Defining Simple Form Page and Point of View

You can select dimensions and members for the page axis and point of view. Point of view dimensions and members must be valid for the form plan type and not assigned to a page, column, or row axis. The point of view sets the unique dimension members that define intersections of data.

When you set user variables for forms, the variable name displays in point of view. See Managing User Variables.

To define page axis and point of view:

  1. Open the form, and then click Layout.
  2. Click Dimension icon and then drag that dimension to Page to add it to the form page axis.
  3. Click Member Selector icon for each page axis dimension and select members. See Using the Member Selector.

    You can specify the number of members in a page dimension that enables a search option. Select File, then Preferences. In Display Options, type a value for Allow Search When Number of Pages Exceeds.

  4. Repeat Steps 2 and 3 to assign multiple dimensions to the page axis.

    Assigning multiple dimensions to the page axis enables planners to select dimensionality while entering data. Users can select Display Options to specify whether Oracle Hyperion Planning sets the page selection to the most recently used selection.

  5. In Dimension Properties, select or clear options for page dimensions. See Setting Dimension Properties.
  6. Optional: Click Dimension icon and then drag that dimension to Point of View to add it to the form point of view. Repeat this action for each dimension you want to move to Point of View.
  7. In Point of View, click Member Selector icon for each dimension and then select members.

    You can also create members that do not yet exist "on the fly".

    See Using the Member Selector.

  8. In Dimension Properties, select or clear options for point of view dimensions. See Setting Dimension Properties.
  9. Click Save to save your work and continue, or click Finish to save your work and close the form.