1. Administering Profitability and Cost Management
  2. Working with Profitability and Cost Management Rules
  3. Creating and Managing Rules with the Manage Rules Screen
  4. Creating Allocation Rules with the Manage Rules Screen
  5. Defining a Source for Allocation Rules
  6. Filtering Dimension Members

Filtering Dimension Members

Note:

Filtering selects a subset of dimension members to work with. Members not selected by the filter are not available for that operation. Filtering is useful only if the filtered member is a parent. The filter is based on its descendants.

Follow these steps to filter members in the Member Selection area of the Rule Definition screen:

  1. At the bottom of the Rule Definition area, click the arrow in front of Filter to expand the Filter area.

  2. To add a filter, click Add button or select Actions and then select Add Filter.

    Select a parameter such as Name or Attribute or UDA, an Operator such as = or <>, and then enter a Value to match. Click OK to display members that match Value and add the filter to the table.

  3. To edit a filter, select it and click Edit button. Change the filter as you want and then click OK.

  4. To delete a filter, select it and click Delete button. The filter is deleted.