Select Members in Data Forms via UDA or Substitutionvariable

Hello,
I want to select members in row or colum dimension of a Planning data form via an UDA. But it is only possible to select members via hierarchy (member, sibling, parent,...).
Is there a possibility to select members via UDA?
What I tried is:
1.) in the definition of the dimension members for the dimension "Period" in the data form I filled in: "@UDA(Period,FC01)".
I get the error "The member @UDA(Period does not exist or you do not have access to it."
2.) Instead of the UDA I tried to use a Substitutionvariable "&PER_LIST"
This works if the Substitutionvariable contains only one member. It doesn't work if it contains more than one member (comma-separated list).
I get the error: "A substitution variable required for this calculation is undefined. Variable: PER_LIST" (even though the variable exists and I selected it in the member selection dialog)
Can anyone help? I'm using Hyp. System 9.3.1.
Thanks in advance,
Nicole

I would love to see the ability to select EDA's from Planning Forms, it would definately make life a little easier.
As CL says, attributes are great at filtering forms and BR's, their only drawback is that you can only use them on sparse dimensional members.
To get round this problem i've relied on security to filter out the accounts i do not need to see in the forms for the specific users, and kept the form selection on @IDESCENDANTS(Account_Parent).
If you wish to filter on the Period dimension and this is a dense dimension, can you not get round the problem with rollups and, for example, @DESCENDANTS(Q1) to only return 3 months in the form, it really depends on your outline structure.

Similar Messages

Use Members on Data Form is unvalid if the Run on Save setting is not on

Hi, I found a problem of the setting Use Members on Data Form is unvalid if the Run on Save setting is not on. It will just get the default value of the variables but not the form members, I don't know whether it is a bug or a normal behavior. Does anyone have experience to fix it or avoid it? Thanks.

Hi,
If you are running your rule simply double clicking on the name of it at the botom left corner, that's the normal behaviour I would expect.
However, instead of running it that way, if you create a menu, attach the rue to a menu item, add the menu to your form and then run it by right clicking on your form, it will pass all selected form members to your variables.
Cheers,
Alp

Odd Behaviour using User Variables to select members in Planning form

I have a form to enter budget adjustments and another form to review the effects of those adjustments at a parent Entity level.
For each area of the business there are obviously different adjustment and parent levels required in the form.
In summary I can drive a form from a User Variable using the functions (Children, IChildren, ILvl0Descendants, Descendants and IDescendants) but trying to use other options results in unexpected behaviour.
For example with the following structure:
Entity
-Total Cost Centre
--Group A
---SubGroupA1
---SubGroupA2
---SubGroupA3
---GroupA-Adj
----GroupA-AdjX
-----AdjEntityA1
-----AdjEntityA2
--Group B
---SubGroupB1
---SubGroupB2
---SubGroupB3
---GroupB-Adj
----GroupB-AdjX
-----AdjEntityB1
-----AdjEntityB2
For the adjustment entry form the users would want to see AdjEntityA1 and AdjEntityA2 if they are in business group A.
For the review form they would like to see Group A and its children.
I am trying to avoid writing multiple forms for each business user (largely because the number of groups can vary dramatically). I can't really use generations to drive the selections as whilst the business has effectively levelled the hierarchy business units can be working at different levels of this hierarchy.
I want to offer a couple of options to the business. One will be to define a form that pulls all of the relevant entities into the form and relies on security to restrict the values displayed to the user. The second option would be to utilise User Variables to drive selections. It is the second option I am struggling with.
If we consider a user working in Group A, I think I can see a formulaic way to select the various combinations of Entities if I set the user variable to be GroupA-Adj.
I can define a data form that sets Entity to the L0Descendants of say GroupA-Adj and this is fine.
When I try to define a review form that selects the Isiblings and Parent of GroupA-Adj I hit a problem.
It seems that Children, IChildren, ILvl0Descendants, Descendants and IDescendants works as I would expect.
Using IAncestors and IParents return just the User Variable setting (i.e. just the 'I' part, not the parents or Ancestors).
Siblings, Isiblings, Parents, Ancestors all result in an error message because not all dimensions are represented in the form.
This prevents me using a User Variable to build the review form in which I would like to display the siblings and parent of the entity GroupA-Adj.
Anyone got any ideas?

