Excluding Members

In an application, you can exclude members from a dimension if the dimension is shared. Members can be excluded if you previously included them in selections when defining the member filter for the dimension.

When you exclude a member, a property is automatically set to ensure that the member no longer appears in the application. Excluding a member does not remove existing property values set for the member or its descendants. If you later add the member to the application, the property values are retained, just as they were before you excluded it.

If you have a Planning and Financial Management product installation, and create a Planning application, you may need to exclude unnecessary Financial Management system members. You should select all the Financial Management system members, displayed with square brackets, such as [None] and [Active], and exclude them. For example, in the Accounts dimension, when creating a Planning application, you would exclude all items under Account except Liabilities and Intangible Assets.

To exclude a member, in the application, right-click the member to exclude and select Exclude Member.