1. Administering Financial Consolidation and Close
  2. Managing Forms
  3. Working with User Variables
  4. Managing User Variables

Managing User Variables

You can set user variables to limit the number of members displayed on a form, helping users focus on certain members. For example, if you create a user variable called Division for the Entity dimension, users can select a member for their own division. You can create any number of user variables for each dimension, and select user variables for any axis in the form.

The typical sequence of steps:

  1. If necessary, create the appropriate parent-level members in the dimension outline.

  2. Define user variables for each dimension that you want users to be able to filter.

  3. When designing the form, associate the user variable with the form.

  4. Instruct users to select a member for the user variable associated with the form.

    Before users can open forms that have user variables, they must select a member for User Variable Options in preferences. After selecting an initial value, they can change it in the form or in preferences.