Spreading Data with Cell Locking

Data source types: Oracle Planning and Budgeting Cloud

If you are unfamiliar with Oracle Planning and Budgeting Cloud, see the Oracle Planning and Budgeting Cloud documentation and videos available on the Oracle Help Center.

When spreading data over time periods, you can temporarily lock the values of one or more cells to preserve their values when other values are recalculated. You can spread data across time periods based on various calculations and visually review the changes before committing them to the database. For examples of spreading with cell locking, see the Working with Planning for Oracle Planning and Budgeting Cloud.

To temporarily lock values:

  1. Open a form.
  2. In the form, select the cell or group of cells that you want to lock.
  3. From the Oracle Hyperion Planning ribbon, select Lock.

    A color change indicates that a cell is locked. You can now spread or manipulate data in the other cells however you want, without affecting the locked cells.

  4. To unlock a cell, refresh the grid.