1. User's Guide
  2. Designing Documents for Financial Reporting Books
  3. Adding Reports and Documents to Books
  4. Setting Up the User Point of View for Financial Reporting Documents

Setting Up the User Point of View for Financial Reporting Documents

To set up user POVs for Oracle Hyperion Financial Reporting documents:

  1. In the Explore Repository, 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, and then click Refresh to update the list of database connections.

  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 Oracle Essbase as the data source.

  5. In Setup User POV, do the following:

    1. Select the members you want to be available when using the User Point of View.

      1. Click Go to Member Selection: Dimension icon next to a dimension.

      2. In Preview User Point of View, expand the dimensions to view the available members, then click Add to Selected icon to add members to the Selected column, and then click OK.

    2. In Display Member Label as, select how to display the member in the User POV in Financial Reporting documents.

      Members are displayed by member name, by alias/description, or both member name and alias/description. The options available are based on the data source.

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

  6. Click Apply to save your selections and set up User POVs for another data source, or click OK to accept all changes and return to the Preferences dialog box.