Adding Supporting Detail

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.

Use the Supporting Detail window to set how detail items aggregate to cell values in a form.

To add supporting detail that calculates values in a form or ad hoc grid:

  1. Open a form, and then select the cells.

    You can select one cell or a range of contiguous cells in a row or column. The section cannot include a combination of rows and columns. Select cells that are in the local currency so that you can write to them.

  2. From the Planning or Planning Ad Hoc ribbon, select Cell Actions and then Supporting Detail.

    The Supporting Detail window reflects your cell selection.

  3. Enter a description over the initial “untitled” text.

    The text and its associated operator must be unique among children of the same parent. By default, you can enter up to 1,500 characters.

  4. Use the buttons to create or change the indented hierarchy to reflect the desired structure and calculations.

    For example, click Add Child to add a line item directly below the selected item.

  5. Set the mathematical relationships among the line items by selecting an operator for each of them.

    Select from these operators:

    Operator Function
    + Add
    - Subtract
    * Multiply
    / Divide
    ~ Ignore
  6. Enter data to set or calculate.

    Enter numbers using the same scaling that was set up for the form.

  7. Click Save.

    Values are dynamically calculated and aggregated before the data is saved. Data on the form is also saved.

Related Topics:

Working with the Supporting Detail Hierarchy

Viewing or Changing Supporting Detail

Synchronizing Supporting Detail with Essbase