Setting Other Options for Data Forms

You can set options for the data form display, functionality, and printing. You can control data precision by applying minimum and maximum values for different account types. For example, you can truncate and round the decimal portion of longer numbers.

You can also enable Smart Lists and account-level annotations. Users can add annotations to accounts in data forms if they have write access to the account, entity, scenario, and version members. Account level annotations can vary by different combinations of Scenario, Version, and Entity dimensions. Note:

*  To set data form display options:

  1. In the Precision area, select options to set the number of decimal positions displayed for Currency Values, Non-Currency Values, and Percentage Values.

    Specify Minimum values to add zeros to numbers with a small number of decimals. Specify Maximum values to truncate and round the decimal portion of longer numbers. For example:

    Table 50. Data Precision Examples


    Minimum Precision

    Maximum Precision

    Displayed Value







    Any number >=3 or None



    Any number <=5








    Any number <=3















  2. In the Display Properties area, select options:

    • Display missing values as blank: Leave data form cells empty where data does not exist. If this option is not selected, empty cells display the text “#MISSING.”

    • Allow multiple currencies per entity: If the application supports multiple currencies, allow entities to support multiple currencies, regardless of base currency. Users can select currency for displayed cell values in data forms.

    • Enable Mass Allocate: Enable Mass Allocate for the data form. (Users must also have the Mass Allocate role to use Mass Allocate.)

    • Enable Grid Spread: Enable Grid Spread for the data form.

      For information on using Mass Allocate and Grid Spread, see the Oracle Hyperion Planning User's Online Help and Creating Spreading Patterns.

    • Message for data forms with no data: Enter text to display in data form rows for queries that have no valid rows. Leave blank to display the default text, There are no valid rows of data for this data form.

    • Optional: Select Make data form read-only. You cannot set this option for composite data forms.

    • Optional: Select Make data form hidden. For example, hide data forms that are part of composite data forms or are accessed from menus or task lists.

    • Enable cell-level document: Enable users to add, edit, and view documents in cells in the data form, depending on access permissions (the default). To prevent users from using documents in a data form, clear this option. To use cell documents, see the Oracle Hyperion Planning User's Online Help. For information on access, see Setting Up Access Permissions.

  3. In the Printing Options area, set preferences for displaying information in data forms:

    Table 51. Printing Options



    Include supporting detail

    Include supporting detail as extra rows in PDF files. Specify how supporting detail is displayed:

    Normal Order: Prints supporting detail in the same order as on the Supporting Detail page, after the member it is associated with

    Reverse Order: Prints supporting detail in reverse order, before the member associated with it. Supporting detail for children displays above parents, and the order of siblings is preserved

    Format data

    Apply number format settings from the data form to the displayed data

    Apply precision

    Apply the data form’s precision settings (desired number of decimal points) to the displayed data in PDF files

    Show account annotations

    If account annotations are enabled for the data form, select to display account annotations in PDF files

    Show cell text

    Display text notes associated with cells

    Show attribute members

    If attribute members are selected in the data form, display them in PDF files

    Show currency codes

    If the data form supports multiple currencies, display currency codes in PDF files

    You can also create reports for data forms, as described in Customizing Reports.

  4. In the Smart View Options area, set options:

    • Optional (not available for composite data forms): Select Enable for Smart Slice to enable the data form for ad hoc analysis in Smart View. (See the Oracle Hyperion Smart View for Office User's Guide.)

    • Optional (not available for composite data forms): Select Enable Offline Usage to enable the data form to be used offline.

      This setting is applicable when the application is enabled for offline (the default setting). You can prevent the current application from being used offline by selecting Administration, then Manage Properties, then the Application Properties tab, and then changing ENABLE_FOR_OFFLINE to False. See Setting Planning Properties.

  5. In the Context Menus area, associate menus with the data form by selecting them from Available Menus and moving them to Selected Menus:

    • Add icon moves selections

    • Add icon moves all

    • Remove icon removes selections

    • Remove All icon removes all

  6. If you selected multiple menus, set the order in which they are displayed by clicking Move Up icon or Move Down icon.

    Multiple menus are displayed sequentially, with separators between them.

  7. Click Save.