Selecting Members for the Default or Background POV

You can set a default or background POV by selecting members from the Member Selector.

Data source types: Oracle Essbase, Planning, Planning Modules, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Tax Reporting

Using this method, you can select one member per dimension by launching the Member Selector in the POV Manager. You can select members as follows:

  • To use as a default POV for the ad hoc grids of a given connection
  • For the background POV for dimensions when you use functions

Select members for or edit the POV before starting work on the ad hoc grid.

Note:

  • As a best practice, Oracle recommends a maximum of 1,000 members for the ad hoc POV.
  • In this procedure, you will work with saved private connections. As a best practice before you begin, ensure that you have created a saved private connection (also referred to as a named connection), as described in Saving Connections as Private Connections.
  • To set default POV from an ad hoc grid's POV for a private connection, see Setting Default POV.

To select members for the default POV:

  1. Open a workbook and connect to a named private connection.
  2. Set the active connection for the sheet by selecting Connections, then Active Connections, and then select the check box next to the connection name.
    If you do not see the connection name in the Active Connections list, select Connections, then Named Connections, and then select the check box next to the connection name.
  3. From the Smart View ribbon, select Function, and then Manage POV.
  4. Expand the POV list.
  5. From the Active POV list, select the active connection for which you are changing the POV.
  6. Click Member Selector, and then select the members that you want to use for the POV. See Selecting Members from the Member Selector.

    From the POV Manager, you can select only one member per dimension. If you use aliases, the POV Manager loses the selected members.

  7. Click Close.
  8. To refresh the worksheet, select Refresh.
  9. To save the POV to the workbook, save the workbook.

Note:

After you start working on the ad hoc grid, you can select or change members as described in Selecting Members from the Member Selector.