Creating Free-Form Reports

Cloud data source types: Oracle Analytics Cloud - Essbase, Oracle Planning and Budgeting Cloud

On-premise data source types: Oracle Essbase, Oracle Hyperion Financial Management, Oracle Hyperion Planning

To construct a free-form report:

  1. Open a worksheet and connect to a data source.
  2. In the worksheet, enter member names according to the rules specified in Free-Form Guidelines.
  3. Members may have duplicate names (for example, both East and West markets may contain a member named Portland — Maine and Oregon). To enter a duplicate member name:

    • In Essbase or Oracle Analytics Cloud - Essbase, use Member Selection to select members.

    • In Financial Management, the Member Name Resolution window is displayed if the member you enter has a duplicate. From the drop-down list, select the dimension of the member you entered and click OK. Repeat as necessary.

  4. Refresh the grid, or select Ad hoc analysis.
  5. Perform further ad hoc operations and formatting as needed.