If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the EPM Documentation Library. To open this library, from the Smart View ribbon, select the arrow next to Help, and then EPM Documentation.
To work with data forms offline:
In Excel, from the Smart View ribbon, select Open, and then Smart View Panel.
Select the offline connection.
Online connections specify Planning in the Provider column; offline connections specify Offline Planning.
Right-click and select Open Form.
Note:
If you have a data form open while you are directly connected to the Planning server, and then take the data form offline in the same session, you must reopen the data form from the offline connection to work with it offline.
From the Planning menu, select Submit Data.
The changed data is saved locally. You can exit Excel without losing the changed data.
Related topics: