1. User's Guide
  2. Data Forms
  3. Using Excel Formulas in Forms

Using Excel Formulas in Forms

You can create Excel formulas in form cells inside or outside the grid if the cells are not read-only or locked.

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

On-premises data source types: Oracle Hyperion Financial Management, Oracle Hyperion Planning

Consider the following guidelines when using Excel formulas in forms:

  • Cells that contain cell text can contain Excel formulas, but cells containing supporting detail (such as Planning cells) or line item detail (such as Financial Management cells) cannot.

  • Formulas are preserved in forms when you refresh the form, even without saving (submitting) the data, then later open the saved worksheet, and then expand or collapse rows and columns.

  • Select the Preserve Formula on POV Change option to preserve formulas after you change the POV. Upon refresh, formulas that have been entered into data forms are maintained; only the point of view of the formula changes. See Preserving Formulas After POV Changes for more information.

  • If you move a referential formula, its cell references are updated to reflect the new location.

  • In forms, you are prompted to save the workbook as an Excel file if you do any of the following (but you temporarily lose access):

    • Change the current page

    • Select a different form

    • Connect to a different data source

  • Forms 2.0 does not support adding comments, attachments, and supporting details to formula cells.