Working with the Supporting Detail Hierarchy

Data source types: Oracle Planning and Budgeting Cloud

If you are unfamiliar with Oracle Planning and Budgeting Cloud, see the Oracle Planning and Budgeting Cloud documentation and videos available on the Oracle Help Center.

The supporting detail hierarchy should reflect the type of information that supports the cell values and the mathematical operators that create the relationships.

To create or change the supporting detail hierarchy:

  1. In a form, select the cells with supporting detail.
  2. From the Oracle Hyperion Planning or Planning Ad Hoc ribbon, select Supporting Detail.
  3. Create or change the rows in the hierarchy that provide the detail for the data values by putting the cursor on an item and clicking the options in this table:

    Table 16-2 Supporting Detail options and Their Results

    Option Result

    Add Child

    Adds an item one level below the selected cell. You can add an unlimited number of children, but consider its potential performance impact.

    Add Sibling

    Adds an item at the same level as the selected cell. You can add an unlimited number of siblings, but consider its potential performance impact.

    Delete

    Removes the selected item

    Delete All

    Simultaneously removes all supporting detail

    Promote

    Moves the selected item to the next-higher level

    Demote

    Moves the selected item to the next-lower level

    Move Up

    Moves the selected item to before its sibling predecessor

    Move Down

    Moves the selected item to after its sibling successor

    Duplicate Row

    Adds a row below the selected item, duplicating its structure (text, operator, and values)

    Fill

    For rows, copies the data from the current cell to the cells to its right

    Refresh

    Gets the latest stored database values, restoring the previously saved values, and possibly overwriting changes you just made.

  4. Click Save.

    The save operation stores the detail text, values, and aggregate values.