Use Advanced Options in the Selector Tool

You can use the Advanced Filter dialog box to filter data and select specific members that fulfill some criteria.

Click the Advanced Filter icon on the Members tab to open the Advanced Filter dialog box. You can use the following filter criteria tools:

  • Levels: Select by level. Select the members in a level such as Customer Site for the Customer dimension, or Period for the Time dimension.

  • Family: Select parent or child of a dimension member. Select members based on a parent or child relationship, such as selecting the Days in a Week.

  • Attributes: Select based on name. For example, select members based on items whose name contains Economy.

  • Measure Criteria: Select based on meeting measure criteria. Select members that meet the criteria, such as Products for which the gross margin is greater than a particular value.

  • Time Range: Select a range of dates. Select time periods based on a range, a start date, or today's date.

The advanced filter criteria tools are used in conjunction with action keywords to refine selections. The following four actions determine how to apply the criteria:

  • Replace with: Replace the current selection, if any, with members meeting the criteria.

  • Add: Add members meeting the criteria to the current selection.

  • Keep: Keep only the members in the current selection that meet the criteria.

  • Remove: Remove the members from the current selection that meet the criteria.

You can apply filter criteria tools sequentially to refine your selection. For example, select all the items for a category, and then keep the top 10 items based on sales.

Click the Show Results button to see the filtered list of members based on the criteria. Removed members are shown below the filtered list. You have the option of accepting the results or resetting to the previous members.

When you accept the results, the criteria used to retrieve the accepted members appear in the Criteria Steps section on the tab. These criteria are evaluated when the table or graph is displayed. You can remove criteria steps.

Note: Ensure that the criteria steps defined for each dimension are needed and relevant. Remove all unwanted or unnecessary criteria steps so that your table or graph displays the correct information.
  • To remove a step, click the Remove icon in a row.

  • To view the result of removing a criteria, click Show Criteria Change.

  • To accept the Show Criteria Change results, click Accept and then OK.

  • To make the change permanent, click Save or Save and Close.

  • To view the results without making the change permanent, click Apply and Close.