Launching Business Rules in Excel

Data source types: Oracle Planning and Budgeting Cloud

To launch a business rule in Excel:

Open a Planning ad hoc grid or form (single or composite).
Save any unsaved data.

Unsaved data is lost when you launch a business rule.
From the Planning ribbon, select Calculate, and then Business Rules.
From Business Rules, under Plan Type, select the plan type associated with the rule you want to use.
Select a rule from the rules listed for that plan type, and then click Launch.

If you select a template-based business rule, you define rule parameters using a guided wizard.

If the business rule includes runtime prompts, enter the information described in Entering Runtime Prompts.

Note:

Oracle Smart View for Office does not support the use of dynamic members, or "members on-the-fly". Dynamic members can only be used with business rules in the Planning web application.

If the calculation is successful, the values in the database reflect the results of the calculation.

Note:

Oracle Planning and Budgeting Cloud administrators: During form design in Oracle Planning and Budgeting Cloud, rules with runtime prompts directly attached to a composite form with Run on Save enabled are not supported in Smart View. You should always attach rules to a simple form, enable Run on Save, then attach the business rules from the simple to the composite form. This way, all runtime prompt values are picked up correctly from the form context and the business rules launch successfully.
Click Close.
From the Smart View ribbon, select Refresh.