Composite Forms

You can open Oracle Enterprise Performance Management Cloud composite forms in Oracle Smart View for Office.

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

Note:

Starting in the 21.05 update, EPM Cloud no longer officially supports composite forms. As has been announced in the months before 21.05, you are required to use EPM Cloud dashboards instead. Your existing composite forms will continue to work.

To open a composite form:

  1. Connect to an EPM Cloud data source that contains composite forms.
  2. From the Connections tree list, double-click a composite form (indicated by composite form icon).

    The composite form opens in a new Excel workbook with each subform displayed in a separate worksheet.

    Note:

    Smart View supports master composite forms.