Excel Formulas in Forms

You can create Excel formulas in form cells inside or outside the grid if the cells are not read-only or locked. Cells that contain cell text can contain Excel formulas, but cells containing supporting detail (Oracle Hyperion Planning) or line item detail (Oracle Hyperion Financial Management) cannot.

Formulas are preserved in forms when you refresh the form even without saving the data, later open the saved worksheet, and when you expand or collapse rows and columns.

If you move a referential formula, its cell references are updated to reflect the new location.

In forms, you are prompted to save the workbook as an Excel file if you do any of the following (but you temporarily lose access):

  • Change the current page

  • Take a Planning form offline

  • Select a different form

  • Connect to a different data source