EPM Cloud and Oracle Hyperion Planning Forms

Forms are grids for entering data, which you can then update, analyze, and report on.

Cloud data source types: Planning, Financial Consolidation and Close, Tax Reporting

On-premises data source types: Oracle Hyperion Planning

Unless otherwise noted, in this chapter:

  • "Forms" and " Planning forms" refers to forms in on-premises Oracle Hyperion Planning and forms in Oracle Enterprise Performance Management Cloud (EPM Cloud).

  • EPM Cloud refers to these services:

    • Planning

    • Financial Consolidation and Close

    • Tax Reporting

Note:

If you are unfamiliar with EPM Cloud, see the " Working With " guides for your cloud service, available on the Oracle Help Center.

If you are unfamiliar with Oracle Hyperion Planning, see Oracle Hyperion Planning User's Guide , available on the Oracle Help Center. To open this library, from the Smart View ribbon, select the arrow next to Help, and then Documentation.

Related Topics:

Planning and EPM Cloud Form Behavior in Smart View

Displaying the Floating Toolbar in Planning Forms

Saving Ad Hoc Grids

Performing Ad Hoc Analysis in Forms

Using the Drop-down Member Selector on Row Dimensions in Forms

Inserting Charts

Working with Valid Intersections

Flex Forms