Opening Forms in Excel

You can open forms in Excel.

Data source types: Planning, Planning Modules, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Tax Reporting

To open a form:

1. Connect to a data source.
2. In the Smart View Panel, perform an action:

   • To open one form, expand the tree list and select the form you want to open. Then click Open form on the Action Panel.

   • To open multiple forms, expand the tree list and select a forms folder. Then click Open forms on the Action Panel. In Select Form, follow the instructions to open one or more forms.

   In the Smart View Panel, simple forms are indicated with the icon.

   Depending on data source provider, other form types that you can open from the Smart View Panel are:

   • — Smart Forms (see Smart Forms)
   • — Flex forms (see Flex Forms)
   • — Saved ad hoc grids (see Saving Ad Hoc Grids)
   • — Dashboards (see Dashboards)

   Check the documentation links above for provider support for each form type.

3. To view any instructions that may be associated with the form, from the provider ribbon, (for example, the Planning ribbon), select More and then Instructions.