Opening Forms in Google Sheets

You can open Oracle Fusion Cloud Enterprise Performance Management forms in Google Sheets.

To open a form:

1. Connect to a data source in Google Sheets.

   To open an ad hoc grid that you have recently opened, use the Recently Used panel to open it quickly. For more information, see Recently Used Artifacts Panel.

2. In the Smart View Home panel, expand the library tree list.

   Depending on the data source provider, you may see different artifacts indicated by the following icons:

   • — Form
   • — Flex Form
   • — Smart Form
   • — Saved Ad Hoc Grid
3. Do any of the following:
   • To select a form without opening it, click its icon or the area next to its name.
   • To open a form, click the form's name.
   • To open a form directly in ad hoc analysis mode, that is as an ad hoc grid, first select it, right-click on it, and then select the Ad Hoc Analysis option in the menu.
   • To open an ad hoc grid as a form, first select it, right-click on it, and then select the Open Form option in the menu.
   • To open a flex form, click the flex form's name.
   • To open a flex form as a simple form or ad hoc grid, right-click the flex form icon, or the space after the flex form name and select the Open Form or Ad Hoc Analysis option.

   Note:

   If the active sheet, that is the currently open sheet, already contains any data, the form opens in a new sheet. This prevents the existing data from being overwritten by the contents of the form. If the active sheet is empty, then the form opens in the same sheet.
4. Optional: View instructions associated with the form.
   1. In the Extensions menu, select Smart View for Google Workspace, and then select Form.
   2. Select Data, More, and then select Instructions.