Refreshing the Offline Form Definition and Data

Data source types: Oracle Hyperion Planning

If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the Oracle Help Center. To open this library, from the Smart View ribbon, select the arrow next to Help, and then Documentation.

To refresh an offline form definition:

  • Updates data on the offline forms with current values from the online forms.

  • Adds or deletes members or forms from the ones available during an offline session.

To update offline data and the offline form definition:

  1. From the Oracle Smart View for Office menu, select Panel.
  2. From the Smart View Panel, select the connection associated with the current offline session.
  3. From the Planning menu, select More, and then Offline.

    Note:

    If you are using an offline connection and the Refresh Offline Definition option is not available, contact the Planning administrator. This option is not available if you are using an online connection.

  4. Enter the user name and password for the online data source.

    Because you want to refresh the offline data from the Planning server, you must log on to the server.

  5. Do one of the following:

    • Click Refresh All to update all members and forms taken offline with current online values and definitions. Refresh All maintains the current offline form definition. Skip to step 10.

    • Click Next to select forms, members, and system variables to update. This selection may change the form definition; only members and forms that you select remain part of the definition. Members and forms not selected are no longer available offline. Continue to step 6.

  6. Double-click a dimension.
  7. From the Member Selection page, select members and system variables.

    The list contains members and system variables of the selected dimension.

    Use the arrow keys to move members and system variables to or from the Selected Members list.

  8. Click OK.
  9. Repeat step 6 through step 8 to select members or system variables for each dimension in the list.
  10. Click Finish to start the refresh.
  11. Click OK, and then click Done after the refresh is complete.

Related Topics:

Taking Forms Offline

Working Offline with Forms

Synchronizing Data to the Planning Server