Creating Smart Forms

In Oracle Smart View for Office, you create Smart Forms by saving ad hoc grids that contain grid labels and business calculations. Smart Forms are saved to Oracle Planning and Budgeting Cloud.

To create a Smart Form:

  1. Follow the steps in Starting Ad Hoc Analysis to create an ad hoc grid.

    Alternatively, open an Oracle Planning and Budgeting Cloud form and, from the Planning ribbon, click Analyze to convert the form to an ad hoc grid.

  2. Add grid labels and business calculations (in the form of Excel formulas and functions), to the ad hoc grid.
  3. After you have added grid labels and business calculations to an ad hoc grid, in the Planning Ad Hoc ribbon, click Save As Smart Form button on the Planning Ad Hoc ribbon.
  4. In the Save Grid As Smart Form dialog box:

    • In Grid Name, provide a name for the Smart Form.

    • In Grid Path, browse to the location where you want to store the Smart Form in Oracle Planning and Budgeting Cloud.

      You can also type a new folder name. The folder appears under the application in the Smart View Panel.

    • Optional: Select Submit Formatting to save any custom Excel formatting changes that have been applied to the grid.

      See Saving Native Excel Formatting to Planning for additional notes and guidelines about saving formatting in Oracle Planning and Budgeting Cloud ad hoc grids and forms.

    In the Smart View Panel, Smart Forms are designated with the Smart Form icon as it appears in the Smart View Panel. icon.