[Intro Music]
Hello, and welcome to this step-by-step tutorial 
on using ad hoc analysis in Smart View
to create reports and analyze data in
Oracle Enterprise Performance Reporting Cloud 
Service.
In this tutorial, I’ll connect to an Enterprise 
Performance Reporting model
and perform ad hoc analysis.
You’ll see how to pivot dimensions,
keep or remove members,
select members,
and zoom into members.
Ad hoc mode is only available in Excel.
You access ad hoc mode under Reporting 
Applications.
I’ll select Ad hoc analysis for the Sample model,
and minimize the Smart View panel to give 
myself more room.
The Performance Reporting ribbon provides 
quick access to ad hoc analysis tasks.
Initially, you see the model dimensions arranged 
in rows
and columns.
The top row represents the POV dimensions, 
which apply to the entire report.
Select the POV button to display them in a 
POV toolbar instead of in the report.
I’ll leave the POV dimensions in the report grid 
for now.
You can modify your initial ad hoc grid.
Let’s get started.
I’ll select a member and zoom in to view the 
next level of detail in a dimension.
You can also zoom in to the next level by 
double-clicking on a member.
You can also zoom back out to a summary 
level.
The Zoom In button controls the level of detail.
For example, if I select Fiscal Calendar and then 
zoom in to All Levels,
I’ll see all the quarters and months.
If I select Fiscal Calendar and then zoom in to 
the bottom level, I’ll see just the months.
I’ll undo my last action.
You can customize your ad hoc grid by keeping 
or removing selected members.
Let’s say that you only want to review Income 
Statement data for the first half of the year.
I’ll select the Income Statement member and 
then click Keep Only.
Next, I’ll select the time periods for the second 
half of the year, and then click Remove Only.
Using Member Selection, you can select 
specific members from dimensions.
I’ll select the members I want, remove the 
members I don’t want, and then click OK.
If you know the name of the member you want 
from the dimension, you can type it in the grid.
For example, in this report, I want the Actual 
scenario and USD currency.
After selecting or typing members, refresh the 
grid to view your changes.
Let’s select members for the account 
dimension.
I’ll search for the Gross Profit account and its 
children, Net Revenue and Cost of Sales.
Now I’ll refresh the data.
Selecting members from a POV dimension 
works a little differently
when the POV is displayed as a toolbar.
Let’s select a few entities.
In the POV, I’ll select the ellipsis from the 
dimension drop-down list.
Next, I’ll select members.
You can use the up and down arrows to change 
the order of the members.
Finally, I’ll refresh to see my changes.
To view data for another member, just select it 
from the POV, and then click Refresh.
You can pivot dimensions to the POV, columns, 
or rows.
The available choices depend on which axis the 
dimension is located on before you pivot it.
If you want to pivot a dimension from the POV 
toolbar to either the rows or columns,
you can drag it to the new location.
To pivot a dimension that is currently in the rows 
or the columns,
you can select a dimension member, and use 
the Performance Reporting ribbon to pivot.
When you select Pivot, if the dimension was in 
the column,
then your action moves it to the row.
Similarly, if the dimension is in the row, then 
your action moves it to the column.
You can also pivot or change the order of 
column or row dimensions
by right-clicking and dragging the dimension.
You cannot pivot the last dimension in a row or 
column.
To finish the setup of this report, let’s display 
data for multiple segments.
I’ll use a combination of Zoom In and Keep and 
Remove Only
to select the Electronics and Services 
segments.
In this tutorial, you connected to an Enterprise 
Performance Reporting model
and performed ad hoc analysis.
To learn more, visit cloud.oracle.com.
