Analyzing Journals

After posting journals, you can use ad hoc analysis in Oracle Smart View for Office to check the adjustments and totals. You can analyze one or more rows, or the entire journal.

You can analyze journals of any status: Working, Posted, Submitted, Approved, or Rejected.

When forming the ad hoc grid, the Value dimensions will always be in the column and all other dimensions will be in the row. The row dimensions will appear in the following order:

  • Entity

  • Account

  • ICP

  • Customs

If your selection has the same members for a dimension, that dimension will appear in the grid POV.

Before you begin this procedure, in the Smart View Panel, ensure that you are connected to a Oracle Hyperion Financial Management data source.

To analyze journals:

  1. Create or open a journal.
  2. Set the point of view as described in Selecting Dimension Members for Journal Detail.
  3. In the journal grid, select one or more dimension, member, or data cells, and click Analyze, Analyze button in the Smart View ribbon.

    Observe that the journal has been converted to an ad hoc grid, where you can perform further ad hoc analysis.