. Enter the name of the user-defined attribute as it appears in the database outline.

        @WITHATTR

        • Dimension Name

        • Operator

        • Value

        1. Enter the name of the attribute dimension.

        2. Enter the operator specification, enclosed in quotation marks ("").

        3. Enter a value that, in combination with the operator, defines the condition that must be met. The value can be an attribute member specification, a constant, or a date-format function (that is, @TODATE).

        @XRANGE

        • Member Name 1

        • Member Name 2

        1. Enter a member name, member combination, or function that returns a single member.

        2. Enter a member name, member combination, or function that returns a single member. If mbrName1 is a cross-dimensional member (such as Actual->Jan), then mbrName2 must be also, and the dimension order must match the order used in mbrName1.

      3. Click the right arrow to move them to the Selections list. You can also use the options in Table 12 to further define your selections.

    • On Search, do these tasks to search for a member or members:

      1. From Dimensions, select a dimension in which you want to search for a member.

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

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

      4. Select Search to search for a member you enter in the field. (See Searching for Members.)

      5. Select Advanced Search to access advanced search options. (See Searching for Members.)

      6. 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.

    • Financial Management Users Only: On Lists, do these tasks:

      1. Select a member list for the dimension you selected, and enter the parameters for the list according to this table:

        Table 14. Financial Management Member Lists and Parameters

        DimensionMember Lists and Parameters
        Account

        • For Hierarchy, Descendants, Ancestors, Parents, Children, and Base, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        • For System, enter no parameters.

        Custom 1

        • For Hierarchy, Descendants, Children, Base, Ancestors, and Parents enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        • For Currencies, and ConsolMethods, enter no parameters.

        Custom 2

        • For

          Hierarchy, Descendants, Ancestors, Parents, Children, and Base, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        • For Currencies, enter no values.

        Custom 3

        • For

          Hierarchy, Descendants, Ancestors, Parents, Children, and Base, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        Custom 4

        • For

          Hierarchy, Descendants, Ancestors, Parents, Children, and Base, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        Entity

        • For Hierarchy, Descendants, Ancestors, Parents,

          Children, and Base, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        • For Adjustment Entities, and Parent Adjustment Entities, enter no values.

        ICP

        • For Hierarchy, Descendants, Ancestors, Parents, Children, and Base, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        • For System, enter no values.

        Period

        • For Hierarchy, Descendants, Ancestors, Parents, and Children, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        • For First Generation, Second Generation, Third Generation, Fourth Generation, Fifth Generation, and Sixth Generation, enter no values.

        Scenario

        • For Hierarchy, Descendants, Ancestors, and Parents, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        • For Support Process Management, enter no values.

        Value

        • For Hierarchy, and Descendants, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        • For Input, Adjustments, Totals, and Default Currencies, enter no values.

        View

        • For Hierarchy, and Descendants, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

        Year

        • For Hierarchy, and Descendants, enter values for these parameters:

          • Top Member

          • Active Entities

          • Scenario

          • Year

          • Period

      2. Click the right arrow button to move the member list to the Selections list. You can also use the options in Table 12, Member Selector Buttons to further define the selection.

  7. Do one of these tasks:

    • If you are selecting members, functions, or member lists to define a variable value whose type is members, repeat step 5 and step 6 until you select members, functions, or member lists for each dimension. Then proceed to step 8.

    • If you are selecting members, functions, or member lists for any of these, proceed to step 8.

      • The global range of a Planning or Essbase business rule

      • A template where the design time prompt type is a slice

      • A variable value whose type is members

      • A variable limit whose type is member

      • A loop component

      • A function where the parameter is members

  8. Click OK.