About the Submit Data Options

Data source types: Oracle Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud

You can update any type of data in the data source by submitting changed data from forms and ad hoc grids. If you make changes while disconnected, you can submit the changes after you reconnect.

Oracle Smart View for Office offers the following options for submitting data:

Guidelines for the Submit Data Options

  • When using the Submit Data option, you must refresh the grid before modifying the data when you are in free-form mode.

  • When working with an aggregate storage database, you can only submit data from the lowest level (level 0) of a hierarchy.

  • You can use the Submit Data Without Refresh and Submit Data Range options to submit cell data from cells that were modified by a user who does not have Smart View installed.

  • If you are submitting data from forms:

    • In Oracle Hyperion Planning forms, you can lock any cell or range of cells to protect the data until the data is refreshed or submitted.

    • Some cells may no longer exist in the form definition. This behavior may happen if form definition or access privileges have changed, or if rows or columns are suppressed. In these cases, only writable cells that exist in the new form definition are saved. This behavior applies to both cells and supporting detail changes, and also applies when working with forms while connected to or disconnected from the data provider.

    • When you are working in a form and you click Submit Data, you are actually writing data back to the latest POV selected in the POV toolbar. Oracle recommends performing a Refresh whenever you make changes to the POV. The refresh updates the data on the sheet to reflect the latest POV change.