Smart View Behavior Options in EPM Cloud

Your administrator can set options in the web interface that affect Oracle Smart View for Office behavior.

Data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting

The Smart View behavior options are:

Additionally, review the information in Smart View Ad Hoc Behavior Setting and Saved Ad Hoc Grids.

Smart View Suppression Behavior

In the web application, your administrator can use the Smart View Suppression Behavior option to change suppression behavior when in the Options dialog, Data Options, both the No Data/Missing and Zero suppression options for rows, or columns, or both are selected.

If the Smart View Suppression Behavior option in the web application is set to:

  • Legacy—Only suppresses rows or columns containing either all No Data/Missing or all Zeros. Does not suppress rows or columns containing a combination of No Data/Missing and Zeros.

    For example, in Smart View, if both the No Data/Missing and Zero suppression options are selected for rows, and a row contains both zeroes and Missing labels, then the row is displayed; it is not suppressed.

  • Standard—Suppresses rows or columns containing all No Data/Missing or all Zeros, or a combination of both.

    For example, in Smart View, if both the No Data/Missing and Zero suppression options are selected for columns, and a column contains both zeroes and Missing labels, then the column is suppressed; it is not displayed.

See Data Options for general information on the suppression options available in Smart View.

Smart View Ad Hoc Behavior

In the web application, your administrator can choose to enable enhanced ad hoc features and behaviors in Smart View using the Smart View Ad Hoc Behavior option.

In the web application, the Smart View Ad Hoc Behavior options are:

  • Native—Does not enable enhanced ad hoc features.

  • Standard (default)—Enables enhanced ad hoc features.

The enhanced ad hoc features and behaviors are:

  • In-grid POV—POV members are placed on the grid instead of in the POV toolbar.

    See Selecting Members Using the Cell-Based POV.

  • Submit without refresh—Using the default Submit Data button in the Smart View ribbon, all cells in a grid are submitted, including all data cells that have been explicitly modified (made dirty) and those that were not modified. For this operation, all data cells are marked dirty and submitted. Once the submit operation is complete, the entire grid will be refreshed.

    See Submitting Data Without Refreshing.

  • Free-form support—Supports empty columns and rows anywhere in a grid and changing the alias table. Additionally, supports member auto-refresh where deleted members are returned to the grid upon refresh.

    See Free-Form Mode.

  • Multiple-grid ad hoc—Supports multiple ad hoc grids on the same Excel worksheet. With multiple-grid ad hoc, you can submit data from any grid on the sheet. Grids based on aggregate storage cubes and block storage cubes are supported on the same sheet. Each grid is independent; for example, if required, you can change the alias table for only one grid on the sheet.

    See Working with Multiple-Grid Worksheets in EPM Cloud.

When the Ad Hoc Behavior option is set to Standard, the following features and functionality are not supported:

  • Create Smart Forms

  • Open a native mode grid in standard mode; open a standard mode grid in native mode (see Smart View Ad Hoc Behavior Setting and Saved Ad Hoc Grids)

  • Ad hoc features, such as Keep Only and Remove Only on multiple cell selection

  • HSACTIVE is supported on multiple-grid sheets only when using a private connection; HSACTIVE on a multiple-grid sheet using a shared connection is not supported

  • Save Ad Hoc Grid command

  • Zoom In on Sibling, Same Generation, or Formula

  • Preserve Formula is disabled in multiple-grid sheets

Smart View Ad Hoc Behavior Setting and Saved Ad Hoc Grids

The Smart View Ad Hoc Behavior option setting for your application affects which saved ad hoc grids users can open and work with.

When administrators switch the Smart View Ad Hoc Behavior option setting between Native and Standard, ad hoc grids built and saved in one mode cannot be used in the other mode.

For example:

  • When the Smart View Ad Hoc Behavior option is set to Standard, users can only open and work with saved ad hoc grids that were created while the service was set to Standard. Opening a grid that was created while the service was set to Native mode will result in an error.

  • When the Smart View Ad Hoc Behavior option is set to Native, users can only open and work with saved ad hoc grids that were created while the service was set to Native. Opening a grid that was created while the service was set to Standard mode will result in an error.

Administrators: Set the Smart View Ad Hoc Behavior option in the application configuration options page for your service. See the administration documentation for your service for more information.