Sunteți pe pagina 1din 11

Getting Started with

Oracle Hyperion Smartview


Working with DataForm

Presented By :Amit Sharma

www.bispsolutions.com

Working with Forms in Excel


Forms are grid displays in which you can enter data into the database from Excel and
view and analyze data or related text. Certain dimension member values are fixed, giving
you a specific view into the data.

www.bispsolutions.com

Working with Forms in Excel


In forms opened in Smart View:
You can modify data values but not the form structure in forms.
Values submitted to the database from Excel must be non-formatted data.
If a form is currently loaded in Excel and the administrator changes the form
definition on the server side, Oracle recommends that you close the form and reload
it. This action ensures that the newest form definitions are displayed.

www.bispsolutions.com

To open a form:
1 Connect to a data source.
2 In the Smart View Panel, perform an action:
To open one form, expand the tree list and select the form you want to open. Then
click Open form on the Action Panel.
To open multiple forms, expand the tree list and select a forms folder. Then click
Open forms on the Action Panel. In Select Form, follow the instructions to open one
or more forms.

www.bispsolutions.com

Excel Formulas in Forms


You can create Excel formulas in form cells inside or outside the grid if the cells are
not read-only or locked. Cells that contain cell text can contain Excel formulas, but
cells containing line item detail (Financial Management) cannot.
Formulas are preserved in forms when you refresh the form even without saving the
data, later open the saved worksheet, and when you expand or collapse rows and
columns.
b

www.bispsolutions.com

Working with User Variables


To work with user variables for forms:
1 In the Smart View panel, connect to a Financial Management data source and
open a form.
Notice the available user variables in the POV toolbar across the top of the
sheet. Selectable buttons are enabled, non-selectable buttons are grayed out.
2 Click a user variable button to display the Member Selection dialog box.
3 From Member Selection, select one or members to add to the selected user
variable button.
4 In the Filter drop-down list, select an applicable filter (if filters are available).
5 Click OK.
6 Repeat step 3 through step 5 for all user variables buttons for which you want to
select members and apply filters.
7 To use the user variable buttons, click each button for which you want to apply
selected members, and make a selection from the drop-down list.
8 Click Refresh to view the updated form.

www.bispsolutions.com

Adding Financial Management Members


If enabled by the administrator, you can insert and save additional rows of members
and data. Totals are updated to reflect the new data.

www.bispsolutions.com

Adding Financial Management Members


To add members to data forms:
1 Open a data form.
2 From the HFM ribbon, click Add Member.
A cell style can be designated for Add Member.
3 From the member selector, select the members for which to enter data.
4 Click OK.
The new members are listed in the member list.

www.bispsolutions.com

Using Financial Management Linked Forms


Administrators can define links in data forms from one form to another to enable drillthrough to a more specific data entry view. For example, a form that contains summary
account balances can link to a corresponding form with the account details. The link from
one form to another applies to an entire row. A form can contain up to 64 linked forms.

www.bispsolutions.com

Using Financial Management Linked Forms


To use linked forms:
1 In a data form, select a row that contains linked forms. Linked forms are indicated by
the following icon:
2 Right-click and select HFM Linked Forms, then select the form name.
A new form is displayed in a separate browser window.
3 When you finish using the linked form, click Close.

www.bispsolutions.com

Any Question?

www.bispsolutions.com