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
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.
. Use the Set Editor to choose members. - 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.