Planning Forms in Smartview on Unix

We are currently using Planning Version 9.3.1 and were told by Oracle that we could not use the Forms Functions in Smartview because it would not work on an UNIX install. We are thinking of migrating and I was told by Oracle that this functionality will now work on version 11.1.1.1. Has anyone else had this issue and if so, does anyone know if it will indeed work on the new version?
Thanks.

After connecting to Planning smartview connection check below thing in Smartview>Options
1. In Formatting option Use Cell Styles is selected.
2.In Cell styles option Planning and Common options are selected.
If Cell Style option is not selected then you won't be able to see planning formatting.

Similar Messages

  • Unformatted planning forms in Smartview (excel 2010)

    Hello,
    When a open a form with smatview my format is just a simple excel sheet, I can not see the block cells or other formats that I have in Planning.
    Anyone knows how to resolve this?
    Thank You
    Cátia

    After connecting to Planning smartview connection check below thing in Smartview>Options
    1. In Formatting option Use Cell Styles is selected.
    2.In Cell styles option Planning and Common options are selected.
    If Cell Style option is not selected then you won't be able to see planning formatting.

  • Planning form some columns set to hide but appear in SmartView

    I have a Planning form with about 30 columns. Some of these columns are set to hide. The hidden columns still appear in SmartView. How can I get them to hide in SmartView?

    Hi,
    May I ask you why you have these columns in the form that you actually want to hide?
    I was able to recreate your problem. In web the columns are hidden but in Smartview it comes up.
    Regards,
    Amol
    Edited by: AmolDatt on Apr 29, 2009 11:20 AM

  • Identifying user who submitted the data through SmartView / Planning Forms

    Hi All ,
    We are facing one strange issue wherein data from the data files of the source system is not getting matched with the data loaded in Planning Application.
    We think that the data for the member combination which is not getting matched is modified by user either through SmartView or Planning Form.
    We need to Identify whether such modification is happened or not from the user either through SmartView or Planning Forms ?
    Is there any way we can find this details from any log or any back end tables ?
    Could you please share your thoughts on this.
    Thanks in advance !

    If you have setup auditing in Planning. See Setting up Audit Trails for more details.
    Regards
    Celvin Kattookaran

  • Display Popup or Dialog Message window when opening planning form?

    Is there a way to setup a planning web form to display a dialog box or message when the user opens a planning web form or expands a folder in planning? Or, is there a way to change the background color on a web planning form (input is yellow and would like to change it to some other color (light orange))? We are currently using Hyperion v9.3.0.1 on Unix Solaris. I tried attaching a Biz rule with runtime variables but the form errors with message indicating can not have run time variables on the form load option when opening a form.

    Hi,
    You can use custom javascript to add an alert message in a web form, you will need to read up on using custom javascript in planning, have a read here
    As for the colors used in web forms you can customize the css being used, have a read here
    Ok?
    Cheers
    John
    http://john-goodwin.blogspot.com/

  • Planning form not opening at Smart View through Workspace

    Hi Gurus,
            I have an 11.1.2.3 environment and I'm trying to open up a Planning form inside Workspace using the following steps : File --> Open in SmartView.
            Right after Excel shows up I've got the following error message :
       "The form /Forms/00 - Income Taxes/MPP1001.00 - Exchange rate  is invalid. Verify the log to obtain more details."
           However, I've got to open up this same form directly into SmartView without error.
          Did someone have this issue before ? Do I have to apply some SmartView Patch ?
    Thanks in advance.
    Regards

    Hi,
         My SmartView version is 11.1.2.3.300 (build 157)
    Thanks

  • Hyperion Planning form timeout via Open Form under SV Data Source Manager

    Power User can't open one particular big Planning form in Excel. Takes about 30 secs and gets net retry intverval timeout error. The same user can ad-hoc (one menu option up in the SV Data Source Manager) the form in question and can open the other (smaller) forms sucessfully. Logged into the users machine I can open the form in question. Logged into my machine the user can open the form in question.
    Already increased the timeouts in user's browser to 2 mins and reinstalled his smartview client.
    Seems like if I can do it on his machine - not his machine
    AND if he can do it on my machine - not his rights/provisioning
    AND if he can get at the same data one menu option up still using smartview - again not his rights or an error in his smartview
    Totally stumped.

    Hmmm
    We had some timeout issues in Smart View in the initial stages of our deployment (although running 11.1.2.1), which sound similar to those you are experiencing.
    Adding the following reg settings to client machines sorted the issues for us, it cant hurt trying these with your user if not applied already.
    Path:
    HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\InternetSettings
    Three ‘DWORD Values’ to add:
    •     KeepAliveTimeout
    •     ServerInfoTimeout
    •     ReceiveTimeout
    Value for each as 900000, with a Base setting of ‘Decimal’.
    JB

  • How can I reduce number of rows in Planning webform in Smartview?

    Hi,
    I downloaded a Planning webform into Smartview. I want to reduce the 1000 rows down to 20 for a particular user as he does not submit data for the other 980 rows. How can I reduce number of rows in Planning webform in Smartview?
    Someone said that I can insert vlookup code into Smartiveiw pointing to a new worksheet that has only 20 rows. I could not test it as our Planning 9.3.1 has a bug that would not take sub variables from Smartview.
    Thanks.

