1. Designing with Reports for Oracle Enterprise Performance Management Cloud
  2. Working with Notes
  3. Using the Notes Text Function
  4. Working with Named POVs in a Report
  5. Example: Using the Named POV and POV Dimension Options

Example: Using the Named POV and POV Dimension Options

This example uses a report with a Data Source enabled Text box and the Notes text function inserted into it.


Note Text function

Design setup of the Named POV

With the following Named POV in the report:

  • The Segments dimension has a member selection of Children of Seg01, which means that the Notes displayed in the text box with the Notes text function will always include only the Segments members selected.

  • The Fiscal Calendar dimension has no member selections defined (No Selection is displayed). In the dimension POV options, Control by Text POV is selected, which means that the Report POV selections for this dimension will control the Notes that are displayed in the text box.

  • The Entities dimension has no member selections defined (No Selection is displayed). In the dimension POV options, Control by Text POV is selected, which means that the Report POV selections for this dimension will control the Notes that are displayed in the text box. In addition, when the POV option Display on Secondary POV is also enabled, a secondary POV will be displayed above the text box to control the Notes for Entities.

  • The remaining dimensions were removed from the Named POV, as they were not used for filtering the Notes.


Named POV display

Fiscal Calendar POV dimension options


Fiscal calender display setting

Entities POV dimension options


entities pov display setting

In the Entities POV dimension options, under POV Member Function, Bottom Members of Member is selected. This is the default selection for the secondary POV.


secondary pov settings

In Manage Named POVs, under Actions - Action or Gear menu menu, using the Select POV Functions, you can select which member selection functions are listed in the Note text box secondary POV.

Note:

These selections apply to all dimensions and all Named POVs in the report.

For example, we selected only four from the list of member selection functions that are displayed in the secondary POV.


secondary pov functions

Report output of the text box with the Notes text function

Let’s look at the report output with different POV selections. The Notes only exist for June; other months do not have Notes entered.

Initial report preview with Jan selected, Notes are not displayed in the text box:


report preview 01

Report preview with June selected in the report POV. Notes are displayed for Bottom Member of Total Entities, as Total Entities is selected in the report POV and Bottom Members is the default selection for the secondary POV.


report review 02

Report preview with Entities E01 selected in the report POV and Children of Entities selected in the secondary POV. Note that the partial results displayed to overlap with the above report preview example.


report review 03