Defining the Source Filter Options

  To define the source filter options:

1. In the Source Filters area, click .

2. Select the Dimension Name.

3. To assign a filter condition, perform an action:

   • Enter a member name or filter condition in the Filter Condition text box.

     You can enter the member name or filter condition using Essbase syntax. Depending on the dimension, you can select one or more members as a filter condition used for extracting the budget data. For example, for the Entity dimension, you may select the following members: E1, E5, E6. For information on Essbase syntax, see the Oracle Essbase Database Administrator's Guide.

   • Click to select a member using the member selector. Then click Browse.

   The Selector dialog box is displayed. The member selector enables you to view and select members within a dimension. Expand and collapse members within a dimension using the [+] and [-].

   The Selector dialog box has two panes—all members in the dimension on the left and selections on the right. The left pane, showing all members available in the dimension, displays the member name and a short description, if available. The right pane, showing selections, displays the member name and the selection type.

   You can use the Menu button above each pane to change the columns in the member selector.

   Note:

   Assign filters for dimensions. If you do not assign filters, numbers from the summary members are also retrieved.

   To use the member selector:

   1. In the list of available dimensions and members on the left, select a member and click .

   2. To deselect a member from the list of members, click .

   3. To add special options for the member, click and select an option.

      In the member options, “I” indicates inclusive. For example, “IChildren” adds all children for the member, including the selected member, and “IDescendants” adds all the descendants including the selected member. If you select “Children,” the selected member is not included and only its children are included.

      The member is moved to the right and displays the option you selected in the Selection Type column. For example, “Descendants” displays in the Selection Type column.

      Tip:	To clear all members from the list of selections, click .

   4. Click OK twice to return to continue defining the source filter details.

   The member that you selected is displayed in an Oracle Essbase syntax in the Filter Condition field.

4. Click Save.

5. Define the target options. See Defining Target Options.