EPM Cloud and Oracle Hyperion Planning Forms

Forms are grids for entering data, which you can then update, analyze, and report on.

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

On-premises data source types: Oracle Hyperion Planning

Unless otherwise noted, in this chapter:

  • "Forms" and "Planning forms" refers to forms in on-premises Oracle Hyperion Planning and forms in Oracle Enterprise Performance Management Cloud (EPM Cloud).

  • EPM Cloud refers to these services:

    • Planning

    • Financial Consolidation and Close

    • Tax Reporting

Note:

If you are unfamiliar with EPM Cloud, see the "Working With" guides for your cloud service, available on the Oracle Help Center.

If you are unfamiliar with Oracle Hyperion Planning, see Oracle Hyperion Planning User's Guide, available on the Oracle Help Center. To open this library, from the Smart View ribbon, select the arrow next to Help, and then Documentation.

Related Topics:

Planning and EPM Cloud Form Behavior in Smart View

Displaying the Floating Toolbar in Planning Forms

Saving Ad Hoc Grids as Forms

Performing Ad Hoc Analysis in Forms

Using the Drop-down Member Selector on Row Dimensions in Forms

Inserting Charts

Working with Valid Intersections

Flex Forms