Managing User Variables

You can set user variables to limit the number of members displayed on a data form, helping users focus on certain members. For example, if you create a user variable called Division for the Entity dimension, users can select a member for their own division. You can create any number of user variables for each dimension, and select user variables for any axis in the data form. See Defining Simple Data Form Page and Point of View.

The typical sequence of steps:

  1. If necessary, create the appropriate parent-level members in the dimension outline.

  2. Define user variables for each dimension you want users to be able to filter.

    See Selecting User Variables.

  3. When designing the data form, associate the user variable with the data form.

    See About Selecting User Variables as Members.

  4. Instruct users to select a member for the user variable associated with the data form.

    Before users can open data forms that have user variables, they must select a member for User Variable Options in preferences. After selecting an initial value, they can change it in the data form or in preferences. See the Oracle Hyperion Planning User’s Online Help.