Select Values dialog

Use this dialog to search for and select one or more values from a list of available values, for example:

In a filter or prompt, when performing write back on a table view or pivot table view, or when creating or editing a member step
In a list of KPI dimensions, when pinning a dimension

Using this search function, you can limit the list of available values (for example, find all those values that start with the letter D) so that you can more easily find the value or values that you want.

This dialog is also displayed as:

Choose Members dialog
Edit Hierarchy Selection Step dialog
Edit Member Step dialog
Edit Select Existing Groups and Calculated Items
Member Selection Dialog
New Hierarchy Selection Step dialog
New Member Step dialog
New Select Members dialog
New Select Existing Groups and Calculated Items
Search Members dialog

Components

Note:

Not all components are available in each version of this dialog.

Relationship

Available only when working with a member step that is based on a hierarchy.

Use this box to select the type of relationship with which to create the member step for the hierarchical column. You can select a family relationship, a specific hierarchy level (for level-based hierarchies only), or a level relationship (for level-based hierarchies only). For parent-child hierarchies, the only option available is family relationship.

Action

Use this box to select the type of action to create. You can select to add the selected members to the selection, keep only the selected members and remove all others, or remove the selected members from the selection. For groups and calculated items, the only action available is Add.

When working with a member step that is based on a hierarchy, use the box beside the Action box to specify a hierarchy level (for level-based hierarchies only) or a family relationship.

For a family relationship, you can select one of the following options:

Children of — Selects all the children of the selected member.
Parents of — Selects the parent of the selected member.
Descendants of — Selects all members that are descended from the selected member.
Ancestors of — Selects all members from which the selected member is descended.
Siblings of — This option is not available for columns in a skip-level hierarchy. Selects all members that are on the same level and have the same parent as the selected member.
Leaves of — Selects all members that are descended from the selected member and that have no lower levels.

When you edit the first step in a list, the choices for actions are Start with All Members, Start with Selected Members, and Start with Groups or Calculated Items.

Use this button to show or hide the Search area that is displayed within the Available List area. See "Components of Search Area".

Available List

Use this area to:

Initiate a search in the Search area.
Select values to move to the Selected List area.
Show additional choices, if available, by clicking More.

Items that you have selected are displayed with a green check mark beside them.

Selected List

Use this area to view the values that you have selected from the Available List area and moved to the Selected List area.

Include selected members

Use this box to specify whether to include the selected member in addition to all the members of the family relationship (such as Children of) that you specify.

For example, specifying Keep Only and Children of 2011 and also selecting this box, returns: 2011, 2011 Q1, 2011 Q2, 2011 Q3, and 2011 Q4.

Edit

Use this button to display the "Edit dialog", where you can refine the values with which you are working.

This button is not available when you select members for selection steps.

Override with Prompt

Use this box to specify that an analysis prompt or a dashboard prompt can override the member step. In a list of steps for a column, specify that only one step in the list be able to be overridden by a prompt. For information, see Chapter 6, "Prompting in Dashboards and Analyses."

Notes

To select multiple values, press the Control key, then click the values.
To select a range of values, click the first value in the range, press the Shift key, then click the last value in the range.
To move one or more values from the Available List area to the Selected List area, use the Move or Move All button. You also can double-click a single value in the Available List area to move it to the Selected List area.

For a group, the following options are displayed when you click the arrow beside Move:
- Add — Use this option to add the group to the analysis. You see an "Add: group-name" step in the Selected List area. You see an outline value for the group in a table or pivot table.
- Add Members — Use this option to add the members of the group to the analysis. You see an "Add: Members of group-name" step in the Selected List area. You do not see an outline value in a table or pivot table; you see the members of the group.
To remove one or more values from the Selected List area, use the Remove or Remove All button. You also can double-click a single value in the Selected List area to remove it.
In the search criteria, you can use % (percent sign) as a wildcard.

Components of Search Area

Use this area to initiate a search for values or members and view the results of the search.

Name

Use these fields to specify text data on which to search. In the Name box, select the appropriate option such as Starts, Contains, Ends, or Is Like (pattern match). Enter the string for which you must search.

Between and

Not available for member search. Use this field to specify a range of numeric or date and time data for which to search.

Children of

Available only when searching for hierarchical members. Use this field to specify the node in whose sub-tree you want to start searching for members. For example, suppose that you have a geography hierarchy with All Countries as the root node and 50 countries below that. You want to search for all cities that start with the letter "A" in the country called USA. Use the Children of field to specify USA.

Select Member to display the Select Member dialog.

Select a Specific Member to Search Within

Available only when searching for hierarchical members. Click this button to display the Select Member dialog in which you specify the member whose children you want to search.

At Level

Available only when searching for members of level-based hierarchies. Use this field to select the level below which you want to search for members. The default of <Any> specifies to search for members below any level. For parent-child hierarchies, no levels exist, so this setting is always <Any>. Certain levels are disabled because they are at or above the level you selected, which does not constitute a valid search.

Limited Values or Constrained

Use this button to limit the values by any other filters that are associated with the analysis.

All Values or Unconstrained

Use this button to list all values, without limiting the values by any other filters that that are associated with the analysis.

Use this button to initiate the search and display the search results. When you search for members, the columns of the subject area are searched.

Notes

If the available list of values for a prompt or write back column is based on a SQL statement, then you cannot search for values.