Opening Data Forms in Excel

Data source types: Planning, Financial Management, Hyperion Enterprise

  To open a data form:

  1. Connect to a data source.

  2. In the Smart View Panel, do one of the following:

    • To open one data form, expand the tree list and select the data form you want to open. Then click Open form on the Action Panel.

    • To open multiple data forms, expand the tree list and select a forms folder. Then click Open forms on the Action Panel. In Select Form, follow the instructions to open one or more forms.

  3. (Planning only) To view any instructions that may be associated with the data form, from the Planning ribbon, select More and then Instructions.