1. User's Guide
  2. Data Forms
  3. Working with User Variables

Working with User Variables

You can make user variable selections from the buttons in the POV toolbar in Oracle Smart View for Office.

Cloud data source types: Planning, Planning Modules, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Tax Reporting

On-premises data source types: Oracle Hyperion Financial Management, Oracle Hyperion Planning

When an Oracle Enterprise Performance Management Cloud or Oracle Hyperion Planning form contains user variables, or when a Financial Management data form has selectable dimensions, rows, or columns, you can modify them in Smart View.

When you click on the user variable buttons, the Member Selection dialog box is displayed. You then select members applicable for the user variable. Any filters that apply to the selected user variable are loaded and viewable from the filter drop-down list. Once selections are made, you can easily change one or more of the user variable buttons, thus changing the POV of a form in Smart View.

Figure 8-1 shows an example of user variables in a Planning form, where Allocation Expense, Allocation Quarter, and My Segment are user variables that can be modified to change the POV of the form.

Figure 8-1 Example of User Variables in a Planning Form


Example of User Variables in a form

In an example scenario, in data form design mode in Financial Management, you can select either a member list or multiple members for a dimension, such as Period, and use the Period dimension on a row or column with the @CUR function. The Period dimension will then be represented in Smart View with user variables.

Additionally, if you use the relative time period functionality in a Financial Management data form, you can have a member from the same dimension appear on the row, column, and POV. Smart View displays the relative time period members as user variables in the POV toolbar. For information on using the relative time period functionality and for setting up selectable dimensions, rows, and columns in Financial Management, see the Oracle Hyperion Financial Management Administrator's Guide.

To work with user variables for forms:

  1. In the Smart View Panel, connect to a data source and open a form.

    Notice the available user variables in the POV toolbar across the top of the sheet. Selectable buttons are enabled, non-selectable buttons are grayed out.

  2. Click a user variable button to display the Member Selection dialog box.
  3. From Member Selection, select one or members to add to the selected user variable button.

    EPM Cloud and Oracle Hyperion Planning: Alternatively, click the arrow in The View button and select Substitution Variables to select members as substitution variables.

  4. In the Filter drop-down list, select an applicable filter (if filters are available).
  5. Click OK.
  6. Repeat step 3 through step 5 for all user variables buttons for which you want to select members and apply filters.
  7. To use the user variable buttons, click each button for which you want to apply selected members, and make a selection from the drop-down list.
  8. Click Refresh to view the updated form.