Selecting Multiple Members Based on Criteria

You can select members based on 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. This is useful 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. From the Explore Repository, right-click a Oracle Hyperion Financial Reporting book, then select Open In, and then Editor.
  2. In the Book Editor, right-click a document in the book, and then select Member Selection.
  3. In the Preview User Point of View dialog box, in the Selected area on the right of the dialog box, click Show Advanced Options button Show Advanced Options icon.

    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 the NOT Boolean operator to build the expression. NOT is the inverse of the selected condition.

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

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

    • Click in the Operator column, and then select:

      • AND—When all conditions must be met

      • OR—When one condition of several must be met

      • UNION—To combine the data

      You must use double 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: Descendants of Market AND NOT(East AND NOT(West AND NOT SOUTH ))

  5. Click OK.