Opening Forms in Excel

You can open forms in Excel.

Cloud data source types: Planning, Narrative Reporting, Financial Consolidation and Close, Tax Reporting

On-premises data source types: Oracle Hyperion Financial Management, Oracle Hyperion Planning

To open a form:

1. Connect to a data source.
2. In the Smart View Panel, perform an action:

   • To open one form, expand the tree list and select the form you want to open. Then click Open form on the Action Panel.

   • To open multiple forms, expand the tree list and select a forms folder. Then click Open forms on the Action Panel. In Select Form, follow the instructions to open one or more forms.

3. (Planning only) To view any instructions that may be associated with the form, from the Planning ribbon, select More and then Instructions.