1. Administrator's Guide
  2. Managing Member Lists

5 Managing Member Lists

Member lists enable you to specify a subset of members within a dimension, and can reduce the time spent browsing the hierarchy of members. For example, if Italy, France, and UK are used frequently in the point of view for the Entity dimension, you can create a member list named European Region that includes the frequently used members. You can then select a European member from this list instead of browsing through the entire hierarchy of the Entity dimension.

You can also use member lists in rules. For example, you can write a rule that calculates all members of a member list.

Oracle Hyperion Financial Management uses two types of member lists:

  • System-defined member lists

  • User-defined member lists

System-defined member lists are generated after an application is created and metadata is loaded. These member lists group members according to common properties, such as all children of a specified parent, or all base members of a specified dimension. System-defined member list names are enclosed in brackets, for example [Descendants].

User-defined member lists contain members that you specify. You can create member lists for all Financial Management dimensions.

You can create static and dynamic member lists.

Static member lists contain user-specified dimension members. For example, you can create a static Account member list called ProfitAndLoss that includes only these accounts: Sales, Purchases, Salaries, OtherCosts, and TotalCosts. To add members to static lists, you must add the members manually.

Dynamic member lists contain members that, at runtime, meet specified criteria. Because the lists are built dynamically, they are updated when they are retrieved. For the Scenario, Year, Period, and Entity dimensions, you can use the current member in the POV as the starting point for the list.

Note:

You can combine static and dynamic member lists in the same file.

Sample member list files are included when you install Sample Applications for Financial Management. The files are located in the Sample Applications folder in the directory to which you installed Financial Management.