Working with Forms in Google Sheets

Learn the guidelines for opening and working with forms in Smart View.

Using Oracle Smart View for Google Workspace, you can work with Oracle Fusion Cloud Enterprise Performance Management forms in Google Sheets.

Forms are grid displays in which you can enter data into the database from Google Sheets and view and analyze data or related text. Certain dimension member values are fixed, giving you a specific view into the data.

Guidelines for Forms Opened in Smart View

Consider the following guidelines for forms opened in Smart View:

  • You can modify data values but not the form structure in forms.
  • If you try to edit something on the sheet that is not allowed, then Google Sheets displays a Heads Up warning message and asks if you want to proceed editing anyways. It is recommended to click Cancel in the warning message to avoid editing and causing any undesirable impact on the sheet.
  • Values submitted to the database from Google Sheets must be non-formatted data.
  • If a form is currently loaded in Google Sheets and the administrator changes the form definition on the server, you should close the form and reload it. This action ensures that the newest form definitions are displayed.
  • Customizations made to forms are preserved when you save or refresh only if they are made outside the grid or if they are made to thousands and decimal separators.
  • If you collapse a form on the web, and then open the form in Smart View, the form will be displayed as fully expanded.
  • In forms, service administrators and form designers can set up easy-to-use drop-down member selectors on row dimensions in form segment properties. When these drop-down selectors are enabled, you as form users can directly select a member from the drop-down list on the row dimension in the form. You can scroll down the member list to locate the required member. Searching for members in the form segment drop-down list is currently not supported.

  • When you change a segment member, replace the original value with a formula, and then submit or refresh the form, the segment member reverts to its original value. However, due to the Preserve Formula functionality, the calculated value does not revert to the original value present in the provider server. Instead, the formula cell is marked as dirty to indicate a difference in data value between the form and the provider server. To display the correct original value for the segment member, you must manually delete the formula and refresh the form again.

  • If you remove a value in a cell, either by pressing backspace or by typing over the existing cell value, and enter the same value again, the cell is not marked as dirty and you will not be able to submit the same value again. However, if you press the Delete key for removing the value, then it is marked as dirty and you will be able to submit the value.
  • Composite forms are not supported. Starting in 21.05, Cloud EPM no longer officially supports composite forms.

Guidelines for Smart Forms

You can open an existing Smart Form in Smart View; however, note the following:

  • You cannot change the view type. Currently, whatever view is set through the web application is used for display.
  • User-defined functions (UDFs) are not supported.
  • You cannot create a new Smart Form.
  • When a Smart Form is opened as an ad hoc grid in a multiple-grid sheet, the formula cells appear blank since the layout changes and formula references are not retained.