Saving Excel Formatting on a Planning Form

Data source types: Oracle Planning and Budgeting Cloud

To save Excel formatting on a Oracle Hyperion Planning form:

  1. Open a Planning form for editing in Oracle Smart View for Office.
  2. Use native Excel formatting features to apply the formatting to the sheet.
  3. On the Planning ribbon, select Save from the Formatting group.
  4. Go to Viewing Formatting in Smart View to choose a viewing option.