Entering Data into Sections

  To enter data into Sections:

  1. In your application, in the user's BI Dashboard, under the My Worklist portlet, click on a form. See BI Dashboard View.

  2. Click a section tab.

  3. The data entry section contains:

    Increment list

    increment list

    Select a number to indicate the number of rows the “Add rows” menu adds at one time.
    Sort Ascending or Descending

    sort button

    Select A-Z or Z-A sort.

    validate button

    Checks all populated rows for correct data. Errors are displayed in a dialog box, which lists the row, column, and reason for the validation failure.
    Open Form in Smart View

    smart view button

    Open form in Smart View.

    print button

    Print the contents of the table. The table is displayed in an HTML window.

    refresh button

    Refresh the data.
    Add rows

    add button

    Add a block of empty records to the table; the increment list displays the number of records in the block.
    Delete rows

    delete button

    Delete the selected records. A message confirms the deletion.

    import button

    Imports contents from a CSV file.

    The Import dialog box is displayed and allows for three import styles:

    • Replace—Updates existing data records in the data set with the data records from the file for the DCU. Any new records in the file are added. Data records are not removed from the data set, even though they are not included in the file.


      Known as Merge mode in Financial Management.

    • Replace All—Replaces all existing data records in the data set for the DCU with data records from the file. Any existing data records for the DCU are deleted.


      Known as Replace mode in Financial Management.

    • Update—Alows you to update only specific columns of information included in the file.

      For example:

      The form may contain four columns of loan detail information: Loan ID, Loan Amount, Interest Rate, and Due Date.

      If data records are entered in the database for DCU, but we want to update only the information regarding Due Date, we can include the Loan ID (key column) and the Due Date information, and the system updates each record in the file with only the new Due date information.

      If the file contains a new data loan record that was not in the database, the new record is added with only the Due Date information updated.

      This option is useful if you have data records and want to add columns of data without affecting the other columns.


      This option is not available in Financial Management.

    Import status:

    • If the import is error-free, a Success dialog box is displayed, indicating the number of new members added and updated.

    • If errors exist, the import fails. An import error dialog box displays the row and column of each error with its description.


    export button.

    Download the summary table to a CSV format or to Microsoft Excel


    Each CSV file contains records for a single form/data entry Section; therefore, if 10 forms (or sections) are in the system, you must export separately for each one, and the system creates 10 CSV files.

    This is not the same behavior in Financial Management where Oracle Hyperion Financial Management can export all data records for multiple entities to one file.