1. User's Guide
  2. Basic Financial Management Procedures
  3. Using Financial Management
  4. Selecting Members for the Point of View

Selecting Members for the Point of View

The Member Selection dialog box displays the hierarchy of members for a dimension and enables you to select one or more members from the dimension. The members selected for the dimensions assigned to the point of view (POV) determine the context for the data in the rows and columns of data grids, data forms, journals, the Process Control task, and the Manage Ownership task. For example, if the Scenario dimension is set to Budget in the POV of a data grid, then all rows and columns on the data grid display data for the Budget scenario. The POV is always set to one member for each POV dimension.

The POV can contain folders, which indicate that there are additional members for the dimension. You can expand the folders to show additional members in the hierarchy. The Hierarchy member list contains all members of a dimension.

To view the properties for a member, right-click the member and select Properties.


This image shows the Member Selection dialog box.

To select members for the Point of View:

  1. Open an application, and from the Point of View bar, click a dimension.
  2. From the Member Selection dialog box, select a member from the dimension list on the left. You may need to expand one or more parent members.
  3. Click the Shuttle Right arrow to move it to the selected members list on the right.

    Tip:

    You can double-click on a member in the dimension list to move it to the selected members list. If multiple member selection is allowed for a dimension, you can use Ctrl + left-click to select multiple members at one time.

  4. Optional: To display dimension descriptions in addition to labels, click Show Descriptions.
  5. Optional: To view only active entities, click Active Only.

    Note:

    This option is available only if the application is set up for Organization by Period.

  6. Optional: To filter the list, click the Filter down arrow and select a TopMember.

    Tip:

    To reset the list and view all members, click Reset.

  7. Optional: To move a selected member up or down in the selected members list, highlight the member and click the Up or Down arrows.

    Tip:

    To remove members from the selected members list, select one or more members and click the Shuttle Left arrow, or select the Down arrow and Remove All.

  8. Click OK to save your selections.