Preserving Excel Formulas in Ad Hoc Grids

You can associate Excel formulas with member and data cells in ad hoc grids and set cell styles to identify such cells.

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

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

By default, formulas are preserved when you perform ad hoc operations, except for Pivot and Undo.

Note:

• To achieve faster execution of queries, you can disable the preservation of formulas and comments. However, if you disable this option, formulas are overwritten when you perform ad hoc operations.

• Narrative Reporting: Only Refresh operations are supported when Preserve Formulas and Comments in ad hoc operations (except pivot and undo) is selected. Other ad hoc operations, such as Zoom In or Keep Only, are not supported.

• After Financial Management 11.1.2.2.xxx, the custom dimensions in Financial Management applications are referred via alias names in Oracle Smart View for Office formulas. Smart View can no longer interpret the formulas. Formulas in the old format in saved workbooks will not work. The dimension identifiers will, therefore, need to be updated for each formula to reflect the new alias names for the custom dimensions.

See also:

• Cell Styles for information on setting cell styles for cells containing formulas

• Essbase: Preserving Excel Formulas Within and Outside of Essbase Ad Hoc Grids

To specify preservation of formulas in ad hoc grids:

1. From the Smart View ribbon, click Options, and then Member Options in the left panel.
2. Do one of the following:

   • To preserve formulas in ad hoc grids, select Preserve Formulas and Comments in ad hoc operations (except pivot and undo).

   • To disable preservation of formulas, clear Preserve Formulas and Comments in ad hoc operations (except pivot and undo). Do this only if you do not need to preserve formulas and you want faster execution of queries.

   Note:

   Although the Preserve Formulas and Comments in ad hoc operations (except pivot and undo) option appears in Member Options, the selection you make applies to formulas in both member and data cells.

3. Click OK.