Working with Data Forms in Excel

Data forms are grid displays in which you can enter data into the database from Excel and view and analyze data or related text. Certain dimension member values are fixed, giving you a specific view into the data.

Using Smart View, you can work with Planning, Financial Management, and Hyperion Enterprise data forms in Excel.

Note:

Excel worksheets are always protected to prevent entering data for read-only cells. Therefore, some Excel functions, such as AutoSum and F9, are disabled.

In data forms opened in Smart View:

Customizations made to data forms are preserved when you save or refresh only if they are made outside the grid or if they are made to thousands and decimal separators.

Opening Data Forms in Excel

Planning Data Forms

Financial Management Data Forms