Displaying Aliases and Descriptions in the User POV for Financial Reporting

Select how members display in the user POV Financial Reporting documents in EPM Workspace. Members are displayed by name of member, by alias/description, or both member name and alias/description. Specify how to display the member label or whether dimension labels are included.

  To Display aliases/descriptions in the user POV:

  1. Select File, then Preferences, and then Financial Reporting

  2. From the User Point of View area of the General tab, select the Setup Members button.

    Tip:

    Click Refresh to update the list of database connections.

  3. Select data sources from Database Connection.

  4. If prompted enter your log on credentials, click OK.

    Note:

    Use the Planning Details data source only if your grid will contain Supporting Detail or Planning Unit Annotations. In all other cases, use Essbase as the data source.

  5. From the Display Member Label as: drop-down, select the member label. The available label selection is based on the data source you are using.

  6. From the Dimension Labels are: drop-down, select whether to include or not include dimension labels.

  7. Perform one of the following tasks:

    • Click OK to save your current changes and return to the repository screen.

    • Click Cancel to cancel your current changes.

    • Click Apply to save the changes and continue manipulating dimensions for other database connections.