I would love to see the ability to select EDA's from Planning Forms, it would definately make life a little easier.
As CL says, attributes are great at filtering forms and BR's, their only drawback is that you can only use them on sparse dimensional members.
To get round this problem i've relied on security to filter out the accounts i do not need to see in the forms for the specific users, and kept the form selection on @IDESCENDANTS(Account_Parent).
If you wish to filter on the Period dimension and this is a dense dimension, can you not get round the problem with rollups and, for example, @DESCENDANTS(Q1) to only return 3 months in the form, it really depends on your outline structure.

HBR sequence on data form does not execute when Planning data form is saved

Has anyone experienced this issue before in Planning? Below I have included the scenario and what has been attempted to correct the situation.
We are using Hyperion Planning/Essbase 9.3.1, sequence contains 3 business rules - 2 executed on the Workforce Cube and 1 transfers totals from Workforce Cube to Main cube. 2 of the BR's contain run-time prompts - 1st BR in the sequence (calculation in Workforce) and 3rd BR in the sequence (transfer of Workforce totals to Main). We are using Projects to assign access priviledges to the BR's and sequences. All 3 business rules, as well as the sequence itself, validate successfully in the admin services console.
In Planning the data form contains BR Properties to "Save on Exit", "Use members on data form" and "Hide prompt". Have tried removing BR from data form, then put BR back on data form. Also tried building a new sequence in EAS console and attaching that BR to the existing data form. Neither of these attempts were successful. Tried building an entirely new data form with the newly created sequence, still unsuccessful. Was able to execute the sequence successfully when processed from the Tools -> Business Rules menu. Sequence was once again successful when I tried modifying the data form to remove property "Hide prompt". Problem with leaving the form in that state is, our users would not know which Planning server they were on as they access the Planning application through Workspace and we currently have 2 application servers in this environment - so essentially they have a 50/50 chance of selecting the correct server.
We have this same setup in another environment where the execution of the sequence on the data form works successfully. We have compared everything that I can think of and it all appears the same in both environments - in fact this used to be successful in this environment, but all of a sudden stopped working earlier this year - we have not applied any patches or upgrades to either environment. Do not know if this is relevant or not, but we do currently utilize Netscaler in both of these environments.
Any experiences with this type of situation or suggestions at this point would be greatly appreciated.

I don't have a solution for you but more steps to solve the problem
You are ultimately on the right track in some ways but break it down into it's components.
The problem could like in the business rule, the form connection, the variables, even the order of operations could all be in play.
So I would strip this baby down to its bare bones then build it back up.
1) Run the business rule. Each one separately and only after the previous ones is complete without variables and without touching the form
Is it successful: go to 2
If it isn't successful: trouble shoot the calc and or try running in EAS natively to see if that gives you ideas
2) Run the calc outside the form but with variables included. Did it prompt you correctly.
Is it successful: go to 3
If it isn't. What is wrong with the variable
3) Now attach it to the form but don't hide the prompts
Still good go to 4
4) hide the prompts and run on save
And if it fails on step four then it's not picking up the right variables in the prompt. And you need to look at why it wouldn't grab the right item.
This will isolate your problem for you and give you steps to fix it. Ultimately 99% of the time something did change in the structure for example that is impacting the calc. And when you isolate the problem this will reveal itself quite quickly.

Hide run-time prompt in composite data form in 11.1.2

Hi, I am using Planning 11.1.2, and the rule with run-time prompt I attached to a composite data from can't execute successfully when I selected "Hide Prompt" and "Use Members on data form". It says "An error occurred while attempting to run the following business rule on save". But if I set this rule to be run on save in a single data form, not a composite one, the rule could be run successfully. Is this a bug or does anyone know how to solve this? Thank you.
Regards,
Jerry

Hi, I had the same problem and I did a Service Request to Oracle. This is a bug. Unfortunatly, I do not think there is a solution to fix this problem.
The 11.1.2.1 version fixes this bug.
Virgile.

