Setting Up the User POV

  To set up user POVs:

1. In Planning and Budgeting Cloud Workspace, select File, then Preferences, and then click Financial Reporting.

2. In the General tab under User Point of View, select Setup Members.

3. In Database Connection, select a data source.

4. If prompted, enter logon credentials, and then select OK.

   Use the Planning Details data source only if your grid contains Supporting Detail or Planning Unit Annotations. In all other cases, use Essbase as the data source.

5. Click to select the members you want to be available when using the User Point of View.

6. On the Preview User POV page, expand the views to select available members, then click , to add the selected members to the Choices list.

7. Click OK.

8. Optional: In the Setup User POV, select Apply to set up User POVs for another data source.

9. Click OK to accept all changes and return to the Preferences dialog box.