Starting Ad Hoc Analysis

Connect to a provider and select Ad Hoc Analysis to display the Ad Hoc ribbon for that provider and enable the ad hoc functionality.

Cloud data source types: Oracle Essbase, Planning, Planning Modules, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Tax Reporting, Narrative Reporting, Oracle Hyperion Profitability and Cost Management

On-premises data source types: Oracle Essbase, Oracle Hyperion Financial Management, Oracle Hyperion Planning

Note:

When you start ad hoc analysis with Essbase, Profitability and Cost Management, or Narrative Reporting, the alias table named "Default" is selected by default.

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Learn about analyzing data using ad hoc analysis.	Creating Basic Ad Hoc Reports in Smart View
Learn about analyzing data using ad hoc analysis.	Creating Advanced Ad Hoc Reports in Smart View

To start ad hoc analysis:

From Recently Used, Shared Connections, or Private Connections on the Smart View Panel, select one of the following:
- Smart Slice
- Form
- Plan type
- Cube or model
Note:

You can also start ad hoc analysis from a supported web application or business process. For instructions, see Opening Forms and Ad Hoc Grids from Web Applications (Web Launch).
From the Action Panel, select Ad hoc analysis.
Alternatively, right-click the object in the Smart View Panel and select Ad hoc analysis.

An ad hoc grid is placed on the sheet and the data provider ribbon is displayed.
Tip:

If an error appears similar to "Ad hoc grid cannot be opened as there are no valid rows of data," then, as a best practice, you should clear the suppression options in the Data Options tab of the Smart View Options dialog box. Ensure that all Suppress Rows and Suppress Columns options are cleared.
- Oracle Fusion Cloud Enterprise Performance Management and Oracle Hyperion Planning: Ensure that the Suppress missing blocks option is cleared.
- Cloud EPM Administrators: You can enable a form option, Remove Form Suppressions in Ad Hoc, that allows Oracle Smart View for Office users to perform ad hoc on forms that have row and column suppression options selected in the form definition. See the administration documentation for your Cloud EPM business process for more information.
Use the ribbon buttons to perform ad hoc analysis on the current worksheet.
You can also right-click on a member or data cell to open the context menu and gain quick access to cell-specific operations and defined business rules.

If you are familiar with the dimensions and members of your database, you can use free-form mode by entering dimension and member names directly into cell to design and create an ad hoc grid. See Free-Form Mode.