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HFM Smartview DataForm

Working with Forms in Excel

Forms are grid displays in which you can enter data into the database from Excel and view and analyze data or related text. Certain dimension member values are fixed, giving you a specific view into the data.

In forms opened in Smart View:

You can modify data values but not the form structure in forms.

Values submitted to the database from Excel must be non-formatted data. If a form is currently loaded in Excel and the administrator changes the form definition on the server side, Oracle recommends that you close the form and reload it. This action ensures that the newest form definitions are displayed.

To open a form:

1 Connect to a data source.

2 In the Smart View Panel, perform an action:
To open one form, expand the tree list and select the form you want to open. Then click Open form on the Action Panel.

To open multiple forms, expand the tree list and select a forms folder. Then click Open forms on the Action Panel. In Select Form, follow the instructions to open one or more forms.

Excel Formulas in Forms

You can create Excel formulas in form cells inside or outside the grid if the cells are not read-only or locked. Cells that contain cell text can contain Excel formulas, but cells containing line item detail (Financial Management) cannot.

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

Working with User Variables

To work with user variables for forms:

1 In the Smart View panel, connect to a Financial Management data source and open a form.

Notice the available user variables in the POV toolbar across the top of the sheet. Selectable buttons are enabled, non-selectable buttons are grayed out.

2 Click a user variable button to display the Member Selection dialog box.

3 From Member Selection, select one or members to add to the selected user variable button.

4 In the Filter drop-down list, select an applicable filter (if filters are available).

5 Click OK.

6 Repeat step 3 through step 5 for all user variables buttons for which you want to select members and apply filters.

7 To use the user variable buttons, click each button for which you want to apply selected members, and make a selection from the drop-down list.

8 Click Refresh to view the updated form.

Adding Financial Management Members

If enabled by the administrator, you can insert and save additional rows of members and data. Totals are updated to reflect the new data.

Adding Financial Management Members

To add members to data forms:

1 Open a data form.

2 From the HFM ribbon, click Add Member.

A cell style can be designated for Add Member.

3 From the member selector, select the members for which to enter data.

4 Click OK.

The new members are listed in the member list.

Using Financial Management Linked Forms

Administrators can define links in data forms from one form to another to enable drill-through to a more specific data entry view. For example, a form that contains summary account balances can link to a corresponding form with the account details. The link from one form to another applies to an entire row. A form can contain up to 64 linked forms.

To use linked forms:

1 In a data form, select a row that contains linked forms. Linked forms are indicated by the following icon:

2 Right-click and select HFM Linked Forms, then select the form name.

A new form is displayed in a separate browser window.

3 When you finish using the linked form, click Close.



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