Replace members

Planning Analytics for Microsoft Excel includes several options for replacing members in a Quick Report.

About this task

To replace a member in a Quick Report, use one of the following options.

  • To replace a member, drag an item from the Task Pane to a cell in the rows region, columns region, or context region. You can replace a member with a member from the same dimension or a different dimension.

    For example, the context area shows that the Quick Report is filtered on Price. You drag a different account, Units, to the Price cell to change the context.

  • To change members from the same dimension, select a cell in the rows region, columns region, or context region and from the context menu, select IBM® Planning Analytics > Replace Members. Use the Set Editor to choose members.

    For example, the Quick Report shows data for the Europe region. You can use Replace Members to add the Americas region. Europe and Americas are both part of the World dimension.

  • To replace a member in the rows region, columns region, or context region, type the name of a different member in the cell. You must type the name as it appears in the source tree. You can replace a member with a member from the same dimension or a different dimension.

    For example, the Quick Report includes a column for the S Series 2.5L Sedan model. To show data for a different model, you type S Series 3.0L Sedan in the column heading.

Procedure

  1. Replace a member in the Quick Report and press Enter.
  2. Click Refresh Refresh icon..
    Note: If Use Type-in Refresh is enabled, you do not need to click Refresh.