Planning Form Behavior in Smart View

Forms behave differently in Oracle Smart View for Office than they do in Planning as follows:

• Attributes in Planning forms are not displayed in Smart View.

• Multiple levels in an outline are displayed differently in Smart View than in pages on the Planning Web application. Smart View displays up to four levels, while the Web application displays up to two levels.

• If a Planning administrator hides a dimension in the row axis of a Planning form, this dimension does not display in the row header of the form in Smart View.

• If a Planning administrator has set up a form to use formatting from Planning, and not from Smart View, then no Smart View formatting options (from the Options dialog, Formatting tab) will be applied. This is true whether the Use Cell Styles or Use Excel Formatting option is selected in Smart View.

• In composite forms, sections that display as charts in the Planning web application will display as grids in Smart View.

• In Planning forms, the handling of decimal place settings between Excel, Smart View, and Planning may, at times, cause rounding issues in submitted data. This can occur even when the decimal precision is set to two decimal places in both Excel and Planning. For example, in a Planning form, you may enter 68.68, but Smart View sends the data to Planning as 68.67999999999, instead of 68.68.

• Oracle Planning and Budgeting Cloud: If row drop-down menus are enabled on a form, then Smart Push (which pushes data from different cubes into one form) cannot be used.

• Smart View does not support the use of dynamic members, or "members on-the-fly." Dynamic members can only be used in forms in the Planning web application.

Oracle Hyperion Planning users: See also Guidelines for Working with Native Excel Formatting and Planning Forms.

Oracle Planning and Budgeting Cloud users: See also Guidelines for Working with Native Excel Formatting and Planning Forms.