Data source types: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Consider the following guidelines when using Excel formulas in forms:

• Cells that contain cell text can contain Excel formulas, but cells containing supporting detail cannot.

• Formulas are preserved in forms when you refresh the form, even without saving (submitting) the data, then later open the saved worksheet, and then expand or collapse rows and columns.

• Select the Preserve Formula on POV Change option to preserve formulas after you change the POV. Upon refresh, formulas that have been entered into data forms are maintained; only the point of view of the formula changes. See Preserving Formulas After POV Changes for more information.

• If you move a referential formula, its cell references are updated to reflect the new location.

• In forms, you are prompted to save the workbook as an Excel file if you do any of the following (but you temporarily lose access):

  • Change the current page

  • Select a different form

  • Connect to a different data source

• Forms 2.0 does not support adding comments, attachments, and supporting details to formula cells.

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