Creating Data Forms

Because composite data forms are comprised on simple data forms, you must create simple data forms before creating composite data forms. Composite data forms display many data forms simultaneously, including those associated with different plan types. Users can enter data and see results aggregated to an upper-level intersection, such as Total Revenue. Some tasks for creating composite data forms are the same as for regular data forms.

To create data forms:

1. Access Oracle Hyperion Enterprise Performance Management Workspace. See Accessing EPM Workspace.
2. Open a Oracle Hyperion Planning application. See Accessing Planning Applications.
3. Select Administration, then Manage, and then Forms and Ad Hoc Grids.
4. To create a data form, select an option from Actions:

   • Select Create simple form to create a simple data form.

   • Select Create composite form to create a composite data form.

5. Define form properties, layout and business rules. Consult online help for assistance.