How to set FIX based on selection made in planning form (HP 9.2)

Hello,
In order to calculate new values in my business rule I have to use CREATENONMISSINGBLK ON option. But it takes too long time to complete the calculation. So, I need to set FIXes in my business rule in order to keep database selection as small as possible.
Is there any possibility to pass page selections prom planning data form to my custom business rule?
For example form:
Columns: Period
Rows: Account
Page: Year, Entity, Version, CustomDimension
In my rule a need to set following fixes:
Account: Custom fixed List
Period: Custom fixed List
Year: Custom fixed List
Entity: Get one values selected in data form
Version: Get one values selected in data form
CustomDimension Get one values selected in data form
OR
is it possible to set default values for Run-time prompts to be equal to selected members in page dimensions?
Thanks.
Message was edited by:
MaxDyug

Hi,
You can set up variables in your business rules so for example,
Create Variable rtVersion, set it as Type member and dimension Version and Usage-Type as "Run-Time Prompt".
Then in your business rule code you refer to the variable using [rtVersion]
Now in planning the design of the form when you choose the properites for the business rule make sure "Use Members on Data Form" is ticked, and run on save.
Now when the form is saved a pop up window will appear passes the selected version member into the run time prompt text box, this will then be passed into your business when submitted.
You can also hide prompts if you want it be sent directly into the business rule without any user intervention.
Hope this helps.
Cheers
John

Business Components Data Form

I still seem to have a problem when using trying to use the Wizard to create a Dataform.
Eg. I have a brand new project, goto "File" menu, select "New" and then select "Business Components Data Form" and i get this message:
"No Business Component Application
modules found in this JDeveloper workspace. There is not enough informaion to create a Business Components Data Form."
Anyone know what im doing wrong ? Ive used the online help, but that didnt help me :)
Im open to suggestions
Cheers

Try using -
1- File/new .jws
2-File/new project
3- New project-application
4- Application wizard-info bus data form
5- select options-as you wish
6- save and run
Thanks
Vinay
null

A question about UDA and Data-Forms

Hi all,
I have a couple of questions about UDA. I am using Hyperion Planning 11.1.1.3m, and when I desing a Data-Form I would need to use the UDA I asigned for the Entity dimension: is that posiible?
The other question is, when creating a Substiution Variable in Essbase I use the function @UDA (+dimension+, "MemberA"), but when using this variable in the Data-Form, it does nothing at all(in fact, it is been detected as an error). Why is that happening?
Thanks a lot

Use an attribute dimension to achieve what you are trying to do with UDA's in a data form. An attribute dimension will allow you to filter on members in the base dimension by a specific attribute the same way a UDA will. You can create the attribute dimension in the dimension editor in Planning by selecting the base dimension (Entity) and then select the custom attributes' button. Check the dba guide for a step-by-step approach.
With regards to the subvar, are you trying to add the function as a value of the subvar when you create it in EAS? If so, this is not allowed. What are you trying to do with the subvar on the form? Subvars are supported in data forms as part of the member selection for a dimension. For instance, you can set up a subvar called CurYear and set the value equal to FY11 for the Fiscal Year dimension. In the data form you can set the member selection for the Fiscal Year dimension to CurYear. When the user opens the form, the member FY11 is returned.

Attribute Dimension members in Planning Data form

Hi All,
Can we see Attribute dimension members in Planning data form ? Pls. help

Yes it is possible in 11.1.1.3, for example in your row select a dimension that has attributes associated with it. select dimension properties next to the down drop.
Tick "Enable custom attribute display (setting applies to all dimensions with associated attributes): "
Select the attribute dimension
Cheers
John
http://john-goodwin.blogspot.com/

Arrange members in hierarchical order in planning data form

I am trying to hierarchically arrange the dimension members in row of a data form.
Assume the following hierarchy
Parent1
--- Child 11
--- Child 12
Parent2
--- Child 21
--- Child 22
When I place this dimension in the row of a Hyperion planning data form and select "honor hierarchy", the members are arranged in reverse order.
--- Child 11
--- Child 12
Parent1
--- Child 21
--- Child 22
Parent2
How do i arrange them such that the parent appears above the child ?

