Assigning Members Using Functions

You use functions to select members dynamically.

After you select a function, you can edit its parameters. You create functions in two ways:

  • Using a quick-select function

  • Using the full Function Builder to select a function and then specifying its parameters

Assigning Members Using Quick-Select Functions

To assign members using a quick-select function:

  1. Open a report and select a grid.

  2. Open the Select Members dialog box by doing one of the following:

    • Right-click a dimension in the grid and click Select Members.

    • Select a dimension in the grid, and then click select members in the formula bar with the dimension name.

  3. In the Select Members dialog box, click function next to a member to open function builder.

  4. Select a quick function from the list. Quick functions include:

    • Bottom

    • Children

    • Descendants

    • Parent

    • SameGeneration

    • SameLevel

    • Siblings

  5. Optional: Click include to include the selected member with the function. For example, Children of 500000 will retrieve the child members of Account 500000 only, while Children of 500000 (Inclusive) will return the child members of Account 500000, as well as Account 500000 itself.

The selected function is added to the Selections panel.

Assigning Members Using the Full Function Builder

To assign members using the full function builder:

  1. Open a report and select a grid.

  2. Open the Select Members dialog box by doing one of the following:

    • Right-click a dimension in the grid and click Select Members.

    • Select a dimension in the grid, and then click select members in the formula bar with the dimension name.

  3. In the Select Members dialog box, perform an action:

    • Click function next to a member, and then select View All Functions to open function builder.

    • Select Functions in the View Selector drop down menu at the bottom of the dialog box.
  4. Select a function from the list.

  5. Enter the parameters for the function in the Parameters pane. The parameters depend on the type of function selected. For example, for the Range function, specify the From and To members.

  6. In the Parameters pane, click Select to add the function to the Selections panel.

    Tip:

    You may have to scroll down to see the Select button if a function has several parameter fields.

The selected function is added to the Selections panel.