Selecting Dimension Members

Dimension Browser, an interface for selecting members and refining database queries, is used with the document wizard, Data Layout dialog box, Information panel, or on its own.

The Dimension Browser presents dimensions as a node tree in the Browse frame. You must select dimension members from Browse and move them to Selections.

Members can be selected individually, by familial relationships, by data-source-specific options, or from predefined selection lists.

To access the Dimension Browser:

Right-click a dimension member label on a data object, and select Browse.
In the View Pane Information Panel tab, right-click a dimension label and select Browse.
Click the Navigate Data Source toolbar button, and double-click a dimension name.
Click the Navigate Data Source toolbar button, and drag a dimension between axes. Relocating a dimension, prompts you to select members.

To expand or collapse the dimension hierarchy:

Double-click dimension member names
Click the plus sign (+) or minus sign (-) nodes.

To select a dimension member, click the member name in the Browse frame.

A check mark is displayed in the check boxes of selected members, and the member name is displayed in the Selections list. You cannot select the database connection name at the top of the node tree.

To select dimension members dynamically, right-click a dimension member name and select an advanced member selection method from the list.

See Advanced Member Selection.

To remove members from the selection list:

Select the member name in the Selection list and click Remove.
Click the dimension member name in the Browse list again.

To remove all members from the selection list, click Remove All.

To set the label mode for the dimension, click a Dimension Labels option:

Use Default—Preferences default label mode.
Descriptions—Current alias table specified by database preferences.
IDs—Unique ID label.
Both—When using Financial Management, you can specify ID and Description simultaneously.

The label displayed by the Description label mode is drawn from the alias table specified by the active user’s database preferences. You can set the alias table for each Active Preferences user ID or group ID.

You can specify label mode in dimensions, using Dimension Browser and the data object shortcut menu.

You can set a default label mode before querying the data source using Data Layout options or after querying using the data object shortcut menu.

See Alias Tables.