Performing Ad Hoc Analysis in Cloud EPM Forms

If you have been assigned the Ad Hoc - User granular role by a Service Administrator, you can perform ad hoc analysis on Oracle Fusion Cloud Enterprise Performance Management forms that have been enabled for ad hoc analysis by the Service Administrator.

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

Note:

• For users with the Ad Hoc - Read Only User granular role, all cells in the ad hoc grid are read-only on opening the form as an ad hoc grid, and on refreshing the grid.
• For Service Administrators, write access is available for all cells in the grid on opening the form as an ad hoc grid, and on refreshing the grid.

To perform ad hoc analysis in Cloud EPM 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.