The ‘Selected’ count in the upper left corner shows how many members are included in the filter. The count adjusts as you change selections in the window.

This window is initially populated with all authorized members for the active level. Make selections from the entire list, or execute a search to narrow down the list. Use the search properties to specify the criteria and the parameters by which to search for members to be used in a member list filter or user list.

Note: The window is also used when selecting members from the expression window for calculated measure items and when administrators set up roles.

Click the search icon  after you specify your search properties:

• Enter a value in the search field. Multiple values can be entered by separating them with a semicolon. If the field is left blank, the available list displays all members for the active level.

• Optionally use the Search By drop-down lists. The first list is to select the attribute relationship to perform the search on. The other list lets you choose whether you want your search to contain, not contain, start with, be equal to, not equal to, greater than, or less than the value(s) specified in the search.

In the following example, we searched for UPC ABC Classification not equal to “b or c”.

Available Selection list – Use this list to select the members to include in a member list filter, expression, etc.  Click the checkboxes next to members or click anywhere in member rows to select or deselect members. Click OK when you are done making various selections to apply your filter.

Other options and tips: 

• If your search returns only one member, the member will display as selected. At that point, you can click the OK button to close the window and add that member to a filter.

• Selecting members then clicking OK will add the selected members to a filter and close the window.

• Click the checkbox in the heading area to select or deselect all members on all pages in the list at once.

• Use Shift+Click as a shortcut to selecting a range of consecutive members (click the first item, then press Shift key while clicking the last item).

Columns in this area are sort and drag/drop enabled. In the following example, we clicked the UPC Long Description column and dragged it to the first position. We also clicked the Sort icon to perform the sort on that column in ascending order.

Use the paging arrows and links at the bottom of the list to move between pages of members. Selections made on various pages are retained as you move between pages in the list.

Note: For all windows that display lists (views, user lists, etc.), there is a single administrative setting on the Application window that controls the page size.

Clear All – Click this button to clear all member selections from a filter. The window remains open so you can make new selections.

More… -- Click the More button for additional features:

• Change Filter Type –Click to access the Select Filter Method window if you need to apply a different type of filter to the level (User List, Named Set, or Expression).

• Clear Filter – Click as a shortcut to clearing the filter from the level.

• Advanced Select – Click to access the Advanced Select Members window if you prefer to use that advanced version of the window to search for, select, or clear. The advanced window is helpful when working with levels for which a large amount of members exist.

• Display Options – Use to change the display columns in this window. You can display up to 10 display columns for a level in the Select Members window.