Performing Ad Hoc Analysis in EPM Cloud Forms

If you have been assigned the user role by the administrator, you can perform ad hoc analysis on Oracle Enterprise Performance Management Cloud forms that have been enabled for ad hoc by the administrator.

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

To perform ad hoc analysis in EPM Cloud forms:

  1. Do one of the following:
    • From the Smart View ribbon, click Analyze. This button is enabled only if the current form has been enabled for ad hoc analysis.

    • Select the form in the Smart View Panel and click Ad hoc analysis in the Action Panel.

    Note:

    You may see a difference in the grid POV depending on which method you used to launch ad hoc.

  2. See Ad Hoc Analysis for information about performing ad hoc analysis.