Data sources: Oracle Essbase, Oracle Hyperion Financial Management, Oracle Hyperion Planning, Oracle Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud
You can update any type of data in the data source by submitting changed data from forms and ad hoc grids. If you make changes while disconnected, you can submit the changes after you reconnect.
Oracle Smart View for Office offers the following options for submitting data:
Guidelines for the Submit Data Options
When using the Submit Data option:
While connected to Essbase releases 11.1.2.1.102 and later, you can submit data without first refreshing in free-form mode.
While connected to Planning ad hoc, Financial Management ad hoc, or Essbase releases earlier than 11.1.2.1.102, you must refresh the grid before modifying the data when you are in free-form mode.
When working with an aggregate storage database, you can only submit data from the lowest level (level 0) of a hierarchy.
You can use the Submit Data Without Refresh and Submit Data Range options to submit cell data from cells that were modified by a user who does not have Smart View installed.
In worksheets that support multiple grids, you can perform the Submit Data commands for only one grid at a time.
If you try to submit data for more than one grid at a time—that is, if you have selected cell ranges in more than one grid—the first range returned by Excel will be used to determine the selected grid and the submit will be performed only on that grid.
If you are submitting data from forms:
In Planning or Financial Management forms, you can lock any cell or range of cells to protect the data until the data is refreshed or submitted. In Financial Management, locking the cell does not lock the actual data cube but only the cell in the form. When the data is refreshed or submitted, the cell is no longer locked.
Some cells may no longer exist in the form definition. This behavior may happen if form definition or access privileges have changed, or if rows or columns are suppressed. In these cases, only writable cells that exist in the new form definition are saved. This behavior applies to both cells and supporting detail changes, and also applies when working with forms while connected to or disconnected from the data provider.
When you are working in a form and you click Submit Data, you are actually writing data back to the latest POV selected in the POV toolbar. Oracle recommends performing a Refresh whenever you make changes to the POV. The refresh updates the data on the sheet to reflect the latest POV change.