Our blog today takes a look at two new features available in v6.5 – Between and Member Searching.
In v6 we give our users the ability to enter a reporting range for their grid reports by allowing them to enter a ‘From’ and a ‘To’ range on a hierarchy.
The only thing to remember is that both members have to be at the same level.
So let’s try to put together an example. Let’s say that we would like to report all data between two dates.
So we edit the hierarchy that should include the range. The hierarchy can also be on the header area of the report as well as on rows or columns.
Under the Advanced tab we click the Clear all icon
before clicking the Member Set icon
so that we can enter the From and the To values.
Click OK and our report will show only the members in the range specified. It’s as simple as that!
Even better for the end-user is the option to enter an Excel range so that they just enter their values into Excel cell locations.
So we’ll run the grid report based on From and To values in $I$3 and $I$4 respectively.
Another great feature of using this option is that we can choose to leave one of the ranges empty.
So if we just enter a value in the Excel cell location for the From date and leave the To date blank the report returns all data from the From date to the latest date available in the hierarchy.
As you can see in the screenshot below we have put FY 2002 in the From range and left the To range empty – so XLCubed returns all data from FY 2002 to latest.
Conversely, leaving the From date blank and entering a value in the To date will return all data from the earliest date available to the To date. This time XLCubed returns all data until FY 2003.
So that’s how you report on a range in XLCubed.
PS Don’t forget both members of your range have to be at the same level in the hierarchy.
Another great feature of v6.5 is the new functionality that allows the user to filter a report by searching for members in a hierarchy.
Let’s show this functionality in action with a simple example.
Our report below shows a simple grid with Geography on rows and Fiscal Years on columns – we’d like to show only those members in the Geography hierarchy (at all levels) that start with B.
Click the Advanced tab and then select All Hierarchy Members by clicking:
Click on Member Search and the following window will be displayed:
At this point we have two options:
- enter a value in the Search Value field – in our example we enter B
- use Excel range to hold the value that should be used
In our example we are using the value in cell F2 to determine the filtering on our report.
We can determine the ‘search by’ criteria as below – ‘Ends with’, ‘Begins with’, ‘Exact match’ or ‘Contains’:
Additionally, we can choose the ‘Property to search by’:
- MEMBER_CAPTION (most commonly used)
As you can see the report now only shows those members of the Geography hierarchy that start with B regardless of their level within the hierarchy.
This example is based on an entire hierarchy but it is also possible to do the same for a specific set of members, for example, a level or descendants of a specific member.
We hope this short example has shown you how easy it is to use Between and Member Searching within XLCubed reports.