Setting Preferences for User Variables

Administrators can set up user variables, which help you navigate large data forms. User variables filter the members displayed on data forms, letting you focus on those members you are interested in, such as your own department's expenses.

For example, your administrator can create a data form with entities on the rows and a user variable called Department. You can limit the number of rows displayed on the data form by selecting a member for the Department user variable, such as Sales. Later, you can select another value for Department, such as Marketing.

You can set variables in preferences or directly in data forms. See Dynamically Setting User Variables.

  To set preferences for user variables:

  1. Select File, then Preferences.

  2. Click the Planning icon and select User Variable Options.

    If a user variable is set, an entry displays in Selected Member.

  3. To select members, click Select Members icon.

  4. Select members from the left.

    If you cannot access an entity, the check box does not display.

    Click Expand All icon or Collapse All icon to expand or collapse the list. To select all members, select the check box in front of Members In.

  5. In Member Selection, select a member:

    • To select, click Add icon.

    • To remove, click Remove icon.

    • To remove all members, click Remove All icon.

  6. Click Submit.

  7. In User Variable Options, click Save.