Member Options

Set Member options to define how members are displayed in forms and ad hoc grids.

To set member options:

  1. In the Extensions menu, select Smart View for Google Workspace, and then select Options.
  2. In the Options dialog, select the Members tab.
  3. Make selections in the Members tab as described in Member Options.
  4. Optional: To save your Members tab selections as the default selections for any new content that you import from a data source, select the Advanced tab, and then click Save Current Options as Default.
  5. Click OK to save the changes.

Member Options

Table 5-3 Member Options

Option Description
General General
Ancestor Placement

Select one of the following to specify ancestor position in hierarchies:

  • Top to display hierarchies in order from highest to lowest level
  • Bottom to display hierarchies in order from lowest to highest level
Indentation

Apples to ad hoc only.

Select one of the following to specify how hierarchy levels are to be indented:

  • None
  • Subitems to indent descendants. Ancestors are left-justified in the column.
Member Name Display

Select one of the following to specify how to display member names in cells:

  • Member Name or Alias to display member names only or, if an alias table is being used, alias names only.
  • Member Name and Alias to display member names and their aliases.
  • Distinct Member Name Only to display fully qualified names.
Format Members as Text

Select one of the following to specify how to format members as text:

  • Single Quote
  • None
Member Retention Member Retention

For ad hoc grids only.
Include Selection Display the selected member and the members retrieved as a result of the operation.
Within Selected Group Perform ad hoc operations only on the selected group of cells, leaving unselected cells as is. This setting is meaningful only when there are two or more dimensions down the grid as rows or across the grid as columns for Zoom, Keep Only, and Remove Only.
Remove Unselected Groups For Zoom In or Zoom Out, remove all dimensions and members except the selected member and the members retrieved as a result of zooming.
Comments and Formula Comments and Formula
Preserve Formulas and Comments in Ad Hoc Preserves formulas and comments in ad hoc grids.

If you clear this option, the formulas and comments are removed from the grid.

Note:

Only Refresh operations are supported when Preserve Formulas and Comments in Ad Hoc is selected. Other ad hoc operations, such as Zoom In or Keep Only, are not supported.

Preserve Comments and Unknown Members Preserves comments and unknown members in ad hoc grids.

Note:

Only Refresh operations are supported when Preserve Comments and Unknown Members is selected. Other ad hoc operations, such as Zoom In or Keep Only, are not supported.
Flex Forms: Preserve Grid on POV and User Variable Change Retains modified members on a flex form after a POV or user variable change.

If this option is not selected, any added rows or columns in the flex form will be removed upon a POV or user variable change. For more information, see Retaining Modified Members on Flex Forms After POV or User Variable Change.