Set User and Grid Points of View for a Financial Reporting Report

This is the fourth of six topics on designing a financial report with Financial Reporting Web Studio.

In this example, you set a user point of view and a grid point of view for a financial report.

All financial reporting reports have a user point of view and a grid point of view. Best practice is to use a combination of both.

If you want users to select certain dimension members at runtime, then those dimensions should be set in the user point of view. Selections for user point of view members are global for a user and data source. This means the application saves and applies them to any other report that has the same dimensions set to the user point of view. By default, all dimensions are set to the user point of view and must be selected at runtime. If you want your report to always use certain dimension selections, then select the specific members in the grid point of view.

Note: Members of a grid point of view only display in HTML.

In this example you set the Ledger, Scenario, Balance Amount and Currency dimensions to use the grid point of view.

Before you start, do the steps described in these topics.

  1. Define a Basic Financial Report Using the Reporting Web Studio

  2. Add Formulas to a Financial Reporting Report

  3. Define Range Functions for a Financial Reporting Report

Now follow these steps.

  1. Select the cell in the grid that represents the intersection of the rows and columns. The Grid Properties pane opens.

  2. In the Grid Properties pane, click the Grid Point of View check box.

  3. In the design canvas, click the Ledger: User Point of View for Ledger button. The Select Members dialog box opens.

  4. Expand the Ledger member and continue to expand until you find the ledger to include on the report. Select the ledger.

  5. Click Apply Selection.

  6. Select Scenario from the Dimension list to select the type of balance to use on the report.

  7. Expand the Scenario member and select Actual.

  8. Click Apply Selection.

  9. Select Balance Amount from the Dimension list.

  10. Expand the Balance Amount member and select Period Activity.

  11. Click Apply Selection.

  12. Select Currency from the Dimension list.

  13. Search for USD.

  14. Click OK to accept the search result.

  15. Click Apply Selection.

  16. Click OK to close the Select Members dialog box.

  17. Save the report and leave it open for the next topic, which is setting page and grid properties. Optionally, preview the report.