Selecting Members

You select members for a variety of purposes within Smart View: ad hoc grids, functions, the POV Manager, and for taking Planning forms offline. The Member Selection dialog boxes in these locations may vary slightly from one another, and not all options are always available. You can select members for one dimension at a time.

Figure 1, The Member Selection Dialog Box shows the Member Selection dialog box with the Year dimension and its members as examples.

Figure 1. The Member Selection Dialog Box

The Member Selection dialog box as described in the previous paragraph

  To select members:

  1. To display the Member Selection dialog box, which contains a tree list of available members for the dimension selected, do one of the following:

    • From an Ad Hoc data source ribbon, select a dimension or member on the grid and click Member Selection.

    • From an open dialog box enabled for member selection, click Member Selection.

    • To select members for functions and references (seeFunctions): From the Smart View Panel, right-click a cube name and select Member Selection. The members you select here are placed on a blank worksheet, not an ad hoc grid or data form.

  2. From Member Selection, to change the dimension, click the Dimension Selector button (for example, Dimension Selector button) and select a dimension.

  3. Optional: To find a specific member in the tree list, enter a member name in the search field and click Member Selection Find button.

  4. Optional: To find a specific member or group of members in the tree list, click Filter button select one of these filters (filter options may vary by data source type):

    • Children to select only the children of the selected member

    • Descendents to select all descendents of the selected member

    • Level to display Level, where you select one level in the hierarchy of members

    • Generation to display Generation, where you select one generation in the hierarchy of members

    • UDA to display UDA, where you select a user-defined attribute (available only if defined by the administrator)

    Note:

    See also Filtering by Attribute, Filtering by Subsets, and Selecting Period-to-Date Members.

  5. Under Members, select the members that you want to use.

  6. Click Member Selection Add button.

    The members are transferred from the member tree list to the selection tree list in the pane on the right.

  7. Click OK.

    The member selected replaces the dimension in the grid.

  8. From the ribbon, click Refresh to update the data to reflect the selected members.