You select members for a variety of purposes within Oracle Smart View for Office: ad hoc grids, functions, the POV Manager, and for taking Oracle Hyperion Planning forms offline. The Member Selection dialog boxes in these locations may vary slightly, and not all options are always available. You can select members for one dimension at a time.
Note:
Oracle Essbase and Oracle Planning and Budgeting Cloud Ad Hoc:
To quickly add attribute dimensions onto an ad hoc or free-form grid, follow the instructions in Inserting Attribute Dimensions on the Sheet. You can then use the instructions in this chapter to select and work with members from attribute dimensions.
Figure 4-1 shows the Member Selection dialog box with the Year dimension and its members as examples.
Figure 4-1 The Member Selection Dialog Box
To select members:
Select a dimension or member on the grid, and then from an Ad Hoc or 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 or Oracle Hyperion Financial Management form.
Click on a selectable dimension, row, or column in a Financial Management form.
Essbase and Oracle Enterprise Performance Reporting Cloud accept asterisks (*) and question marks (?) as wild cards. The asterisk can be substituted for a group of characters; the question mark can be substituted for only one character.
For example, to search for all member names that start with the word, Total
, To*
and To?al
are valid search strings; however, To?
is not.
Note:
The search string cannot begin with an asterisk. For example,*Total
and *otal
are not supported search strings.Essbase:
Hierarchy—Displays members in standard hierarchy format.
Attribute—Display members by attributes. See Filtering by Attribute.
Subset—Display a subset of members based on a set of conditions. Filtering by Subsets.
Dynamic Time Series—Display members by the latest period on which to base the to-date calculation. See Selecting Period-to-Date Members.
Oracle Planning and Budgeting Cloud:
Hierarchy—Displays members in standard hierarchy format.
Attribute—Display members by attributes in an ad hoc grid. See Filtering by Attribute.
Substitution Variables—Display members based on selections made in the User Variables tab of the Preferences dialog box (Oracle Planning and Budgeting Cloud only).
Note:
The Substitution Variables option displays when you access Member Selection from a user variable in a form.
Dynamic Time Series—Display members by the latest period on which to base the to-date calculation. See Selecting Period-to-Date Members.
Planning, Oracle Planning and Budgeting Cloud:
Hierarchy—Display members in standard hierarchy format.
Attribute—Oracle Planning and Budgeting Cloud only. Display members by attributes in an ad hoc grid . See Filtering by Attribute.
Substitution Variables—Display 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.
Dynamic Time Series—Display members by the latest period on which to base the to-date calculation. See Selecting Period-to-Date Members.
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].
Oracle Enterprise Performance Reporting Cloud:
Hierarchy—Display members in standard hierarchy format.
Descendants to select all descendents of the selected member
Descendants Inclusive to include the selected member and all descendents of the selected member
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
Siblings to select all siblings of the selected member
Siblings Inclusive to include the selected member and all siblings of the selected member
LSiblings to include only the members that appear before the selected member with the same parent
LSiblings Inclusive to include the selected member and its left siblings
RSiblings to include only the members that appear after the selected member with the same parent
RSiblings Inclusive to include the selected member and its right siblings
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 0 Descendant to display all descendants of the selected member that have no children
Level to display the Level dialog box, where you select one level in the hierarchy of members
Generation to display the Generation dialog box, where you select one generation in the hierarchy of members
UDA to display the UDA dialog box, where you select a user-defined attribute (available only if defined by the administrator)
Note:
Oracle Enterprise Performance Reporting Cloud does not support filters.
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, Oracle Enterprise Performance Reporting Cloud, and Oracle Planning and Budgeting Cloud Ad Hoc 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.
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.