1. Working with Oracle Smart View for Office (Mac and Browser)
  2. Data Forms
  3. Opening Forms in Excel

Opening Forms in Excel

You can open Oracle Enterprise Performance Management Cloud forms in Excel.

To open a form:

  1. Connect to a data source.
  2. In the Smart View Home panel, expand the tree list and select a form.

    Depending on the data source provider, you may see different for types indicated by the following icons:

    • form — Forms
    • smart form — Smart Forms
    • saved ad hoc grid — Saved Ad Hoc Grids
    • dashboard — Dashboards
  3. Optional. View instructions associated with the form by clicking More and then Instructions Instructions button in the Data section in the provider ribbon.