Filtering Members by Levels, Generations, and Relationships

In the Member Selection dialog box, you can filter members by levels generations, and relationships.

Note:

The filter options may vary depending on data source provider.

Narrative Reporting does not support filters.

Click and select one of these filters

Relationships:

Select a member and choose any of the following filters in relation to the selected member:

Descendants: Include all descendents of the selected member
Descendants Inclusive: Include the selected member and all descendents of the selected member
Children: Include only the children of the selected member
Children Inclusive: Include the selected member and only the children of the selected member
Siblings: Include all siblings of the selected member
Siblings Inclusive: Include the selected member and all siblings of the selected member
LSiblings: Include only the members that appear before the selected member with the same parent
LSiblings Inclusive: Include the selected member and its left siblings
RSiblings: Include only the members that appear after the selected member with the same parent
RSiblings Inclusive: Include the selected member and its right siblings
Parent: Include only the parent of the selected member
Parent Inclusive: Include the selected member and only the parent of the selected member
Ancestors: Include all the ancestors of the selected member
Ancestors Inclusive: Include the selected member and all ancestors of the selected member
Level 0 Descendant: Display all descendants of the selected member that have no children

Levels:

Select Level to display the Level dialog box, where you can select a level in the hierarchy of members.

Generation:

Select Generation to display the Generation dialog box, where you can select a generation in the hierarchy of members.

User Defined Attribute (UDA):

Select UDA to display the UDA dialog box, where you select a user-defined attribute. This is available only if defined by the administrator.