Starting Ad Hoc Analysis

You can start ad hoc analysis from a cube and from an Oracle Fusion Cloud Enterprise Performance Management form.

To start an ad hoc analysis grid, use either of the following methods:

Note:

When you start ad hoc analysis, cell styles are not enabled by default. See Using Smart View Formatting (Cell Styles) for information on the Use Cell Styles setting.

Starting Ad Hoc Analysis from a Cube

To start ad hoc analysis from a cube, select a cube from the Smart View Home panel.

In the following example for Cloud EPM, there are five cubes from which you can select (Plan1, Plan2, Plan3, VisASO, and Vis1ASO).


Cubes displayed in the Smart View panel

Similarly, in the following example for Oracle Essbase, the Basic cube is selected from the list.


Shows the Basic cube selected in the Smart View panel.

When you select a cube, the data is placed on the grid in ad hoc mode, and you can immediately start ad hoc analysis.

Starting Ad Hoc Analysis from a Cloud EPM Form

If you have been assigned the ad hoc user role by an administrator, you can perform ad hoc analysis on Cloud EPM forms that have been enabled for ad hoc by the administrator.

To start ad hoc analysis for a Cloud EPM form:

  1. From the Smart View Home panel, select a Cloud EPM form.

    For example, in the following Smart View panel:

    1. Select Library.

      Smart View panel with Library selected

    2. Select Plan to display all the Cloud EPM forms saved under the Plan folder.

      Smart View panel with Plan selected

    3. Select a Cloud EPM form; for example, you could select the Actual vs Plan Cloud EPM form.


      Smart View panel with the Actual vs Plan Planning form selected

    When you select a Cloud EPM form, the data for that form is placed on the grid; however, it is not initially in ad hoc mode.

  2. On the provider ribbon, in the Ad Hoc group, click Analyze Analyze button to open a second sheet that contains the ad hoc grid created from the form. The provider ad hoc ribbon also appears with various options to perform ad hoc analysis.

Tip:

To open a form directly in ad hoc analysis mode, that is as an ad hoc grid, first select it, right-click on it, and then select the Ad Hoc Analysis option in the menu.