Display Member Names and Aliases in Separate Columns in Smart View (Mac and Browser) Ad Hoc Grids

A new Member display option, Member Name and Alias, allows you to display both the member names and their aliases in separate columns on row dimensions in ad hoc grids.

The Member Name and Alias display option allows users to see the member name and the alias side by side during ad hoc zoom interactions within the grid. This provides additional member level alias information that is useful during ad hoc operations.

For example, in the Vision database, the alias name for the Product member P_110 is Sentinal Standard Notebook. By selecting the Member Name and Alias option in Smart View, you can display both the P_110 member name and the Sentinal Standard Notebook alias on the same row in two columns in your ad hoc grid. At a quick glance, you can view the product code along with the product name, side by side in two columns along the row dimensions.

You may display both member names and their aliases when connected to a Standard-mode application. In Standard-mode, the application setting, Smart View Ad Hoc Behavior, is set to Standard.

To display both member names and their aliases in an ad hoc grid:

  1. In Smart View, place an ad hoc grid on a worksheet. You may have more than one row dimension in the grid.
  2. In the Smart View ribbon, select Options to display the Options panel.
  3. In the Member tab, select Member Name and Alias, then click OK.
  4. In either the Smart View ribbon or the provider Ad Hoc ribbon, click Refresh.

For row members, both member names and their corresponding aliases are displayed in the ad hoc grid.

Business Benefit: In Standard-mode applications, the Member Name and Alias display option allows users to see the member name and the alias side by side, providing additional member level alias information that is useful during ad hoc operations.

Steps to Enable

To take advantage of the Member Name and Alias display option, Service Administrators set the business process application option, Smart View Ad Hoc Behavior, to Standard. All new and recreated applications are automatically set to Standard. Then, Service Administrators deploy a new or reuse an existing Smart View (Mac and Browser) manifest file.

For existing and migrated applications, to set the application option, Smart View Ad Hoc Behavior, to Standard:

  1. Click Application, and then click Settings.
  2. For the Smart View Ad Hoc Behavior option, select Standard.
  3. Click Save.

To deploy a new or existing manifest file:

  1. Create a new manifest file or reuse an existing manifest file.
  2. In the Create Manifest File page, make any other selections and modifications, as you require.
  3. Deploy the manifest file to Smart View (Mac and Browser) users

Key Resources

  • Enterprise Profitability and Cost Management
    • Administering and Working with Enterprise Profitability and Cost Management