Setting Preferences for User Variables

User variables act as filters in your application that enable you to focus only on certain members. The User Variables tab shows the user variables that the Administrator role defined and the members currently selected for each variable.

Before you can open a form that uses a user variable, you must assign a value to that user variable. For example, to use a form that has a user variable for Departments on the rows, assign a value to that user variable. Additionally, you can limit the number of rows on the form by selecting a member for the user variable. For example, for the Department user variable, select the Sales member. After, you can select another member for Department, such as Marketing, and the form will display Marketing Departments.

Note:

For the initial setup, best practice is to set the value of the Set Version user variable to NSP_Base.

To update user variables:

1. From the Home page, go to Tools > User Preferences.

2. Click the User Variables tab.

3. Click the Member Selector icon next to the member that you want to change.

   You can also enter a member name directly in the Member column for the dimension.

4. In the Select a Member window, select the member.

   You can use the search field to find the member.

5. Click OK.

6. Click Save.

General Notices