Using Dimension Member Pick List in Dynamic Reports

Dimension Member Pick List

Show Pick List is a quick selection list, similar to favorites. It is available on the Member Selector pane. Show Pick List is not selected by default and displayed for Page object selections only. Select Show Pick List to add member selections to the report pick list.

Let's say Dept-780 is selected. It becomes the primary selection on the report. This means that report results use this selection. Dept-790 is not selected, which means that it will be available in the pick list. A user can quickly modify the selection to run the report for this particular department without having to use the member selector interface.

When the report is run, it uses the primary member selections only and not the pick list. You can add a pick list without adding members to the primary list. If this is the case, the report will run for the default members or Point of View as applicable. Lock, Suppress Indents, and Options details are displayed in the grid when Show Pick List is selected.

Notice that the checkbox next to Mapped Members is opened only when Show Pick List is selected. Select the checkbox next to Mapped Members to select all pick list members.

If Show Pick List is selected for the page object, a carrot icon is displayed for the object in the layout area. If you click the object, Member Selector is loaded. If you click the carrot icon, a pick list pop-up is provided for quick selection.

When member selections are complete and you click on an object in the Page axis (in setup, design, header/footer, and run modes), the name of the dimension and the list of primary and pick list selections for that dimension are displayed.

You can select multiple members for Measures and Scenario dimensions for the Workforce and Financial reporting areas. For example, select the Measures dimension on the Page axis and select the Show Pick List checkbox, then, you can select multiple members.

However, you can run the report with only one member. You can later select a different member from the axis drop-down as shown in the below image.

Dimension Security on Pick List

When you run a Dynamic Report with the Show Pick List check box selected for dimensions on the Page axis, only the members for which the user has access to (as defined in Dimension Security) are displayed.

For example, if you select the Balance Sheet and Income Statement on the Pick List for the Account dimension (as shown in the image below), these members will be displayed in the report if the user has dimension security access to them. This functionality is applicable to only the Financial Reporting Area.

Pick List Dimension Security applies to Report Collections and Financial Packages containing the corresponding Dynamic Reports.

When you select the Show Pick List check box:

• By default, the first member in the list is selected and the report is run for the selected member.

• The report is run for the default member if you do not select any member from the Pick List.

• The report will not show any data if you do not have access to the default member.

When you share a report with another user, and you have selected members in the Pick List:

• The report is run for the same selected members only if the other user also has access to the selected members.

• The report is run for the first member available in the Pick List when the other user does not have access to at least one of the selected members.

When Point of View (POV) is defined on a dimension:

• If you run a Dynamic Report with POV defined on the same dimension for which the Pick List is configured, then the Dynamic Report is run only for the members that are configured in the POV.