Taking Forms Offline

Data source types: Oracle Hyperion Planning

If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the Oracle Help Center. To open this library, from the Smart View ribbon, select the arrow next to Help, and then Documentation.

You can include both online and offline forms in the same Excel workbook.

Note:

Currency conversion is not supported offline.

To take forms offline:

  1. In Excel, connect to the Planning data source that contains the forms you want to take offline.
  2. From the Planning ribbon, select More, and then Take Offline.

    The Take Offline Wizard is displayed; all forms that you can take offline are listed.

  3. Expand the Available Forms/Folders and select folders and forms to take offline.
  4. Click Next.
  5. Double-click a dimension. You can select only one dimension.

    If you selected multiple forms, the dimensions displayed are merged from the dimensions available for the selected forms.

  6. Select members and system variables from the Member Selection page.

    About member relationships:

    Table 15-4 Member Relationships

    Relationship Members Included on the Form

    Member

    The selected member

    Descendants

    All members below the selected member

    Descendants (inc)

    The selected member and all its descendants

    Ancestors

    All members above the selected member

    Ancestors (inc)

    The selected member and all its ancestors

    Siblings

    All members from the same level in the hierarchy as the selected member, excluding the selected member

    Siblings (inc)

    The selected member and all its siblings

    Parents

    The member in the level above the selected member

    Parents (inc)

    The selected member and its parent

    Children

    All members in the level immediately below the selected member

    Children (inc)

    The selected member and all its children

    Level 0 Descendants

    All descendants of the selected member that have no children

    Note:

    Different forms may have children and page-member selections. The Page drop-down list should contain at least one member for each form from each dimension.

  7. Click OK.
  8. Repeat step 5 through step 7 to select members or system variables for each dimension in the list.
  9. Click Next.
  10. Supply a unique name and a description for the offline connection.
  11. Click Finish to download the selected forms and members.
  12. Click OK, and then click Done.

Related Topics:

Working Offline with Forms

Synchronizing Data to the Planning Server

Refreshing the Offline Form Definition and Data