Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)

During ad hoc analysis you can perform calc on the fly without having to submit changes to the database and refresh. This capability saves you time and enables you to do multiple changes to the grid at once.

Your administrator might have enabled this feature for you. Or, you can set a display preference for calc on the fly by selecting Yes for Enable User Formulas in Ad Hoc in User Preferences. When this setting is enabled, in an ad hoc grid, when you hover over a cell with a member formula attached, you see the member formula associated with the cell and you can perform calc on the fly.

To perform calc on the fly:

  1. Open an ad hoc grid, and hover over cells to see members with formulas attached, for both member formulas and consolidation operators.

    In this example, you can see the formula for Sales for Jan.


    Tooltip showing the formula for a cell

    There must be enter-able cells (level zero members) in the ad hoc grid in order for formulas to appear.

  2. Perform calculations as needed, and then move the cursor from the cell:
    • Modify values that contribute to a calculated cell. The calculated cell value is updated.
    • Modify a calculated value. The values that contribute to the calculated cell are updated.

      For formula spreading to work correctly, all source cells for the calculated value must be visible on the ad hoc grid.

    A color change indicates a modified cell. Cells refresh immediately to display the newly calculated values, without submitting the changes to the database.

    In this example of modifying values that contribute to a calculated cell, modify the value of Sales West for Jan:


    Example of modifying the value of a cell that contributes to a calculated value

    When you press Tab, calc on the fly calculates updated values for Sales for Jan, Q1 for Sales West, and Q1 for Sales. Note the color change for the newly calculated values.

    Results of modifying a cell that contributes to a calculated value

    In this example of modifying a calculated value, modify the calculated value Sales for Feb:

    Example of modifying a calculated value

    When you press Tab, the values that contribute to the calculated cell are updated. Note the color change for the newly calculated values.

    Example of the results of modifying a calculated value
  3. When you've completed all of your modifications and are satisfied with the calculations, you can submit the modified values to the server, or you can discard your changes without submitting them.

You can also perform calc on the fly in Oracle Smart View for Office in ad hoc grids. See Performing Calculations Without Having to Submit Your Changes in Working with Oracle Smart View for Office 21.200.

Not all formula functions support calc on the fly. See Unsupported Functions and Formulas for Calc on the Fly in Working with Oracle Smart View for Office 21.200.

For additional considerations when performing calc on the fly, see Guidelines and Considerations in Working with Oracle Smart View for Office 21.200.

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal Learn How
In this tutorial, you learn how to perform calc on the fly during ad hoc analysis using member formulas. You can work with calc on the fly within FreeForm, Planning, and Planning Modules either in the web or with Smart View.

tutorial icon Performing Calc on the Fly in Cloud EPM