Member Entry Using the Member Selector (on Large Volume Data Sources and Specific Connections)

Applies to: Local connections, when the option Do not Load Members at Connection is selected; SAP BW (INA Provider) connections.

The Member Selector is designed differently in the following cases:

Using a local connection, when you connect to a data source that has a large volume of members and you have selected the Do not Load Members at Connection option for the connection.
When you use a SAP BW (INA Provider) connection.
Restriction Certain member selection settings available in the EPM plug-in are not compatible with BW member selection settings. See below for more information.

The following paragraphs describe the differences between the standard Member Selector and the Member Selector used for large volume data sources.

Hierarchy or Find Result display

Using the dropdown list in the top-left corner of the dialog box, you can only display the members in a hierarchy, not in a simple list.

In addition, you can also display the members that result:

from the search that you previously performed using the binoculars icon.
from the filtering by properties, provided that you clicked the Apply Filter to List button.

Filter by Properties

When you click Filter by Properties, a dedicated dialog box opens.

For a BW data source, LIKE is not available in the dropdown lists.
To use the context member value as a property, you must enter <CONTEXT> and the name of the dimension as it appears in the EPM Context bar.
To use the filtering by properties in the member selection area of the Member Selector, click Apply Filter to List. When you close the filtering by properties dialog box, the member selection displayed by default is the one from the filter.

For more information on filtering by properties, see Member Filtering by Properties.

Find What - Member Search

In the Find What area that opens when you click the binoculars icon:

for a BW data source:
- You can restrict the search to the members and descendants of one or more members, that you select in the tree view on the left side of the Member Selector. Each member you select in the tree view is displayed in the Find What area.
- The search is performed on the property that is selected in the display name dropdown list (next to the hierarchy/list dropdown list).
  Note
  For BAPI connections, the Match Case option is greyed out, as the case-sensitivity is managed by BW in a specific case.
  
  As a general rule, the member search is case-sensitive for the “equal” search (Find Whole Words Only option selected) and case-insensitive for the “contains pattern” or “like” search (Find Whole Words Only option not selected).
  
  However, the behavior is different if the performance optimization for display hierarchies has been implemented on the BW side with SAP Note 1957462 and if the display hierarchies are large (each containing more than 10.000 members). In such a case, the “contains pattern” search is case-sensitive for the following properties: member_name, member_caption and key.
for an SSAS data source:
- The Match Case option is not selected and is greyed out.
- The Find Whole Words Only option is not selected and is greyed out.
- The search is performed on the name selected in the Display menu, or by default on captions.

You can view the result whenever you want by clicking Find.

For more information on the Find feature, see Member Selector Presentation.

Relationships not contextual to a specific member

When clicking the last button on the right in the top part of the dialog box, the relationships available are: Select all Members, Select Base Level, Insert Blank Member.

Also, Dimension Property is not available.

For more information about relationships, see Selection Relationship.

Member Properties

You can display the properties of a selected member by clicking the last icon in the upper part of the Member Selector.

Members available for the Dimension

In the list of members available for the current dimension, as members are loaded when you select a node, some elements are slightly different than in the standard Member Selector.

For each node, the number of children is displayed, whereas the number of descendants are displayed in the standard Member Selector.
To select a member, click on it: a tick icon is displayed.
When selecting members, each member selected is displayed at the bottom of the dialog box. To remove a member from the selection, click on it and the tick icon disappears.
You can specify the maximum numbers of members that should be loaded and displayed when you expand a node. To do so, use the user option Members Displayed on Node Expansion in Member Selector. By default, a maximum of 1000 members are loaded and displayed. For performances reason, you may want to load a smaller amount of members on node expansion.

Selection Relationship

In Members, all the members selected in the list of members are displayed.

In Relationship, you select the relationship that applies to all the selected members.

Note The Member Property relationship does not exist.

Regardless of the relationship you select, the relationship is applied default settings that you can view and modify in the Selection Relationship Options dialog box by clicking the Options link. For example, this is where you can modify the hierarchy levels to display when selecting Member and Descendants. For more information on hierarchy levels, see Hierarchy Levels to Display.

To take into account your selection, click the Add Members button.

For more information on relationships, see Selection Relationship.

Selected Members

In the right section of the dialog box, the members you have selected are listed.

You can edit a member selection by clicking the Edit icon to the right. The Selection Relationship Options dialog box opens and you can make changes.
You can re-order the members using the arrow buttons on the right side.
You can remove a member selection by clicking the red cross on the right side.
When selecting several members, by default, all the members will be displayed in the report (meaning OR is applied by default). To display only the members at the intersection of the different members (meaning AND), you can merge the members by selecting several members and clicking the Merge Members icon on the right side. Once members are merged, you can unmerge the members or remove a member from the merge.
Member sorting and grouping by properties. You can sort the selected members based on property values by clicking the last icon on the right side. For more information about member sorting and grouping by properties, see Member Sorting and Grouping by Properties.

For more information about selected members, see Member Selection.

Restrictions for SAP BW (INA Provider)

Certain member selection settings available in the EPM plug-in are not compatible with BW member selection settings.

The EPM plug-in relationships that are compatible with BW member expansion are: Member Only, Member and Children, Member and Descendants.
For the Member and Descendants relationship, the EPM plug-in selection relationship option Only Level is NOT compatible with BW.
For the same dimension:
- The members you select must belong to the same hierarchy level.
- The relationships you select must be the same for the selected members.
- The selection relationship options you select must be the same for the selected members.

If you do not meet the above criteria, a warning icon is displayed:

In the Member Selector, in the OK button.
In the EPM pane, near the concerned dimension.

When mousing over the warning icon, a message is displayed in a tooltip. If you do not modify your selection, the refresh performances may be lowered, and your data input capabilities may be restricted.