About Defining Members

When you specify data for a grid, you set criteria that identifies the data to retrieve. The criteria set is member assignment.

The criteria is set by assigning members to the rows and columns in the grid, as well as to the global and local grid points of view. You can also use functions to retrieve members dynamically.

Note:

The members displayed in the member selector are dependent on the user’s metadata security defined at the data source.

Note:

Reports utilize a relational metadata cache to speed up member queries and member selection operations such as searches and formula bar type-ahead. The cache is generated and populated for each report designer and end-user the first time a report is accessed during their session. The cache remains in place throughout the user's current session and is cleared when a user signs out of the Cloud EPM business process (For example, Narrative Reporting, Planning, and so on) where Reports are being used and accessed.

If a cube's dimensions and members are updated while a Reports user is in an active session, the metadata cache will not be updated to reflect dimension and member changes. A user will need to sign out and sign back into their Cloud EPM Business process to refresh the metadata cache to reflect any changes made.

Before you define members, you must insert a grid in the report and define its dimension layout. (See Working With Grids.)

You use Member Selector to define members. Member Selector has the following areas:


screenshot of member selector showing four areas detailed below
  • The dimensions tabs on the top enable you to select from multiple dimensions in the same segment.

  • The Selections panel displays your currently selected items.

  • The View Selector changes your view from Members, Recent, Functions, Substitution Variables, and Lists.

  • The Selector Pane lets you search and browse the dimension hierarchy.

Note:

You can change the way members are displayed (for example, member names or aliases) in the actions menu for the grid.