Working with Forms in Excel
Forms are grid displays in which you can enter data into the database from Excel and view and analyze data or related text.
Certain dimension member values are fixed, giving you a specific view into the data.
Using Oracle Smart View for Office, you can work with forms in Excel with these Oracle Enterprise Performance Management Cloud data sources:
-
Planning
-
Planning Modules
-
Enterprise Profitability and Cost Management
-
Financial Consolidation and Close
-
FreeForm
-
Tax Reporting
Note:
- Excel worksheets are always protected to prevent entering data for read-only cells. Therefore, some Excel functions, such as AutoSum and F9, are disabled.
- Forms with slashes (/) in their names are not supported in Smart View. If you try to open a form with slashes in the name (for example, Cash In/Out), Smart View considers it as invalid and does not open the form. Avoid using slashes in form names if you want to work on them in Smart View.
In forms opened in Smart View:
-
You can modify data values but not the form structure in forms.
-
Values submitted to the database from Excel must be non-formatted data.
-
If the administrator changes the form definition while you're working with the form in Excel, Oracle recommends that you close the form and reopen it. This action ensures that the newest form definitions are displayed.
-
Customizations made to forms are preserved when you save or refresh only if they are made outside the grid or if they are made to thousands and decimal separators.
EPM Cloud users: See also Guidelines for Working with Native Excel Formatting and Forms in EPM Cloud.
Unless otherwise noted, in this chapter:
-
" Planning forms" refers to forms in EPM Cloud (EPM Cloud).
-
EPM Cloud refers to these services:
-
Planning
-
Planning Modules
-
Enterprise Profitability and Cost Management
-
Financial Consolidation and Close
-
FreeForm
-
Tax Reporting
-
Video
| Your Goal | Watch This Video |
|---|---|
|
Learn about navigating in Smart View, including opening forms. |
