Aspects of Forms

Forms can include:

  • Point of View (POV): Shows information about other members that is valid for the defined row and column members. POVs identify the database members that populate a form, and define data intersections. Members on the rows, columns, and POV axes are constant (except when they have dynamic user variables).

  • Page axis: At the top of the form, displays different views (pages) of selected member combinations that can span dimensions, enabling you to work with various member combinations.

  • Segments: Can include read-only or hidden areas and borders on rows and columns. The hierarchy can be suppressed for rows or columns, so that rows are not indented and columns exclude line breaks.

  • Smart Lists: Lists from which you can select text options, such as locations or descriptions. See Entering Data with Smart Lists.

  • Menus: Shortcut menus accessed by right-clicking can open features such as URLs, forms, Approvals, Copy Version, Job Console, and business rules. See Entering Data with Shortcut Menus.

  • User variables: Selectable members on the row, column, page axis, or POV. Before you can open a form having a user variable, you must select a value in preferences. After that, you can change the variable on the form or in preferences. See Dynamically Setting User Variables.

  • Rolling forecast: If the administrator has designed a form for a rolling forecast, right-click on the column to change substitution variables for the rolling forecast.

  • Data validation rules: If the administrator sets up data validation rules, a Data Validation Messages pane displays information to help resolve data entry issues. See Viewing and Resolving Data Validation Errors.

  • Composite forms: Display members from several forms simultaneously so you can, for example, enter data into one grid and see the results—such as Total Revenue—aggregated in another.