Working with Data Forms

You can enter data in an application on the Web using forms that your administrator created. Data Forms enable you to enter data for pre-defined views, such as specific periods and accounts. The forms support nested columns and rows for multidimensional analysis, and additional functionality enables you to drill into further detail.

Sample Data Form scripts are included when you select the Sample Applications during installation, and are located in the Hyperion_Home\FinancialManagement\SampleApps directory.

You can view a list of available data forms. The list displays the name, description, and last-modified date. If you have the Manage Data Forms security role, you can also view the security class for each form.

Forms may also be included in folders. The Data Forms administrator can create folders to organize the forms in an application. You can view the forms in a folder, but only the administrator can create or delete folders.

You can only enter data on forms for which you have security rights. You can open, view, enter or edit data, and save data in data forms. Only an administrator with Manage Data Forms security rights can create, load, and delete forms. See the Oracle Hyperion Financial Management Administrator’s Guide.

If you want to use data forms in Microsoft Excel, Oracle recommends that you access them directly through Oracle Hyperion Smart View for Office, Fusion Edition. See the Oracle Hyperion Smart View for Office User’s Guide.

See these topics:

  To view a list of data forms:

  1. Select Administration, then Manage Documents, or click Manage Documents Manage Documents button and select Data Forms.

  2. Review the list of available forms and folders.