Saving Ad Hoc Grids as Forms

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

On-premises data source types: Oracle Hyperion Planning

If you have been assigned the ad hoc grid creator role, you can save ad hoc grids as forms.

Note:

In this topic, references to forms apply to Oracle Enterprise Performance Management Cloud Planning, Planning Modules, Financial Consolidation and Close, and Tax Reporting; and to on-premises Oracle Hyperion Planning.

To save an ad hoc grid as a form:

1. With the ad hoc grid active, from the provider ad hoc ribbon, click Save Ad Hoc Grid.

   Saving ad hoc grids as forms is not supported for grids containing attributes.

2. In Save Grid As, enter a name, path to the location where you want to save the grid, and description for the grid.
3. Optional: Select Submit Formatting to save any Excel formatting or cell style changes that have been applied to the grid.

   See Saving Native Excel Formatting to EPM Cloud for additional notes and guidelines about saving formatting in ad hoc grids and forms.

   Note:

   EPM Cloud applications: If your Service Administrator has set the Smart View Ad Hoc Behavior option to Standard in your application, then the Submit Formatting option is not available.
4. Click OK.

   The saved grid is displayed in the Smart View Panel tree list in the location that you selected in step 2.