1. Administrator's Guide
  2. Working with Forms
  3. Entering Data into Sections

Entering Data into Sections

To enter data into Sections:

  1. In your application, in the user's BI Dashboard, under the My Worklist portlet, click on a form. See BI Dashboard View.
  2. Click a section tab.
  3. The data entry section contains:

    Table 17-1 Section Buttons

    Task Button Description
    Increment list

    increment list

    		Select a number to indicate the number of rows the "Add rows" menu adds at one time.
    Sort Ascending or Descending

    sort button

    		Select A-Z or Z-A sort.
    Validate

    validate button

    		Checks all populated rows for correct data. Errors are displayed in a dialog box, which lists the row, column, and reason for the validation failure.
    Open Form in Smart View

    smart view button

    		Open form in Smart View.
    Print

    print button

    		Print the contents of the table. The table is displayed in an HTML window.
    Refresh

    refresh button

    		Refresh the data.
    Add rows

    add button

    		Add a block of empty records to the table; the increment list displays the number of records in the block.
    Delete rows

    delete button

    		Delete the selected records. A message confirms the deletion.
    Import

    import button

    Imports contents from a CSV file.

    The Import dialog box is displayed and allows for three import styles:

    • Replace All—Updates existing data records in the data set with the data records from the file for the DCU. Any new records in the file are added. Data records are not removed from the data set, even though they are not included in the file.

      Note:

      Known as Merge mode in Oracle Hyperion Financial Management.

    • Update—Alows you to update only specific columns of information included in the file.

      For example:

      The form may contain four columns of loan detail information: Loan ID, Loan Amount, Interest Rate, and Due Date.

      If data records are entered in the database for DCU, but we want to update only the information regarding Due Date, we can include the Loan ID (key column) and the Due Date information, and the system updates each record in the file with only the new Due date information.

      If the file contains a new data loan record that was not in the database, the new record is added with only the Due Date information updated.

      This option is useful if you have data records and want to add columns of data without affecting the other columns.

      Note:

      This option is not available in Financial Management.

    Select an Import Type. Update is the default.

    Select a File Delimiter for the import file from the drop-down: Comma or Tab. Comma is selected by default.

    Date Format

    Select a Date Format from the drop down list of allowed date formats. Date formats are not translated. By default, the date format is set to the locale date format of the exported file location.

    For example:

    • MM/dd/yyyy

    • dd/MM/yyyy

    • dd-MMM-yy

    • MMM d, yyyy

    Import status:

    • If the import is error-free, then a message indicating the number of members added and updated is displayed.

    • If errors exist, then the import fails, and a message indicates the row and column of each error and provides a description.
    Export

    export button

    Download the summary table to a CSV format or to Microsoft Excel

    Note:

    Each CSV file contains records for a single form/data entry Section; therefore, if 10 forms (or sections) are in the system, you must export separately for each one, and the system creates 10 CSV files.

    This is not the same behavior in Financial Management where Financial Management can export all data records for multiple entities to one file.