Searching for Members

You can perform searches for members to edit. You can search using a text string or by property (that is, name and description). You can also use a blank space as a separator to perform simultaneous searches. If you enclose a string of characters in quotation marks, the system searches for an exact match, including the blank spaces between the characters.

The system saves the previous 25 search criteria strings. If you are searching for a list or function you must activate this function by using the Find Next or Find Previous button.

Note:

For Financial Management, when you search for an entity, you must search on parent.entity (for example. D62VIELO.D62475LO). When you search just the entity, you must precede the entity with a wildcard, (for example, *D62475LO).

The following table shows the options used to find members:

Table 18. Find Options  

Option

Description

Find text box

Used to enter the characters for performing a search, or select a saved search criteria string from the list. The search string can be a partial search string, a word, or multiple words.

Find icon

Use this to search for a member. Click the Find button to display the members that match the search criteria.

Use Wildcards

Use the Find text with wildcard symbols (* and ?) to search for the specified members. By default, Use Wildcards is enabled.

  • Use ? to represent a single character search.

  • Use * to represent a multiple character search.

    Note:

    If the search criteria has a space in it, enclose the search phrase in a double quote. For example, *IC Offset* should be "*IC Offset*". If the location of the "*" wildcard is at the end only, for example IC Offset*, then you need not enclose the phrase in quotes.

Parameters button

Click to set search parameters for the Find text box. Choose from the following parameter options:

  • Search - Select a member property by which to search.

  • Wildcard Search (default) - Insert the text and wildcard symbols (* and ?) in the Find text box to search for the specified member. The * represents multiple characters and the ? represents a single character.

  • Case-sensitive Search - Allows case-sensitive text in the Find text box to search for the specified member.

(Find Previous)

Use this to search for a list or function. Highlights the previous item that matches the search criteria.

(Find Next)

Use this to search for a list or function. Highlights the next item that matches the search criteria.

  To search for members:

  1. Open a report.

  2. Double-click a dimension cell for which you want to search for members.

  3. In the Available dialog box, enter text in the Find text box or select a saved criteria string from the drop-down list.

    Note:

    The wildcard option is automatically enabled during member selection.

  4. Perform an action:

    • If you are searching for a member, click the Find button Find icon.

    • If you are searching for a list or a function, click the Find Next button, or the Find Previous button.

  5. Click OK to return to your report.