1. Working with Oracle Smart View for Office
  2. Smart View and EPM Cloud
  3. Working with Multiple-Grid Worksheets in EPM Cloud
  4. Renaming Ranges on EPM Cloud Multiple-Grid Worksheets

Renaming Ranges on EPM Cloud Multiple-Grid Worksheets

Data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting

When you place ranges on a multiple-grid worksheet, Excel assigns each range a name by default. The strings used in the name ranges may not be particularly user friendly. For example, a range based on the Vision Plan1 cube might look like this:

Vision_Plan1_88CA3264_EDFE_4E99_86B9_FEEEBF95DB42_1

A more user-friendly name would be helpful for all users of the workbook, but changing the name using the Excel Name Manager could cause a loss of metadata in Oracle Smart View for Office.

Use the Rename Range command in the Smart View Document Contents pane to change the name to a more descriptive or user-friendly name.

Note:

To change range names in multiple-grid worksheets, you must use the Rename Range command in the Document Contents pane.

To rename ranges on a multiple-grid worksheet:

  1. If not already displayed, open the Document Contents pane.

    For instructions on displaying the Document Contents pane, see step 1 in Changing Connections in EPM Cloud Multiple-Grid Worksheets.

  2. In the Document Contents pane, highlight the range to rename in the tree, and then click Select.

    In the following example, Vision | Plan 1 is highlighted in the tree.

    There are two items in the tree in the Document Contents pane, the Vision Plan1 cube and the Vision Plan2 cube. The first item in the tree, the Vision Plan1 cube, is highlighted.

    Use the Select command to verify that you are working with the correct grid on the sheet. For example, after highlighting Vision | Plan1 and clicking Select, the Vision Plan1 grid on the worksheet is highlighted.

    Shows the Document Contents pane on the right, with Vision Plan1 highlighted, and the Vision Plan1 grid highlighted in the worksheet at the left.
  3. In the Action Panel, click More, and then select Rename Range.
    Document Contents pane showing the Vision Plan1 grid selected, and the menu expanded to show the Rename Range command selected.

    The Rename Range dialog box is displayed, showing the default name that was assigned to the range by Excel.

    NEED NEW GRAPHIC EXAMPLE! The Rename Range dialog box showing the range name that was auto-generated by Excel.
  4. In Rename Range, type a new range name, and then click OK.

    We're renaming the range MyVisionPlan1Grid.

    Rename Range dialog box with the new name typed in, MyVisionPlan1Grid.
  5. Verify that the range name is changed in the Name Manager in Excel.

    Here is an example Name Manager, accessed from the Formula ribbon in Excel:

    The Excel Name Manager, showing the newly renamed range called MyVisionPlanGrid.

    You can also view the changed range name in the Excel Name Box drop-down list.

    NEED NEW GRAPHIC EXAMPLE! Name Box in Excel, with the drop-down list showing the newly renamed range called MyVisionPlan1Grid.