Setting Up the User POV for Financial Reporting Documents

In This Section:

Managing Dimension Members

Dimensions often contain members that you may never access. Setting up the user POV enables you to create a choices list for any dimension in a specified data source, where only the members in the choices list are displayed when the dimension is accessed from the user POV. See Displaying Aliases and Descriptions in the User POV for Financial Reporting.

  To set up user POVs for Financial Reporting in the EPM Workspace:

  1. Select File, then Preferences, and the 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 a data source from Database Connection.

  4. If prompted, enter logon credentials, and select 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. Click Go to Member Selection button, Go to Member Selection: Dimension icon to select the members you want to be available when using the User Point of View. The Preview User POV page is displayed.

  6. Expand the views to select available members, then click the Add to Selected button, Add to Selected icon, to add the selected members to the Choices list.

    Note:

    The Choices list is displayed whenever you use the specified data base connection in a member selection.

  7. Click OK.

  8. Optional. In the Setup User POV, select Apply to set up User POVs for another data source.

  9. Click OK to accept all changes and return to the Preferences dialog.