Member Lookup

You use this function to select specific members to use in reports, input schedules, journals, member security definitions, and data management packages.

In addition, from Interface for Excel, you can use it to copy and paste member lists into spreadsheets.

Features

You can use the following features when using Member Lookup, some of which are available only when performing certain tasks within the system:

Feature	Description
Select members	You can select members at any time to display in your report or input schedule. You can select only the dimensions and members to which you have access. To select a member, do one of the following: Highlight that member and click OK. Right-click the member and choose an option: Select sibling members of the current member Select all children of the current member Unselect sibling members of the current member Unselect all children of the current member Populate all children of the current member If a section is disabled, all members in the dimension are selected, and all members are returned to the report or input schedule upon clicking OK. You can select the checkbox next to one or more members to copy them to the active spreadsheet.
Filter members	You can filter the member list based on member properties as well as hierarchy. You select a property, an operator, and a value, then click Refresh to apply your changes to the current list. You can specify a filter on one or more properties. If you define a filter, the members can only be displayed in Table data view (not hierarchical). When filtering by properties, the following options are available: = Equal < > Not equal LIKE — A pattern match that supports using an asterisk ( * ) before or after the value BT — A range between a low and high value If you set selections with the same property, the logic operator between each selection is OR. If you set selections with different properties, the logic operator between each selection is AND. For example, when you set the following selections: `Attr1 = 1` `Attr1 bt 3 to 7` `Attr2 <> 10` The filter is `((Attr1 = 1 or (Attr1 >=3 and Attr1 <=7)) and Attr2 <> 10)`. The logic operator for hierarchy selections is OR. For example: `2006.JAN SELF` `2005.TOTAL BAS` The filter is (SELF(2006.JAN) or BAS(2005.TOTAL)). The logic operator between Hierarchy selections and Attribute selections is AND. For example: `Attr1 = 1` `Attr1 bt 3 to 7` `Attr2 <> 10` `2006.JAN SELF` `y2005.TOTAL BAS` The filter is `((Attr1 = 1 or (Attr1 >=3 and Attr1 <=7)) and Attr2 <> 10) or (SELF(2006.JAN) or BAS(2005.TOTAL))`. You can filter by hierarchy in Data Manager. The following information applies: You can use the following filter options: SELF — the value itself DEP — direct children of the value BAS — all the base members of the value’s children ALL — all the children of the value You can save and modify filters using Maintain Filter. You can use the saved filters when selecting members for Data Manager packages. You can choose whether to return the members or filter to Data Manager by choosing Return By.
View member properties or attributes	You can view the property values and attributes of a selected member. Members that are available for use when creating and modifying reports or input schedules are enabled. Properties that are for information purposes only are disabled. You can view a member's properties by opening the Member Lookup, then doing one of the following: Right-click the desired member, then select Member properties. Click the Show selected member properties link. After reviewing the list, click OK to close the Properties dialog box.
Set Member Lookup options	You can set options that control behavior on the Member Lookup dialog box. To access the Member Lookup Options dialog box, open the Member Lookup, then select the Options button. In the Double-click Options section, select the checkbox if you want to select the member and return to the worksheet by double-clicking a member. This option closes the Member Lookup and returns to the active report or input schedule. If unselected, a double-click expands or collapses the member when double-clicked. This option keeps the Member Lookup open. The Select All Children Behavior section determines how members are selected when you use the Copy option to copy one or more members and paste them into your spreadsheet. See Copy and Paste Member Lists, below. Do one of the following: Select Select direct children only to only copy the members directly below the selected member. Select Select all descendents to copy all descendents of the selected member.
Copy and Paste Member Lists	You can copy members from Member Lookup and paste them into a spreadsheet. You can use this feature to create journal entries, reports, or input schedules. You can copy and paste a member list by doing the following: Open the report, input schedule, or journal template from the Excel interface. Open Member Lookup for the applicable dimension. Select a member or choose Select sibling members for the selected member. Select the rows and columns in which to place the members. Choose the Copy Members button, then in the Copy Members dialog box, select in rows to place the members in the rows, or select in columns to place the members on the columns. Select the first cell in which you want to place the members. Select Edit Paste to paste the members.
Select Members from Dynamic Hierarchy	You can select members from Dynamic Hierarchy if Dynamic Hierarchy is available. The Dynamic Hierarchy option is available only for the entity type and group type dimensions, or the currency type dimension if the group Members are included in the currency type dimension, in a consolidation application, and a dynamic hierarchy is built and stored in the ownership application. You can select only the dimensions and members to which you have access. With the Dynamic Hierarchy option, the Entity and Group (or Currency) dimension hierarchies are dynamically displayed according to the consolidation hierarchy that was built for the time and category member selected in the current view. To select a member from Dynamic Hierarchy, do one of the following: Select a group member from the dynamic hierarchy if the group (or currency) dimension member selector is open, or select an entity member from the dynamic hierarchy if the entity dimension member selector is launched. Highlight that member and click OK. Right-click the member and choose an option: Select sibling members of the current member Select all children of the current member Unselect sibling members of the current member Unselect all children of the current member Populate all children of the current member If a section is disabled, all members in the dimension are selected, and all members are returned to the report or input schedule upon clicking OK. If a dimension does not have a dynamic hierarchy, the dynamic hierarchy option is unavailable. You can select the checkbox next to one or more members to copy them to the active spreadsheet. The Dynamic Hierarchy option is available only in the Excel client, specifically in the action pane, EVDRE report, EVCVW function, and in the embedded Excel object in the Office client. Its availability also depends on ownership transaction data.

Activities

To access the Member Lookup, do one of the following:

Choose a dimension member from the Session Information section of the action pane, select the down arrow next to a dimension, then select more.

From the eTools menu, select Select Members, then select the dimension whose members you want to view.
Right-click any cell in a workbook and select Select Members, then select the dimension whose members you want to view.
Run Data Manager packages for which you need to select members.

When selecting members, be aware that using the operator Between functions as expected for all types of dimensions except for Time. Between is a string comparison, and therefore does not take into account the concept of time. For example, if you want to select all members under 2005.TOTAL and 2006.TOTAL, setting up ID BT 2005.TOTAL to 2006.TOTAL would be incorrect because the string 2005.Q1 does not fall between 2005.TOTAL and 2006.TOTAL. 2005.Q1 would not be selected.

More Information

Reports and Input Schedules

Data Management for the NetWeaver platform or Data Management for the Microsoft platform

Journals