Setting Data Form Precision, Display Properties, and Other Options

  To set data form precision, display properties, and other options:

1. Open the data form, and then click Other Options.

   See Selecting and Opening Data Forms and Folders.

2. In Precision, select options to set the number of decimal positions displayed in a cell for Currency Values, Non-Currency Values, and Percentage Values.

   Specify Minimum values to add zeros to numbers with few decimal places. Specify Maximum values to truncate and round the decimal portion of longer numbers. For example:

   Table 46. Data Precision Examples

   Value	Minimum Precision	Maximum Precision	Displayed Value
   100	0	Any	100
   100	3	Any number greater than or equal to 3 or None	100.000
   100.12345	Any number less than or equal to 5	None	100.12345
   100.12345	7	None	100.1234500
   100.12345	Any number less than or equal to 3	3	100.123
   100.12345	0	0	100
   100.12345	2	4	100.1234
   100	2	4	100.00

3. In Smart View Option, select Enable offline usage if users can work on the data form offline.

   This setting is applicable when the application is enabled for offline (the default setting). You can prevent the current application from being used offline by selecting Administration, then Application, Properties, then the Application Properties tab, and then changing ENABLE_FOR_OFFLINE to False. See Setting Planning Properties.

   Note:

   Smart View options are not available for composite data forms.

4. In Display Properties, select data form options:

   • Make data form read-only. You cannot set this option for composite data forms.

   • Hide data form. For example, hide data forms that are part of composite data forms or are accessed from menus or task lists.

   • Display missing values as blank: Leave data form cells empty where data does not exist. If this option is not selected, empty cells display the text “#MISSING.”

   • Allow multiple currencies per entity: If the application supports multiple currencies, allow entities to support multiple currencies, regardless of base currency. Users can select currency for displayed cell values in data forms.

   • Enable Mass Allocate: Users must have the Mass Allocate role to use this option.

     For information about using Mass Allocate, see the Oracle Hyperion Planning User's Online Help.

   • Enable Grid Spread

     For information about using Grid Spread, see the Oracle Hyperion Planning User's Online Help.

   • Enable cell-level document: (Default) Enable users to add, edit, and view documents in cells in the data form, depending on access permissions. To prevent users from using documents in a data form, clear this option. To use cell documents, see the Oracle Hyperion Planning User's Online Help, Setting Up Access Permissions.

   • Message for data forms with no data: Enter text to display in data form rows for queries without valid rows. Leave blank to display the default text, There are no valid rows of data for this data form.

5. In Printing Options, set preferences for printing data form information:

   Table 47. Printing Options

   Option	Description
   Include supporting detail	Include supporting detail as extra rows in PDF files. Specify display format: Normal Order: Prints supporting detail in the same order as on the Supporting Detail page, after the member it is associated with Reverse Order: Prints supporting detail in reverse order, before the member associated with it. Supporting detail for children displays above parents, and the order of siblings is preserved
   Show comments	Display text notes associated with cells
   Format data	Apply number format settings from the data form to the displayed data
   Show attribute members	If attribute members are selected in the data form, display them in PDF files
   Apply precision	Apply data form precision settings (desired number of decimal points) to the displayed data in PDF files
   Show currency codes	If the data form supports multiple currencies, display currency codes in the data form and in PDF files. Whether currency codes display depends on whether currency codes are present on any member in the data form. If a currency code is present on any member contained in the data form, currency codes display in the data form regardless of the selection for this check box. If currency codes are not present on members in the data form, currency codes are not displayed.
   Show account annotations	If account annotations are enabled for the data form, select to display account annotations in PDF files

   You can also create reports for data forms, as described in Customizing Reports.

6. In Context Menus, associate menus with the data form by selecting them from Available Menus and moving them to Selected Menus:

   • moves selections

   • moves all

   • removes selections

   • removes all

7. If you select multiple menus, click or to set the order in which they display.

   Multiple menus display sequentially, with separators between them.

8. Select Enable Dynamic User Variables to allow dynamic user variables in the data form (see the Oracle Hyperion Planning User's Online Help).

9. Click Save.