In the
Local Members
tab of the
Report Editor,
you can modify the automatically converted local member or you can create a new
local member.
To create a local member that answers your analysis
needs, you must use appropriate keywords in the formula and you also need to
attach the local member to the apropriate item. To see detailed examples of
local members, see
Local Members - Examples.
You can perform the following actions in the
Local Members
tab:
- Modify
or select the item to which the formula is attached. See detailed examples here
Local Members - Examples.
- Name the
local member. The name will appear in the list of local members on the left
side.
- Enter a
description. The description appears in the report. You can enter a suffix, a
prefix and also include the text of the outer member by selecting
Outer Member
in the dropdown list.
Note When you have entered a formula in a cell
and you have not entered a text to describe the local member, a default name is
generated, beginning with (fn).
- In the Formula field, enter a
formula in English language only, using the appropriate keyword. See detailed
examples here Local Members - Examples.
Caution If you reference a sheet in the formula, the local member
is not created. For example: Sheet!C4.
- Change
the position of the local member, after or before the item to which the formula
is attached.
If the item to which the local member is attached
is Dimension/Hierarchy (depending on the connection you use), Column Axis or
Row Axis, you can also specify a position using the
Insert at
Position dropdown list.
Note The rows and columns that are used as
separation (shift) between the data grid and the row or column axis are
ignored.
- Enable
or disable a local member by checking the
Enable
option. When a local member is enabled, it is taken into account in the current
report.
- When you
have finished defining a local member, click
Add.
- When you
have modified an existing local member, click
Save to save
your changes.
Note You can also create a local member that inserts
a blank row or column to a specific member for example. In the
Local Members
tab, simply enter a name for the local member, select the position where you
want to insert the row or column and select the member to which you want to
attach the blank row or column, using the ellipsis button. As this local member
is attached to another member, it will move along with the member. Note that
you can also insert a blank member that behaves like any other member and is
not attached to a specific member. For more information, see
Blank Member.
Caution You can reference another
worksheet in a local member formula, provided that the name of the worksheet
does not contain any numbers.
Restriction You cannot create a local member in a child
report.
Referencing an EPMOlapMemberO
In local member formulas, when you reference a cell
that contains a member placed in one of the three axes of the report (meaning a
member identified by =EPMOlapMemberO), you can specify that the "EPMMemberID"
function be used automatically for members. To do so, select the
Use EPMMemberID in EPM
formulas option in the User Options. For example, if you reference
cell A6, when this option is selected, A6 will be automatically replaced by
EPMMemberID(A6) if A6 contains an EPMOlapMemberO function.
For all the local members that have been created
when the option was not selected, you can scan all the formulas of the current
worksheet. For any cell reference containing members, the EPMMemberID function
is added. To scan all the formulas, select
.
Note The
Use EPMMemberID in EPM
formulas option and the
Insert EPMMemberID in
Formulas command apply to both EPM functions and local members.
Note However, note that selecting this option may
lower performances.
Local Member Creation using Excel Cell References
You can create local members whose formula use
Microsoft Excel cell references and not EPM keywords (see above for keywords).
Select the
Use Excel Cell
References option in the
Local Members
tab of the
Report
Editor. The formulas of local members that are repeated will adjust
and behave according to the Microsoft Excel relative references feature.
Local Members Related to Context Members
For a local member that is attached to a member or
a combination of members, you can specify that the local member be updated when
a context member is changed.
To do so, select the
Related to
Context option in the
Local Members
tab of the
Report
Editor.
Caution The use of local members
related to the context is recommended only with hierarchies whose parents have
the same number of children, such as time hierarchies (see example below).
Since the local member follows the structure of the hierarchy, creating a local
member related to the context on a hierarchy that can change (member added for
example), can lead to unintended calculations.
Example In this report, Q1 and Q4 are context members. In the
context, 2011 is selected for the Time dimension.
| |
Q1 |
Q4 |
(Local member Q1+Q4) |
| Sales |
23152 |
24256 |
47408 |
In the context, you select 2012 for the Time dimension. Provided that
the
Related to Context option is selected, the local member
recalculates the sum for Q1 and Q4 2012. If the option is not selected, the local
member is not displayed anymore in the report.
Local Member Attached to Another Local Member
You can attach a local member to another local
member.
To do so, create the local member, then select the
Local Member
option and select an existing local member in the
Local Members
list.