Creating Free-Form Reports

Data source types: Oracle Essbase, Oracle Hyperion Planning, Oracle Planning and Budgeting Cloud, Oracle Hyperion Financial Management, Oracle Hyperion Enterprise®

To construct a free-form report:

1. Open a worksheet and connect to a data source.
2. In the worksheet, enter member names according to the rules specified in Free-Form Guidelines.
3. Members may have duplicate names (for example, both East and West markets may contain a member named Portland — Maine and Oregon). To enter a duplicate member name:

   • In Essbase, use Member Selection to select members.

   • In Financial Management, the Member Name Resolution window is displayed if the member you enter has a duplicate. From the drop-down list, select the dimension of the member you entered and click OK. Repeat as necessary.

4. Refresh the grid, or select Ad hoc analysis.
5. Perform further ad hoc operations and formatting as needed.