Creating Free-Form Reports

Follow the procedure in this topic to create a free-form report.

Data source types: Oracle Analytics Cloud - Essbase, Planning

To construct a free-form report:

  1. Open a worksheet and connect to a data source.
  2. In the worksheet, enter member names according to the rules specified in Free-Form Guidelines.
  3. Oracle Analytics Cloud - Essbase: Members may have duplicate names (for example, both East and West markets may contain a member named Portland — Maine and Oregon). To enter a duplicate member name, use Member Selection to select members.
  4. Refresh the grid, or select Ad hoc analysis.
  5. Perform further ad hoc operations and formatting as needed.