We had a similar issue with & in smarlist and patch .502 fixed it. However i put in your memeber "Cost per Minor Suite Turn (< 5K)" in the .502 environment and i saw the same issue: where "Cost per Minor Suite Turn (< 5K)" cuts off to Cost per Minor Suite Turn (
and i tried just "Cost per Minor Suite Turn < 5K" and it provided this Cost per Minor Suite Turn.
We also have a 11.1.2.4 environment i tried it in there and the same issue exsits. And i guess the only work around is spelling it out because that is what they told us regarding the & in smarlists.

Dimensions set to Selectable are not selectable w/in Smart View Data Forms

When trying to use a data form by clicking "Select Form" in the Hyperion toolbar in Excel (not exporting from webspace), Dimensions that are defined as Selectable are not actually selectable within Smartview. Below is a portion of the script:
BackgroundPOV=S#***.Y#***.w#***.V#***.I#***.C4#***
SelectablePOVList=P{***}.E{***.[Base]}.C1{***.[Hierarchy]}
Within the web, the form works fine and everything selectable is selectable. Within smart view, only Entity is selectable. Any insight would be greatly appreciated.
SV Version 11.1.1.3.500
HFM 11.1.1.3
Excel 2007
Edited by: JL on Aug 4, 2011 12:36 PM

I have found this and its generally because the dimension is referenced in the column
i.e Year and period is displayed in the column.
In HFM you can select the members from the POV but when opening in SmartView you can't
Solution is to remove the dimension from the col or row.
Thanks
G

Selecting a member range on Planning Data Forms?

Hi all,
Can somebody confirm it is not possible to select a range as a member on a Planning Data form?
Here is my situation:
Description: On a planning form we would like to populate forecast months. Currently planners can input data to six months: Jul-Dec. In October, we will change it to Oct:Dec.
Issue: For each data form, we need to manually add/remove members.
Failed attempt: Created a SubVar and assigned the following range: &CurFstMo:Dec. Of course it failed :)
Work around: I think the easiest solution is to display 12 monts and change the start and end date for Forecast scenario. I need to check with the planners if they'd be ok with displaying all 12 months other than just the input months.
Can you think of another solution?
Thanks,
Mehmet

Hi,
Here's a solution that might be useful:
Re: Rolling forecast
Cheers,
Alp

Data forms new requirement, Members need to hide for diff combination

Hi All,
I have a new requirement
I have created asymmetric forms and created a extra member in period dimension as per required.(Extra member name is ABC)
In layout page view i have given scenario dimension with members called budget,Actual,Forecast.
now when open data form combination to budget scenario Extra member has to appear,
if you select Forecast Extra members should not appear in the form.
am in mess how to achieve this requirement can any one help me out in acheiving this requirement.
Thanks in advance
Regards
Sm

Hi,
Assuming you have accounts on the rows and periods on the columns, try this solution:
Create two account members called RowSuppresser (store) and RowSuppresserDyn (dynamic). Retrieve RowSuppresser in Excel combined with ABC (period) and Budget (scenario) along with one default member from all other dimension (i.e. no entity, no year etc). input a flag amount (0 or 1) and lock and send to Essbase. Member formula in RowSuppresserDyn should point to this particular input (i.e. RowSuppresser->"No Year"->"No Entity" etc.
Add a row on top of all other rows in your form and select (RowSuppresserDyn) account member. You can even hide this row if you wish. In the column where you added ABC period, enable suppress missing data. So when Budget is selected, this column appears, otherwise is gone.
Cheers,
Alp

How can I enforce automatic spell checking for selected fields of data entered by form users?

