Setting the Point of View for Sections

Sections can be used to group multiple documents under a common TOC entry and optionally run reports for a common POV.

The selected POV dimensions for a section can loop through multiple reports and member selections. For example, you can execute all reports under the section for selected members in the Entity dimension.

To set up the POV for a Section:

1. In the Edit mode of the Book Designer, select a Section.
2. To add or change POV dimensions for the Section, click the POV, and select Action - , and then select Change Dimensionality.
   
   
3. To reorder POV dimensions for the Section, click the POV, and select Action - , and then select Reorder Dimensions.
4. To add a POV dimension for the Section, in Dimension Layout, under POV bar, click Add - , select the required dimension from the drop-down list, and then click OK.

   Note:

   If the Section has multiple data sources, the members displayed in the Member Selector for a common POV dimension are data source for the first data source appearing in Section’s Manage Data Source dialog, which is accessible from the Section Action menu.

   
   
   
5. In Book Designer, you can click on a dimension label to open the Member Selector for that dimension.
6. In the Select Members dialog box, in the drop-down list either select Members, Recent, Substitution Variables, or Functions to assign to the selected section.

   Use the following conventions to select members.

   • Click Expand - to drill into a parent member.

   • Click Select - to select and deselect a member.

     Note:

     A blue check indicates that a member is currently selected. A gray check when hovering over a member indicates that the member is not currently selected.

   • Click Function - next to a member to select the member using a function. See Assigning Members Using Functions.

   • Click Actions - in the Selector pane to sort the members.

7. Optional: To change the order of a selected member in the Selections list, select a member and drag it to the desired location, or right-click and select Move Up or Move Down. To remove a member from the Selections list, right-click the member and select Delete. You can also right-click and select Show in Hierarchy to expand the parent members of that member and show it in the member hierarchy.
8. Optional: To edit the parameters of a selected member function, select the member function in the Selections list and click . For example, select Inclusive in a member function to include that member in the function.
9. Click OK to close the member selector dialog.

   Segments - Sections with POV selections is displayed.