Selecting Members from the Member Selection Dialog Box

You select members for a variety of purposes within Oracle Smart View for Office: ad hoc grids, functions, and the POV Manager.

The Member Selection dialog box can be launched while performing multiple tasks such as the following. It may vary slightly based on the task from which it is being launched, and the options may also vary based on the connected data source provider.

• Select a dimension or member on the grid, and then from a provider ad hoc ribbon, click Member Selection. For example, from the Planning Ad Hoc ribbon or the Essbase ribbon, click Member Selection.

• From an open dialog box enabled for member selection, click Member Selection.

• On a blank worksheet, from the Smart View Panel, right-click a cube name and select Member Selection. Use this method to select members for functions and references (see Functions).

• Click on a user variable in a form to display the Member Selection dialog box.

Selecting Members

To select members using the Member Selection dialog box:

1. In the Member Selection dialog box, view the tree list of available members for the selected dimension in the left pane.
   To change the dimension, click the Dimension Selector button (for example, ) and select the required dimension. You can select members for one dimension at a time.
2. Optional: To search for a specific member in the tree list, type the search term in the search box. See Searching for Members in the Member Selection Dialog Box.
3. Optional: To view members by hierarchy or by other criteria, click the arrow in and select an option. These options vary based on the data source provider.
   • Oracle Essbase:
     • Hierarchy: Displays members in standard hierarchy format.
     • Attribute: Display members by attributes. See Filtering Members by Attribute.
     • Subset: Display a subset of members based on a set of conditions. Filtering Members by Subsets.
     • Dynamic Time Series: Display members by the latest period on which to base the to-date calculation. See Selecting Period-to-Date Members.
   • Cloud EPM:
     • Hierarchy: Display members in standard hierarchy format.
     • Attribute: Planning only. Display members by attributes in an ad hoc grid. See Filtering Members by Attribute.
     • Dynamic Time Series: Display members by the latest period on which to base the to-date calculation. See Selecting Period-to-Date Members.
     • Substitution Variables: Display members based on selections made in the User Variables tab of the Preferences dialog box.

       This option appears when you access Member Selection from a user variable in a form.

   • Narrative Reporting:
     • Hierarchy: Display members in standard hierarchy format.
     • Dynamic Time Series: Display members by the latest period on which to base the to-date calculation. See Selecting Period-to-Date Members.
4. Optional: To filter members by levels, generations, and relationships, click and select a filter. See Filtering Members by Levels, Generations, and Relationships.
5. Optional: To apply an alias table to the members in the Member Selection dialog box, click , select Alias Table, and then select an alias table.

   Note that alias table selections made in the Member Selection dialog box apply only to the dialog box and not to the grid.

6. Optional: To view information about a member, select the member, click , and then select Member Information. See Viewing Member Information.

   Applies to Essbase, Cloud EPM, Narrative Reporting.

7. Optional: To view members in an expanded or a collapsed view, click , and then select Expand All or Collapse All.
8. Select the members that you want to use.
   • To place a check in the check box next to the applicable members, click and choose from Check Children, Check Descendants, or Check Base Members.
   • To clear all check marks, click and select Clear Checks.

   Note:

   Oracle Hyperion Financial Management: An error occurs (Unknown error 0x800A139D) when a member list containing double hyphens (--) in the name is selected.
9. Click .

   The members are transferred from the member tree list in the left pane to the selection tree list in the right pane.

10. Optional: If this is the first member selection that you make in a blank, connected worksheet, then launch the Member Selection dialog box from the Smart View Panel by choosing More, then Member Selection; select members, and then choose one of these fill buttons:
    • to fill in the selected members vertically, in a column, starting in the selected cell
    • to fill in the selected members horizontally, in a row, starting in the selected cell

    The fill buttons only appear when launching Member Selection from the More menu in the Smart View Panel and are helpful in creating a free-form ad hoc grid. The fill buttons are present for all eligible members in the connected data source.

    Tip:

    When using the fill buttons, always check the cell placement of your cursor to ensure that you have selected the desired starting point within the sheet. The fill begins from the selected cell.

    For example, place your cursor in cell A2, launch Member Selection from the More menu, then select any three members in a dimension and move them to the right side of the dialog. Click the Fill vertically button, , and close the dialog. The selected members are filled in to cells A2, A3, and A4.

11. Click OK to close the Member Selection dialog.

    The selected members are displayed in the grid.

12. From the ribbon, click Refresh to update the data on the grid to correspond to the selected members.

    Note:

    Once the selected members are in the grid, you must perform a Refresh before selecting another member in the grid and launching Member Selection again. If you do not refresh the grid, then Member Selection is launched in the context of the first dimension of your cube outline.

13. Optional: Repeat this procedure to select additional members, after you first refresh the grid as instructed in the previous step.