If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available on the EPM Documentation Library. To open this library, from the Smart View ribbon, click the arrow next to Help, and then EPM Documentation.
If you have been assigned the ad hoc user role by the administrator, you can perform ad hoc analysis on Planning data forms that have been enabled for ad hoc by the administrator.
To perform ad hoc analysis in Planning data forms:
From the Smart View ribbon, click Analyze. This button is enabled only if the current data form has been enabled for ad hoc analysis.
Select the data form in the Smart View Panel and click Ad hoc analysis in the Action Panel.
See Ad Hoc Analysis for information about performing ad hoc analysis.