You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Limit the member selection in Smart View to follow the valid intersection rules defined on the web

edited Oct 10, 2025 7:39PM in EPM Platform and Freeform 8 comments

Organization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of):

PwC (on behalf of BAE ES)

Description (Required):

When forms are opened in SmartView for Excel, the set of members selectable for a dimension in the POV (via a User Variable) can be different from the set of members selectable when the form is opened on the web. The set of members selectable on the web is correct since valid intersection rules are respected. Smart View version used is 24.200 (Build 182).

Use Case and Business Need (Required):

The business needs to do planning on specific members of a dimension, which are controlled by an assigned UDA. This is handled through a valid intersection which is correctly displaying only the members with UDAs on the web forms. However, this does not work in SmartView, which is an issue since the client needs to work on flex forms through Excel.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!