Clearing Cell Details

You can clear these cell details for a plan type: account annotations, supporting detail, cell text, and cell-level documents. For information on creating and viewing account annotations, supporting detail, cell text, and cell-level documents, see Working with Planning for Oracle Planning and Budgeting Cloud Service.

Notes:

  • You cannot delete planning unit annotations.

  • Because this function is for administrators and interactive users, Planning assumes that you have full access to details you delete.

  To clear cell details:

  1. Select Administration, then Manage, the Clear Cell Details.

  2. For Plan Type, select a plan type, and click Go.

    When you click Go, dimensions are selectable for this plan type.

  3. Select members for the data intersections:

    1. In Dimension, select at least one dimension with details to delete.

    2. For displayed dimensions, click Select Members icon. On the Member Selection page, make a selection that includes the details to delete.

    Note:

    For every dimension selected, you must select at least one member. If a dimension is not selected, Planning includes all its members when clearing cell details.

    Caution!

    To clear exactly the data you want, select at least one Account member and members from all other dimensions. If you do not select at least one Account member, no data is cleared, even if you select the Yes, set value to #Missing option. If you do not select members from the other dimensions, all data for the selected Account member is cleared across all other dimensions.

  4. Optional: Further refine the data intersection by specifying more members:

    • To select another dimension so you can select its members, click Add Dimension.

    • To select all dimensions in the plan type, click Add All Dimensions.

      Select members for the displayed dimensions.

  5. Specify the type of information to delete by selecting at least one option from Clear Options.

  6. Click Clear.

    A Confirmation page displays your selections.

  7. Click Finish to proceed, or Back to change your selections.

    If Clear Cell Details is successful, data is deleted from the plan type. If data is not deleted successfully, a message is displayed. You can also check the log file.

  8. Optional: To view the execution status of Clear Cell Details and review the information that was deleted, select Tools, then Job Console.

    See “Checking Job Status” in the Working with Planning for Oracle Planning and Budgeting Cloud Service.

  9. To clear cell details for another plan type, select another plan type in step 2, and repeat the procedure.