Opening Forms in Excel

You can open Oracle Fusion Cloud Enterprise Performance Management forms in Excel.

To open a form:

  1. Connect to a data source.
  2. 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 — Form
    • flex form — Flex Form
    • smart form — Smart Form
    • saved ad hoc grid — Saved Ad Hoc Grid
    • dashboard — Dashboards
  3. 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.
  4. Optional: View instructions associated with the form by clicking More and then Instructions Instructions button in the Data section in the provider ribbon.