Select a Member for the Global Point of View

We will use the Operating Summary Report (POVs) report to see how selecting different members for the Global Point of View (POV) changes the data in the report.

  1. From the EPM Cloud Narrative Reporting Home page, select Library.


    EPM Cloud Narrative Reporting Home page with Library selected

  2. Under Library select Samples, and then select Operating Summary Report (POVs).


    Library Samples folder showing the Operating Summary Report (POVs) selected

  3. Ensure that you are viewing reports in an HTML format. To do this, click Report Actions Report Actions button, and make sure that HTML is selected.


    HTML selected as the preview mode

  4. Ensure that member selection uses member aliases. To do this, click Report Actions Report Actions button, and make sure Member Labels is set to Alias.


    Member Labels set to Alias

    The Operating Summary Report has both a grid and a chart. There are five global POV dimensions at the top of the report. There are also two local POV dimensions above the chart. The global POV dimensions affect both the grid and the chart, unless there is a local POV. If there is a local POV, then the local POV overrides the global POV. This is demonstrated as we select different members for the point of view.

  5. Let's start by selecting a different member for the Segments global POV. To do this, click Segments, and then select All Members.


    Segments POV with All Members selected

  6. In the Member Selector, expand Total Segments, expand All Segments, select Electronics, and then click OK.

    Make sure you click the check mark to the left of Electronics to select it - don't just click the word "Electronics".


    Member Selector dialog box with Electronics selected for the Segments POV

    Notice that the member selected for the Segments global POV is now Electronics, and the data was updated in both the grid and the chart.


    Operating Summary Report with Electronics selected for the Segments POV

  7. Next, let's select a different year. To do this, click Years, and then select 2016.


    Years POV with 2016 selected

    Notice that the member selected for the Years global POV is now 2016.


    Operating Summary Report with 2016 selected for the Years POV

    Unlike how the data was updated in both the grid and the chart when we selected a new member for the Segments global POV, when we select a new member for the Years global POV, only the data in the grid is updated. The data in the chart remains unchanged because there is an existing local POV for years that overrides the global Years POV. In this report, the local POV is locked at 2018 and cannot be changed.

    Chart showing the local POV of 2018

As you work with global POVs, note that any selections you make are retained for future sessions with other reports using the same data source.