Editing Members in Smart View

The Smart View grid allows you to rapidly edit the properties of members of a dimension.

To edit member properties in Smart View:

  1. Within Oracle Smart View for Office or Oracle Smart View for Office (Mac and Browser), import a dimension into a Smart View grid (see Importing Dimensions in Smart View).
  2. Highlight a member property in the grid.

    Note that for the Time Period dimension, Data Storage is the only editable property.

  3. In the drop-down menu, select a value.

    Note:

    Modified cells are displayed in a different color.

  4. To save the grid, perform a task:
    • Oracle Smart View for Office: In the Planning Ad Hoc ribbon, click Submit Data.

    • In Oracle Smart View for Office (Mac and Browser), in the Smart View ribbon, click Update.

    Note:

    You can save changes to multiple members and properties in the same Submit Data or Update operation. If the operation fails for one member, the application server will stop the operation and not save any changes.