Creating Data Forms

You can create simple or composite data forms. Composite data forms display several data forms simultaneously, including those associated with different plan types. Users can enter data and see results aggregated to an upper-level intersection, such as Total Revenue. Some tasks for creating composite data forms are the same as for regular data forms.

  To create data forms:

  1. Access EPM Workspace. See Accessing EPM Workspace.

  2. Open a Planning application. See Accessing Planning Applications.

  3. Select Administration, then Manage, and then Data Forms and Ad Hoc Grids.

  4. To create a data form, click a button above the Data Form List:

    • Click Create to create a simple data form.

    • Click Create Composite to create a composite data form.

  5. Define options. Consult online help for assistance.

    • Data form properties

    • Row and column layout

    • Page and Point of View layout

    • Precision, display, printing, and Smart View

    • Display options

    • Business rules