Setting Standard User Variables

You can make selections for standard user variable from the drop-down member selectors in the POV toolbar in Oracle Smart View for Office.

Data source types: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

When you click on the user variable drop-down member selectors in the POV toolbar, the Member Selection dialog box is displayed. You then select members applicable for the user variable. Any filters that apply to the selected user variable are loaded and viewable from the filter drop-down list. Once selections are made, you can easily change the user variables from the drop-down list, thus changing the POV of a form in Smart View.

Figure 9-1 shows an example of user variables in a Planning form, where Allocation Expense, Allocation Quarter, and My Segment are user variables that can be modified to change the POV of the form.

Figure 9-1 Example of User Variables in a Planning Form


Example of User Variables in a form

Note:

If user variables have not been previously set in the web business process or in Smart View:

  • Cloud EPM Forms 2.0: Starting in 25.09, when opening a Forms 2.0 form, a message is displayed which provides a link to the Preferences dialog, User Variables tab, where you can set the missing user variables.

  • Cloud EPM Forms 1.0: When opening a form, a message is displayed instructing you to set user variables in the Preferences dialog. To access the User Preferences dialog, from the tree list in the Smart View Panel, right-click the application name, then select User Preferences. In the Preferences dialog, select the User Variables tab, and then set the missing user variables.

To work with standard user variables in forms:

  1. In the Smart View Panel, connect to a data source and open a form.

    Notice the available user variables in the POV toolbar across the top of the sheet. Selectable user variables are enabled, non-selectable user variables are grayed out.

    Note:

    If user variables have not yet been set, see the Note above.

  2. To select members for the user variable drop-down member selector:
    1. Click a user variable drop-down member selector to display the Member Selection dialog box.
    2. From Member Selection, select one or members to add to the selected user variable drop-down list.

      Oracle Fusion Cloud Enterprise Performance Management: Alternatively, click the arrow in The View button and select Substitution Variables to select members as substitution variables.

    3. In the Filter drop-down list, select an applicable filter (if filters are available).
    4. Click OK.
    5. Repeat these steps for all user variables for which you want to select members and apply filters.
  3. To select members from the user variable drop-down menu selectors, click the arrow for the drop-down menu for each user variable, and make a selection from the list.
  4. Click Refresh to view the updated form.