Composite Forms

Data source types: Oracle Planning and Budgeting Cloud Service

If you are unfamiliar with Oracle Planning and Budgeting Cloud Service, see the Oracle Planning and Budgeting Cloud Service documentation and videos available on the Oracle Help Center.

  To open a Planning composite form:

  1. Connect to a Planning data source that contains composite forms.

  2. From the Connections tree list, double-click a composite form (indicated by composite form icon).

    The composite form opens in a new Excel workbook with each subform displayed in a separate worksheet.

Smart View supports Planning master composite forms.