Adding, Editing, and Viewing Cell-Level Documents

If your administrator selects the Enable Cell-Level Document property for the form, from form cells, you can add, delete, and view multiple EPM Workspace documents, even in a single cell. These documents can be a website or any file type (for example, an .XLS or .PDF file). For example, you could associate a cell with several documents with updated assumptions behind the cell's sales data. The View Cell Document icon icon in a cell indicates that it is associated with a document.

Note:

Before you add a cell-level document, the document must be added to the EPM Workspace repository. See Oracle Hyperion Enterprise Performance Management Workspace User's Guide.

  To add cell-level documents:

  1. Open the form to which you want to add or view comments.

  2. Select the cell or range of cells.

    A small red square in the cell's upper-right corner indicates that it contains cell-level documents (or drill-through data or comments). Hovering over the red square displays the cell's intersecting members.

  3. Right-click, and then select Document Attachments.

    The top of the Document Attachments dialog box displays the POV and the cell member intersection. The selected cells are displayed in the drop-down list. If you selected a range, from the drop-down list, select one cell. Alternately, to apply the document attachment to the range of cells from Step 2, select the Apply to all selected cells check box.

  4. Click the Document Attachments icon.

  5. In the Document Attachments dialog bog, enter the Description and the Reference.

    Either:

    • In the Reference text box, enter the URL to the document (for example, http://mymachine:19000/workspace/browse/get/Sales.doc).

    • Click Browse to Workspace icon to browse to the file's location.

      The Select dialog box in EPM Workspace prompts you for the Name, Type, and Version of the EPM Workspace document. See Oracle Hyperion Enterprise Performance Management Workspace User's Guide for specifics.

  6. To edit a document attachment, select the row in the table, and then click the Edit icon.

    To delete a document attachment, select the row in the table, and then click the Delete icon.

    Tip:

    To learn how to filter a column list, see the Oracle Hyperion Planning Readme.

  7. Click OK.

    A small red square in the cell indicates that a document is attached.

  To view documents associated with a cell:

  1. Select a cell or range of cells.

  2. Click View Cell Document icon near the lower-right corner of the cell.

    The website or file is launched.