1. Working with Planning
  2. Using Ad Hoc for Data Entry and Analysis
  3. Creating an Ad Hoc Grid

Creating an Ad Hoc Grid

You can create an ad hoc grid to slice and dice data in several ways.

Note:

To be able to create an ad hoc grid, your administrator must give you the role Ad Hoc - Create. If you don't have this role, you can work only with existing ad hoc grids.

You can create ad hoc grids from stand-alone forms or from forms within dashboards. If Redwood Experience is enabled, ad hoc opened from a dashboard or a form opens in a dynamic tab.

To create an ad hoc grid from scratch:

  1. On the Home page, click Data.

  2. On the Data Entry page, click Create, then Ad Hoc Grid, and then in Select Cube, select a cube for the grid.

    By default, Account and Entity are on the row, and Years and Period are on the column. The other dimensions are on the POV (Point of View) above the grid. Select the members you want to work with in the ad hoc grid. See Opening the Member Selector in Ad Hoc Grids.

    Note:

    If its cube is aggregate storage and has no Year dimension, then only the Period dimension is on the column.

  3. Alternatively, you can perform ad hoc analysis on existing forms with these options:

    • To create an ad hoc grid from a stand-alone form, open the form, click Actions, and then Analyze. Ad hoc functionality is now available, and your initial grid is based on the form's layout.

    • For forms in Dashboard 1.0 dashboards, maximize the dashboard form so that it fills the workspace, click Actions, and then Analyze, or if Redwood Experience is enabled, you can right-click the cell you want to analyze, and then select Analyze on Cell.

    • For forms in Dashboard 2.0 dashboards, right-click the cell you want to analyze, and then select Analyze on Cell.

  4. Save the ad hoc grid by selecting Save Grid Definition. See Submitting Ad Hoc Data and Saving the Grid Definition.

    You can now use ad hoc functionality to focus and analyze data. See Get Started Performing Ad Hoc.

    Tip:

    To see high-level information about the grid, click Property Panel icon for Property Panel. On the General tab, you can set how to display member names and select an alias table. See Setting Properties for Ad Hoc Grids.