Step 1: Create a Maintenance View

  1. From Views, click Create.
    screenshot shows view window with Create button highlighted
  2. Enter a name and description for the maintenance view, and then click Create.
    screenshot shows create view wizard

    The maintenance view is displayed in the view inspector.

  3. On the Definition tab of the view inspector, click Create to define the viewpoints in the maintenance view.
    screenshot shows view inspector
  4. In Application Dimension, use the drop down list to select the dimension for which you want to create the viewpoint. In this scenario, we will choose the Corporate Product dimension in the Financials Cloud application.
    screenshot shows Corporate Product dimension in the drop down menu
  5. Enter a name and, optionally, a description for the viewpoint, and then click Create.
    screenshot shows name as Corporate GL

    The viewpoint is displayed in draft mode in the viewpoint inspector.

  6. From the viewpoint inspector, click Edit.
    screenshot shows edit button in viewpoint inspector
  7. In Node Set, select the drop down menu and then select the node set for the viewpoint. In this scenario, we will choose ALL CORPORATE PRODUCTS | V1.
    screenshot shows node set drop down menu

    When you select the node set, the hierarchy set is automatically populated.

  8. Click Save.
    screenshot shows viewpoint inspector with Save button highlighted

    The Binding Status field is updated to display Node Set Bound, which indicates that the viewpoint contains a node set that is bound to the Products dimension. See Understanding Binding Rules.

  9. From the view inspector, repeat steps 3-8 to create viewpoints for these dimensions:
    Viewpoint Name Viewpoint Description Application Dimension Node Set
    Plan Plan Corporate Planning Product Product
    Close Close Financial Consolidation and Close Product Product

    screenshot shows view inspector with viewpoints for Corporate GL, Plan, and Close