9 Using Ad Hoc for Data Entry and Analysis

Using ad hoc grids, you can quickly drill into data slices that are important to you.

Examples of how ad hoc grids can help you focus your attention:

  • Change drivers for a set of products that you work with due to changes in actuals.

  • Quickly review profit margins in your regions.

  • Change the set of accounts in an ad hoc grid that someone else set up.

  • Drill into a variance number to understand the source of the variance.

  • Use an ad hoc grid in Oracle Smart View for Office that you set up in your business process. To learn more, see Oracle Smart View for Office User's Guide .

Videos

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Learn how to perform EPM grid operations such as entering line item details, comments, attachments, sorting and filtering grid members, adjusting grid data, and using shortcut keys. You can use EPM grids, or ad hoc grids, to personalize focused data slices that you frequently use for analysis. Video icon Performing New EPM Grid Operations
Learn how to perform ad hoc operations such as selecting members, moving dimensions, and saving grid data and definition. You can use ad hoc grids to personalize focused data slices that you frequently use for analysis. Video icon Designing Ad hoc Grids in Planning
Learn how to create ad hoc grids in Planning using forms, cubes, and dashboards. Video icon Creating Ad Hoc Grids in Planning