canvasplanning:userguide:memberselector

Member Selector

The “Member Selector” dialog box is used to select members in a dimension.

  • Hierarchy – Select the desired hierarchy in the drop down list.
  • Member – Displays the members of a hierarchy in the tree structure of the selected hierarchy. All Property values for the currently selected member are displayed in the pane on the right. To select a member, click on the member in the tree and press the OK button. Many times you can also select a member and close the Member Selectro by double clicking the member.
  • Search – Enter a value to search for. If a search value ends with an asterisk “ * “, then the search will look for all members starting with the entered value. In the drop down list below your search entry select the property to be searched. Click the search button to find the next member meeting the search value. All hierarchies are automatically searched.
  • Copy Down / Copy Across – select either of these options to copy / paste member selections from the Member Selector into a worksheet. The Member tree switches to a multiple selection tree with check boxes to select all the desired members. When you press the OK button the Name of all the selected members is placed in the Clipboard ready to be pasted into a worksheet.
  • Filter button – Click to open the Property Filter dialog box and apply a filter to the members displayed in the tree. When a filter is being applied to the tree this button has a yellow color. The filter setting for a dimension is remembered for the duration of the Excel session. (Note: For a LegalEntity type dimension the Property Filter dialog box includes a special filter to limit the members displayed to only valid members for the currently selected Time period.)
  • All Children button – Click to expand all children below the currently selected member in the tree.
  • Collapse button – Click to collapse the tree display below the currently selected member in the tree.
  • Select All Children button – Click to check the current member and all children below the current member.
  • Select Immediate Children button – Click to check the all immediate children below the current member.
  • Select Leaf Level Children button – Click to check all leaf level children below the current member.
  • Clear button – Click to clear all checks from the current member and all children below the current member.
  • canvasplanning/userguide/memberselector.txt
  • Last modified: 2017/04/05 11:33
  • by pcevli