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Create Forms and Folders

  • Managing forms and folders

    Managing forms and folders

    In this tutorial, you learn how to manage forms and folders.

    You create a form folder and move an existing form to the new folder.

    Duration: 2 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Creating simple forms

    Creating simple forms

    In this tutorial, you learn how to create simple forms. You use the form designer to specify the dimensions and members in the Point of View, Page, Rows, and Columns. You also preview the form.

    Duration: 10 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Setting up grid properties for rows/columns

    Setting up grid properties for rows/columns

    In this tutorial, as part of creating a form, you learn how to set up grid properties for rows and columns. You learn about the common suppression and grid formatting options for forms.

    Duration: 2 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Creating asymmetric columns and rows

    Creating asymmetric columns and rows

    In this tutorial, as part of creating a form, you learn how to create asymmetric columns and rows. Asymmetric columns and rows contain different sets of members selected across the dimensions. After creating the asymmetric columns and rows, you preview the form.

    Duration: 4 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Creating composite forms

    Creating composite forms

    In this tutorial, you learn how to create composite forms. Composite forms display several forms simultaneously, even those associated with different plan types. You design a composite form, specify dimensions and properties, and preview and open the form.

    Duration: 7 mins

    Type: Tutorial

    Released: 1.3 years ago

Manage Dimension Members in Smart View for Office

  • Managing Scenario dimension members in Oracle® Smart View for Office

    Managing Scenario dimension members in Oracle® Smart View for Office

    In this tutorial, you learn how to manage Scenario dimension members in Smart View. In Smart View, you connect to a Planning server, open the Scenario dimension and add members and properties. You also update the Essbase database.

    Duration: 9 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Managing Entity dimension members in Oracle® Smart View for Office

    Managing Entity dimension members in Oracle® Smart View for Office

    In this tutorial, you learn how to manage Entity dimension members in Smart View. In Smart View, you connect to a Planning server, open the Entity dimension and add members and properties. You also update the Essbase database.

    Duration: 5 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Managing Account dimension members in Oracle® Smart View for Office

    Managing Account dimension members in Oracle® Smart View for Office

    In this tutorial, you learn how to manage Account dimension members in Smart View. In Smart View, you connect to a Planning server, open the Account dimension and add members and properties. You also update the Essbase database.

    Duration: 8 mins

    Type: Tutorial

    Released: 1.3 years ago

Customize Forms

  • Selecting business rules

    Selecting business rules

    In this tutorial, you learn how to add business rules to a form. You use the Business Rules tab in the form designer to select the business rules, select how they are launched, and then open the updated form to verify the added rules.

    Duration: 2 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Creating and associating menus

    Creating and associating menus

    In this tutorial, you learn how to create a context menu and add it to a form. You create a menu with two items, a form and a business rule, and then use the Other Options tab in the form designer to add the menu to the form. Finally, you view the updated form to verify the menu.

    Duration: 9 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Building validation rules and processing cells

    Building validation rules and processing cells

    In this tutorial, you learn how to build validation rules and set data validation processing options. You create a validation rule and assign it to a cell in a form. After the rule is created, you validate the rule, and open the updated form to verify the validation rule was added to the form.

    Duration: 6 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Creating user variables

    Creating user variables

    In this tutorial, you learn how to create user variables. User variables limit the number of members displayed on a form, helping users focus on certain members. You also assign a member to the user variable.

    Duration: 3 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Displaying forms as charts

    Displaying forms as charts

    In this tutorial, you learn how to display forms as charts. You learn how to display form data in different chart types such as Bar, Area, Line, and Scatter.

    Duration: 5 mins

    Type: Tutorial

    Released: 1.3 years ago

Manage Dimension Members

  • Adding custom dimensions in Planning

    Adding custom dimensions in Planning

    In this tutorial, you learn how to add custom dimensions in Planning. You add a Customer dimension, specify dimension properties, and add members to the dimension. You also update the Essbase database to reflect changes to the application outline.

    Duration: 9 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Updating the Essbase database in Planning

    Updating the Essbase database in Planning

    In this tutorial, you learn how to update the Essbase Database in Planning. This required task is performed to update application databases, which are used to store data in Essbase for each plan type in the Planning application. You must update the Essbase database whenever you change the application structure.

    Duration: 2 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Managing Entity dimension members in Planning

    Managing Entity dimension members in Planning

    In this tutorial, you learn how to manage Entity dimension members in Planning. You add members, specify properties, and update the Essbase database.

    Duration: 5 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Importing Planning metadata

    Importing Planning metadata

    In this tutorial, you learn how to import metadata into a Planning application. Using flat files, you load metadata to the Account and Entity dimensions, specify processing options, and validate and import the load files.

    Duration: 5 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Creating and associating smart lists in Planning

    Creating and associating smart lists in Planning

    In this tutorial, you learn how to create and associate Smart Lists. You create a Smart List consisting of four entries and associate the Smart List to an account member. You also update the Essbase database and verify the Smart List in a form.

    Duration: 8 mins

    Type: Tutorial

    Released: 1.3 years ago

  • Setting the evaluation order in Planning

    Setting the evaluation order in Planning

    In this tutorial, you learn how to set the data evaluation order in Planning. You use the Evaluation Order tab in the Dimensions page to specify which data type prevails when a data intersection has conflicting data types. You also update the Essbase database.

    Duration: 3 mins

    Type: Tutorial

    Released: 1.3 years ago