Which members are charted?

Selected on-grid members

While it is possible for the members appearing in the chart and grid to match, the more likely scenario is for the chart to contain some subset of a view's on-grid members.

Omit missing, sorting

Member ordering and appearance options applied to the grid affect the chart in exactly the same way: when a member does not appear on-grid because omit missing is being used, that member also does not appear in the chart; when members are sorted in the grid, the members appearing in the chart are also sorted and so on.

Member select drill-down mode

The most straightforward case of defining which members appear in a chart occurs with Member Select as the drill-down mode. All selected on-grid members appear in the chart. In other words, the members appearing in the chart should always match the members appearing in the grid. The only exception to this occurs when chartable members are defined.

Drill-down mode

The goal of automatic chart member selection in either of these drill modes is to keep data homogeneous and focused.

Homogeneous data: member level/generation

In most cases, a parent member is a roll-up of its children, meaning its data values are greater than its children's data values. In a chart, the parent would define a large range on the Y axis scale. The children, whose data values are comparatively small, would need to chart against the same scale, making them insignificant and perhaps even unreadable. In most cases, it makes sense to chart members at the same level/generation. In Drill or Drill and Replace drill mode, charts follow this guideline: by default, a chart never contains members from more than one level/generation.

Focused data: member parentage

In Drill mode, several members of the same generation but of different parents could be selected as on-grid members. No assumptions are made as to which combination of members should appear in a chart.

In addition to the member generation rule under "Selected on-grid members", the charted members are restricted to the first encountered lowest (innermost) level of members. This on-grid member situation is not possible in Drill and Replace mode, as there is only one parent on grid at any time. In other words, it is not possible for a chart to include child members of different parents in Drill mode - it acts as if the drill mode is Drill and Replace.

Expanding and collapsing

Charts assume a member being expanded is the member where attention should be focused. When a member is expanded, its children become the charted members.

When a member is collapsed, the charted members are defined by the statements for "Selected on-grid members" and "Omit missing, sorting", that is, the first encountered lowest (innermost) level of members are charted. This could be a level lower than the collapsed member if a sibling of the collapsed member had previously been expanded, or it could be the siblings of the collapsed member.

Ad-hoc charts

Ad-hoc charts are defined at runtime by click/dragging a range of grid cells. There is no restriction on which cells can be selected. The act of highlighting grid cells effectively defines chartable members for the resulting ad-hoc chart, meaning the ad-hoc chart contains a subset of the highlighted members. An ad-hoc chart cannot contain any member not highlighted in the grid. Add to this initial restriction all the other charting rules above: in member-select mode, whatever is selected is charted; in Drill or Drill and Replace mode, the first encountered lowest (innermost) level of highlighted members is charted.