Selecting Members

Use the Member Selection dialog box to select members and other information for Oracle Hyperion Planning features. For example, you can select members for form management, business rule runtime prompts, and Clear Cell Details. You can select members by member name, alias, or both, depending on the setting for the member in the dimension editor for the current application and member selection options set by users.

To select members:

1. From the members list, select members.
2. Optional: Select or enter search criteria.
   1. In the Search box, select options: Member Name, Member Alias, Description, or UDA.

      You can also enter all or part of a member name, alias, description, or UDA. Searches include shared members. To search for an exact match, select Exact and enter the search string. The search is not case-sensitive. You can search for a word, multiple words, or wildcard characters. See Using Wildcards in Searches.

   2. Click .
3. Optional: To set how information displays or filter members in the left pane of the Member Selection dialog box for the current session, click one of the following icons above the members list. You can select multiple filters, such as functions and generations.

   • Collapse all members

   • Expand all members

   • Display Properties. Select Member Name, Alias, Member Name: Alias, or Alias: Member Name. Or, select Additional Display Properties, then Description or Count. Selected options are displayed in columns in the left and right panes. To remove columns, clear the selections.

   • Keep only by Functions. Select Member, Descendants, Descendents (inc), Ancestors, Ancestors (inc), Siblings, Siblings (inc), Parents, Parents (inc), Children, Children (inc), or Level 0 Descendants.

   • Keep only by Attributes. If attributes are defined, select options for Attributes, Operator, and Value, and then click OK. Multiple attributes can be selected.

   • Keep only by levels or generations. Select Level or Generation, select the levels or generations to display, and then click OK.

   • Refresh the display to remove filters.

4. From the members list, make a selection.

   Only members to which you have access are displayed.

   Notes:

   • For runtime prompts only: The displayed hierarchy is for the application and plan type against which the business rule is launched. For runtime prompts, members are displayed that satisfy runtime prompt limits.

   • For business rules or validation rules having Cross Dimension or Member Range runtime prompts only: From the Select Dimension list, select a dimension that the business rule designer set for this runtime prompt.

   • For shared members only: Shared members are displayed in this format: shared_member.parent_member(shared). When they are selected on the right side of the dialog box, only the shared member name is displayed.

5. Optional: Click or to collapse or expand the hierarchy.
6. Move members to or from the Selected Members list.

   Click in the middle of the dialog box to select a range of members based on hierarchy relationships.

   Table 7-1 Member Relationships

   Relationship	Members Included
   Member	The selected member
   Descendants	All descendants of the selected member, excluding the selected member
   Descendants (inc)	The selected member and its descendants
   Ancestors	All members above the selected member, excluding the selected member
   Ancestors (inc)	The selected member and its ancestors
   Siblings	All members from the same level in the hierarchy as the selected member, excluding the selected member
   Siblings (inc)	The selected member and its siblings
   Parents	The member in the level above the selected member
   Parents (inc)	The selected member and its parent
   Children	All members in the level immediately below the selected member
   Children (inc)	The selected member and its children
   Level 0 Descendants	All descendants of the selected member that have no children

   Optional: Click the Function Selector icon on the right side of the dialog box to insert functions for the members selected in the right pane.

7. If variables or attributes are defined, click the Variables tab to select members for user variables, substitution variables, and attributes. Members of each category are displayed as children. Only members to which the user has read access are displayed in forms.

   • User Variables: Select members as described in About Selecting User Variables as Members.

   • Substitution Variables: Select members as described in About Selecting Substitution Variables as Members. The selection depends on the preference setting for Enable the Display of Substitution Variables, described in Specifying System Settings.

   • Attributes: Select attributes based on the values described in the following table. Selecting a non-level 0 attribute selects all level 0 descendants and applies the operator to each, as described in About Selecting Attribute Values as Members.

     Optional: To select functions that apply to custom attributes, click . To filter by dimension, select an option from the Dimension drop-down list.

     Table 7-2 Attribute Value Selection

     Operator	Attribute Values Included
     Equal	Equal to the selected attribute
     NotEqual	Not equal to the selected attribute
     Greater	Greater than the selected attribute
     GreaterOrEqual	Greater than or equal to the selected attribute
     Less	Less than the selected attribute
     LessOrEqual	Less than or equal to the selected attribute

8. Be sure the member selection options are appropriate for the context from which you invoked the member selector dialog box.
9. Click OK.