Performing Ad Hoc Actions

  To perform ad hoc actions:

  1. Create an ad hoc grid, as described in Creating Ad Hoc Grids, or start ad hoc analysis, as described in Starting Ad Hoc Analysis.

  2. Right-click a page or a row or column heading, select Ad hoc, and then select an ad hoc action:

    • Pivot To: Moves a dimension to another area. For example, if you select this option within a row, you can move it to the Page axis or Column. You cannot pivot the last dimension in a row or column.

    • Move: Select an option to move a dimension Left, Right, Up, or Down. If an area has only one dimension, this option is unavailable.

    • Zoom In: Select an option to display the levels below a member of a hierarchy. For example, you can select to display the Next level, All levels, or Bottom level children.

    • Zoom Out: Displays the levels above a member of a hierarchy. For example, click a member and select Zoom Out to view the member's parents.

    • Remove Only: Removes the selected dimension or members from the ad hoc grid. More than one member of the dimension must be present on the grid.

    • Keep Only: Keeps only the selected members, and removes all other members from the dimension.

    • Select Members: Launches the Member Selection dialog box to select members. See Oracle Hyperion Planning Administrator's Guide.

    • Change Alias: Displays a list of alias tables from which to select.

    Note:

    You can control, at a global level, how ad hoc actions are performed or how the ad hoc grids are displayed. See Ad Hoc Grid Options.

  3. Optional: Save the ad hoc grid.

    See Saving Ad Hoc Grids.

  4. Exit ad hoc analysis.

    See Exiting Ad Hoc Analysis.