Difference between revisions of "Set Searching"

(Member Search)
(Member Search)
Line 17: Line 17:
 
At this point you have three options:
 
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  
+
*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
+
*click the ellipse and add some filtering using MDX
  
#use Excel range to hold the value that should be used  
+
*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.
 
In our example we are using the value in cell F2 to determine the filtering on our report.

Revision as of 15:59, 26 October 2011

Member Search

In v6.5 there is a new functionality that allows the user to filter a report by searching for members in a hierarchy. The report below shows a simple grid with Geography on rows and Fiscal Years on columns.

MS1.png

We would like the report to only show those members on Geography whose name begins with B. We can edit the Geography hierarchy and click on Advanced tab.

Then, click on Member Search and the following window will be displayed.

MS3.png

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:

MS4.png

The Advanced window is now displayed as: