Searching for members

When dealing with large hierarchies, it can be difficult to find certain members.

To make this job easier, you can search for members using the powerful search functionality.

There are two types of searches, basic member search and advanced member search.

Basic search

Basic search provides a simple search facility with limited options.

Found members will be highlighted in the member tree in the hierarchy editor.

To perform a basic search:

 

Click on the toolbar of the hierarchy editor
Press Ctrl-F on the keyboard(hierarchy editor needs focus).

 

This will bring up the following dialog:

 

 

Type the search string you are looking for. You can use a part of the string or the whole string, depending on the options chosen.

Press Find Next to locate the first/next matching item in the hierarchy editor.

Press Find All if you want to highlight all members that match the search clause.

Press Advanced... to use the advanced search dialog instead.

 

Note: basic search is always performed locally on the client. Searching in large hierarchies can take a long time using the basic search; advanced search is recommended for large hierarchies.

Advanced search

Advanced search provides you with more options when searching and also performs the search differently.

Found members are displayed in the results area in the bottom part of the dialog.

To perform an advanced search:

 

Click from the search drop-down on the toolbar of the hierarchy editor
Press Ctrl-Shift-F on the keyboard (hierarchy editor needs focus)
Select Search... when right-clicking on a hierarchy in the dimensions window or on an axis.

 

This will bring up the following dialog:

 

 

Type the search string you are looking for. You can use a part of the string or the whole string, depending on the options chosen.

Press Search or the Enter key to start searching.

You can cancel the search operation at any time by pressing Cancel or the Esc key.

When the search has been completed, all found members will be displayed in the results list.

 

Note: advanced search will always be performed on the server, except when regular expressions are used. Regular expressions forces the query to be executed on the client side. Using regular expressions could cause a performance hit when searching within a large hierarchy.

 

Using the results

If desired, the results can be added to the current selection for the hierarchy.

Before adding to the selection, you can optionally trim down the results by removing members from it.

 

You can select one or more results (using multiple select) and delete these from the list by:

Press the Delete key or button from the toolbar

Note: you can also select all results using the Select All Results from the View menu and then deselect the members you do not wish to remove.

 

Once you have trimmed down the results to contain only the results you want, you can add the results to the selection by:

Pressing the button. This will leave the dialog open.
Pressing the button. This will close the dialog as well.

 

To close the dialog, press the Esc button or using the close button in the upper right hand corner.

Search Options

Match case

When this option is set, all searching is performed case-sensitive.

Note: this will only work if the cube uses a case-sensitive collation order (when the search is performed on the server).

 

Match whole name

When the option is set the search term must match the whole member name, partial matches are not allowed.

When not set the search may also match a part of the member name.

 

Regular Expression

A regular expression is a string that is used to describe or match a set of strings, according to certain syntax rules.

Regular expressions are powerful, but tend to also be complex.

Below is a list of commonly used regular expression patterns:

 

Pattern

Symbol

Example

a digit (positive integer)

\d

"code \d" matches "code 22" but not "code red"

non-digit

\D

"code \D" matches "code A" but not "code 1"

a word character

\w


a whitespace character

\s

"to\sdo" matches "to do" but not "todo"

match one or more occurrences of x

x+

"lo+s" matches "lost" and "loose" but not "last"

matches the preceding pattern x 0 or 1 times

x?

"lo?s" matches "lost" and "ls" but not "last"

zero or more occurrences of the preceding pattern

x*


matches exactly n occurrences of the preceding pattern x

x{n}


matches at least n occurrences of the preceding pattern x

x{n,}


anchors your search at the beginning of the line

^pattern

"^America" matches "America" but not "North America"

anchors at the end of the line

pattern$

"America$" matches "North America" but not "America"

or

|

"si|un" matches "sin" and "sun" but not "son"

exactly one character out of the set

[characters]

"s[uio]n" matches "sin", "sun", and "son" but not "san"

matches any single character, except

[^characters]

"s[^o]n" matches "sin", "sun" but not "son"

 

 

Look in

By default, the search is performed against the name of a member. You can also perform the search against a property of a member.

To search in a property, check this box and select the property from the drop down list to search in.