Displaying Aliases and Descriptions in the User POV for Financial Reporting

Select how members are displayed in the user POV Financial Reporting documents in Planning and Budgeting Cloud Workspace. Members are displayed by name of member, by alias/description, or both member name and alias/description. Specify how to display the member label or whether dimension labels are included.

  To display aliases and descriptions in the user POV:

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

  2. From the User Point of View area of the General tab, select the Setup Members button.

    Tip:

    Click Refresh to update the list of database connections.

  3. Select data sources from Database Connection.

  4. If prompted, enter your log on credentials, and then click OK.

  5. In Display Member Label as, select a member label.

    The available label selection is based on the data source.

  6. In Dimension Labels are, select whether to include dimension labels.

  7. Perform an action:

    • Click OK to save your current changes and return to the repository screen.

    • Click Cancel to cancel your current changes.

    • Click Apply to save the changes and continue manipulating dimensions for other database connections.