Selecting Multiple Members

In several modules such as Manage Data and Extract Data to Database, you can select multiple dimension members or use a member list to define the selection.

Member lists display subsets of related members that belong to a dimension. They can reduce the time spent browsing the hierarchy of members. For example, if Italy, France, and UK are used frequently in the POV for the Entity dimension, you can create a member list named European Region, and then select a European member from the list instead of browsing through the entire hierarchy of the Entity dimension.

Oracle Hyperion Financial Management provides system-defined member lists, such as [Descendants] and [Children]. System-defined member list names are enclosed in brackets ([ ]).

If you select multiple members for a dimension in certain modules, when you hover over the dimension in the Point of View bar, the system displays the number of selected members in parentheses. This is available for Manage Data, Extract Journals, and Extract Data to Database. For example, if you selected five entities, when you hover over the Entity dimension in the Point of View, the tooltip displays the selected members and the number (5). The system displays a maximum of 20 members in the tooltip, followed by ellipses (...) if there are more than 20 members.

To select multiple members from member lists:

  1. From the Point of View bar, click a dimension.
  2. Optional: To expand or collapse the dimension members, from the Selector Options down arrow, select Expand All, or Collapse All.
  3. From the Member Selection dialog box, use one of these methods:
    • Select members and click the Shuttle Right arrow to move them to the selected members list.

    • Click the Down arrow and select a list to move to the selected members list.

    Tip:

    To remove members from the selected members list, select one or more members and click the Shuttle Left arrow, or select the Down arrow and Remove All.

  4. Optional: To display dimension descriptions in addition to labels, click Show Descriptions.
  5. Optional: To view only active entities, click Active Only.

    Note:

    This option is available only if the application is set up for Organization by Period.

  6. Optional: To filter the list, click the Filter down arrow and select a TopMember.

    Tip:

    To reset the list and view all members, click Reset.

  7. Optional: To move a selected member up or down in the selected members list, highlight the member and click the Up or Down arrows.
  8. Click OK to save your selections.