    Hi,
    My first reaction is why do you have a form with a 1000 rows, surely this is a design issue and doesn't benefit anybody when entering data, anyway why not have security on the dimensions then users will only see what they have access to when they retrieve the form in smart view or through the planning web front end.
    Cheers
    John
    http://john-goodwin.blogspot.com/

  • Opening web form in SmartView 11.1.2 - decimal formatting

    I have a web form that consist of regular rows (accounts) and formula rows. The form is setup to display minimum 0 and maximum 2 decimal places for all cell types and this format is correct when I display the web form in Planning. However, when I open this web form through SmartView, these cell type precision does not retain. In fact, it always display round up whole number for regular rows and 2 decimal places for formula rows. Is this a default for SmartView? I am aware of the setting in Options > Formatting that allows me to change the decimal places, but it seems to apply to the entire grid instead of a particular row.
    My client is very specific on their format and they want to open up the web form via SmartView. Ideally we want the format that shows up in Planning to be the same in SmartView. It will be greatly appreciated if anyone can shed some light whether this can be done or not.
    Thanks,
    Kelly

    Click on File>Preferences in the workspace and you get the preferences window. If you choose Planning from the left hand side, then navigate to the "Display Options" tab, you can change the "Allow Search When Number of Pages Exceeds:" setting to be a very high number (e.g. 99999999). Click OK and return to the form and you will be presented with a "normal" drop down list. Note this is a global setting for every form.
    Regards
    Ed

  • Import/Export Data Forms in SmartView 11.1.2

    Hi,
    Can we Import and Export Planning Data Forms using Smartview in 11.1.2? I know there is Offline Data Form, but is there an option of Exporting and Importing planning Data Forms using Smart View in 11.1.2?
    Regards,
    SG

    No, I don't believe you can import/export forms using SmartView.
    However LCM is available and is pretty painless:
    http://download.oracle.com/docs/cd/E17236_01/epm.1112/epm_lifecycle_management/apgs04s05.html
    Regards,
    Cameron Lackpour

  • Opening web form in SmartView 11.1.2.103 - display name and alias

    Hi,
    Through some useful forum here, I have upgraded our SmartView, APS and Essbase to version 11.1.2.103 in order to display name and alias in SmartView. However, since I am very new to Hyperion overall, I am still exploring whether it is my limited knowledge with the product or if it's limitation of the product. My client wants to open up an existing web form in SmartView and shoe name and alias in separate columns. Is this possible? I have tried many combinations but I was only able to open up the form in SmartView having name and alias in single column. Any tips and tricks to achieve what I want will be greatly appreciated.
    Thanks,
    Kelly

    This is by design. There was strong customer feedback asking for the ability to show the POV in the first row and not have the POV toolbar on. This feedback came from longtime Essbase customers and partners. If you click the POV button this row gets hidden and you can use the toolbar just like you did in the past in Smart View (no loss of functionality). For Essbase the default is to show the POV on the sheet.
    We have continued improvements planned but here are some of the key point that drove this change:
    1 - Printing the POV - Having the POV on the sheet gives the user the ability to format and print using native Excel functionality.
    2 - Flexible Freeform - With the POV on the sheet the user can easily change their POV or the grid orientation by typing or using native Excel formulas, list features, or VBA.
    3 - Ability to copy grids from one sheet to another with no loss of the POV. Simply copy and paste.
    Hope that clarifies things.

  • How come I can't download forms into Smartview 11.1.1.3?

    Hi,
    2 weeks ago I was able to download forms from Planning 11.1.1.3. Today I can't. The forms option is faded. Essbase client was so much simpler than Smartview!!
    How come I can't download forms into Smartview 11.1.1.3?

    You inquiry is unrelated to the topic of this forum.
    Smartview is a Hyperion product not a database product.

  • Can a member be READ-ONLY in a row of some Planning forms?

    Hi,
    Can a member be READ-ONLY in a row of some Planning forms?
    For example, I have a member called Salary as a row in a Form that is used to maintain employees. We allow Planners to update Salary in "Employee Detail" form.
    However, in another form , we roll up Salary to "ALL EMPLOYEES IN DEPT" member and we do not want users to update that as it is added up by a calc script.
    What is the best way to restrict users from updating in this 2nd form but allow update to Salary in first form.
    Thanks.

    Hi,
    You can use Asymmetric Rows and set the member you want to be read only, for more information on how to create them on forms have a read of http://download.oracle.com/docs/cd/E12825_01/epm.111/hp_admin/ch06s03s14.html
    Cheers
    John
    http://john-goodwin.blogspot.com/

  • How to Display the Percentage (%) Sign in Planning Form..???

    Hi All,
    How to display the percentage sign in the planning form in an account..?? I've an account that already set as the percentage for the data type.
    What I want is, when I type 50 in my cell, then in my form will be show 50%
    Now, I can't see the % sign on my form.
    Any Idea..??
    Thanks.
    Regards,
    VieN

    I know it's an obvious one but has caught me once or twice before when I've changed many properties numerous times in one day: Make sure you've deployed since you last set the properties!

  • Copy & Paste data into Planning form in Workspace 11.1.2.2

    Hi there!
    I'm dealing with a weird problem with Planning 11.1.2.2 over workspace. I cannot paste copied data into data forms (whether I copy from an Excel sheet, a file, or another cell of the same form).
    However, when I access Planning directly through :8300/HyperionPlanning/LogOn.jsp (old-styled Planning), pasting data works fine.
    I tried using Ctrl + V and menu buttons, and didn't work.
    Thanks in advance!

    Hi,
    Not sure which web browser you were working on, but this is from the 11.1.2.2 Known issues for Planning
    12360405 -- With Firefox, you cannot copy and paste data from Microsoft Excel into a Planning form.
    Hope this helps..!!
    Thanks,
    hyperionEPM
    Please mark answers as helpful or correct for others to find them easily.

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