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  3. Importing Reports as Ad Hoc Queries

Importing Reports as Ad Hoc Queries

You can import Reports in to Oracle Smart View for Office as ad hoc queries, on which you can then perform available ad hoc operations.

The procedure in this topic describes importing Reports as ad hoc grids starting in Smart View for Excel.

You can also use the "Download as Excel Ad Hoc" command in your web application to import Reports as ad hoc grids in to Smart View for Excel, described in Working with Reports in Smart View in Working with Reports for Oracle Enterprise Performance Management Cloud.

Note:

Before you begin, launch Smart View in Excel and connect to a supported Oracle Enterprise Performance Management Cloud data source as described in Connecting to Data Sources.

To import a report in to Smart View as an ad hoc query:

  1. In the Smart View Panel, navigate to the Reports folder.

    All reports available in the business process can be accessed from the Reports folder.

    Note:

    • For most EPM Cloud business processes, the Reports folder is located under the application folder.

    • For Narrative Reporting, the Reports folder is located under the Library folder.

  2. Expand a report to view the available grids, and then select a grid.
  3. In the Action Panel, click Import as ad hoc query.

    Alternatively, right-click the grid and select Import as ad hoc query.

    The report grid is rendered as an ad hoc query in Smart View. The provider ad hoc ribbon and POV toolbar are displayed.

    Note:

    • Formatting that is displayed when the report is viewed in the web application is not available when the grid is imported in to Smart View.

    • Report grid text and formula rows and columns are not imported into Excel; only data is imported.

    • When working with an EPM Cloud application that is set to "Native" mode (Smart View Ad Hoc Behavior option = Native), the POV dimensions are displayed both in the POV toolbar and as page dimensions on the grid.

      Additionally, performing a Change Alias operation may cause a "Member out of place" error.

  4. Perform ad hoc operations as required.

    For example, you can:

    • Zoom in on members

    • If available, click the POV button in the data provider ad hoc ribbon to display or hide the POV toolbar

    • Pivot POV dimensions or members to the grid

    • Use Member Selection to change the grid point-of-view