Search for members in an IBM Planning Analytics data source

When the source tree displays an IBM® Planning Analytics data source, you can search for members in the data source by name or by attribute values.

Procedure

  1. In the source tree, select a hierarchy or member.
    • To search all members in a hierarchy, select a hierarchy.
    • To search a member and its descendants, select a member.
  2. Right-click the hierarchy or a member, and click Search metadata.
  3. Define the search criteria.

    To add search criteria, click the plus sign at the end of the search criteria row. To delete a search criteria, click the minus sign at the end of the row.

  4. Click Apply.
    The search results are displayed. You can drag members from the search results list to the work area. You can use CTRL+a to select all members returned by the search. To select multiple adjacent items, click the first item, then SHIFT+click the last member. To select multiple non-adjacent items, CTRL+click each member. You can select multiple members across hierarchies.

Select the items that you want to drag into your report

  1. After you finish your search, click OK.

Example

Suppose that you want to create an Exploration View that shows all Sedan car models that are also leaf members. You want these members to be displayed in the rows of your Exploration View.

  1. Open PriceCube on the SData server.
    Note: SData is a sample TM1® Server Application folder that is provided with TM1. PriceCube is a sample cube that contains a Model dimension.
  2. Create a blank Exploration View.
  3. In the source tree, expand the Model dimension.
  4. Right-click the model hierarchy and select Search metadata.
  5. Create the search criteria.
    • Select Name, Contains, and type Sedan.
    • Click the plus sign to add another row.
    • Select Level, =, and enter 0.
      Name Contains Sedan
      Level = 0
  6. Click Apply. The results are displayed.
  7. Select all the members that are returned by your search.
  8. Drag the members to the Rows drop zone in the Exploration View.

The rows of your Exploration View now display Sedan car models that are leaf members in the Model dimension.