Searching Dimensions and Measures

You can search for a dimension member or measure to quickly display data values scrolled out of view in a worksheet or hidden in a collapsed hierarchy.

You can display data for a particular dimension member or measure. For example, you can display data values for Week 2 May 2004, OEM customers, or Booked Sales.

You can search only one worksheet at a time. Search results include measure values for the search item specified. You can change search options to reduce the amount of data displayed or to display more detail.

  To search for a dimension member or measure:

  1. On the Integrated Operational Planning toolbar, enter a search term in the Search field and press Enter.

    Search terms are case-insensitive, and you can enter all or part of a term.

    If the search returns one match, the corresponding data is displayed immediately in the worksheet. If the search returns multiple matches, the Search Results window opens to display all results.

    For example, to display data only for FY 2004, enter 2004 in the Search field and press Enter. The Search Results window opens to display all possible results that include the term 2004, such as:

    Fiscal/Fiscal/2004 Q1

    Fiscal/Fiscal/2004 Q2

    Fiscal/Fiscal/2004 Q3

    Fiscal/Fiscal/2004 Q4

    Fiscal/Fiscal/FY 2004

    The previous expressions give the fully qualified member names, including the dimension name (Fiscal), namespace (Fiscal), and member names (2004 Q1, 2004 Q2,...). In this example, the names of the dimension and namespace are the same.

    Dimension, hierarchy, and member names depend on how the planning worksheets are defined. You can customize names.

  2. In the Search Results window, select the items to display by enabling their check boxes.

  3. Select how to display search results.

    • Show Next Level Down—Show data for the search item and for the hierarchy level below it. For example, if the search item is FY 2004, show data for FY 2004 and for Q1 2004 through Q4 2004.

    • Show Next Level Up—Show data for the search item and for the hierarchy level above it. For example, if the search item is FY 2004, show data for FY 2004 and a summation for All Time.

    • Show Next Level Up and Down—Show data for the search item and for the hierarchy levels above and below it. For example, if the search item is FY 2004, show data for FY 2004, for Q1 2004 through Q4 2004, and a summation for All Time.

    • Show Bottom—Show data for the bottom hierarchy level. For example, show data for FY 2004.

    • Show Results Only—Show data only for the search item. For example, show data only for FY 2004.

      To define the default search option for the planning workbook, click View Display Options button.

  4. Optional. Search again using a different search term by entering the search term in Current search criteria and clicking Search Again.

    For example, to change the search to FY 2009, enter 2009 in the Search Results window and click Search Again.

  5. Click OK to display the data in the worksheet.

Tip:

Click the right side of the search area to display and select previous search terms.