Opening Forms in Excel
You can open Oracle Fusion Cloud Enterprise Performance Management forms in Excel.
To open a form:
- Connect to a data source.
- In the Smart View Home panel, expand the library tree list.
Depending on the data source provider, you may see different artifacts indicated by the following icons:
— Form
— Flex Form
— Smart Form
— Saved Ad Hoc Grid
— Dashboards
- Do any of the following:
- To select a form without opening it, click its icon or the area next to its name.
- To open a form, click the form's name.
- 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.
- To open an ad hoc grid as a form, first select it, right-click on it, and then select the Open Form option in the menu.
- To open a flex form, click the flex form's name.
- To open a flex form as a simple form or ad hoc grid, right-click the flex form icon, or the space after the flex form name and select the Open Form or Ad Hoc Analysis option.
- Optional: View instructions associated with the form by clicking More
and then Instructions
in the Data section in the provider ribbon.