Selection Steps Member Search Reference

When you create a selection step, you can use the selection step member search to quickly find the members you want instead of manually navigating through the entire hierarchy. This is especially useful for large or complex hierarchies.

Search Criteria

In the Selection Steps dialog, when you select any operator that isn’t Levels or Nulls, a gear icon displays in the Values drop-down and provides search functionality. You can enter text in the Values selection field to search for members and click the gear icon to configure search criteria to narrow the search results.
Description of selection_steps_member_search.png follows
Description of the illustration selection_steps_member_search.png

The search criteria options available are:
  • Pattern Match
    • Begins: Narrows the results to members starting with the text you search for. For example, entering East finds members such as East, Eastern, or East Region.
    • Contains: Narrows the results to members containing the text you search for. This is the default. For example, entering ast finds members such as East and Northeast.
    • End: Narrows the results to members ending with the text you search for. For example, entering Coast finds members such as East Coast and West Coast.
    • Pattern Match: Narrows the results to members that match the text you search for when it includes wildcards that follow Apache Lucene syntax. Use this option when you want more flexible matching patterns. For example, East* finds member names that begin with East, *Coast finds member names that end with Coast, and E?st finds names that match a single-character variation such as East.
  • Level: Only available for level-based hierarchies. Lets you select one or more levels to focus the search within.
  • Match Case: Makes the search case-sensitive and narrows the results based on the letter case you use in your search text.

Viewing Selected Members

For any operators other than Levels and Nulls, after you make your selections, a highlighted number displays in the Values drop-down. You can click this to see a list of the exact members selected. For parent-child hierarchies, the hierarchy path for each selected member is also displayed for context.
Description of selection_steps_dialog_parent-child_selections.png follows
Description of the illustration selection_steps_dialog_parent-child_selections.png