You select members for a variety of purposes within Oracle Smart View for Office: ad hoc grids, functions, and the POV Manager.

The Member Selection dialog boxes in these locations may vary slightly, and not all options are always available. You can select members for one dimension at a time.

Figure 6-1 shows the Member Selection dialog box with the Year dimension and its members as examples.

Figure 6-1 The Member Selection Dialog Box

Note:

In this topic, EPM Cloud refers to these data source providers: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, and Tax Reporting.

References to Oracle Hyperion Planning refer to on-premises Planning.

1. To display the Member Selection dialog box, which contains a tree list of available members for the dimension selected, do one of the following:

   • Select a dimension or member on the grid, and then from a provider ad hoc ribbon, click Member Selection. For example, from the Planning Ad Hoc ribbon or the Essbase ribbon, click Member Selection.

   • From an open dialog box enabled for member selection, click Member Selection.

   • On a blank worksheet, from the Smart View Panel, right-click a cube name and select Member Selection. Use this method to select members for functions and references (see Functions).

   • Click on a user variable in a form.

   • Financial Management: Click on a selectable dimension, row, or column in a form.

2. From Member Selection, to change the dimension, click the Dimension Selector button (for example, ) and select a dimension.
3. Optional: To find a specific member in the tree list, enter a member name, or part of a member name, in the search field and click .

   The first result in the member list is highlighted. Click again to locate the next member that contains the search string you entered.

   Alternatively, you can press the F3 key instead of clicking the button.

   Tip:

   For searches on alphabetic characters only, you may also press the Enter key after you have typed your search criteria in the search field. After locating a matching member, pressing Enter again can result in an error message. You may use the Enter key for successive searching, but after locating a matching result, it is a best practice to always place the cursor back in the search field before pressing Enter again.

   Note:

   • If the alias table for the Member Selection dialog is set to None (see step 6), you may search by member name. If you change the alias table to Default or to any other alias table, then you must search according to the corresponding aliases defined for the Default alias table or any other selected alias table.

   • Essbase and Narrative Reporting accept asterisks (*) and question marks (?) as wild cards. The asterisk can be substituted for a group of characters; the question mark can be substituted for only one character.

     For example, to search for all member names that start with the word, Total, To* and To?al are valid search strings; however, To? is not.

     The search string cannot begin with an asterisk. For example, *Total and *otal are not supported search strings.

4. Optional: Click the arrow in and select an option to change the criteria for displaying members in both the right pane of the Member Selection dialog box and on the grid or form:

   • Essbase:

     • Hierarchy—Displays members in standard hierarchy format.

     • Attribute—Display members by attributes. See Filtering by Attribute.

     • Subset—Display a subset of members based on a set of conditions. Filtering by Subsets.

     • Dynamic Time Series—Display members by the latest period on which to base the to-date calculation. See Selecting Period-to-Date Members.

   • EPM Cloud and Oracle Hyperion Planning:

     • Hierarchy—Display members in standard hierarchy format.

     • Attribute—Planning only. Display members by attributes in an ad hoc grid. See Filtering by Attribute.

     • EPM Cloud only:

       Substitution Variables—Display members based on selections made in the User Variables tab of the Preferences dialog box.

       Note:

       The Substitution Variables option displays when you access Member Selection from a user variable in a form.

     • Dynamic Time Series—Display members by the latest period on which to base the to-date calculation. See Selecting Period-to-Date Members.

   • Financial Management:

     • Hierarchy—Display members in standard hierarchy format.

     • Member lists—Display members either by system-generated or user-generated member lists. Note that system-generated member lists are designated with brackets; for example, [member list name].

   • Narrative Reporting:

     • Hierarchy—Display members in standard hierarchy format.

     • Dynamic Time Series—Display members by the latest period on which to base the to-date calculation. See Selecting Period-to-Date Members.

5. Optional: To find a specific member or group of members in the tree list, click and select one of these filters (filter options may vary by data source type):

   • Descendants to select all descendents of the selected member

   • Descendants Inclusive to include the selected member and all descendents of the selected member

   • Children to select only the children of the selected member

   • Children Inclusive to include the selected member and only the children of the selected member

   • Siblings to select all siblings of the selected member

   • Siblings Inclusive to include the selected member and all siblings of the selected member

   • LSiblings to include only the members that appear before the selected member with the same parent

   • LSiblings Inclusive to include the selected member and its left siblings

   • RSiblings to include only the members that appear after the selected member with the same parent

   • RSiblings Inclusive to include the selected member and its right siblings

   • Parent to select only the parent of the selected member

   • Parent Inclusive to include the selected member and only the parent of the selected member

   • Ancestors to select all the ancestors of the selected member

   • Ancestors Inclusive to include the selected member and all ancestors of the selected member

   • Base to select only the bottom-level hierarchy members of a hierarchy

   • Level 0 Descendant to display all descendants of the selected member that have no children

   • Level to display the Level dialog box, where you select one level in the hierarchy of members

   • Generation to display the Generation dialog box, where you select one generation in the hierarchy of members

   • UDA to display the UDA dialog box, where you select a user-defined attribute (available only if defined by the administrator)

   Note:

   Narrative Reporting does not support filters.

6. Optional: To choose display and selection options for members in the Member Selection dialog box, click and perform an action:

   • To place a check in the check box next to the applicable members, choose from Check Children, Check Descendants, or Check Base Members.

   • To clear all check marks, select Clear Checks.

   • To view expanded or collapsed dimensions, select Expand All or Collapse All.

   • To view information about a member, select the member, then select Member Information. Click the Alias tab to view alias table information, if available.

     Applies to Essbase, EPM Cloud, Narrative Reporting, Oracle Hyperion Planning, .

   • To apply an alias table to the members in the Member Selection dialog box, select Alias Table, and then select an alias table.

     Note that alias table selections made in the Member Selection dialog box apply only to the dialog box and not to the grid in the Office document.

7. Under Members, select the members that you want to use.

   Note:

   Financial ManagementAn error occurs (Unknown error 0x800A139D) when a member list containing double hyphens (--) in the name is selected.
8. Click .

   The members are transferred from the member tree list to the selection tree list in the pane on the right.

9. Optional: If this is the first member selection that you make in a blank, connected worksheet, then launch the Member Selection dialog from the Smart View Panel by choosing More, then Member Selection; select members, and then choose one of these fill buttons:

   • to fill in the selected members vertically, in a column, starting in the selected cell

   • to fill in the selected members horizontally, in a row, starting in the selected cell

   The fill buttons only appear when launching Member Selection from the More menu in the Smart View Panel and are helpful in creating a free-form ad hoc grid. The fill buttons are present for all eligible members in the connected data source.

   Tip:

   When using the fill buttons, always check the cell placement of your cursor to ensure that you have selected the desired starting point within the sheet. The fill begins from the selected cell.

   For example, place your cursor in cell A2, launch Member Selection from the More menu, then select any three members in a dimension and move them to the right side of the dialog. Click the Fill vertically button, , and close the dialog. The selected members are filled in to cells A2, A3, and A4.

10. Click OK to close the Member Selection dialog.

    The members selected are displayed in the grid.

11. From the ribbon, click Refresh to update the data on the grid to correspond to the selected members.

    Note:

    Once the selected members are in the grid, you must perform a Refresh before selecting another member in the grid and launching Member Selection again. If you do not refresh the grid, then Member Selection is launched in the context of the first dimension of your cube outline.

12. Optional: Repeat this procedure to select additional members, after you first refresh the grid as instructed in the previous step.