Working with User Variables

If you use the relative time period functionality in a Financial Management data form, you can have a member from the same dimension appear on the row, column, and POV. Smart View displays the relative time period members as user variables in the POV toolbar.

Additionally, when a Financial Management data form has selectable dimensions, rows, or columns, you can modify them in Smart View with user variables.

For example, in data form design mode, you can select either a member list or multiple members for a dimension, such as Period, and use the Period dimension on a row or column with the @CUR function. The Period dimension will then be represented in Smart View with user variables.

User variables resemble buttons in the POV toolbar in Smart View. When you click on the user variable buttons, the Member Selection dialog box is displayed. You then select members applicable for the user variable. Any filters that apply to the selected user variable are loaded and viewable from the filter drop-down list. Once selections are made, you can easily change one or more of the user variable buttons, thus changing the POV of a data form in Smart View.

You must have Financial Management Release 11.1.2.2.300 or later installed, and Smart View Release 11.1.2.2.300 or later must be able to connect to it in order to work with user variables. For information on using the relative time period functionality and for setting up selectable dimensions, rows, and columns in Financial Management, see the Oracle Hyperion Financial Management Administrator's Guide.

  To work with user variables for Financial Management data forms:

  1. In the Smart View panel, connect to a Financial Management data source and open a data form.

    Notice the available user variables in the POV toolbar across the top of the sheet. Selectable buttons are enabled, non-selectable buttons are grayed out.

  2. Click a user variable button to display the Member Selection dialog box.

  3. From Member Selection, select one or members to add to the selected user variable button.

  4. In the Filter drop-down list, select an applicable (if filters are available).

  5. Click OK.

  6. Repeat step 3 through step 5 for all user variables buttons for which you want to select members and apply filters.

  7. To use the user variable buttons, click each button for which you want to apply selected members, and make a selection from the drop-down list.

  8. Click Refresh to view the updated data form.