Filtering Which Points of View Are Displayed

You can use the following filter and sort options to specify which points of view are displayed and the order in which they are displayed:

  • Search for specific points of view

  • Define a custom filter

  • Sort the order in which the points of view are displayed

  • Refresh the points of view that are displayed

These filter options allow you manipulate the display so that you can isolate the points of view that you want to focus on.

Searching for Specific Points of View

To search for specific points of view, enter all or part of the POV name in the Search field, and click Search icon.

For example, entering "FY22" in the Search field displays all the POVs with "FY22" in the Years dimension.

Calculation Control page filtered by FY22

Defining a Custom Filter

To further refine the POVs displayed, click Filter icon and define filters for Years, Period, Scenario, Version, and/or Status.

Calculation Control page showing the Years, Period, Scenario, Version, and Status filter options

Do one of the following to define the desired filters:

  • Begin typing next to a POV dimension. The field will auto-populate with the available options.

    For example, if you type "j" next to Period, "Jan", "Jun", and "Jul" are displayed in the drop-down.

    Period drop-down with Jan, Jun, and Jul show as options

    Select an option to filter the results.

  • Click Search icon next to a POV dimension, and select a member from the Select Members dialog box. (See Using the Member Selector.)

    Select Members dialog box with Q4 select for Years

    Note that when you select an upper level member, all level-0 descendants of that member are included in the filter.

    When you select a member to use as a filter, it is displayed below the POV dimension on the Calculation Control page. For example, if you select Q4 to filter the results displayed to "Oct", "Nov", and "Dec", then Q4 is displayed below the Period dimension on the Calculation Control page.

    Calculation Control page with Q4 displayed below the Period dimension

    To remove a filter, click the filter, and then and click Remove.

    For example, to remove the "Q4" filter, click Q4 and then click Remove Q4.

    Remove Q4

  • To filter the status of the POVs that are displayed, click in the Status field and select an option:

    Status filters

To hide the filter options, click Filter icon again.

Defining the Sort Order

To sort the order in which the POVs are displayed, click the drop-down on the top right of the page, and select an option. You can sort by any POV dimension. If you select Outline as the sort option, the POVs are sorted in the order in which all the dimensions appear in the Oracle Essbase outline. Outline is the default sort order. After you select an option in the drop-down, you can click Sort Ascending icon or Sort Descending icon to sort the POVs displayed in ascending or descending order.

Sort by POV drop-down with Outline selected

Refreshing the Points of View Displayed

To refresh the points of view displayed on the page, click Refresh icon.