Setting up the view

To set up the correct view, use a view specifically for OpenLink and not a view used for any other purpose.

The off-grid members for Period and Year determine the initial period and year displayed in the workflow. The off-grid members must reference a valid period. Keywords are used to update this setting.

On-grid dimensions

The Unit dimension must be the down dimension. It does not matter which dimensions are off-grid or across.

Dimension specifications

Set on-grid members down to specify a default selection

Schedule Period Year Period/ Year Unit Version Category Other Currency Rate Set Accum Method Adjusted State
x

Set off-grid members to specify a default selection

Schedule Period Year Period/ Year Unit Version Category Other Currency Rate Set Accum Method Adjusted State
x x x