Using Ad Hoc Grids

With ad hoc grids, users can create and personalize focused data slices that they frequently access or that others can use. Users with access permissions, who are granted the Ad Hoc User role, can open ad hoc grids and dynamically change the data slice. If they have the Ad Hoc Grid Creator role, users can save the ad hoc grid for their own or others' use (see Ad Hoc Roles). Ad hoc grids can be created and accessed in a similar ways from Planning and Smart View.

At their onset, ad hoc grids reflect the root dimensional layout of the data form from which they are created. However, users are not confined by the data form definition and can completely change the data intersection and layout of ad hoc grids (assuming that they have access to the members).

Examples:

Ad hoc actions can also be performed from the root dimensions of the selected plan type, both from the top menu or by right-clicking in data forms. This flexibility enables users to start at the plan type's root level and then navigate to any location. Starting from a data form enables users to start from the data form's boundaries and navigate beyond or within its boundaries.

Notes:

For a description of ad hoc actions, see Performing Ad Hoc Actions.