Selecting a Variable

You can select a variable from various locations. You can select variables as you create components from within the Component Designer, as you create design time prompts from within the Template Designer, and other locations.

  To select a variable:

  1. In the System View, expand the Financial Management, Planning, or Essbase application type, the application, the calculation type, plan type, or database, and Rules or Templates, depending on whether you want to select a variable for a component is in a business rule or template.

  2. Do one of these tasks:

    • Right-click the template that contains the component you want to add a variable to, and select Open.

    • Right-click the business rule that contains the component you want to add a variable to, and select Open.

  3. When the business rule or template opens, in its flow chart, select the component for which you want to insert a variable.

  4. In the tabs below the flow chart, do one of these tasks:

    • For member range, data range, and fixed loop components, in the Variable field, select the Variable icon.

    • For formula components, click the Actions icon, and select Variable.

    • For script components, click the Insert a Variable icon.

    • For condition components, launch the Condition Builder, click the Actions icon, and select Variable.

  5. In Select Variable, do one of these tasks:

    • If you want to create a new variable, click Create to access the Variable Designer. See Creating a Variable from the System View.

    • If you want to select an existing variable, from Category, select the object with which you want to associate the variable. By default, the variable is associated with the application for which you create it. You can select:

      • (Financial Management and Planning users only) Global: The variable applies to all of the applications within an application type.

      • (All users) Application: The variable applies to the application for which it is created.

      • (Planning and Essbase users only) Plan Type or Database: The variable applies to the plan type or database for which it is created.

      • (Planning and Essbase users only) Rule: The variable applies to the rule for which it is created.

  6. On Replacement or Execution, select one or more variables to insert into the component.

    Tip:

    Use Ctrl + Click or Shift + Click to select multiple variables.

  7. Click OK.

    The variables are inserted into the component.

  8. Select File > Save.