Changing the Point of View in Data Forms

An administrator creates a data form by defining the rows and columns for the form and the point of view. However, the administrator can also allow users to change some elements in the point of view on the form by selecting members from a specified list. This enables you to use the same form for different dimension members.

The point of view is displayed on the top of the form. Elements that can be changed are displayed as links in the point of view. For example, if the Entity dimension is displayed as a link, you can change the entity but not the other dimensions in the point of view.

If Favorite Members have been set up for the selectable dimensions in the form POV bar, you can select those members. This enables you to quickly and easily select members in the list without opening and selecting them from the Member Selector dialog. A list of Favorite Members is indicated by a drop-down arrow next to the dimension. When you click the drop-down arrow, the system displays a list of your favorite members for that dimension in the order in which you set them up. For example, if you set up EastRegion.EastSales, EastRegion.EastProduction, EastRegion.Admin for the Entity dimension Favorite Members in the Member Selection dialog box, when you click the drop-down arrow next to the Entity dimension in the data form POV bar, the system displays the list of those members.

If your administrator has defined dynamic POV member lists, you can select them to quickly populate rows and columns with valid members. From the Member Selection dialog box, the valid dynamic POV member lists for the current dimension are displayed with an @POV suffix at the bottom of the dialog box.

To change a point of view element on data forms:

  1. From the Document Manager, open a data form.
  2. From the Point of View, click the element to change.
  3. From Member Selection, select the dimension member to change and click OK.

    The system returns you to the data form.