1. User's Guide
  2. Data Forms
  3. Preserving Formulas After POV Changes

Preserving Formulas After POV Changes

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

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.

Note:

The Preserve Formula on POV Change option applies only to data forms in Oracle Enterprise Performance Management Cloud and Oracle Enterprise Performance Management System.

For general guidelines regarding Excel formulas in forms, see Using Excel Formulas in Forms.

For example, suppose you inserted a formula into a data form grid, with a reference to cell B4 on Sheet 2 of the workbook. The entity dimension is currently set to "Fairfield" within the page POV: 

=Sheet2!B4

Now suppose you want to apply the same formulas to the "Hartford" entity. Change the entity dimension within the page POV from Fairfield to Hartford and refresh the data form. This preserves the existing formula: 

=Sheet2!B4

The data for Hartford is retrieved onto the data form.

Using the Preserve Formula on POV Change option has no impact on formulas in the data form; it simply retains the existing formulas within the data grid.

However, formulas will be lost under these circumstances:

  • If they reside on intersections that are invalidated due to suppression options set at the data source level.

  • If a cell changes from input level to Read Only, Invalid, and so on.

    For example, a valid cell reference made on one data form may reference a Read Only cell on another data form.

Note that when a formula is lost, it does not reappear on the data form. You must reenter it.

To enable formula preservation after changes have been made to the POV:

  1. From the Smart View ribbon, select Options, and then select the Member Options tab.

  2. Select Preserve Formula on POV Change.

  3. Click OK.

    The setting takes effect after you refresh or perform a drill operation.