Setting Form Precision and Other Options

In Other Options, you set data precision, associate context menus with the form, and enable dynamic user variables.

You control data precision by applying minimum and maximum values for different account types. For example, you can truncate and round the decimal portion of longer numbers.

  To set form precision and other options:

  1. Open the form, and then click Other Options.

    See Selecting and Opening Forms and Folders.

  2. In Precision, select options to set the number of decimal positions displayed in a cell for Currency Values, Non-Currency Values, and Percentage Values.

    Specify Minimum values to add zeros to numbers with few decimal places. Specify Maximum values to truncate and round the decimal portion of longer numbers. For example:

    Table 16. Data Precision Examples

    Value

    Minimum Precision

    Maximum Precision

    Displayed Value

    100

    0

    Any

    100

    100

    3

    Any number greater than or equal to 3 or None

    100.000

    100.12345

    Any number less than or equal to 5

    None

    100.12345

    100.12345

    7

    None

    100.1234500

    100.12345

    Any number less than or equal to 3

    3

    100.123

    100.12345

    0

    0

    100

    100.12345

    2

    4

    100.1234

    100

    2

    4

    100.00

    Notes:

    • By default, the precisions settings you select here override the precision set for the currency member (see Creating Currencies). If instead you want the currency member's precision setting to prevail for the form, select Use Currency member precision setting.

    • Precision settings affect only the display of values, not their stored values, which are more accurate. For example, if Minimum Precision is set to 2, and if Planning spreads the value 100 from Q1 into the months Jan, Feb, and Mar, the month cells display 33.33 when they are not selected. When they are selected, they display their more accurate values (for example, 33.33333333333333). Because the number of decimal places for storing values is finite, when the values for Jan, Feb, and Mar aggregate back to Q1, 33.33333333333333 is multiplied by 3 and Q1's value displays 99.99999999999998 when you click into Q1.

  3. In Context Menus, associate menus with the form by selecting them from Available Menus and moving them to Selected Menus:

    • Add icon moves selections

    • Add All icon moves all

    • Remove icon removes selections

    • Remove All icon removes all

  4. If you select multiple menus, click one of the following options to set the order in which they display:

    • Move to Top icon moves the selection to the top of the order

    • Move Up icon moves the selection up one spot in the order

    • Move Down icon moves the selection down one spot in the order

    • Move to Bottom icon moves the selection to the bottom of the order

    Multiple menus display sequentially, with separators between them.

  5. Select Enable Dynamic User Variables to allow dynamic user variables in the form (see Working with Planning for Oracle Planning and Budgeting Cloud Service).

  6. Click Save.