Setting Default POV

You can set a default POV directly from an ad hoc grid's POV for private connections.

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

Using this method, you first select the desired POV in an active ad hoc grid and then set it as default. Once you have set the default POV, whenever you connect to the specific connection and open an ad hoc grid, it displays data for the default POV that you have set.

Note the following considerations while setting default POV:

  • The default POV is retained only for private connections and named connections that have been assigned a friendly name.
  • If you are using a shared connection or a temporary connection, then the default POV is retained only for the active session. If you close and reopen the sheet and connect to the same shared or temporary connection, the ad hoc grid does not appear with the default POV.
  • The default POV is applicable only for Standard mode ad hoc grids.
  • Default POV can be set only for the POV dimensions present in the title row (usually the first row). It cannot be set for row or column dimensions. For example, if Account and Entity are present in the row dimensions, and Period, Scenario, and Product are the POV dimensions in the first row, then you can set default POV for Period, Scenario, and Product dimensions. For any row or column dimensions, you can first pivot them to POV, that is move it to the title or first row, and then set the default POV for that dimension.
  • To set the default POV using Member Selector, see Selecting Members for the Default or Background POV.

To set the default POV for a specific connection:

  1. Open a workbook and connect to the specific private or named connection for which you want to set the default POV.
  2. Open an ad hoc grid and select the desired values for the POV dimensions present in the first row of the grid.
  3. From the Smart View ribbon, click Refresh.
  4. Now, from the Smart View ribbon, select Function, and then Manage POV.
    The POV Manager dialog appears.
  5. In the POV Manager dialog, click Set Active POV as Default.
    The default POV that you set in the grid appears in the POV Manager dialog.
  6. Click Close to close the dialog.
  7. Now, close the workbook and open it again.
  8. Connect to the same named connection and place an ad hoc grid on the sheet.
    Observe that the grid appears with the POV that you had set as default for the connection.