- Working with Oracle Smart View for Office
- Smart View and EPM Cloud
- Working with Supporting Details
- Working with the Supporting Details Hierarchy
Working with the Supporting Details Hierarchy
Data source types: Planning, Enterprise Profitability and Cost Management, FreeForm
The supporting details hierarchy should reflect the type of information that supports the cell values and the mathematical operators that create the relationships.
To create or change the supporting details hierarchy:
- In a form, select the cells with supporting detail.
- From the provider ribbon or provider ad hoc ribbon, select Supporting Details.
- Create or change the rows in the hierarchy that provide the detail for the data values by putting the cursor on an item and clicking the options in this table:
Table 22-2 Supporting Details options and their results
Option Result Add Child
Adds an item one level below the selected cell. You can add an unlimited number of children, but consider its potential performance impact.
Add Sibling
Adds an item at the same level as the selected cell. You can add an unlimited number of siblings, but consider its potential performance impact.
Delete
Removes the selected item
Delete All
Simultaneously removes all supporting details
Promote
Moves the selected item to the next-higher level
Demote
Moves the selected item to the next-lower level
Move Up
Moves the selected item to before its sibling predecessor
Move Down
Moves the selected item to after its sibling successor
Duplicate Row
Adds a row below the selected item, duplicating its structure (text, operator, and values)
Fill
For rows, copies the data from the current cell to the cells to its right
Refresh
Gets the latest stored database values, restoring the previously saved values, and possibly overwriting changes you just made.
- Click Submit.
The submit operation stores the detail text, values, and aggregate values.