Specifying Member Criteria

  To specify member criteria:

1. In Essbase Member Selection, select an item in Rules and right-click to display a shortcut menu.

2. Select Subset from the shortcut menu.

3. In Subset, select from the choices in the left list box:

   • User-defined Attribute lists all known user-defined attributes (UDAs) for the dimension (specified in the outline using Administration Services Console) in the right list box. Subsetting by UDA selects all members that contain the specified UDA.

     For example, subsetting by UDA, 2-liter bottle, for the Product dimension returns all members (soda products in this case) with the attribute 2-liter bottle.

   • Generation Name lists the generation names in the Subsetting Values list box. Subsetting by generation name selects all members under the specified member that belong to the specified generation name.

     For example, subsetting by Gen,2 for the Market dimension returns the regions East, West, South, and Central.

   • Level Name lists the level names in the Subsetting Values list box. Subsetting by level name selects all members under the specified member that belong to the specified level name.

     For example, subsetting by Lev1,Year for the Year dimension returns the quarters, Qtr1, Qtr2, Qtr3, and Qtr4.

   • Pattern enables you to enter a pattern string. Essbase supports the single character wildcard symbol, ?, and trailing asterisk wildcard symbol, *. Examples of valid wildcard strings are J?n and 100*. Examples of invalid wildcard strings are *-10 and *10*. Subsetting by pattern matching selects all members under the specified member that match the text string.

     For example, specifying the pattern match J* for the Year dimension returns Jan, Jun, and Jul.

     Note:

     If the selected item from the Rules list box is a generation or level name, User-defined Attribute and Pattern are the only choices. The maximum number of conditions you can set in the Subset dialog box is 50 items.

4. Select NOT if you want the selection to include only the members without the value.

5. Select the value from Subsetting Value, and then click Add as AND Condition.

6. Repeat step 3 and step 4 for each set of criteria, and then click Add as AND Condition or Add as OR Condition.

   • AND—Selection must meet the current criteria and the one before it

   • OR—Selection must meet the current criteria or the one before it

   To group two or more subsetting values, select the first value and click Add, and then select the next value and click Add.

   Each item in the Conditions list box can contain the left or right parenthesis, but not both. An error message is displayed if parentheses are unmatched.

7. To preview the list of criteria you selected to display in the worksheet, click Preview.

8. Click OK.