Adding Cell Comments in EPM Cloud and Oracle Hyperion Planning

You can add one or more comments per data cell. Each data cell can contain comments from multiple users.

Cloud data source types: Planning, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Tax Reporting

On-premises data source types: Oracle Hyperion Planning

In release 11.1.2.5.620 and later, Oracle Smart View for Office conforms to the character limit set in Oracle Enterprise Performance Management Cloud and Oracle Hyperion Planning. Depending on the permission level assigned to you by the administrator, you may be able to do any of the following in a data cell:

  • Add comments.
  • View the comments that you and other users have added.
  • Delete comments that you have entered. You cannot delete comments added by other users.

You can also add numeric comments, that is enter numbers as comments. Starting release 24.200, numeric comments entered in worksheets with Standard mode ad hoc grids are retained while refreshing the worksheets in Smart View. This also applies to worksheets having multiple ad hoc grids. Numeric comments are saved and processed just like regular text comments in Smart View. The workaround of adding equal to sign (=) or single quotes (') before numbers in a comment is no longer required.

Note:

  • Cells that contain comments can be associated with a cell style. See Cell Styles.
  • Forms 2.0 does not support adding comments to formula cells.

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Learn about some basic Smart View functionality, including cell comments.

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To add comments to a data cell:

  1. Select one data cell or a range of data cells in an ad hoc grid.

    Use the Shift key to select a range of data cells. Do not use the Ctrl key to select cell ranges.

  2. From the provider ribbon or provider ad hoc ribbon, select Cell Actions and then Comments.
  3. From Comments, click Add Comment button.
  4. If you selected a range of cells in step 1, you can either enter comments for one cell at a time or apply a comment to all selected cells.
    • To enter a comment for one cell, select the cell from the drop-down menu.

    • To enter a comment for all selected cells, select Apply to all selected cells.

  5. In the field at the right, enter a comment. If you want to format the comment, use HTML tags.
  6. Click Save button to save the comment.

    The comment is displayed in the list of comments to the left of the comment field. This list contains comments entered by all users.

  7. Click OK.
  8. Optional: To delete a comment, click Delete button. You can delete only the comments that you have entered.