Searching for Members

You can search for members within the Member Selector.

Searching for Members

To search for members:

1. In the System View tab, expand the Essbase application type.

2. Expand the application, the calculation type (Financial Management), the plan type (Planning), or the database (Essbase).

3. Expand Rules or Templates, depending on whether the component is in a rule or template.

4. Right-click the rule or template that contains the component for which you want to search for members, and select Open.

5. When the rule or template opens, in its flow chart, select the component for which you want to search for members.

6. Click the Actions icon, and select Member

7. In Member Selector window, select the dimension that contains the member for which you want to search.

8. Optional: From the Menu icon you can change the display of members in the Member Selector window by performing these tasks:

   • Select or clear the options in Show to display or hide the member's name, alias, description, and count. (By default, the name and alias of the member is displayed.)

   • Select Collapse All to hide the members in the dimension you selected. (By default, the outline is collapsed when you select a dimension.)

9. Select the Search tab.

   1. From the Find field, select a type of member to search for, a member name or its description.

   2. Enter the name of the member, or its description, to search for, or to display all members in the dimension, accept the default wildcard.

   3. Click Search.

      If the member is found, the member is selected in the Results section. If more than one member matches your search criteria, locate the appropriate members from the list.

   4. Optional: Click Advanced Search to search for the member by name, alias, or one of its properties.

   5. Select the member or members, and click the Select icon to move them to the Selections panel.

10. Click OK.