Setting the Point of View on the Web

The point of view is a set of dimensions you define that determines the data accessed for an application and displayed in the data grid. The point of view can contain folders, which indicate that there are additional members for the dimension. You can expand the folders to show additional members in the hierarchy.

Financial Management provides initial point of view settings. When you change the settings, the point of view is updated with your changes. This User Point of View is available throughout the application session. When you exit the application, the information is saved and can be used the next time that you open the application.

The list of dimensions in the point of view indicates the dimension that you are selecting in these ways:

The current dimension is represented by text, while the other dimensions are represented by links.
The current dimension is enclosed by small, triangular characters.
If you have set an alias for a custom dimension, the alias is displayed under the dimension name.

To set the point of view:

From the Point of View bar, click a dimension.

To select a dimension member, highlight the member, or type the member label in Selected Dimension Value, where Dimension is the name of the dimension being selected and click OK.

This image shows the Web Point of View dialog box.

Tip:	If you click a folder symbol, the folder name is displayed in the text box next to the member list, so that you do not need to type the name. If additional members are available for the dimension, you can expand them by clicking the plus (+) sign.

Optional: To validate the member or member list syntax, click Validate .
To select a member from a member list other than the default of Hierarchy, select the member list from Selector.
Tip:
The Hierarchy member list contains all members of a dimension.
Optional: To filter the list using a top member, type a member for Selector, and click Enter.
The updated list displays the top member and its descendants.
Optional: To display dimension descriptions in addition to labels, select Description.
Optional: To view only active entities, select Filter Active Entities only.
Note:
This option is available only if the application is set up for Organization by Period.
To select a member for another dimension, click the link for the dimension at the top of the page and repeat these steps.
Tip:
To clear a dimension member, click Clear.
Click OK to apply your changes.