Managing Member Lists

Member lists enable you to specify a segment of information within a dimension. You create member lists in a VBScript file and load the file into your application. Once loaded, the member lists are available to application users. For example, you can select member lists when setting the point of view in data grids or in journals or when copying or clearing data in Database Management. You can create member lists for all Financial Management dimensions.

You can create static and dynamic member lists. Static member lists contain specific dimension members. For example, you can create a static account member list called ProfitAndLoss that includes only these accounts: Sales, Purchases, Salaries, OtherCosts, and TotalCosts. To have additional accounts in the list, you must add the new accounts to the member list file.

A dynamic member list contains the members that, at runtime, meet the criteria that you specify in the member list file. For the Scenario, Year, Period, and Entity dimensions, you can use the current member in the POV as the starting point for the list. Because member lists are dynamic, changes to the metadata are automatically reflected in the list the next time that the list is called.

Sample member list files are included when you install Sample Applications for Financial Management. The files are located in the Sample Apps folder in the directory to which you installed Financial Management.