Working with Forms in Excel
Forms are grid displays in which you can enter data into the database from Excel and view and analyze data or related text.
Certain dimension member values are fixed, giving you a specific view into the data.
Using Oracle Smart View for Office, you can work with forms in Excel with these Oracle Enterprise Performance Management Cloud data sources:
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Planning
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Financial Consolidation and Close
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Tax Reporting
And with these Oracle Enterprise Performance Management System data sources:
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Oracle Hyperion Financial Management
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Oracle Hyperion Planning
Note:
Excel worksheets are always protected to prevent entering data for read-only cells. Therefore, some Excel functions, such as AutoSum and F9, are disabled.
In forms opened in Smart View:
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You can modify data values but not the form structure in forms.
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Values submitted to the database from Excel must be non-formatted data.
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If the administrator changes the form definition while you're working with the form in Excel, Oracle recommends that you close the form and reopen it. This action ensures that the newest form definitions are displayed.
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Customizations made to forms are preserved when you save or refresh only if they are made outside the grid or if they are made to thousands and decimal separators.
EPM Cloud users: See also Guidelines for Working with Native Excel Formatting and Forms in EPM Cloud.
Oracle Hyperion Planning users: See also Guidelines for Working with Native Excel Formatting and Oracle Hyperion Planning Forms.
Video
| Your Goal | Watch This Video |
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Learn about navigating in Smart View, including opening forms. |
