Member Searching

Did you know how easy it is to search for members within XLCubed?

Here’s a simple grid – let’s search for members within the Geography hierarchy.

First of all, let’s open the Geography member selector by just double-clicking the Geography header.

XLCubed offers a number of options when searching.

Firstly, you can simply enter a search term in the box before clicking the first of the icons within the green border.

That will find the first entry in the hierarchy – drag across to include in your grid report.

Click the second icon to find the next member that fits the search criteria – you can also cycle back to find the previous member(s) if needed by clicking the third icon in this group.

Advanced Search

Your second option is to use the Advanced search button – this will allow you to select all hierarchy members based on particular search criteria:

This allows you to be more specific with your search criteria:


(opens in a new window)

TypeDescription
Begins withFinds all members where the caption (or other selected location) begins with the given value
Exact matchFinds all members where the caption (or other selected location) matches the given value exactly
ContainsFinds all members where the caption (or other selected location) contains the given value
Ends withFinds all members where the caption (or other selected location) ends with the given value
Not begins withFinds all members where the caption (or other selected location) does not begin the given value
Not exact matchFinds all members where the caption (or other selected location) does not exactly matches the given value
Not containsFinds all members where the caption (or other selected location) does not contain the given value
Not ends withFinds all members where the caption (or other selected location) does not end with the given value

You can determine which Property to search by as well as setting options for case sensitivity.

LocationDescription
MEMBER_CAPTIONSearches in the member caption of the member
MEMBER_UNIQUE_NAMESearches in the unique name of the member
MEMBER_KEYSearches in the key of the member
PARENT_UNIQUE_NAMESearches in the unique name of the parent of each member
Other PropertiesSearches in the selected member property of each member

You can also set restrictions on the levels that will be searched.

Let’s search for all hierarchy members that contain the string ‘di’.

As you can see all hierarchy members containing the string ‘di’ have been returned.

Click the button to the left of Member to select all members or pick individual members and then click Pick.

Clicking OK will create entries in the member selector:

Advanced Search – Member Selector

Finally, you can also set up a search using the Member Selector Advanced tab – select the All Hierarchy Members icon (highlighted below):

Click the drop-down, select Member Search and set the criteria before clicking OK:

The grid returns the rows as determined by the search criteria:

The search value can also be in an Excel range so that dynamic searching is possible.

If this value changes then the grid updates accordingly. If you want to use this functionality in a published report, remember to unlock the Excel cell so that new values can be entered in the web report.

We hope you’ve found this blog useful and as always, we value your feedback.

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