Working with Forms in Excel

Forms are grid displays in which you can enter data into the database from Excel and view and analyze data or related text. Certain dimension member values are fixed, giving you a specific view into the data.

Using Smart View, you can work with Planning, Oracle Planning and Budgeting Cloud Service, Financial Management, and Hyperion Enterprise forms in Excel.

Note:

Excel worksheets are always protected to prevent entering data for read-only cells. Therefore, some Excel functions, such as AutoSum and F9, are disabled.

In forms opened in Smart View:

Customizations made to forms are preserved when you save or refresh only if they are made outside the grid or if they are made to thousands and decimal separators.

Related Topics:

Opening Forms in Excel

Planning Forms

Financial Management Data Forms