Loading Data Forms

After you create data form scripts, you load them into an application.

Note:

Oracle recommends that you add Oracle Hyperion Financial Management to the exceptions for your Web pop-up blocker. When you perform some tasks such as loading data, a status window pops up showing the task status. If you have a pop-up blocker enabled on your computer, the status window is not displayed.

To load data forms:

1. Select Consolidation, then Load, and then Documents.
2. From Document Type, select Data Form.
3. Enter the file name or click Browse to locate the file.

   Note:

   By default, data form scripts use the WDF file extension. The load process accepts other file extensions such as TXT or CSV, however, Oracle recommends that you use the WDF file extension.

4. Optional: Perform one of these steps:

   • To override the security class specified in the file being loaded, select Override Security Class, then select the security class from Security Class.

   • To make this form available only to you, select Private. If you select this option, the Override option and Security Class list are not available.

5. Repeat these steps until you have added the forms to load.
6. Optional: Select Overwrite Existing Documents if you are updating data forms.
7. Click Load.

   Note:

   All data forms that you load must include a valid ReportLabel. If you selected to load multiple forms and one of the forms has an invalid ReportLabel, none of the selected forms are loaded.