Selecting Members for Forms

When selecting members for forms:

  • To filter members from certain users, restrict their access permissions to members, and then refresh the plan.

  • The order of members in the Selected Members list determines the order on forms. To change the order, select a member and click the Up or Down Arrow above the selected members list.


    If you select members individually and select their parent first, the parent displays in the form at the top of its member hierarchy. (Note that depending on the number of hierarchy levels, calculating totals for the parent of individually selected members could take several passes, slowing calculations). The parent of members selected by relationship, for example, by I(Descendants), displays at the bottom of the hierarchy.

  • In the Layout tab of the Form Management dialog box, you can open the Member Selection dialog box by clicking the member selection icon, or by right-clicking a row or column and selecting Select Members.

  • To select different sets of members across the same dimension, see Creating Asymmetric Rows and Columns.

  • For forms with multiple dimensions in a row or column, you can set member selection options for a dimension by selecting that dimension from the Dimensions drop-down list that is displayed in the Member Selection dialog box for multiple dimensions in a row or column.

  • If you click the member selection icon, an option is displayed for Place Selection in Separate Rows or Place Selection in Separate Columns. This adds the selection to the rows or columns after the last existing row or column on the form. For example, for a form that contains members Acct1, Acct2, and Acct3 in Column A, if you select these members with Place Selection in Separate Columns selected, Acct1 is selected for column A, Acct2 for column B, and Acct3 for column C. If you select the members without this option, all of the members are selected for column A.

    This feature is available for single members only, not for members selected with functions, such as Children (inc). For example, if you select Q/IChildren for Column A and select Place Selection in Separate Columns, the form layout isn't changed.

  • All settings except Count are retained after the Member Selection dialog box is closed, and members in the Member Selection dialog box are displayed based on user-defined settings. Members displayed on the Layout tab don't inherit the display settings defined in Member Selection dialog box. Instead, they are displayed using the member name.

  • To define different sets of members for a dimension, see Creating Asymmetric Rows and Columns.

  • To set display, functionality, and printing options, see Setting Form Precision and Other Options.