Removing Selected Members From the Grid

Data source types: Essbase, Planning, Oracle Planning and Budgeting Cloud Service, Oracle Enterprise Performance Reporting Cloud Service, Financial Management, Hyperion Enterprise

You can remove members and their associated data from the grid as follows:

Keep Only and Remove Only operate on all instances of the selected members in the grid within the selected group.

About Keep Only and Remove Only

The results of Keep Only and Remove Only depend on how the selected group is evaluated within the grid. A group consists of two or more dimensions down the grid as rows or across the grid as columns.

To use the Keep Only or Remove Only command, the selected member must have a group of members associated with it. Members do not have to be from the same dimension to be considered a group. The selected member shouldn’t be the lowest or last member of the group.

For example, in Figure 39, Grid with Market Members in Column A, Year Members in Column B, you could think of New York, Florida, Connecticut, and New Hampshire as individual groups that all contain the January member. We want to keep the data for January for those four states. Yet, when we select Jan, and then click Keep Only, the grid doesn’t change. This is because Jan is not its own group, it’s actually a member of a group originating with the Market dimension, and also belongs to the New York, Florida, Connecticut, and New Hampshire groups.

Figure 39. Grid with Market Members in Column A, Year Members in Column B

Grid with column dimensions of Market in column a, and Year in column B. Measures is the row dimension. Product and Scenario are the Page dimensions.

Try moving Jan to reposition it so that Jan is now a group, and the members New York, Florida, Connecticut, and New Hampshire belong to the Jan group, as shown in Figure 40, Grid with Year Members in Column A, Market Members in Column B

Figure 40. Grid with Year Members in Column A, Market Members in Column B

Moved the Year dimension to column A, and Market dimension is in column B. Measures is the row dimension. Product and Scenario are the Page dimensions.

Now select a Jan cell and click Keep Only. The resulting layout shows only the Market dimension members grouped under Jan.

Figure 41. Grid with Only Jan Group Members

Shows only the Jan members with the Market dimension and members grouped under Jan.

You can further refine the report to show only the New York, Florida, Connecticut, and New Hampshire members. Select those members in the grid (see Figure 42, Members Selected for Keep Only).

Figure 42. Members Selected for Keep Only

Shows the New York, Florida, Connecticut, and New Hampshire members selected.

And then click Keep Only. The result is shown in Figure 43, Grid with Only Jan Group Members New York, Florida, Connecticut, and New Hampshire.

Figure 43. Grid with Only Jan Group Members New York, Florida, Connecticut, and New Hampshire

Grid now shows only the Jan group with the New York, Florida, Connecticut, and New Hampshire members

Note that you can also achieve the result in Figure 43, Grid with Only Jan Group Members New York, Florida, Connecticut, and New Hampshire in another way. Select the West, South and Central members, and the Market dimension, as shown in Figure 44, Members Selected for Remove Only.

Figure 44. Members Selected for Remove Only

Shows the Market dimension, and West, South, and Central members selected.

And then click Remove Only.

Figure 45. Grid with Only Jan Group Members New York, Florida, Connecticut, and New Hampshire

Shows the same result using Remove Only, grid now shows only the Jan group with the New York, Florida, Connecticut, and New Hampshire members

Remember that the Keep Only and Remove Only commands are always performed on the selected groups, evaluated within the grid.