Performing Ad Hoc Actions

If you were provisioned one of the ad hoc roles (assigned in Shared Services), you can perform actions on ad hoc grids.

  To perform ad hoc actions:

  1. Create an ad hoc grid, as described in Creating Ad Hoc Grids, or start ad hoc analysis, as described in Starting Ad Hoc Analysis.

  2. Right-click on a page or a row or column heading, select Ad hoc, and then select an ad hoc action:

    • Pivot To: Moves a dimension to another area. For example, if you select this option within a row, you can move it to the Page or Column. You cannot pivot the last dimension in a row or column.

    • Move: Select an option to move a dimension Left, Right, Up, or Down. If an area has only one dimension, this option is unavailable.

    • Zoom In: Select an option to display the levels below a member of a hierarchy. For example, you can select to display the Next level, All levels, or Bottom level children.

    • Zoom Out: Displays the levels above a member of a hierarchy. For example, you can click a member and select Zoom Out to view the member's parents.

    • Remove Only: Removes the selected dimension or members from the ad hoc grid. More than one member of the dimension must be present on the grid.

    • Keep Only: Keeps only the selected members, and removes all other members from the dimension.

    • Select Members: Launches the Member Selection dialog box to select members. See the Oracle Hyperion Planning Administrator's Online Help.

    • Change Alias: Displays a list of alias tables from which to choose.

    Note:

    You can control, at a global level, how ad hoc actions are performed or how the ad hoc grids are displayed. See Ad Hoc Grid Options.

  3. Optional: Save the ad hoc grid. See Saving Ad Hoc Grids.

  4. Exit ad hoc analysis. See Exiting Ad Hoc Analysis.