Searching for Members within the Member Selector

You can search for members within the Member Selector.

To search for members:

  1. In System View, right-click the template or business rule, and then select Open.
  2. When the business rule or template opens, in its flow chart, select the component for which you want to search for members.
  3. Click Actions, and select Member.
  4. In Member Selector, from Dimensions, select the dimension that contains the member for which you want to search.

    The dimension, its alias, and its count is displayed on the Members tab.

  5. To display the members of the dimension, select:

    Note:

    By default, the outline is collapsed when you select a dimension.

    • Expand to display the members one level below the dimension. (You can select Collapse to show only the dimension.)

    • Select Expand All to display all of the members below the dimension. (You can select Collapse All to show only the dimension.)

  6. Select the Search tab.
    1. Under Find, select a type of member to search for, a member name or its description.
    2. Enter the name of the member, or its description, to search for, or to display all members in the dimension, accept the default wildcard ().
    3. Click Search to search for a member or its description.

      If the member is found, it is shown in the Results. The outline is not shown, only the members that are found are shown.

    4. Optional: Click Advanced Search to search for the member by its name, alias, or one of its properties. See Searching for Members in the Member Selector by Name, Alias, or Property.
    5. Select the member or members, and click the right arrow to move them to the Selections list. You can also use the options in Table 8-4 to further define the selection.
  7. Click OK.