Adding Attachments

Documents can be attached to individual data cells by way of URLs (Oracle Enterprise Performance Management Cloud and Oracle Hyperion Planning) or files (EPM Cloud only).

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

On-premises data source types: Oracle Hyperion Planning

Note:

In this topic, "documents" can mean URLs or files.

Each data cell can contain multiple documents attached by one or more users. 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:

  • Attach documents by way of URLs (EPM Cloud and Oracle Hyperion Planning).

  • Attach documents as files (EPM Cloud only).

    Note:

    File attachments are not supported for on-premises Oracle Hyperion Planning.

  • View the documents that you and other users have attached.

  • Edit and delete documents that you have attached. You cannot edit or delete documents attached by other users.

Cells that contain attachments can be associated with a cell style. See Cell Styles.

Note:

If you are migrating from an on-premises environment to EPM Cloud, and your forms have Oracle Hyperion Enterprise Performance Management Workspace URL attachments that reference documents uploaded in the EPM Workspace, you cannot access these documents in Oracle Smart View for Office. Instead, you can attach the documents directly to the form.

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To attach documents to a data cell:

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

  2. From the provider ribbon or provider ad hoc ribbon, select Cell Actions, and then Attachment.

    For example, select Cell Actions, and then Attachment from the Planning ribbon or Planning Ad Hoc ribbon.

  3. In the Attachments dialog, click the Attach button, The Attach button, showing a down arrow, and select File or URL.

    • File—For EPM Cloud data sources only. Continue to step 4.

    • URL—For EPM Cloud and Oracle Hyperion Planning data sources. Continue to step 5.

  4. EPM Cloud only: If you selected File in step 3, then, in the Select File to Attach to Cell dialog, navigate to the file that you want to attach, select it, and click Open.

    The file is uploaded to the selected cell.

    Note:

    The following are some best practices for attaching files.
    • Each file you attach must have a unique file name, whether you are attaching files to the same cell or to different cells in a range.

    • In order for other users to see files that you attach, the files must be selected from a location that is accessible to other users, such as a shared network location.
    • To attach files to cells in a range, select a cell from the drop-down list in the Attachments dialog, navigate to the file, select it, and click Open to upload the file to the selected cell. Repeat for each different file you want to attach to different cells in the range.

    • There is no size limit enforced on cell attachments, but larger files will impact performance.

  5. If you selected URL in step 3, a new row is added where you enter the following information:

    • Click in the cell under Description to add a brief description.

    • Click in the cell under Reference to enter the URL location of the document or web page that you want to attach.

      When you save the URL attachment in the next step, the User and Date Entered fields will be automatically populated.

    Note:

    You can attach a URL to a range of cells. If you select a range of cells, you can either attach URLs to one cell at a time or attach the same URL to all selected cells.

    • To attach a URL to one cell in the range, select the cell from the drop-down menu, select Attach, then URL, and then enter the Description and Reference.

    • To attach one URL to all selected cells in the range, select Apply to all selected cells.

  6. If you attached only URLs, or attached a combination of URLs and files, then, to save your attachment selections, click Save button.

    If you attached only files, then a save is not required and the Save button, Save button, is not enabled.

  7. Repeat this procedure to add attachments as you require.

  8. Optional: For URL attachments, to edit a Reference entry, select the attachment row to edit, click Edit button, edit the reference, and then click Edit Complete button.

    Editing the Reference entry for File attachments is not supported. Instead, delete the entry (see the next step) and reattach the file, as described in the above steps.

  9. Optional: To delete an attachment, select the attachment in the list, then click Delete, Delete button, and then click Save, Save button.

  10. Click Close.

Launching Attachments

To launch an attached document:

  1. Select the cell that contains the attachment.

  2. From the provider ribbon or provider Ad Hoc ribbon, select Cell Actions and then Attachment.

    For example, in the Planning ribbon or Planning Ad Hoc ribbon, select Cell Actions, and then Attachment.

  3. Select an attachment row and, in the left column, click the download link:

    Click Launch File button to launch a file.

    Click Launch URL button to launch a URL.