Spreading Data with Cell Locking

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.

When spreading data over time periods, you can temporarily lock the values of one or more cells to preserve their values when other values are recalculated. You can spread data across time periods based on various calculations and visually review the changes before committing them to the database. For examples of spreading with cell locking, see the Oracle Hyperion Planning User's Guide.

To temporarily lock values:

Open a form.
In the form, select the cell or group of cells that you want to lock.
From the Planning ribbon, select Lock.
A color change indicates that a cell is locked. You can now spread or manipulate data in the other cells however you want, without affecting the locked cells.
To unlock a cell, refresh the grid.