2

Entering Data In Data Forms

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 Objectives

After completing this lesson, you should be able to:

• Open data forms
• Enter and adjust data
• Calculate data
• Annotate data cells
• Set display options
• Submit data

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 Opening Data Forms

When you open a data form in Smart View, you perform the
following actions:
• Connect to data sources
• Select data forms
• View data form instructions (optional)
• Search for page dimensions (optional)
• Select members (optional)

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Connecting to Data Sources

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Selecting Data Forms

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Viewing Data Form Instructions

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 Searching for Page Dimensions

You can use the page drop-down to search for a page

dimension member.

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 Selecting Members

Use the Member Selection dialog box to select POV dimension

members.
Select All,
Clear All, and
Find buttons

Expand and Move

Collapse buttons Member
and Order
buttons

Add,
Remove,
and
Remove All
buttons

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 Entering Data

When you work with Planning data in Smart View, you can:
• Copy and paste cells
• Use the adjust data dialog box to adjust data values
• Spread data values for time periods
• Use menus to enter data

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Copying and Pasting Data

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 Adjusting Data Values

You can use the Adjust Data dialog box to adjust data values.

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 Spreading Data for Time Periods

When you are working with a data form in Smart View, you can
spread, or distribute, values for time periods in several ways:
• Spread the value of a summary time period to its base time
periods or to the first parent or first child of the parent time
period
• Spread values among children and parents proportionally,
based on existing distribution
• Spread values based on the weekly distribution of a
quarter
• Temporarily lock the values of certain cells while spreading
data (This method preserves data values while other
values are recalculated)

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 Using Menus to Enter Data

Right click a
dimension
member to select
menus.

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 Annotating Data Cells

In Smart View, you can add detailed information to Planning

data cells.

Text URLs Supporting Details

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Adding Text to Cells

Cell text cells are

outlined in blue.

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Linking URLs to Cells

URL linked
cells are
orange.

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Adding Supporting Details

Supporting
detail cells
are teal.

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 Calculating Data Values

You can use the following tools to calculate data values in

Smart View:
• Formulas
• Business rules

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 Creating Formulas

You can create formulas

• inside or outside data form grids
• on cells that contain cell text
You cannot create formulas
• on read-only cells or cells that are locked
• on cells that have supporting detail
Formulas are preserved even when you
• refresh data forms
• open saved worksheets in the future
• expand or collapse rows or columns

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Launching Business Rules

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 Setting Smart View Options

You can set the following options in Smart View:

• Display options
• Cell styles

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 Setting Display Options

• Replacement
• Cell Status
• Member Name Display
Options
• UI Colors
• Scale and Decimal Places
• Use Thousands Separator
• Use Excel Formatting
• Preserve Formula on POV
Change
• Display Messages

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 Setting Cell Styles

• Planning
– Member cells
– Data cells
• Common styles

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 Submitting Data

Submit data to
Planning

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 Summary

In this lesson, you should have learned to:

• Open data forms
• Enter and adjust data
• Calculate data
• Annotate data cells
• Set display options
• Submit data

Copyright © 2009, Oracle. All rights reserved.