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

To open a form:

1. Connect to a data source in Excel.
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
   • — Flex Form
   • — Smart Form
   • — Saved Ad Hoc Grid
   • — 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 in the Data section in the provider ribbon.