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.
Use the Supporting Detail window to set how detail items aggregate to cell values in a form.
Watch this overview video to get acquainted with some basic Oracle Smart View for Office functionality related to Planning, including adding supporting detail.
Overview video
To add supporting detail that calculates values in a form or ad hoc grid:
- 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.
- From the Oracle Hyperion Planning or Planning Ad Hoc ribbon, select Cell Actions and then Supporting Detail.
The Supporting Detail window reflects your cell selection.
- 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.
- 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.
- Set the mathematical relationships among the line items by selecting an operator for each of them.
Select from these operators:
- Enter data to set or calculate.
Enter numbers using the same scaling that was set up for the form.
- Click Save.
Values are dynamically calculated and aggregated before the data is saved. Data on the form is also saved.