Create a Point of View Component

You create a Point of View component from within a rule to set members, variables, and functions that contain the global range of that Point of View component.

You can also define or edit the caption that displays in the flow chart and the comments that are entered for the values selected for each of the dimensions in the Point of View.

Scenario

To create a Point of View component:

  1. Navigator > General Accounting: Journals > Create Allocation Rules link.

  2. Navigate menu > Administration > Calculation Manager.

  3. In the System View, select File menu, New, Rule. Expand the Essbase Application Type, the Application, and the Calculation Type, Plan Type, or Database and Rules.

  4. Right-click rules you want to open, and select Open. The rule is displayed in the Rule Designer.

  5. After you determine where in the rule's flow chart you want to create the Point of View component, from the New Objects Palette, drag the Point of View component and drop it into that location in the flow chart.

  6. On the Point of View tab, enter a caption to identify the Point of View component. The caption is displayed in the flow chart of any rule that uses it.

  7. Optional: Perform one of these tasks to define the Point of View global range:

    1. Click Variable Selector to select or create variables to define the Point of View. If you select a variable, you can select Link Variable Dynamically to ensure the variable is updated dynamically when changes are made to it.

    2. Click Member Selector to select members to define the Point of View.

    3. Click in the row of a dimension in the Value column to type the names of members that define the Point of View.

    4. Click in the row of a dimension, click the Actions icon, and select one of these options to enter members:

      • Members

      • Variables: You can use a variable to fill the Point of View component. The variable must be defined at the database level and must be of the Member Range type.

      • Functions: The functions you enter should return level 0 members only and should include the at sign @ before the function name. You can enter these functions:

        • @Level0Descendant

        • @Sibling

        • @UDA

        • @Attribute

          Note: The Level0Descendant and Sibling functions require a member name as a parameter.
    Note: If a global range is defined for the rule for which you are creating the Point of View component, the Point of View tab displays the rule's member selections by default. To see if a global range is defined for the rule, select the Begin or End tab in the flow chart. Then click the Global Range tab to see if any members, functions, or variables are defined.
  8. To enter a comment for the members you select for a dimension, click Comment.

  9. Click Reset Grid to clear any entries you made to the grid.

  10. Select File, Save.