The Subset dialog box enables you to apply additional rules to a subset of members. With the Subset dialog box, you can specify members having certain user-defined attributes (UDAs), select members using generation names and level names, match a certain pattern string, define conditional logic, and group conditional expressions. Having these subsetting options gives you more flexibility in defining selection rules.
Select member "" and its descendants where—Displays the subsetting methods available based on the type of item you selected.
is or is not—Displays filtering criteria. When you select is, the filtering criteria needs to equal the specified value. When you select is not, the filtering criteria excludes the members that meet the selected condition.
third—Displays the corresponding values for the subsetting methods.
Add as OR Condition—Click to add the selected subsetting condition to Conditions to be evaluated using OR logic (the selection must meet the current condition or the one before it). For example, if you want to define subset conditions for the descendants of Market:
Pattern Matching C* or Generation of Region:
Connecticut, California and Central begin with the letter "C" and Central, East, West, and South are members of generation Region, thus meeting one or more of the conditions.
Add as AND Condition—Click to add the selected subsetting condition to Conditions to be evaluated using AND logic (the selection must meet the current condition and the one before it). For example, if you want to define subset conditions for the descendants of Market:
Pattern Matching C* and Generation of Region:
Central begins with the letter "C" and is a member of generation Region, thus meeting both conditions.
Conditions—Displays the subsetting conditions. Essbase uses these conditions to include or exclude members based on the conditions defined.
Remove Item—Click to remove the selected item from Conditions.
Add [—Click to add a left parenthesis to the selected item. Use parentheses to group two or more subsetting values to determine priority of order for the conditions. Each item in Conditions can contain a left or right parenthesis, but not both.
Add ]—Click to add a right parenthesis to the selected item. Use parentheses to group two or more subsetting values to determine priority of order for the conditions. Each item in Conditions can contain a left or right parenthesis, but not both.
Remove ( )—Click to remove a left or right parenthesis from the selected item in Conditions
Remove All ( )—Click to remove all parentheses defined in Conditions.
Preview—Click to display the Member Preview dialog box that shows a list of members meeting the selection.