About Notes

Using Notes, you can enter POV-based narrative text in a report, either in a Note box or inline in a grid utilizing a Note row or column.

Note boxes display Notes in formatted reports along with grids and charts. You can utilize Note boxes where reporting structure and narrative requirements are uniform across Entities, Departments, and so on. In Reports, you can enter Notes in Note boxes where the report designer has inserted a Note Template, while previewing a report in HTML. Note boxes are not associated with a grid or chart, they contain their own POV selections.

Inline grid entry of Notes, via a Note column or row, provides POV-based commentary to be entered and displayed directly in the grid, while previewing a report in HTML. Using either cell formatting or conditional formatting, you can restrict or allow Note entry in cells using the Allow Note Entry property. For example, for a Note column associated with a Variance % member selection, you can use conditional formatting to only enable Note entry in rows where the Variance % is greater than 10% or less than -10%.

Both Note boxes and inline grid Notes utilize a Note Template, which defines the data source, dimension layout, and initial POV, access permissions, as well as other properties. Note Templates can be created by the Report Designer either when inserting a Note box in a report or when inserting a Note row or column into a grid in the Note Template row or column property. Notes are stored by Note Template name, data source, and POV.

Note:

The Notes feature is only available in Narrative Reporting deployments, it is not available in Oracle Enterprise Performance Management Cloud deployments.

Notes can be displayed in reports either in a Note Template (one template per Note and POV selection) or in a report using either the Notes or GridNotes text functions, or inline in a Note column or row.

• The Notes text function provides a robust and flexible way to display Notes in a report in a text box. If the text box is data source enabled, you can select from a dimension’s secondary POV to display the Children, Descendants or Bottom level members based on the main POV selection.

  For example, with an Entity selection of "Division A" and the text box secondary POV selection for Entity of "Descendants", the Notes text function will return the Notes for all descendants of "Division A".

• You can also use the GridNotes text function to display Notes in a text box or a grid text row, column, or cells, based on the POV of the grid.

Two Note boxes in a report

In-line grid entry of Notes

Data source-enabled text box using the Notes text function and a secondary POV

GridNotes text function in a text column

To work with Notes:

1. In the Report Designer, you can either:

   • Insert a new or existing Note Template into a report

   • Insert a Note column or row into a grid and select a new or existing Note Template.

2. Sets the Note Template POV, initial formatting, and text.

3. Once created, the Note Template can be inserted into other reports for viewing or additional entry context.

4. The report viewer selects the POV, runs the report in HTML, and enters formatted Note text to create a Note, either in a Note box or Note cell inline in the grid.

5. The Note Manager can be used to view, edit, and manage Note Templates, Notes, and Note Formats.

6. Display Notes in a report using a Note Template or the Notes text function or the GridNotes text function.

7. Migrate Note Templates, Notes, and Note Formats from one environment to another via the Note Manager. See Migrating Notes Artifacts from One Environment to Another

   Note:

   A user with view permission can only Export. They cannot perform Import operations.