About Multiple Ad Hoc Grids on a Sheet

When connected to supported Smart View data sources, you can create multiple grids on one sheet.

These grids can be connected to the same data source or to different data sources. For example, one grid can be connected to Planning and another can be connected to Tax Reporting. They can also be sourced from cubes. You can retrieve data in these grids and shift them on the sheet.

Note:

Administrators: To enable multiple-grid ad hoc for Smart View users, set the Smart View Ad Hoc Behavior option to Standard in the service application settings. See the administration documentation for your service for more information.

Guidelines for Working with Multiple-Grid Sheets

Note the following guidelines while working with sheets that contain multiple ad hoc grids:

  • While inserting multiple ad hoc grids, always insert them on a new sheet which does not have any previous grid in it. If you have already opened a form or an ad hoc grid on a sheet and then select a cell range for adding another grid on the same sheet, a message prompts you stating, "Multiple grids cannot be added to a single-grid sheets. Add a new sheet to add multiple grids".
  • When working with multiple ad hoc grids, select at least one cell within a grid before performing any grid-specific operation. This helps Smart View identify the grid on which you want to take the action. If your selection is on a cell outside the grid, a message prompts you stating, "Select at least one cell in the grid on which you want to perform this operation".
  • When you connect to multiple data sources for placing multiple ad hoc grids in the same workbook, a separate Smart View ribbon is displayed for each connection.

    For example, if you are connected to Planning and Tax Reporting in the same workbook, you may see two Smart View ribbons, say Smart View Planning and Smart View Tax Reporting, based on the naming set by your service administrator for easy identification.

    Similarly, when you launch the Home panel from the respective connections, you can see two different Home panels stacked in the right pane.

  • While performing any grid-specific operations in a multiple-grid sheet with multiple connections, ensure that you use the commands from the appropriate Smart View ribbon, provider and provider ad hoc ribbon, and Home panel that corresponds to the data source connected to the grid.

    For example, you are working on a sheet with Grid 1 connected to Planning and Grid 2 connected to Tax Reporting. To perform a Zoom In operation on Grid 1, use the Zoom In option on the Planning Ad Hoc ribbon. Similarly, to submit data in Grid 2, use the Submit option on the Smart View ribbon for Tax Reporting. If you use the Submit option from the Smart View ribbon linked to Planning, data in Grid 2 is not submitted.

  • You can submit data for only one grid at a time in a multiple-grid sheet.

    If you try to submit data for more than one grid at a time—that is, if you have selected cell ranges in more than one grid—the first range returned by Excel is used to determine the selected grid and the data on only that grid is submitted.

  • You can refresh grid data in a sheet for one connection at a time. All grids belonging to the same connection are refreshed at the same time.

    For example, you are working on a sheet with Grid 1 and Grid 2 connected to Planning and Grid 3 connected to Tax Reporting. If you use the Refresh option on the Smart View ribbon for Tax Reporting, only Grid 3 is refreshed. To refresh Grid 1 and 2, use the Refresh option on the Smart View ribbon for Planning. Since both grids belong to the same connection, that is Planning, they are refreshed in a single operation.

    For more information, see Refreshing Data.

  • When you zoom in on a grid and it expands to display data on more rows and columns, the placement of the other grids is automatically adjusted such that the expanded grid does not overlap the contents of the other grids on the sheet.

    For example, if you have two grids one below the other separated by two blank rows of space and you zoom in on the top grid, the bottom grid is pushed down in the sheet, and you can scroll down till the top grid ends to view the other grid.

  • While viewing sheet information for a multiple-grid sheet, the Sheet Info dialog box displays a separate Connection section for each grid present on the sheet. For example, Connection (Grid 1), Connection (Grid 2), and so on.

    • If all the grids are connected to the same connection, then you can view their details such as Server, Application, URL, Provider, Alias Table, and Associated Range in their respective Connection section.
    • If any of the grids are connected to a different connection than the one from which the Sheet Info dialog box is launched, you can see only limited details such as Associated Range and an Information message indicating that this grid is associated with a different connection.

      For example, you are working on a sheet with Grid 1 and Grid 2 connected to Planning and Grid 3 connected to Tax Reporting. If you launch the Sheet Info dialog box using the Sheet Info option on the Smart View ribbon for Tax Reporting, you can see full details for Grid 3, including server, application, URL, provider and so on. However, for Grid 1 and 2, you only see the associated range name and an informational message stating "The grid is associated with a different connection". To view the sheet information for Grid 1 and 2, use the Sheet Info option on the Smart View ribbon for Planning.

    For more information, see Sheet Information.

  • The operations that are not supported in a multiple-grid sheet appear disabled on the provider ribbon.
  • Smart View does not support mixing Admin Extension grids and ad hoc analysis grids on a single sheet

Video

Your Goal Watch This Video

Learn about using multiple ad hoc grids in a worksheet in Smart View (Windows). Many of the concepts shown can be applied to Smart View (Mac and Browser).

Video icon Setting Up Multiple Ad Hoc Grids in Smart View in Oracle Planning and Budgeting Cloud

The video references Planning as the data source, but the functionality shown is common to all Oracle Fusion Cloud Enterprise Performance Management providers.