About Multiple Grids on a Worksheet

When connected to supported Oracle Smart View for Office (Mac and Browser) data sources, you can create multiple grids on one worksheet. These grids can be connected to the same data source or to different data sources. For example, one grid can be connected to Planning and another can be connected to Tax Reporting. They can be sourced from cubes. You can retrieve data in these grids and shift them on the worksheet.

Note:

Administrators: You enable multiple-grid ad hoc for Smart View users by setting the Smart View Ad Hoc Behavior option to Standard in the service application settings. See the administration documentation for your service for more information.

Video

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Learn about using multiple ad hoc grids in a worksheet in Smart View (Windows). Many of the concepts shown can be applied to Smart View (Mac and Browser).

Video icon Setting Up Multiple Ad Hoc Grids in Smart View in Oracle Planning and Budgeting Cloud

The video references Planning as the data source, but the functionality shown is common to all Oracle Enterprise Performance Management Cloud providers specified above.

Guidelines and Limitations for Multiple-Grid Worksheets

Note the following guidelines and limitations in worksheets that support multiple grids:

  • In order to create ad hoc grids from forms, you must have at least the User role. Check the role requirements for your individual cloud service.

  • You can submit data for only one grid at a time.

    If you try to submit data for more than one grid at a time—that is, if you have selected cell ranges in more than one grid—the first range returned by Excel will be used to determine the selected grid and the submit will be performed only on that grid.

  • If the member option, Preserve Formulas on Ad Hoc Operations is selected, you can preserve formulas on the sheet using the Undo option on the right-click Smart View context menu from within the grid. This option is only supported after a refresh has been performed once formulas are added to the sheet, and for only one undo action. The Undo option on the Smart View ribbon is not enabled for multiple-grid sheets. See Preserving Excel Formulas in Ad Hoc Operations.

  • Do not use Microsoft Excel's Name Manager or Name Box to rename named ranges. Instead, use the Rename Range command.

  • On multiple-connection, multiple grid worksheets, ensure that there is enough space between grids to accommodate pivot and zoom operations on the individual grids, especially if working with large grids.

    A loss of metadata may occur on sheets with three or more database connections and where grids are placed too close together.

  • To ensure that you are refreshing the desired range, use the Document Contents pane to first select the range, and then click the Refresh link in the pane. After refresh, select the range again from Document Contents to highlight the updated range.

  • Smart View does not support mixing Admin Extension grids and ad hoc analysis grids on a single sheet.