Creating Forms

Table 20-12 Form Creation Checklist

Task Want to Know More?
Define the layout, including:
  • Adding rows and columns

  • Assigning dimensions to columns and rows

  • Assigning attribute dimensions to the point of view, page, columns, and rows

  • Selecting dimension members for users to work with

  • Setting grid properties

  • Setting dimension properties

  • Adding formula rows and columns

  • Setting Smart View form display options

  • Setting display properties

  • Setting printing options

  • Adding and updating format/validation rules

See Defining the Layout.

Define page axis and point of view

See Defining Form Page and Point of View.

Select members

See Using the Member Selector

Set form precision, context menus associations, and whether to enable dynamic user variables

See Setting Form Precision and Other Options.

Select business rules and set properties

See About Rules.

Using Smart Push

See Moving Data from One Cube to Another Cube Using Smart Push in Administering Data Integration.

Define access permissions

See Setting Up Access Permissions.

Design formula rows and columns

See Designing Forms with Formula Rows and Columns .

Design data validation rules and format rules

See Designing Forms with Data Validation Rules and Form Rules .

Set the evaluation order for dimensions

See Setting the Evaluation Order in the Simplified Interface

To create forms:

  1. Click the Navigator icon Navigator icon, then under Create and Manage, click Forms.
  2. Under Form and Ad Hoc Grid Management, click Create icon (Create).
  3. On the Properties tab, enter a name of up to 80 characters, and an optional description of up to 255 characters.
  4. Select the Cube associated with the form. See Forms and Cubes.
  5. Optionally, you can enter instructions describing how to work with the form.
  6. Click Next, and see Defining the Layout.