To filter data by member within hierarchies

Prerequisites

The data source you are using contains hierarchies.

Procedure

Select a cell in the crosstab that belongs to the hierarchy you want to use for filtering.
Choose Filter Filter by member .
The Filter by Member dialog box for hierarchies appears.
Note You can also open this dialog box using the context menu on the crosstab or the design panel.
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 a text.
Members that match the search string are displayed in the members list and can be selected.
With the Display list, you can select how the members are displayed. The following options are available: Key, Text, Text and key, Key and text and Show Attributes. You can also select the Access Mode.

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.

In the Show Attributes list, you can find the attributes that are available for the members in your hierarchy. For example, a product hierarchy could have 'size' and 'color' as attributes. You can select and add these attributes to the member list in the filter dialog. This additional information may help you to make the selections for filtering.
In the list box, choose which members should be displayed in the list for selection.
- Select Hierarchy in the list if you want the members to be listed with the hierarchy.
- Select Leaves if you want all members of all levels to be listed in a flat view.
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.
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 check box. You can also deselect all members by clearing the Select All checkbox and selecting individual members from the list.
If you deselect a node in a hierarchy, all leaf members of this node are deselected automatically. The parent members of the deselected node are still selected, but the background color of the checkbox changes to gray. That shows you that not all leaf members of this node are selected for filtering.
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 reopen and edit existing filters.