Working with Valid Intersections in Forms

Using valid intersections prevents data entry for invalid intersections as defined in the applicable valid intersection group. The affected cells in the form display as read-only following standard, read-only color coding. If you hover the cursor over an invalid intersection, a tool tip displays indicating that the cell is read-only because it is defined as a invalid intersection.

The valid intersection group applies first to the form point of view and page axis. If the point of view intersections are all invalid, then a warning message is displayed, and the form does not render a data grid until a valid intersection is selected.

If the point of view has valid intersections, then the rows and columns are filtered to restrict data entry at invalid intersections. If the Suppress Invalid Data option for the form is enabled, then the form suppresses invalid rows, columns, or both, as appropriate.

Any rows or columns, which consist of a mix of valid and invalid intersections, display those intersections as valid or invalid, as appropriate. Invalid intersections are displayed with standard, read-only shading and preclude data entry.

You can reset the point of view to the default, unfiltered list without closing and reopening the form by clearing the selections. You can also clear a selection, thus opening up more selections for other dimensions. You cannot render a form with a dimension cleared, because valid members must be selected for each dimension.

In the member selector, invalid members are suppressed due to valid intersection rules. You can display invalid members in the member selector using the Show Invalid Members option. Invalid members are displayed but are unavailable for selection.

Note:

Valid intersection groups do not grant access to dimension members. Valid intersection groups further restrict the valid intersections of dimension members already granted to a user.

Table 5-3 Form Behavior if Valid Intersections are Applied

Action Behavior

Open a form

The form renders with member selections as defined in the form definition, adhering to the user’s access rights for dimensions, and applies valid intersection groups with the most recently used as current selections.

Select members from a point of view dimension

  • Enables you to select a member on the point of view

  • In the member selector for a point of view dimension, enables you to select from a filtered list of remaining valid intersections, which is based on the members that were selected for the other point of view dimensions

  • Ignores the order in which point of view dimension members are selected because selecting a member from any dimension included in a valid intersection group dynamically filters the remaining dimension member lists for those dimensions included in the valid intersection group, as appropriate, when that dimension is selected

  • Provides the option to hide invalid members from dimension lists or display them as unselectable in the point of view

  • Provides the ability to reset the point of view to the fully unfiltered list without closing and reopening the form by clearing the selections

Note:

Ad hoc forms in Smart View, will not filter page or point of view members according to valid intersection groups.

Select Go to render a form based on point of view selections. You can also click the right arrow in the form point of view.

The form renders as defined based on the valid point of view intersection.

Enter and save data

The form data is entered and saved.