Performing Calc on the Fly on Ad Hoc Grids

While performing ad hoc analysis, you can insert member formulas to get quickly calculated values.

This topic covers the steps to perform calc on the fly in Oracle Smart View for Office. For information on performing calc on the fly in the web application of your business process, see the following topics:

• Performing Calculations Without Having to Submit Your Changes in Working with Planning
• Performing Calculations Without Having to Submit Your Changes in Working with FreeForm
• Performing Calculations Without Having to Submit Your Changes in Working with Financial Consolidation and Close
• Performing Calculations Without Having to Submit Your Changes in Working with Tax Reporting
• Performing Calculations Without Having to Submit Your Changes in Administering and Working with Enterprise Profitability and Cost Management

Note:

Before starting with calc on the fly, ensure that it is enabled for ad hoc grids in application settings and user preferences. For more information, see the Enabling Calc on the Fly for Ad Hoc Grids section in Enabling Calc on the Fly.

To perform calc on the fly:

1. Connect to your data provider and perform an ad hoc analysis.
2. In the provider ad hoc ribbon, click Insert Member Formula.

   The grid is refreshed and green triangle indicators appear on cells containing member formulas.

3. Click the cells with formulas to view the formula in the tooltip, along with the members and mathematical operators involved in the formula.

   For more information, see Viewing Calc on the Fly Formulas.

4. Enter a value or modify an existing value in the data cells that contribute to the formula.

   Note:

   Entering or modifying values manually in cells containing formula is not supported in Smart View. If you do so, the formula gets overwritten with your entered value and you may lose the formula. This is also why formula back spreading does not work in Smart View. As the formula gets deleted on typing in a cell containing formula, it does not update the values of the cells contributing to the formula.
5. Tab out of the modified cells to see the values in the cells with formula refresh immediately, without saving or submitting. The calculations also roll up to parent dimensions of members, if any, and their values are also updated.

   The modified cells become dirty, that is they are indicated with a color change. You can click Refresh to return the dirty cells to their original values from the database.

6. Continue to perform calc on the fly and see the calculated values refresh in the cells instantaneously.
7. Once satisfied with the calculations, submit the data by clicking Submit Data in the provider ad hoc ribbon.
   Alternatively, you can close the grid without submitting to discard your changes.