Selecting Members to Add to Worksheets

A database may contain hundreds or thousands of members, making it difficult to remember each member name if you want to select many members for the report. The Essbase Member Selection dialog box enables you to easily select members, specify criteria to find members, and define their layout in the spreadsheet. Member selection is an important method of creating a report for the data you want to retrieve.

  To select members to add to the worksheet:

  1. Select Essbase, and then Member Selection.

  2. In Essbase Member Selection, select the dimension whose members you want to select from Dimension.

    A list of members for the chosen dimension is displayed in the Members list box. Members are listed by member name, by default.

  3. To change the view method, select an option in View Method.

  4. To search for a member, click Find.

  5. Select members from Members, and then click Add.

    The selected members appear in the Rules list box.

    Note:

    If duplicate members are selected, hover over the duplicate member names to view the qualified member name.

  6. To apply selection rules for a member, select the member name in Rules, and right-click to display a shortcut menu. Select an option:

    • All Children selects all children of the selected member.

    • All Children and Member selects all children of the selected member, including the member.

    • All Descendants selects all descendants of the selected member.

    • All Descendants and Member selects all descendants of the selected member, including the member.

    • Subset enables you to further define the member criteria. You can define a maximum of 50 conditions in the Subset Dialog box.

      If the selected item in the Rules list box is a generation or level name, Subset is the only selection in the shortcut menu. If the selected item is a Dynamic Time Series member, Specify Latest is the only selection in the shortcut menu.

  7. Repeat step 3 through step 6 for other members.

  8. Specify the layout for the members in the worksheet.

  9. Preview the members to be displayed in the worksheet.

  10. Click OK.

Related Topics

Clearing All Member Selections

Previewing Members

Removing Members from Rules

Reordering Member Display in Worksheets

Saving Member Selections

Searching for Members

Selecting Members Using Attributes

Specifying Latest Period To-Date

Specifying Member Criteria

Specifying Member Layout in Worksheets

Specifying View Methods

Suppressing Shared Members

Viewing All Members

Viewing Member Formulas