Taking Data Forms Offline

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.

You can include both online and offline data forms in the same Excel workbook.

Note:

Currency conversion is not supported offline.

  To take data forms offline:

  1. In Excel, connect to the Planning data source that contains the data forms you want to take offline.

  2. From the Planning ribbon, select More, and then Take Offline.

    The Take Offline Wizard is displayed; all data forms that you can take offline are listed.

  3. Expand the Available Forms/Folders and select folders and data forms to take offline.

  4. Click Next.

  5. Double-click a dimension. You can select only one dimension.

    If you selected multiple data forms, the dimensions displayed are merged from the dimensions available for the selected data forms.

  6. Select members and system variables from the Member Selection page.

    About member relationships:

    Table 1. Member Relationships 

    Relationship

    Members Included on the Data Form

    Member

    The selected member

    Descendants

    All members below the selected member

    Descendants (inc)

    The selected member and all its descendants

    Ancestors

    All members above the selected member

    Ancestors (inc)

    The selected member and all its ancestors

    Siblings

    All members from the same level in the hierarchy as the selected member, excluding the selected member

    Siblings (inc)

    The selected member and all its siblings

    Parents

    The member in the level above the selected member

    Parents (inc)

    The selected member and its parent

    Children

    All members in the level immediately below the selected member

    Children (inc)

    The selected member and all its children

    Level 0 Descendants

    All descendants of the selected member that have no children

    Note:

    Different data forms may have children and page-member selections. The Page drop-down list should contain at least one member for each data form from each dimension.

  7. Click OK.

  8. Repeat steps 5–7 to select members or system variables for each dimension in the list.

  9. Click Next.

  10. Supply a unique name and a description for the offline connection.

  11. Click Finish to download the selected data forms and members.

  12. Click OK, and then click Done.

Related topics:

Working Offline with Data Forms

Synchronizing Data to the Planning Server

Refreshing the Offline Data Form Definition and Data