Detail of Member Lists

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Member Lists are created by traversing a tree of members. To define a Member List, specify how to traverse the tree and the selection criteria for members. The specific settings are as follows:

Table of Contents

Detail of Member Lists
- How to Traverse Member Trees
  - Expansion Method Specification
  - Peg Member Specification
- Member Selection Criteria
  - Examples
  - Dimensions Referable in Member Criteria Expression

For more details on Member Lists, please refer to Member Lists.

How to Traverse Member Trees

How to traverse the Member Trees is directed by "Expansion Method Specification" and "Peg Member Specification".

Expansion Method Specification

As "Expansion Method", you can select one of the following:

Expansion Method	How to Traverse Members
Non Expansion	Targets only the "Peg Member" (does not perform "traversal processing").
Child Members	Traverses the "Peg Member" and its direct child members.
Descendant Members	Traverses the "Peg Member" and all its members below.
Bottom Members	Traverses all the bottom members (members without children) below the "Peg Member".

Expansion Method

How to Traverse Members

Non Expansion

Targets only the "Peg Member" (does not perform "traversal processing").

Child Members

Traverses the "Peg Member" and its direct child members.

Descendant Members

Traverses the "Peg Member" and all its members below.

Bottom Members

Traverses all the bottom members (members without children) below the "Peg Member".

The result of the traversal process creates a sequence of members. To further control how the sequence of members is created, the following two items can be used (except when "Non Expansion" is selected).

Item	How to Traverse Members
Include Peg Member in List	If this item is checked, the peg member is included in the list (the sequence of members). If not checked, it is not included.
List Parent Members First	If this item is checked, in the sequence of members, parent members are listed before child members. If not checked, it does the opposite, listing all child members before the parent members are listed. The order of child members under the same parent is the same in either case (according to the order in the Member Tree).

Item

How to Traverse Members

Include Peg Member in List

If this item is checked, the peg member is included in the list (the sequence of members). If not checked, it is not included.

List Parent Members First

If this item is checked, in the sequence of members, parent members are listed before child members. If not checked, it does the opposite, listing all child members before the parent members are listed.

The order of child members under the same parent is the same in either case (according to the order in the Member Tree).

Peg Member Specification

The "Peg Member" is the starting point for the traversal process. The Peg Member can be specified by one of the following methods:

Peg Member Specification	Peg Member Specified
Specify a member as the Peg Member	Directly specify which member to use as the Peg Member when defining the Member List.
Use the "Point of View Member" at runtime as the Peg Member	The "Point of View Member" at the time of actually creating the Member List serves as the Peg Member.^[1]
Use all members as the Peg Member	Uses all members included in the dimension as the starting point. That is, the traversal process is repeated with each member in the dimension as the starting point. Please note that the order of processing Peg Members is not specified.^[2]
Use all Root Members as the Peg Member	Uses the root members of the dimension as the starting point. If there are multiple root members, the traversal process is repeated in their sequence.

Peg Member Specification

Peg Member Specified

Specify a member as the Peg Member

Directly specify which member to use as the Peg Member when defining the Member List.

Use the "Point of View Member" at runtime as the Peg Member

The "Point of View Member" at the time of actually creating the Member List serves as the Peg Member.^[1]

Use all members as the Peg Member

Uses all members included in the dimension as the starting point. That is, the traversal process is repeated with each member in the dimension as the starting point. Please note that the order of processing Peg Members is not specified.^[2]

Use all Root Members as the Peg Member

Uses the root members of the dimension as the starting point. If there are multiple root members, the traversal process is repeated in their sequence.

If you select "Specify a member as the Peg Member", you actually specify the Peg Member in the definition of the Member List.

Only system-reserved members and template members can be specified as Peg Members. User-defined members cannot be specified. This is because Member Lists are Design Objects, whereas user-defined members are Administration Objects. For more on these differences, please refer to Member Types.

Member Selection Criteria

Using "Member Criteria Expression", you can further narrow down the members to be included in the Member List based on the sequence created according to the specified Expansion Method and Peg Member Specification. Only members that match the conditions described in the Member Criteria Expression will be retained in the Member List.

Member Criteria Expression is one dialect of text expressions. For detailed syntax, please refer to Explanation of Text Expressions. Here, we introduce some commonly used examples.

Examples

Referencing Property Values

It is common to use member properties for filtering. In that case, the Member Criteria Expression is written in the format of Property Label = "Value" as shown in the following example.

  // Select only active members
  #ACTIVE = "TRUE"

Compound Conditions

It is also possible to connect multiple conditions with AND or OR.

  // Further limit to members with "Debit/Credit Type/#DRCR" as "Debit (DR)"
  #ACTIVE = "TRUE" AND #DRCR = "DR"

As properties can be added by designers, you can freely filter members using these properties.

Dimensions Referable in Member Criteria Expression

Member Lists can be defined within Dimensions, as well as in the Loop Specifications of Forms, among others. There are differences between the two regarding the types of dimensions that can be referred to in the Member Criteria Expression.

Member List within Dimensions: The Member Criteria Expression can only refer to that dimension.
Member List within Forms: All dimensions can be referred to. In particular, the member selected by Default Settings or Parameter selection can be obtained as a Point of View Member using the POV method. For example, the selected Relative Period member can be obtained with the following expression.

  Dimensions!#PERIOD!@POV

1. In the case of forms, the "Point of View Member" refers to the member selected as "Parameter" during the execution of the form, or the member specified as "Default Settings" at the time of form definition.

2. Please be aware that members not included in the Member Tree are also considered as starting points.