Saving Ad Hoc Grids as Forms

If you have been assigned the ad hoc grid creator role, you can save Oracle Hyperion Planning ad hoc grids as forms.

To save a Planning ad hoc grid as a form:

  1. With the Planning ad hoc grid active, from the Planning Ad Hoc ribbon, click Save Ad Hoc Grid.
  2. In Save Grid As, enter a name, path to the location where you want to save the grid, and description for the grid.
  3. Optional: Select Submit Formatting to save any Excel formatting or cell style changes that have been applied to the grid.

    See "Saving Native Excel Formatting to Planning" for additional notes and guidelines about saving formatting in Planning ad hoc grids and forms.

  4. Click OK.

    The saved grid is displayed in the Smart View Panel tree list in the location that you selected in step 2.