1. Working with Oracle Smart View for Office
  2. Reports in the EPM Cloud Platform
  3. About Working with Reports in the EPM Cloud Platform

About Working with Reports in the EPM Cloud Platform

You can import reports as ad hoc queries and as fully formatted reports from Oracle Enterprise Performance Management Cloud data sources into Oracle Smart View for Office to perform further operations on them.

Reports is a cloud-based reporting solution for creating EPM Cloud financial and managerial reports. It enables users to insert charts and grids utilizing EPM Cloud sources such as Planning, Financial Consolidation and Close, and Tax Reporting into a report.

Report grids are tables that contain data from external data source connections. Administrators add grids to Reports, defining the dimension layout, selecting members, and then formatting the grid. Using text, dimensions, members, and formulas, administrators define the grid content.

Using the Smart View for Excel, you can:

  • Import the report grids as ad hoc grids.

    Perform supported ad hoc operations on the grids, such as pivoting and member selection, directly against the data source.

    The grids can be saved and then used as sources for embedded content in report package doclets.

    See Importing Reports as Ad Hoc Queries.

  • Import Reports in to Smart View as fully-formatted reports.

    If prompts are included in the report, you specify the prompts upon import.

    Note that there will be some differences between reports imported in the web and reports imported in to Excel, described in Differences between Reports and Reports Imported in Excel in Designing with Reports for Oracle Enterprise Performance Management Cloud , available on the Oracle Help Center, Books tab, for your EPM Cloud business process.

    Once imported, you can:

    • Change the POV and refresh the report data, as needed.

    • Edit the prompts.

    • Distribute the report to others as Excel files.

    • Generate an ad hoc grid from the report, and then perform further ad hoc operations for the purpose of data analysis.

    See Importing and Working with Fully Formatted Reports.

Note:

For more information, see Designing with Reports for Oracle Enterprise Performance Management Cloud, available on the Oracle Help Center, Books tab, for your EPM Cloud business process.