Difference between revisions of "Set Searching"
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| − | Starting with [[Version 6.5| | + | Starting with [[Version 6.5|FluenceXL v6.5]] you can filter a report by searching for members in a hierarchy. Click on the advanced search toolbar item in the [[Hierarchy Editor| hierarchy editor]] to open the search dialog. From here you can search for members and select individual or all search results to be inserted into the report. |
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| + | Searching can also be made through the advanced tab of the hierarchy editor. This then allows for the search text to be driven from an [[Set Searching#Searching from an Excel range|excel range]]. | ||
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| + | [[File:capture.png|500px|centre]] | ||
==Search types== | ==Search types== | ||
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| Not Ends with || Finds all members where the caption (or other selected location) ''does not'' end with the given value || v8.0 | | Not Ends with || Finds all members where the caption (or other selected location) ''does not'' end with the given value || v8.0 | ||
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==Search locations== | ==Search locations== | ||
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==Case sensitivity== | ==Case sensitivity== | ||
| − | From [[Version 7.6]], you can have | + | From [[Version 7.6]], you can have FluenceXL search for members: |
; Ignore case | ; Ignore case | ||
: The case of the members' text isn't taken into account | : The case of the members' text isn't taken into account | ||
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; Use Database default | ; Use Database default | ||
: Whatever the cube usually does | : Whatever the cube usually does | ||
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| + | ==Multiple Searches== | ||
| + | From [[Version 8.1]], you can search for and pick multiple members in one go. Just select the required members and press the "Pick" button before doing another search. When you press OK all the picked members will be added to the selections. | ||
| + | |||
| + | ==Searching from an Excel range== | ||
| + | Under the advanced tab, select 'Member search' from the toolbar or dropdown menu. | ||
| + | [[File:MemberSearch1.PNG|400px|center]] | ||
| + | |||
| + | You can now use the range picker to select the cell that contains the search text, along with the search criteria as described above. | ||
| + | |||
| + | If you change the value of the search cell, the grid will then update accordingly. | ||
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| + | For this dynamic searching to work on the web, you will need to first unlock this cell using standard Excel formatting. It will then be possible to enter a new value in to this cell in the web application. The grid will be refreshed after submitting changes by clicking the option in the toolbar (alternatively, you could use an [[XL3Link]] or enable submitting changes on enter in the [[Workbook_Options#Web_Publication|workbook options]]). | ||
| + | |||
| + | [[File:UnlockCell.jpg|400px|centre]] | ||
==Example== | ==Example== | ||
The report below shows a simple grid with Geography on rows and Fiscal Years on columns. | The report below shows a simple grid with Geography on rows and Fiscal Years on columns. | ||
| − | [[Image: | + | [[Image:MS1_a.png|350px|centre]] |
We would like the report to only show those members on Geography whose name begins with B. | We would like the report to only show those members on Geography whose name begins with B. | ||
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| − | Next, click Advanced tab and then select All Hierarchy Members by clicking: [[Image:ms10.png]] | + | Next, click Advanced tab and then select All Hierarchy Members by clicking: |
| + | |||
| + | [[Image:ms10.png|150px|centre]] | ||
Latest revision as of 13:37, 30 August 2023
Starting with FluenceXL v6.5 you can filter a report by searching for members in a hierarchy. Click on the advanced search toolbar item in the hierarchy editor to open the search dialog. From here you can search for members and select individual or all search results to be inserted into the report.
Searching can also be made through the advanced tab of the hierarchy editor. This then allows for the search text to be driven from an excel range.
Contents
[hide]Search types
From Version 8, you can also search for members where the caption or property doesn't contain a particular string.
| Type | Description | Availability |
|---|---|---|
| Begins with | Finds all members where the caption (or other selected location) begins with the given value | v6.5 |
| Exact match | Finds all members where the caption (or other selected location) matches the given value exactly | v6.5 |
| Contains | Finds all members where the caption (or other selected location) contains the given value | v6.5 |
| Ends with | Finds all members where the caption (or other selected location) ends with the given value | v6.5 |
| Not Begins with | Finds all members where the caption (or other selected location) does not begin with the given value | v8.0 |
| Not Exact match | Finds all members where the caption (or other selected location) does not exactly match the given value | v8.0 |
| Not Contains | Finds all members where the caption (or other selected location) does not contain the given value | v8.0 |
| Not Ends with | Finds all members where the caption (or other selected location) does not end with the given value | v8.0 |
Search locations
| Location | Description |
|---|---|
| MEMBER_CAPTION | Searches in the member caption of the member |
| MEMBER_UNIQUE_NAME | Searches in the unique name of the member |
| MEMBER_KEY | Searches in the key of the member |
| PARENT_UNIQUE_NAME | Searches in the unique name of the parent of each member |
| Other properties | Searches in the selected member property of each member |
Case sensitivity
From Version 7.6, you can have FluenceXL search for members:
- Ignore case
- The case of the members' text isn't taken into account
- Match case
- The search differentiates text by case
- Use Database default
- Whatever the cube usually does
Multiple Searches
From Version 8.1, you can search for and pick multiple members in one go. Just select the required members and press the "Pick" button before doing another search. When you press OK all the picked members will be added to the selections.
Searching from an Excel range
Under the advanced tab, select 'Member search' from the toolbar or dropdown menu.
You can now use the range picker to select the cell that contains the search text, along with the search criteria as described above.
If you change the value of the search cell, the grid will then update accordingly.
For this dynamic searching to work on the web, you will need to first unlock this cell using standard Excel formatting. It will then be possible to enter a new value in to this cell in the web application. The grid will be refreshed after submitting changes by clicking the option in the toolbar (alternatively, you could use an XL3Link or enable submitting changes on enter in the workbook options).
Example
The report below shows a simple grid with Geography on rows and Fiscal Years on columns.
We would like the report to only show those members on Geography whose name begins with B.
Edit the Geography hierarchy, and select Clear All by clicking: 
Next, click Advanced tab and then select All Hierarchy Members by clicking:
Then, click on Member Search and the following window will be displayed.
At this point you have three options:
- enter a value in the Search Value field – in our example we enter B as we want to report all members whose name starts with the letter B
- click the ellipse and add some filtering using MDX
- use Excel range to hold the value that should be used
In our example we are using the value in cell F2 to determine the filtering on our report.
You can also determine the 'search by' criteria as below:
The Advanced window is now displayed as:
As you can see the report now only shows those members of the Geography hierarchy that start with B.
