Selecting Members from the Member Selection Dialog Box

You can use the Member Selection dialog box to select members for a variety of purposes: working on ad hoc grids, selecting and adding members to functions, displaying and changing dimensions in POV, and so on.

There are multiple ways to launch the Member Selection dialog box. For example:

  • From an ad hoc grid:

    Select a dimension or member in the grid, and then from the provider ad hoc ribbon in the Analysis section , click Member Selection, Member Selection button. For example, if you're connected to Planning, click Member Selection in the Planning Ad Hoc ribbon.

  • From the POV panel:

    From the provider ad hoc ribbon, in the Data section, click POV, POV button, to display the POV dimensions in the POV panel. Then, click POV button in the POV panel next to a POV dimension, and select Member Selector from the drop-down list.

    For more information, see Selecting Members from a Point of View Dimension.

To select members:

  1. Launch the Member Selection dialog box.

    The Members List is displayed in the left and the Selection List is displayed on the right. In the below example, the Selection List appears empty as no member has been selected yet.


    Member Selection dialog box showing the Members List on the left and the Selection list on the right

  2. In the Member Selection dialog box, click the dimension selector drop-down, Dimension selector drop-down icon (at the top left of the dialog box above the Members list), and select a dimension. The members belonging to the selected dimension are displayed in the Members list. In the below example, the Members list displays all the member belonging to the Account dimension.


    Dimension selector drop-down list showing list of available dimensions to choose from

    If you accessed the Member Selection dialog box from a POV dimension in the POV panel, then the dimension next to which you clicked Ellipsis button is automatically displayed in the drop-down, and you cannot select another dimension. In the below example, the Entity dimension is disabled for selection.


    Dimension selector grayed out

  3. Optional. To retrieve a specific set of members, use the Hierarchy drop-down, Hierarchy drop-down (accessed from the ellipsis button, Ellipsis button, next to the dimension selector at the top left of the dialog).

    The member set filter will be applied to the highlighted member. To highlight a member, click on the member name so that the name is highlighted. If no member is highlighted, the filter will be applied to the dimension selected in the dimension selector drop-down.

    Filter options, which may vary by data source type, are:

    • Hierarchy to select all the members in the hierarchy
    • Descendants to select all descendants of the selected member
    • Descendants Inclusive to include the selected member and all descendants of the selected member
    • Children to select only the children of the selected member
    • Children Inclusive to include the selected member and the children of the selected member
    • Siblings to select all siblings of the selected member
    • Siblings Inclusive to include the selected member and all siblings of the selected member
    • LSiblings to include only the members that appear before the selected member with the same parent
    • LSiblings Inclusive to include the selected member and its left siblings
    • RSiblings to include only the members that appear after the selected member with the same parent
    • RSiblings Inclusive to include the selected member and its right siblings
    • Parent to select only the parent of the selected member
    • Parent Inclusive to include the selected member and the parent of the selected member
    • Ancestors to select all the ancestors of the selected member
    • Ancestors Inclusive to include the selected member and all the ancestors of the selected member
    • Level 0 Descendants to display all descendants of the selected member that have no children
    • Level to display the Level dialog box, where you select one level in the hierarchy of members
    • Generation to display the Generation dialog box, where you select one generation in the hierarchy of members
    • UDA to display the UDA dialog box, where you select a user-defined attribute (available only if defined by the administrator)
    • Attribute to display the Attribute dialog box, where you select an attribute name and attribute value (available only if defined by the administrator)
  4. Optional. To search for members in the Members list, type the required word or letters in the search box. As you type each letter, the Members list filters instantly to display the matching members. The members in the search results are displayed as a flat list, instead of the hierarchical tree view. In the below example, the letters "lia" fetches four members that match the search term.
    Member list filters to display the matching members for the partial search term

    You can select or check all search results and clear checked results. You can also view member information and change alias table.

    When you use search, certain options become unavailable as you start typing the search term. These include finding previous and next results, viewing members by hierarchy and attributes, filtering members by levels, generations, or relationships, selecting or checking children, descendants, or base members and expanding and collapsing all members.

  5. Optional. To filter the retrieved list of members in the Members list, start typing in the Filter box, present below the Members list. As you type, the list of members is filtered simultaneously, and the typed letters are highlighted in yellow color for easy identification.

    In the below example, members containing letters "tax" entered in the filter are highlighted and displayed in the Members list.


    Filter box present below the Members List

  6. To select a members, hover directly to the left of a member name and click the check box.

    Note:

    The check box next to member names is hidden until the mouse hovers over it.

    The figure below shows that for the "Ratios" member, the check box is blue, meaning the member has been chosen for selection. For the "PL" member, the check box is gray, meaning the member has not yet been chosen but the cursor is hovering next to it.
    Shows a list of members for the Account dimension. The Ratios member is selected, the check box next to the member is blue. The PL member is not yet selected, the check box next to the member is gray meaning the cursor is hovering over it.

    You can also:

    • Click directly on a member name to choose a single member for selection.
    • Use the mouse to drag a rectangle over a group of members to choose multiple members for selection.
  7. Optional. In the Members List, select the Actions drop-down menu,Actions drop-down, to perform these action:
    • Select a member and then select Check Children, Check Descendants, and Check Base Members to place a check mark in the check box next to the children, descendants, or base members of a selected member.
    • Select Clear Checks to clear all checked marks from selected members.
    • Select Expand All and Collapse All to view the member hierarchy in expanded or collapsed form.
    • Select a member and then select Member Information to display the Member Information dialog box where you can view information about the selected member.
    • Select Alias Table to display the Change Alias dialog box where you can view available alias tables, and change the alias table

  8. Click the Add button, Add button, to move the checked members to the Selection list at the right of the dialog.

    Conversely, use the Remove button, Remove button, to move members from the Selection list back to the Members list.

  9. Optional. In the Selection list, use the Move Up, Move to Top, Move Down, or Move to Bottom buttons to arrange the selected members in the order you want to them to appear on the sheet.

    The buttons that are enabled depend on the member you select in the Selection list. In the following example, five members appear in the Selection list and the middle member is selected. Therefore, all buttons are enabled since the middle member could be moved up or down.


    The Selection list portion of the Member Selection dialog, showing five members in the list and the middle member selected. All up and down movement buttons are enabled.

  10. Optional. Toggle the arrows above the Selection list to select how to insert the members in the grid:

    Horizontal button inserts the selected members horizontally in a column

    Vertical button inserts the selected members vertically in a row

  11. Optional. In the Selection list, select the Actions drop-down menu,Actions drop-down, to perform these actions:
    • Select Select Dimension to add the dimension you selected in the dimension selector drop-down (the first drop-down in the dialog box) to the Selection list.
    • Select Remove All to remove all the selected members
    • Select Check All and Clear Checks to add or remove checks from all the members in the Selection list.
  12. Click Done to close the dialog box and add the selected members to the grid, or click Cancel to close the dialog box without saving any changes.

  13. From the provider ad hoc ribbon, click Refresh, Refresh button, to update the data to correspond to the selected members.

    You can also click Refresh button from the Smart View ribbon.