Opening Forms in Excel

You can open forms in Microsoft Excel using Oracle Smart View for Office.

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

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

To open a form:

  1. Connect to a data source.
  2. In the Smart View Panel, expand the library tree list.

    Depending on data source provider, you may see different artifacts indicated by the following icons:

  3. To open a single form, double-click the form in the Smart View Panel.

    Alternatively, you can also select the form and click Open Form in the Action Panel or right-click the form and select Open Form.

  4. Optional: To open multiple forms at once:
    1. Select a forms folder and click Open Forms in the Action Panel.
      Alternatively, you can right-click the forms folder and select Open Forms.
    2. In the Select Form dialog box, click the folder from which you want to open the forms and view its contents in the right panel.
    3. Select the required forms by press Shift to select consecutive forms and Ctrl to select non-consecutive forms.
  5. Optional: To search for a specific form, use the search box on top of the tree list. For more information, see Searching for Forms and Other Artifacts.
  6. Optional: Oracle Fusion Cloud Enterprise Performance Management and Oracle Hyperion Planning only: To view any instructions that may be associated with the form, in the provider ribbon, (for example, the Planning ribbon), select More and then Instructions.