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 4, The Member Selection Dialog Box shows the Member Selection dialog box with the Year dimension and its members as examples.
To select members:
To display the Member Selection dialog box, which contains a tree list of available members for the dimension selected, do one of the following:
Select a dimension or member on the grid, and then from an Ad Hoc data source ribbon, click Member Selection.
From an open dialog box enabled for member selection, click Member Selection.
On a blank worksheet, from the Smart View Panel, right-click a cube name and select Member Selection. Use this method to select members for functions and references (see Functions).
Click on a user variable in a Planning form.
Click on a selectable dimension, row, or column in a Financial Management form.
From Member Selection, to change the dimension, click the Dimension Selector button (for example,
) and select a dimension.Optional: To find a specific member in the tree list, enter a member name in the search field and click
.For Essbase, use an asterisk (*) or question mark (?) as wild cards.
Optional: Click the arrow in
and select an option to change the criteria for displaying members in both the right pane of the Member Selection dialog box and on the grid or form:Planning, Oracle Planning and Budgeting Cloud Service:
Hierarchy—Display members in standard hierarchy format.
Substitution Variables—Displays members based on selections made in the User Variables tab of the Preferences dialog box.
Note:
The Substitution Variables option displays when you access Member Selection from a user variable in a Planning form.
Financial Management:
Hierarchy—Display members in standard hierarchy format.
Member lists—Display members either by system-generated or user-generated member lists. Note that system-generated member lists are designated with brackets; for example, [member list name].
Essbase: Choose an option:
Hierarchy—Display members in standard hierarchy format.
Attribute—Displays members by attributes. See Filtering by Attribute.
Subset—Displays a subset of members based on a set of conditions. Filtering by Subsets.
Dynamic Time Series—Displays members by the latest period on which to base the to-date calculation. See Selecting Period-to-Date Members
Optional: To find a specific member or group of members in the tree list, click
and select one of these filters (filter options may vary by data source type):Children to select only the children of the selected member
Children Inclusive to include the selected member and only the children of the selected member
Descendants to select all descendents of the selected member
Descendants Inclusive to include the selected member and all descendents of the selected member
Siblings to select all siblings of the selected member
Siblings Inclusive to include the selected member and all siblings of the selected member
Parent to select only the parent of the selected member
Parent Inclusive to include the selected member and only the parent of the selected member
Ancestors to select all the ancestors of the selected member
Ancestors Inclusive to include the selected member and all ancestors of the selected member
Base to select only the bottom-level hierarchy members of a hierarchy
Level to display Level, where you select one level in the hierarchy of members
Level 0 Descendant to display all descendants of the selected member that have no children
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)
Optional: To choose display and selection options for members in the Member Selection dialog box, click
and perform an action:To place a check in the check box next to the applicable members, choose from Check Children, Check Descendants, or Check Base Members.
To clear all check marks, select Clear Checks.
To view expanded or collapsed dimensions, select Expand All or Collapse All.
Essbase only: To view information about a member, select the member, then select Member Information.
To apply an alias table to the members in the Member Selection dialog box, select Alias Table, and then select an alias table.
Note that alias table selections made in the Member Selection dialog box apply only to the dialog box and not to the grid in the Office document.
The members are transferred from the member tree list to the selection tree list in the pane on the right.
Optional: If this is the first member selection that you make in a blank worksheet, select one of these buttons:
to display the selected members vertically, in a column
to display the selected members horizontally, in a row
The members selected are displayed in the grid.
From the ribbon, click Refresh to update the data to correspond to the selected members.
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