Selecting Financial Management User-Defined Fields

Financial Management users can select members with specified attribute criteria. User-defined fields define compound selection rules for attributes of a specified value.

  To define a user-defined field selection:

  1. In Dimension Browser, right-click a member.

  2. Select User Defined Field.

    The User Defined Field Selection dialog box is displayed. The controls at the top prompt you to compose a rule.

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

    The equal sign is the sole operand for the rule.

  4. Enter a value.

  5. Click Add.

    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 using Advanced options to connect them.

    Table 18. Advanced User-Defined Field Options  

    Option

    Submenu

    Description

    Add

    		 

    Rule added to Selection Criteria

    Update

    		 

    Rule replaced by another rule

    Remove

    		 

    Rule deleted from Selection Criteria

    Remove All

    		 

    All rules deleted from Selection Criteria

    Connect

    And

    AND inserted at end (AND is used by default when multiple rules are added to the definition.)

     

    Or

    OR inserted at end

    Move

    Move Up

    Rule moved up in Selection Criteria

     

    Move Down

    Rule moved down in Selection Criteria

    Parenthesis

    Add (

    Open parenthesis inserted at beginning

     

    Add )

    Close parenthesis inserted at end

     

    Remove (

    Open parenthesis deleted

     

    Remove )

    Close parenthesis deleted

  6. Optional: To compose compound subset definitions, repeat steps 3 through 5.

  7. Click OK.