Searching for Members in the Member Selection Dialog Box

Searching for Members with Look-Ahead Responsive Search

This real-time look-ahead responsive search experience, powered by Suggest REST API, requires Smart View for Office release 26.100+ and Cloud EPM 26.06+ data sources of Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, and Tax Reporting.

In the Member Selection dialog box, as you start typing in the search box, the results are displayed instantly, thus significantly reducing the time to locate the right member. The members in the search results are displayed as a flat list, instead of the hierarchical tree view. The look-ahead search supports incremental searching by member name or alias, includes shared members in search results, and changes the search and display behavior when the alias table is changed.

For example, if you start typing the letters "to", the members containing the letters "to" appear in the search results. As you continue to type "total", the search results now display member names containing the word "total" in them.

For example, the Product dimension contains the following members and are displayed initially when you open the Member Selection dialog box.

Desktop Computer
Tablet Computer
Sentinal Standard Notebook
Envoy Custom Notebook
Envoy Standard Netbook

In the search box, as you type "N", the member list filters to display the following members in the search result.

Sentinal Standard Notebook
Envoy Custom Notebook
Envoy Standard Netbook

As you continue typing "Ne", the search result now displays only "Envoy Standard Netbook" as the matching member.

Searching for base members also fetches the associated shared members in the search results. For example, the base member is "International Sales" and the qualified name of its shared member is "[Sales Region].[200]". As you type "Inter" in the search box, the shared member "[Sales Region].[200]" also appears in the search result along with other matching members. Note that shared members are searchable only by member name or alias, and not by their qualified name. So if you search by "[Sales Region].[200]", no search results appear.

For the members displayed in the search results, you can view member information, change alias table, check all found results, and clear found results. You can move the selected members from the right pane to the left pane using the selection options available under .

In this responsive search experience, the search is initiated without pressing Enter or clicking the Find button . Since the search results are displayed instantly, certain views, filters, and selection options in the right pane of the Member Selection dialog box are no longer required and become unavailable as you start typing the search term. These include:

Find previous and find next results
View members by hierarchy, attributes, or subsets
Filter members by levels, generations, or relationships
Select or check children, descendants, or base members
Expand all and collapse all members

As you clear the search term, the views, filters, and selection options become available again.

Searching for Members using the Find button

For on-premises data sources and servers where the Suggest REST API service is not available, you can use the Find button to search for members.

In the Member Selection dialog box, enter a member name, or part of a member name, in the search box and click the Find button .

The first result in the member list is highlighted. Click again to locate the next member that contains the search string you entered. Alternatively, you can press the F3 key to locate the next search result or use the Find Next and Find Previous options.

Note the following considerations while searching for members:

For searches on alphabetic characters only, you may also press the Enter key after you have typed your search criteria in the search box. After locating a matching member, pressing Enter again can result in an error message. You may use the Enter key for successive searching, but after locating a matching result, it is a best practice to always place the cursor back in the search box before pressing Enter again.
If the alias table for the Member Selection dialog is set to None, you may search by member name. If you change the alias table to Default or to any other alias table, then you must search according to the corresponding aliases defined for the Default alias table or any other selected alias table.
Oracle Essbase and Narrative Reporting accept asterisks (*) and question marks (?) as wild cards. The asterisk can be substituted for a group of characters; the question mark can be substituted for only one character.
For example, to search for all member names that start with the word, Total, To* and To?al are valid search strings; however, To? is not.

The search string cannot begin with an asterisk. For example, *Total and *otal are not supported search strings.

Changing Aliases While Searching

Changing aliases in the Member Selection dialog box helps you view the list of members in a desired naming format. While searching for members, you can type a member name or a member alias and change alias tables to view the searched member as per the selected alias table.

For example, the member name is Days Sales Outstanding and its Default alias is DSO. When the alias table is set to Default, and you search for "DSO", the search displays the member name as DSO in the search results. Now, retaining "DSO" as the search term in the search box, if you change the alias table from Default to None, then the search result displays the member name as Days Sales Outstanding in the search results as per the changed alias table.

This search results behavior also works while changing alias table from None to Default and None to English.