Cascading Reports and Ad Hoc Grids

Data source types: Oracle Essbase, Oracle Analytics Cloud - Essbase, Oracle Hyperion Financial Management, Oracle Hyperion Planning, Oracle Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, Oracle Tax Reporting Cloud

You can create separate reports for any or all of the members of one dimension in a report based on an ad hoc grid or Smart Slice query and cascade these reports separately across the worksheets of an Excel workbook. For reports created in the Report Designer, you can also cascade reports across slides in a PowerPoint presentation. Worksheets or slides are created as needed to accommodate all reports.

Formulas, comments and other text, Smart Slice function grids, charts, tables, and sliders are included in cascaded reports.

Essbase and Oracle Analytics Cloud - Essbase only: Cascading is not available for multiple-grid worksheets.

Note:

When extensions are enabled in Oracle Smart View for Office, cascading a report with a large number of members can cause Excel to stop responding. You may disable any extensions that are installed from the Smart View Options dialog box, Extensions tab. After disabling, restart Excel and repeat the cascade operation.

To cascade an ad hoc grid or Smart Slice report:

  1. Open an ad hoc grid or Smart Slice report on the worksheet.

  2. From the Essbase or data source ad hoc ribbon, select Cascade, and then one of the following.

    • Same Workbook to use the current workbook

    • New Workbook to use a new workbook

    • Different Workbooks to cascade each report to a different workbook

  3. From Member Selection, under Dimension, select the POV dimension to use as the basis for the report.

  4. Under Members, select all members of the dimension for which you want to create reports.

    One report will be generated for each member you select.

  5. Click OK to begin cascading.

    Depending on your earlier cascade selection, the resulting reports are created on separate worksheets in the current workbook or in a new one. Each worksheet tab is named for the dimension and member of the report it contains.

Note:

  • To enable worksheet tab naming, do not use more than 31 characters or any the following characters for dimension or member names: ( ) : \ / ? * [ ].

  • Cascading may be very slow for large grids.

  • When extensions are enabled in Smart View, cascading a report with a large number of members can cause Excel to stop responding. You may disable any extensions that are installed from the Smart View Options dialog box, Extensions tab. After disabling, restart Excel and repeat the cascade operation.