Advanced Row and Column selections
The advanced tab of the Hierarchy Editor offers more ways to make member selections.
- Rank
- Filter
- Sort
- Member search
- Outlier grouping
- Subset
- NonEmpty
- Exists
- Add member list
- Member set
- Default Member
- Aggregate members
- All hierarchy members
- Hide levels
- Import using query
Named Sets
A named set is a Multidimensional Expressions (MDX) expression that returns a set of dimension members. Named sets can be created at cube level or within an application such as FluenceXL. They can be created combining cube data, arithmetic operators, numbers and functions.
For more information on creating Named Sets see Creating Named Sets to continue.
From v6.5 two new options, Between and Manual MDX , are available on Advanced tab > Member Set when editing hierarchies.
Between
This option allows the user to report for a particular range on that hierarchy.
The only criteria is that both members have to be at the same level.
For example, we can choose to report all data between 2022 and 2023 as below:
There is also an option to enter an Excel range as below – we will run the grid report based on values in $I$3 and $I$4. The start range value is in $I$3 and the last range value is $I$4.
Another feature of using the range option is that you can choose to leave one of the ranges blank.
Value in $I$3 | Value in $I$4 | What will be reported |
---|---|---|
CY2022 | CY2024 | Grid report will report data starting CY 2022 through to CY 2024 |
CY2024 | Grid report will report data starting from earliest date through to CY 2024 | |
CY2023 | Grid report will report data from CY 2023 through to latest date |
Manual MDX
This option allows you to use MDX code – click on the ellipse to the right of the Manual MDX radio button and you will be able to enter MDX code in the following window:
For example if you only want to report CY 2022 and CY 2024 you would enter {[CY 2022], {CY 2024]} in the Manual MDX window. You can also specify an Excel cell range as the MDX source. Once you have defined your named set you can then select to report Descendants, Lowest Descendants or Descendants At.
Additional Member Lists
You can add an additional member list, make any selections as usual, and then choose how to combine the two lists:
- Add: left and right sides combined
- Common: must exist on left and right side
- Subtract: left side minus right side
For examples, see:
- Excluding members from a report
- Removing the Default Member in Linked Grids
- Customer Segmentation By Revenue Contribution
Hide Levels
This option allows you to select which levels are shown when drilling the hierarchy. Deselect a level to skip that level when drilling.