Composite Forms

You can open Planning composite forms.

Data source types: Oracle Planning and Budgeting Cloud

Note:

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.

To open a Planning composite form:

  1. Connect to a Planning data source that contains composite forms.
  2. From the Connections tree list, double-click a composite form (indicated by composite form icon).

    The composite form opens in a new Excel workbook with each subform displayed in a separate worksheet.

Oracle Smart View for Office supports Planning master composite forms.