1. Administrator's Guide
  2. Managing Data Forms
  3. Creating Data Forms in the Form Designer
  4. Setting the Point of View

Setting the Point of View

You can define the Background POV and selectable POV using the POV bar. A Background POV for the form specifies for each dimension the initial value that is displayed on the data form. A Selectable POV for the form consists of the dimensions for which users can select members.

For any dimension in the POV bar, you specify the Background POV members by selecting a member. If you select a member list, it is used as a selectable POV, from which data form users can select members. You cannot select more than two items and more than one member or member list.

If you have defined dynamic POV member lists, you can use them to quickly select valid members for the selected dimension. In the Member Selection dialog box, the valid dynamic POV member lists for the selected dimension are displayed with an @POV suffix at the bottom of the dialog box.

These rules apply to using the POV:

  • If you do not select a member or member list and the dimension is not used in a row or column, the system uses the member from the user POV for the initial value for the dimension.

  • If you specify values in a Background and Selectable POV for a dimension, and the member for the Background POV is not in the member list for the Selectable POV, the system uses the first member in the member list of the Selectable POV as the Background POV member.

  • Users need full access to the member hierarchy to be able to work with all the members in the hierarchy. For example, if you want users to access all Custom 4 members, you must enable access to the parent entity, in this case, CustomTop.

The Form Designer grid contains rows and columns. In a new form, by default the Scenario dimension is used for the grid column, and the Period dimension is used for the grid row. You can add a column or row to the form, and then drag and drop dimensions from the POV bar to the grid rows and columns to define the data form layout. If you drag and drop more than one dimension in the same row or column, you can reorder the dimensions. When you click a dimension, you can select members from the Member Selection page to include in the grid or POV.

When you select a row or column in the grid, the corresponding row and column options are displayed in the Form Details property pane. You can include calc expression in a row or column. In this case, you cannot drag and drop dimensions in the row or column, instead you must enter the calc expression in the row or column using the property pane. Dimensions that are used for rows are not available for columns and vice-versa.