HFM Smartview DataForm

Getting Started with Oracle Hyperion Smartview Working with DataForm

Presented By :Amit Sharma

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Working with Forms in Excel  Forms are grid displays in which you can enter data into the database rom Excel and view and analy!e data or related text" #ertain dimension member values are ixed$ giving you a speciic view into the data"

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Working with Forms in Excel In forms opened in Smart View: %ou

can modiy data values but not the orm structure in orms"

&alues (

submitted to the database rom Excel must be non'ormatted data"

a orm is currently loaded in Excel and the administrator changes the orm

deinition on the server side$ Oracle recommends that you close the orm and reload it" )his action ensures that the newest orm deinitions are displayed"

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)o open a orm* #onnect to a data source" + (n the Smart &iew ,anel$ perorm an action)o open one orm$ expand the tree list and select the orm you want to open" )hen click Open orm on the .ction ,anel" )o open multiple orms$ expand the tree list and select a orms older" )hen click Open orms on the .ction ,anel" (n Select Form$ ollow the instructions to open one or more orms"

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Excel Formulas in Forms %ou can create Excel ormulas in orm cells inside or outside the grid i the cells are not read'only or locked" #ells that contain cell text can contain Excel ormulas$ but cells containing line item detail /Financial 0anagement1 cannot"  Formulas are preserved in orms when you reresh the orm even without saving the data$ later open the saved worksheet$ and when you expand or collapse rows and columns"

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Working with 2ser &ariables To work with user variables for forms: * (n the Smart &iew panel$ connect to a Financial 0anagement data source and open a orm" 3otice the available user variables in the ,O& toolbar across the top o the sheet" Selectable buttons are enabled$ non'selectable buttons are grayed out" + #lick a user variable button to display the 0ember Selection dialog box" 4 From 0ember Selection$ select one or members to add to the selected user variable button" 5 (n the Filter drop'down list$ select an applicable ilter /i ilters are available1" 6 #lick O7" 8 9epeat step 4 through step 6 or all user variables buttons or which you want to select members and apply ilters" : )o use the user variable buttons$ click each button or which you want to apply selected members$ and make a selection rom the drop'down list" ; #lick 9eresh to view the updated orm"

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.dding Financial 0anagement 0embers ( enabled by the the administrator$ you can insert and save save additional rows o members and data" )otals are updated to relect the new data"

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.dding Financial 0anagement 0embers To add members to data forms: * Open a data orm" + From the HF0 ribbon$ click .dd 0ember" . cell style can be designated or .dd 0ember" 4 From the member selector$ select the members or which to enter data" 5 #lick O7" )he new members are listed in the member list"

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2sing Financial 0anagement