Saved Selections - Oracle Financial Consolidation Hub User Manual

Saved Selections

The Excel Add-in allows you to create and manage saved selections independently of
reports.
Creating Saved Selections
To create a saved selection, perform the following steps:
1.
Select the Saved Selection > Create function under the Consolidation menu.
2.
Select a dimension. You may either select a dimension hierarchy or select None. If
you select None, you will have available all of the dimension members in a flat
format. Click Next.
3.
Select dimension members that you want to include in the saved selection. You can
perform the following functions:
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20-8 Oracle Financial Consolidation Hub User's Guide
Note:
This feature is specific to the Excel Add-in. Enterprise Planning
and Budgeting only allows you to create and manage saved selections
within the report user interface.
Note:
As dimension hierarchies can not be created for the View and
Currency dimensions, you will have to select None for these
dimensions.
Search for values. You can search for available values within the dimension
hierarchy. Select a search result to see its location in the hierarchy.
Add values. To add a value to the saved selection, drag and drop it from the
Available region to a location in the dimension hierarchy in the Selected region.
It is placed in the selected location of the hierarchy. If the value is a parent
value, its descendants will automatically be added with it. You can select just
the parent value by selecting the Drag Parent Node Only option.
Remove values. To remove a value from the saved selection, drag and drop it
from the Selected region to anywhere in the Available region. To remove all
selected values, click Clear All.
Reorder values. To reorder a value in the saved selection, drag and drop it to
the desired location in the dimension hierarchy. If the value is a parent value,
its descendants will automatically be brought with it.