Setting Smart Slice Data Boundaries

To create a Smart Slice:

  1. From the Smart View ribbon, select Panel.
  2. Open the Smart View Panel and connect to an Oracle Essbase or Oracle Hyperion Financial Management data source.
  3. Do one of the following:

    • From the Action Panel, click Create New Smart Slice, then select an alias table from the list of alias tables.

    • With an ad hoc grid open, from the data source ribbon, select Smart Slice.

    The Smart Slice Designer and a New Smart Slice – Design worksheet are displayed. You design the Smart Slice from the Smart Slice Designer; results are displayed on the worksheet.

    On the Smart Slice Designer are Rows, Columns, POV, and Attributes sections for row, column, POV, and attribute dimensions.

  4. From the Smart Slice Designer, use any of the following operations to create boundaries for the Smart Slice.

    • To select members for row or column boundaries, drag members from the POV to Rows or Columns as needed on the Smart Slice Designer. To remove row or column members, drag them to the POV. Changes are reflected immediately on the grid.

    • To select members for dimensions under Rows, Columns, or Attributes, section, click the name of the dimension to open the Member Selection dialog box.

    • To select members for the POV on the Smart Slice Designer, click the arrow next to the dimension name and select the ellipsis to open the Member Selection dialog box.

  5. Click Options and set preferences as described in Setting Smart Slice Preferences.
  6. Click Done; Member Selection is displayed.
  7. In Member Selection, select a dimension member to use as the default POV and click OK.
  8. In the Smart View Panel, in Enter a new name, enter a name for the Smart Slice.
  9. Click OK. The Smart Slice is displayed in the tree view of the Smart View Panel under its data source.