Editing Local Variables

*  To edit a local variable:

  1. Launch the Administration Console by selecting Start > Programs > Hyperion > Administration Services > Start Administration Services Console.

  2. In the Analytic Administration Services Login dialog box, enter a server name and your user name and password to log on to Administration Services.

  3. In the left navigation frame of Administration Services, expand the Business Rules node. Then expand the Repository View node.

  4. Expand the Rules node, and double-click the rule that contains the local variable you want to edit.

    The cursor is positioned on the first line of the Source tab.

  5. Select the Variables tab.

    The Local Variables tab is displayed. This tab contains all of the local variables available for editing.

  6. To edit a local variable, select the variable, and click Edit.

    The Local Variable page is displayed.

  7. On the Local Variable page, enter a name and a description for the variable.

  8. In the Type text box, enter one of the following to define the type of variable:

    • Member - a member from the dimension you select

    • Members - a range of members from the dimension you select

    • Dimension - a dimension to be used for member selection

    • String - a text string

    • Integer - an integer (This is the default selection.)

    • Real - a real number

    • Percent - a percentage

  9. Select the Smart List check box if you want to use a Smart List as the variable type. (See the Hyperion Planning - System 9 Administrator’s Guide for this release.) For example, you can set up an integer Smart List for a reporting cycle that has values 1-5, for Yearly (1), Quarterly (2), Monthly (3), Daily (4), and Hourly (5). A user can select “Monthly” and the number three is stored in the database. This prevents users from having to remember the numbers.

    Note:

    If you do not select a Planning outline that supports the use of Smart Lists, this check box is not enabled.

  10. In the Smart List text box, enter the name of the Smart List or use the Lookup button to search for a Smart List name. See Selecting Smart Lists.

  11. In the Dimension text box, if you selected Member, Members, or Dimension in step 8, and you are creating a runtime prompt variable, select the dimension from which you want to choose a member or members for the runtime prompt to run against.

    Note:

    If you did not select an outline from the Associated Outline drop-down list, you are not able to select a dimension from the Dimension text box, and you are not able to select members from the Value text box.

  12. In the Limits text box, do one of the following:

    • If you specified Member or Members in step 8, enter the names of the members in the text box, or use the lookup button to search for and select a range of members against which users can validate the variable. To make selecting members easier, you can use the Member drop-down list and the Exclude text box to refine your member selection by specifying a group of members (and excluding others) based on their relationship to the member you selected from the outline.

    • If you specified Real #, Integer, or Percent in step 8, enter minimum and maximum values in the Limits text box.

    • If you specified a Smart List as the variable type in step 9, enter limits for the Smart List or use the lookup button to select limits. The limits you select for the Smart List display as names (rather than as the numbers associated with the names) in the Limits text box.

      Note:

      If you specified Dimension or String in step 8, or if you selected Saved Selection as your usage type, the Limits text box and lookup button are disabled.

  13. Select the Allow #Missing check box to enable users to specify #Missing or blank as the default value for the variable.

    Blank and #Missing mean that a cell has no data value. #Missing is different from zero. Zero is a data value, and #Missing indicates lack of a data value for the cell. #Missing decreases the size of the database and positively impacts system performance.

    Note:

    This check box is enabled only when the Type is numeric (that is, integer, real, or percent).

  14. In the Default Value text box, if you are creating a variable of the runtime prompt type, and if you want to provide a default value for the user, click the Search button, and do one of the following:

    • If you selected Member in step 8, in the Single Select dialog box, select a member. If you want to use aliases for the members names, select an alias table from the Alias Tables drop-down list, then select the Use Alias Names check box. Click OK.

    • If you selected Members in step 8, in the Multiple Select dialog box, use the right, left, up, and down arrows to select and exclude members. To make selecting members easier, you can use the Member drop-down list and the Exclude text box to refine your member selection by specifying a group of members (and excluding others) based on their relationship to the member you selected from the outline. For more information on selecting multiple members, see Selecting Members.

    • If you selected the Smart List check box, you must enter a default value for the Smart List in this text box.

  15. In the Usage type text box, enter one of the following types of variables:

    • Use by Value – At design time, you can use this variable type to design your business rule so that when a use by value variable is inserted into the business rule, the variable is substituted with a value.

    • Saved SelectionAt runtime, the value specified for the variable is used. This lets you use the same variable in a rule while allowing you to change the variable value without prompting. (This is the default selection.)

    • Runtime Prompt – At runtime, the user is asked to supply one member, multiple members, a number, a string, or a dimension for the prompt. Runtime prompts enable you to enter variables in a business rule that resolve when a user launches the rule.

  16. In the Prompt string text box, if you are creating a runtime prompt, enter the text of the prompt to be displayed when the business rule is launched by a user.

    For example, if you want users to receive a runtime prompt that asks them to enter a range of members from a dimension, you might enter the following text, “Select members from the Demo database.”

    Note:

    When you create runtime prompt text, you can enter unlimited text. However, when the runtime prompt is displayed in Business Rules, the text is truncated. The display limit varies, depending on the application that displays the runtime prompt.

  17. If you selected runtime prompt as the usage type for the variable, select the “Do not save value entered during validation and launch as the default value” check box if you want the value that you enter in the Default Value text box to be used as the default value for the runtime prompt. If you do not select this check box, the last value that the user enters for the runtime prompt during validation and launch is used as the default value for the next runtime prompt.

  18. On the Properties tab, you can enter the name of the variable owner, specify whether or not the variable should be locked so that other users cannot see it or edit it, and view other information about the variable.

  19. Click Apply to save the changes you made to the local variable.