Creating User Variables

Watch this video to learn about creating user variables in Planning.

Video icon Video

  To create user variables:

  1. Select Administration, then Manage, then Variables.

  2. Select the User Variables tab.

  3. Click Actions, then select Add.

  4. In the User Variables window, for Dimension Name, select the dimension for which to create a user variable.

  5. For User Variable Name, enter the name of the user variable.

  6. Optional: Select Use Context to allow user variables to be used in the Point of View. With this setting, the value of the user variable changes dynamically based on the context of the form.

  7. Click OK.

    You can now associate the user variable with a form. See About Selecting User Variables as Members. Afterward, planners can select members for the user variable. See Working with Planning for Oracle Planning and Budgeting Cloud Service.