Applying Member Filtering Rules

This task assumes that you followed the steps inDefining Report Layout and Selecting Query Members.

  To apply filtering rules to selected members, such as selection by attributes, generation name, level name, pattern matching, and UDAs:

  1. Select the member in Selection Rules.

  2. To view the member filter panel, right-click and select New Member Filter.

  3. Select from the available choices in Method:

    • Generation Name enables you to select members based on generation name.

    • Level Name enables you to select members based on level name.

    • Pattern Matches enables you to select members based on matching a text string. Pattern matching supports the single-character wildcard symbol, ?, and trailing asterisk wildcard symbol, *. Examples of valid wildcard strings are J?n and 100*. Invalid wildcard strings are *-10 and *10*.

    • UDA enables you to select members by user-defined attribute.

      If the database outline also includes attributes, these are displayed in Method before Generation Name. See Using Attributes to Select Base Dimension Members.

  4. Select a comparison operator from Operator:

    • is includes members that meet the criteria set in Value. For example, Generation Name is Gen2, Product includes 100, 200, 300, 400, and Diet.

    • is not excludes members that meet the criteria set in Value. For example, Generation Name is not Gen2, Product excludes 100, 200, 300, 400, and Diet.

  5. Select from the available values in Value.

  6. Optional: If you want to create groupings of member filters, select the same dimension in the navigation panel to return to the member selection panel.

  7. In Selection Rules, select the member filter criteria that you previously defined.

  8. Right-click and select one of these conditions:

    • New Member Filter (AND)—Selection must meet all criteria.

    • New Member Filter (OR)—Selection must meet at least one of the criteria.

      Selecting one of these menu items returns you to the member filter panel.

  9. Repeat step 3 through step 8 for each set of criteria.

    As you create each member filter, notice that the navigation panel displays the criteria that you defined for the member.

Next, you can preview the results of the member filter or apply the query.

Related Topics

Applying Multiple Member Filters

Deleting Member Selection Rules

Displaying Aliases

Searching for Members

Selecting Attribute Members

Selecting Query Members

Setting the Maximum Number of Members to Preview

Specifying Latest Period of Time Dimensions

Suppressing Shared Members

Using Attributes to Select Base Dimension Members

Viewing Member Information