Selecting Multiple Members Based on Criteria

You can select members dynamically based on user-defined criteria. You define criteria by creating expressions of members, Boolean operations, and commands.

Boolean operators enable you to specify precise member combinations for the report, which is useful for dealing with large volumes of data. Use the AND, OR, UNION, and NOT Boolean operators, combined with expression commands, to refine your member selections.

  To select multiple members based on criteria:

  1. Open a report.

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

  3. In the Select Members dialog box, right-click inside the Selected area, then click Advanced.

    Note:

    At least two members must be displayed in the Selected area before you can create criteria.

  4. Build expressions by using one or more of the following operators and symbols:

    • Select NOT to add the Boolean operator NOT to the expression. NOT is the inverse of the selected condition.

    • Type a left parenthesis, (, to add an opening character to the expression.

    • Type a right parenthesis, ), to add a closing character to the expression.

    • Click in the OPERATOR column, then select AND, OR, or UNION.

      • When all conditions must be met, use the AND operator.

      • When one condition of several must be met, use the OR operator.

      • To combine the data, use the UNION operator.

        Note:

        You must use two pairs of parentheses if you are using three members. For example, if you selected descendants of Market and you want to exclude East, West, and South, your advanced member selection query should be as follows: Descendants of Market AND NOT ( East AND NOT ( West AND NOT SOUTH ))

  5. Click OK to return to your report.