Starting Ad Hoc Analysis

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

Starting Ad Hoc Analysis from a Cube

To start ad hoc analysis from a cube, select the cube name. By default, the cube opens in ad hoc analysis mode, if working on an empty sheet.

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 Home panel with Plan1 cube selected.

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.

The cube data is placed on a grid in ad hoc mode, and you can start performing ad hoc analysis.

If the sheet is not empty, a dialog box appears informing that the sheet contains data from prior operation and provides various options for further action. In the dialog box, select Clear sheet contents and POV. The prior data is cleared and the cube data is placed on a grid in ad hoc mode. You can start performing ad hoc analysis.

If an error appears stating that the ad hoc grid cannot be opened as there are no valid rows of data, then you should clear the data suppression options in the Data tab of the Smart View Options panel. Ensure that all the Row Suppression, Column Suppression, and Block Suppression options are cleared.

Starting Ad Hoc Analysis from a Cloud EPM Form

If you have been assigned the Ad Hoc - User granular role by a Service Administrator, you can perform ad hoc analysis on Cloud EPM forms that have been enabled for ad hoc analysis by the Service Administrator.

Note:

  • 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.
  • When you start ad hoc analysis, cell styles are not enabled by default. You can enable them using Cell Styles in the Formatting tab of the Options panel. See Using Smart View Formatting (Cell Styles).

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.
    2. Select Plan to display all the Cloud EPM forms saved under the Plan folder.
    3. Select a Cloud EPM form; for example, you could select the Actual vs Plan 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.