I'd like to be able to enforce spell checking of selected fields in the forms that I've created using LiveCycle Designer 8.2 at run time, as opposed to design time. I understand the version LCD 8 has a nifty new spell checker for form designers. But I want to spell check the data entered by users using Acrobat Reader. And I want to enforce the spell checking automatically on selected fields only.
Presently it seems that users filling in my forms, must know how to manually right-click on each field and select "Spell Check" from the resulting dialog box in order to check for spelling errors in the data the user has entered in the form.
I would like to discover a way to enforce spell checking in selected fields, just as I am able to do in forms created using Acrobat Pro. In Acrobat Pro, I can set a property for each field to require spell checking. but that feature seems to be missing in Livecycle Designer.
I've check the Object model for XFA forms hoping that I might find a method I can call with a Javascript, to check spelling based on an event such as onBlur. But I haven't found a spell check method.
Am I missing something simple? Is there a way to set each field to be spell checked when a user is filling in the form using the free Acrobat Reader?
Our users are not sophisticated and requiring them to spell check each field separately just won't cut it...
Any help on this will be greatly appreciated.
Thanks!
-David Bartholomew

Hi David,
Two things...
At design time set the locale of the form to one that Acrobat spell checks. For example English (US) and English (UK) locales have spell checkers; however English (Ireland) does not. Check the Warnings tab to see if spell checking is supported for your locale.
If your form locale supports spell checking then you can go to the button script below.
If you form locale does NOT support spell checking then Stephanie has a great work around to force spell checking (http://forums.adobe.com/message/2233945#2233945).
Bring a regular button onto the form and in the click event have the following:
app.execMenuItem("Spelling:Check Spelling");
Which will open the spell checker for all fields. Thanks to Paul for extracting all of the accessible menu items (http://forums.adobe.com/message/1912914#1912914).
Good luck,
Niall

Can't delete previous unread messages in hub pinch view via select previous (hold date line)

Happily running OS 10.2.1.2141 on my Z10 (STL100-3). I was thrilled to see the hub's Pinch Selection Criteria option in 10.2.1 but did not have the occasion to try it. Then this weekend, my mailbox got flooded with email notices from our alert system and I was facing having to delete hundreds of emails the old tedious way, multi-select each email one at a time and hit the delete option. Well, that's when I tried to use the hub's new pinch selection option to "hide" my read messages. I then held the date line to select all the previous messages and hit the delete option which asked my if a really wanted to delete those messages. I confirmed by choice and poof! nothing happened. I tried several times to no avail, even trying with flagged messages. It looks like you can't delete messages while in Pinch Selection view if you select them via the Select previous (hold date line) method. It does work if you select/multi-select the messages manualy but what's the point then?....
So, unless i'm doing it wrong, this appears to be a bug.
Regards,
Francis.....

fpaquin wrote:
that should be the point of the pinch selection criteria and you're select by sender.... let's see if anyone can reproduce the "bug" on their handsets or better yet, BlackBerry confirms it's a bug or poor design......
when I pinch and hold a date bar, I get the trash can... do you not?
fpaquin wrote:
Yup, that's the tedious way I've always used, ok for a few emails, unacceptable for hundreds of emails.....
Oh, yea for hundreds. Do you get hundreds each day you need to delete?
Once you get caught up on your deleting, then your daily upkeep should be a reasonable low effort.
Anyways, that's how it works.
If you feel it is an OS issue... what OS are you on?
1. If any post helps you please click the below the post(s) that helped you.
2. Please resolve your thread by marking the post "Solution?" which solved it for you!
3. Install free BlackBerry Protect today for backups of contacts and data.
4. Guide to Unlocking your BlackBerry & Unlock Codes
Join our BBM Channels (Beta)
BlackBerry Support Forums Channel
PIN: C0001B7B4   Display/Scan Bar Code
Knowledge Base Updates
PIN: C0005A9AA   Display/Scan Bar Code

Select Members in Data Forms via UDA or Substitutionvariable

Similar Messages

Maybe you are looking for