Selecting Financial Management User Defined Fields

Financial Management users can select members with specified attribute criterion. A user defined field is used to define compound selection rules for attributes of a specified value.

  To define a user defined field selection:

  1. Right-click a dimension member in the Dimension Browser, and select User Defined Field.

    The User Defined Field Selection dialog box is displayed. The controls at the top prompt the user to compose a rule by selecting a user defined field and setting it to a value.

  2. Select a field: UserDefined1, UserDefined2, or UserDefined3.

    The equal sign is the sole operand for the rule.

  3. Enter a value for the user defined field.

  4. Click Add to augment the Selection Criteria.

    To be used, the individual rule must be added to the Selection Criteria. Define compound and conditional rules by adding multiple rules to the frame, and use Advanced options to connect them.

    Advanced Option

    Sub menu

    Description

    Add

    		 

    Add the current rule to the Total Subset Definition.

    Update

    		 

    Replace the selected rule with the current rule.

    Remove

    		 

    Remove the current rule from the Total Subset Definition.

    Remove All

    		 

    Remove all rules from the Total Subset Definition.

    Connect

    And

    Inserts the AND operand at the end of the currently selected rule. The AND operand is used by default when multiple rules are added to the Definition.

     

    Or

    Inserts the OR operand at the end of the currently selected rule.

    Move

    Move Up

    Moves the currently selected rule up in the Total Subset Definition.

     

    Move Down

    Move the currently selected rule down in the Total Subset Definition.

    Parenthesis

    Add (

    Inserts an open parenthesis at the beginning of the currently selected rule.

     

    Add )

    Inserts a close parenthesis at the end of the currently selected rule, but before an operand.

     

    Remove (

    Deletes the open parenthesis from the beginning of the currently selected rule.

     

    Remove )

    Deletes the close parenthesis from the end of the currently selected rule.

  5. Optional: To compose compound subset definitions, repeat steps 3 through 5, and click Add to augment the Selection Criteria.

  6. Click OK to finish your user defined field selection and return to Dimension Browser.