Working with In-line Reports

In-line reports are available for measures that provide transaction-level or component-level details. For example, in-line reports for a Forecast worksheet may provide order details (quantity, revenue, and target ship date) and pipeline information (product line, customer name, and expected close date). in-line reports for a Supply worksheet may provide details on purchase order status (vendor and expected receipt date) and part availability (lead time, excess thresholds, and shortage thresholds).

Some in-line reports can be updated, enabling planners to modify data within the report to support what-if analysis. For example, an in-line report with purchase order details enables planners to edit the expected receipt date to model an expedite action. If the expedite action resolves a part shortage, a planner may decide to take further action by confirming with the procurement organization whether the purchase order can be expedited.

The in-line reports in your planning workbooks depend on your worksheets definitions.

Opening In-line Reports

  To open an in-line report:

  1. Right-click a worksheet cell containing a measure value.

    If an in-line report is available, its name appears below Add to Key Metrics.

  2. Select In-line Report Name, where Report Name is the name of the in-line report.

    An in-line report is displayed beneath the cell containing the measure value.

Editing In-line Reports

If an in-line report is editable, it contains fields with values that can be changed. After editing a value, you recalculate data values for the worksheet. If the in-line report field that you changed is not editable, its value reverts to the original value.

If a blank row is displayed at the bottom of an in-line report, you can enter values; then when you recalculate, the new values are inserted into the report.

After recalculating worksheet data values, you can view the effect of the change; for example, you can see whether an exception is resolved.

  To edit an in-line report:

  1. Select a field in the in-line report, change the data value, and press Enter.

  2. If the in-line report includes a blank row at the bottom, enter values for fields in the row.

  3. Click Calculate button, or select Oracle, and then Calculate Data Changes.

    The calculate button and menu item are displayed only for the analysis owner and participants when a scenario is in the In Progress or Submitted state.

  4. Review scenario impact to see the impact of your change.

Closing In-line Reports

  To close an in-line report, right-click the cell containing the measure value, and then select Clear Report.