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To filter data by memberLocate this document in the navigation structure

Context

You can filter members of a dimension to create new views of your data. You can define the number of members displayed in the filter dialog in the User Settings.

If a dimension has more members than defined in the User settings, the filter dialog for mass data is opened. In this dialaog, you only see the selected members, but you can add all other members of the dimension using the input help.

The filter dialog for mass data can be disabled in the registry. For more information, contact your IT Administrator.

Procedure

  1. Select a cell in the crosstab that belongs to the dimension you want to use for filtering.
  2. Choose Start of the navigation path Filter Next navigation step Filter by member End of the navigation path.
    The Filter by Member dialog box appears.
    Note You can also open this dialog box using the context menu on the crosstab or the design panel.
  3. Select Individual Selection if you want to filter individual members of the dimension.
    1. If you want to search for members, clear the Select All checkbox in the members list and enter a search string in the entry field. In the dropdown list of the search button, you can select if you want to search for a key or text.
      Members that match the search string are displayed in the members list and can be selected.
    2. With the Display list, you can select how the members are displayed in the list. The following options are available: Key, Text, Text and key, Key and text.
      Note If no text is defined for a member, the key is displayed as text. Members without text are displayed first in the filter dialog. Even if the key is displayed as text, the search for text is not possible if no text is defined. The result list will be empty.
      You can also select the Access Mode.
    3. Choose the Show Selected button if only the selected members should be displayed.
      The button name changes to Show All. Choose this, if you want all members to be displayed again.
    4. Select the members that you want to use for filtering in the members list.
      In the members list, all members are selected in the default setting. To deselect a member, clear the corresponding checkbox. You can also deselect all members by clearing the Select All checkbox and selecting individual members from the list.
    5. Insert the members that you want to use for filtering with Paste from Clipboard.
      You can copy a single or a list of members to the clipboard and copy your selection to the filter dialog using the Paste from Clipboard icon at the left bottom of the filter dialog. The members that you want to copy can be displayed as either text or key in the list. Members without defined text cannot be pasted as text. If you copy a list of members, you can use the following separators: \r\n (new line), \t (tab), ; (semicolon), | (pipe), : (colon).
      If you copy a list of members, you can use one of the following separators: \r\n (new line), \t (tab), ; (semicolon), | (pipe), : (colon). The sequence the separators are listed here, is relevant for their recognition as separator, that means if new lines are used as separator in the pasted list of members, a semicolon in the list will not be recognized as separator. But if semicolons and pipes are used in the pasted list, the semicolon is the identified separator.
      After pasting from the clipboard, the copied members are selected in the member list.
  4. Select Range Selection if you want to filter for a range of members.
    1. Select an operator.
      The following operators are available: Between, Not Between, Greater Than, Greater Than Or Equal To, Less Than, Less Than Or Equal To, Equal To and Not Equal To.
    2. Select the member range.
      For the range definition, the key of the members is relevant, not the text.
    3. Select Add Range.
      The range is added to the Range area. You can add several ranges to the filter.
  5. Press OK to apply the filter to your data.

Results

The data in the worksheet is filtered according to your selection. The filter is saved with the workbook and is available to other users or in other sessions. You can also open and edit existing filters again.