Creating Multiple-Grid Worksheets with EPM Cloud Sources

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

To create a multiple-grid worksheet:

1. In Excel, connect to an Oracle Enterprise Performance Management Cloud data source.
2. From any location in the worksheet, select a range of cells.

   You must select a range rather than only one cell.

3. From the Smart View Panel, perform an action:
   • Right-click a cube, and select Connect. Right click the cube again, and select Ad hoc analysis.

   • Right-click a form, and select Ad hoc analysis.

     You cannot use composite forms or dashboards as sources for ad hoc grids.

4. Select Yes at the prompt asking to change the worksheet to support multiple grids.

   Note:

   If you started with an ordinary single-grid worksheet, and want to add other grids to the sheet, see Converting EPM Cloud Single-Grid Worksheets to Multiple-Grid Worksheets.

5. To create another grid on the worksheet:
   1. Select a different range of cells.
   2. From the Smart View Panel, right click a cube or a form, and then select Ad hoc analysis.
6. Repeat step 5 as you require to add grids to the worksheet.