Selecting Members for a Document in a Book

When working with books in the Book Editor, you can modify and select members for the book point of view. You can select members, create and save member lists, and select functions that dynamically retrieve members from the database connection.

Note:

The following steps work only for books that contain reports with dimensions on the POV in the report

To select members for a document in a book:

1. From the Explore Repository, right-click a Financial Reporting book, then select Open In, and then Editor.
2. In the Book Editor, right-click a document in the book, and then select Member Selection.
3. In the Preview User Point of View dialog box, enter information in the following tabs:

   • Members—The Members tab shows members that are associated with the selected dimension. By default, the members for a dimension are shown in tree view, which is a hierarchal view of the dimension’s members. You can also show the members in a flat list. By default, the tree view shows only the top-level member. You can expand the top-level member to see its descendents.

   • Lists—The Lists tab shows member lists used to perform a query or to select members for your report. The type of lists are based on the database connection. Member lists can be predefined in the database when you create user lists. You can include members, member lists, and functions.

   • Functions—The Functions tab defines which functions to use when selecting members for your report or adding members to member lists. Functions retrieve members and related members from a database connection. You can specify one or more functions and edit the function parameters. (See Designing with Financial Reporting Studio for Oracle Enterprise Performance Management Cloud.)