Copying Members Between Applications

You can take any valid members from an application, such as an Excel spreadsheet, and paste them as new members in the corresponding dimension of another application. For example, suppose you have the following members in Excel for the Year dimension: Jan, Feb, Mar, Apr, May, Jun, July, Aug, Sep, Oct, Nov, Dec. You can copy those members to a grid that contains the Year dimension. If you paste members into a row or column that contains a secondary database connection, the type of database connection is carried over with the members.

  To copy members between applications:

  1. Open an application containing the members you want copied to a report.

  2. Copy the members to use with Financial Reporting.

  3. Switch to Financial Reporting.

  4. Select File, and then Open.

  5. Open a report.

  6. Select a cell in a grid that contains the dimension to which you want to copy members.

  7. In the formula bar, clear the content, right-click, and then select Paste.

  8. Edit the text in the formula bar by adding commas between members.

  9. Click Verify icon to verify the member names.