Preserving Excel Formulas in Ad Hoc Grids

Data source types: Oracle Essbase, Oracle Analytics Cloud - Essbase, Oracle Hyperion Financial Management, Oracle Hyperion Planning, Oracle Planning and Budgeting Cloud, Oracle Enterprise Performance Reporting Cloud, Oracle Financial Consolidation and Close Cloud, Oracle Tax Reporting Cloud

You can associate Excel formulas with member and data cells in ad hoc grids and set cell styles to identify such cells.

See Cell Styles.

By default, formulas are preserved when you perform ad hoc operations, except for Pivot.

Note:

To achieve faster execution of queries, you can disable the preservation of formulas and comments. However, if you select this option, formulas are overwritten when you perform ad hoc operations.

Oracle Enterprise Performance Reporting Cloud: Only Refresh operations are supported when Preserve Formulas and Comments in ad hoc operations (except pivot) is selected. Other ad hoc operations, such as Zoom In or Keep Only, are not supported.

To specify preservation of formulas in ad hoc grids:

  1. From the Oracle Smart View for Office ribbon, click Options, and then Member Options in the left panel.
  2. Do one of the following:
    • To preserve formulas in ad hoc grids, select Preserve Formulas and Comments in ad hoc operations (except pivot).

    • To disable preservation of formulas, clear Preserve Formulas and Comments in ad hoc operations (except pivot). Do this only if you do not need to preserve formulas and you want faster execution of queries.

    Note:

    Although the Preserve Formulas and Comments in ad hoc operations (except pivot) option appears in Member Options, the selection you make applies to formulas in both member and data cells.

  3. Click OK.