Performing Ad Hoc Analysis in Forms

If you have been assigned the ad hoc user role by the Administrator, you can perform ad hoc analysis on forms that have been enabled for ad hoc by the Administrator.

Cloud data source types: Planning, Financial Consolidation and Close, Tax Reporting

On-premises data source types: Oracle Hyperion Planning

Note:

• For users with the Ad Hoc - Read Only role, all cells in the ad hoc grid are read-only on opening the form as an ad hoc grid, and on refreshing the grid.
• For Administrators, write access is available for all cells in the grid on opening the form as an ad hoc grid, and on refreshing the grid.

To perform ad hoc analysis in forms:

1. Do one of the following:

   • Open the form and then, from the Smart View ribbon, click Analyze. This button is enabled only if the current form has been enabled for ad hoc analysis.

   • Select the form in the Smart View Panel and click Ad hoc analysis in the Action Panel.

   Note:

   You may see a difference in the grid POV depending on which method you used to launch ad hoc.

2. See Ad Hoc Analysis for information about performing ad hoc analysis.