Set Searching

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.

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:

The report shows only members that start with B as can be seen below: