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Contents

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1 Welcome to the Smart View User's Guide

2 Introduction to Smart View

• Overview
• Smart View Components
• Ribbons
• Smart View Panel
• Installing Smart View
• Translation Information
• About this Guide

3 Managing Data Source Connections

• Connections
• Shared Connections and Private Connections
• Connecting to Data Sources
• Disconnecting from Data Sources
• Creating Shared Connections
• Creating Private Connections
  • Using the Private Connection Wizard
  • Using the Quick Connection Method
  • Saving Shared Connections as Private Connections
  • Private Connection URL Syntax
• Modifying Connections
  • Modifying Private Connections
  • Modifying Connections within an Office Document
• Deleting Connections
  • About Deleting Connection URLs
  • Deleting Connection URLS

4 Dimensions and Members

• About Dimensions and Members
• Dimension and Member Naming Limitation
• Selecting Members from the Member Selector
• Selecting Members from the POV Toolbar
• Displaying the POV Toolbar
• Selecting Members Using the Cell-Based POV
• Entering Members in Free-Form Mode
• Filtering by Attribute
• Filtering by Subsets
• Selecting Period-to-Date Members
• Defining Member Name Display in the Member Selector
• Duplicate Member Names
• Qualified Name Display in Alternate Hierarchies
• Member Perspective
• Aliases and Alias Tables
  • Selecting Alias Tables
    • Selecting an Alias Table for the Current Worksheet
    • Selecting an Alias Table for the Connection
  • Aliases from Different Alias Tables
  • Displaying Member Names and Their Aliases in the Grid
  • Displaying Aliases in the Member Selector
• Member Information
• The POV Manager
  • Selecting Members for the Default or Background POV
  • Copying and Pasting a POV
  • Deleting a POV

5 Data and Data Cells

• Refreshing Data
  • Refreshing from a Ribbon
  • Refreshing Individual Reports from Document Contents
• Using the Submit Data Options
  • About the Submit Data Options
  • Submitting Data
  • Submitting Data Without Refreshing
  • Submitting Data Ranges
• Calculating Data
  • About Calculating Data
  • Calculating Data in Financial Management
  • Calculating Data in Essbase
  • Changing the Solve Order of a Selected POV
• Consolidating Data
• Working with Currencies
  • Translating Currencies in Financial Management
  • Changing Currency in Planning
• Adjusting Values in Data Cells
• Data Perspective
• Drill-Through Reports
• Linked Reporting Objects
  • Attaching a Linked Reporting Object to a Data Cell
  • Launching a Linked Reporting Object from a Data Cell
• Linked Partitions
• Cell Comments
  • Cell Comments in Planning
  • Cell Comments in Financial Management
• Attachments
• Cell History

6 Ad Hoc Analysis

• About Ad Hoc Analysis
• Starting Ad Hoc Analysis
• Inserting Attribute Dimensions on the Sheet
  • Inserting Attribute Dimensions on the Sheet--Example
  • Notes About Inserting Attributes
• Preserving Excel Formulas in Ad Hoc Grids
• Formatting Ad Hoc Grids
  • Using Smart View Formatting
  • Using Excel Formatting
• Zooming In and Out
  • About Zooming In and Out
  • Zooming In
  • Zooming Out
  • Setting a Default Zoom Level
  • Selecting Members to Display when Zooming
  • Enabling Double-Click Zooming
  • Zooming and Formatting
  • Zooming Operations in Cells that Contain Formulas
• Working with Excel Filters on Ad Hoc Sheets
• Pivoting
  • Pivoting Dimensions Between Rows and Columns
  • Pivoting Dimensions Between the Grid and the POV Toolbar
• Removing Selected Members From the Grid
• Inserting Rows and Columns
• Displaying and Suppressing Repeated Members
  • Using the Suppress Repeating Members Option with 11.1.2.2.102 and Earlier Workbooks
• Multiple Grids on a Worksheet
  • Creating Multiple-Grid Worksheets
  • Converting Ad Hoc Worksheets to Multiple-Grid Worksheets
  • Renaming Ranges on Multiple-Grid Worksheets
  • Changing Connections in Multiple-Grid Worksheets
  • POV on Essbase Multiple-Grid Worksheets
  • Multiple-Grid Example: Butterfly Report
• Cascading Reports and Ad Hoc Grids
• Substitution Variables
• Comments and Unknown Members on Essbase Sheets
  • Enabling Comment Display in the Sheet
  • Viewing Comments in the Sheet
  • Editing Comments
  • Deleting Comments

7 Data Forms

• Working with Forms in Excel
• Opening Forms in Excel
• Excel Formulas in Forms
• Working with User Variables
• Planning Forms
  • Planning Form Behavior in Smart View
  • Saving Ad Hoc Grids as Forms
  • Performing Ad Hoc Analysis in Planning Forms
  • Using the Drop-down Member Selector on Row Dimensions in Forms
  • Inserting Charts
  • Working with Valid Intersections
    • About Valid Intersections
    • Working with Valid Intersections in Page Drop-down Lists
    • Working with Valid Intersections in Forms
• Financial Management Data Forms
  • About Financial Management Members
  • Adding Financial Management Members
  • Using Financial Management Linked Forms

8 General Operations

• Smart View Operations
• Using Undo and Redo
  • Undo Support By Provider
    • Undo Support in Essbase
    • Undo Support in Financial Management
    • Undo Support in Planning
    • Undo Support in Enterprise Performance Reporting
  • Specifying the Number of Undo and Redo Actions
• Copying and Pasting
  • Copying, Pasting, and Refreshing Smart View Content
  • Copying Data Between Excel, Word, and PowerPoint
  • Viewing Cell POV and Server Information for Pasted Data Points
  • Excel Copy and Paste Guidelines
• Importing Metadata in Office Applications
  • Importing Metadata into Copied Worksheets
  • Importing Metadata into Copied Word Documents
  • Importing Metadata into Copied Slides or Presentations
• Enabling Automatic Column Width Adjustment
• Sheet Information
  • Sheet Information Support By Provider
    • Sheet Information Support in Essbase
    • Sheet Information Support in Financial Management
    • Sheet Information Support in Planning
• Document Contents
• Shared Workbooks
• Opening Large Workbooks in Smart View
• Printing POV Members in the Header and Footer
• Enabling and Disabling Smart View
  • Enabling and Disabling Smart View Using the Smart View Ribbon
  • Enabling and Disabling Smart View from Microsoft Office

9 Smart Query

• About Smart Query
• Creating a Smart Query
  • Defining Sets
  • Defining Set Filters
  • Building the Smart Query
  • Completing the Smart Query
• Opening a Smart Query
• Copying and Pasting
  • Copying Smart Query Definitions in Excel
  • Copying Smart Query Sets and Filters
  • Copying Smart Query Reports to Word and PowerPoint
• Sharing Smart Query Definitions

10 Smart Slices

• About Smart Slices
• Creating Reports with Smart Slices
  • Deleting Reports or Report Objects
  • Sliders
    • Creating a Slider from One Query
    • Creating a Slider from Joined Queries
• Smart Slices, Ad Hoc Analysis, and Forms
• Creating Smart Slices
  • Setting Smart Slice Data Boundaries
  • Setting Smart Slice Preferences

11 The Query Designer and MDX Queries

• The Query Designer
• Creating Queries
• Editing Queries and Rerunning Reports
• Filtering Data
• Analyzing Time-Related Data in Query Designer
• MDX Queries

12 Smart Forms

• About Smart Forms
• Creating Smart Forms
• Smart Form Example Scenario
• Excel Functions Supported in Smart Forms

13 Task Lists

• Task Lists
• Working with Tasks from the Smart View Panel
  • Opening a Task List
  • Viewing the Task List
  • Executing a Task
  • Completing a Task
  • Creating Task List Reports
• Integrating Task Lists with Microsoft Outlook

14 Oracle Journals for Financial Management

• About Oracle Journals for Financial Management
• Installing the Oracle Journals Extension
  • Installing from the Smart View Installation Folder
• Journal Roles
• Processing Journals in Smart View
• Creating Journals
  • Editing Journal Properties
  • Guidelines for Creating Journals from Ad Hoc Grids or Data Forms
• Opening Journals
• Scanning Journals
• Viewing Journal Status
• Modifying List Display in Manage Journals Window
• Editing Journals
• Selecting Dimension Members for Journal Detail
• Copying and Pasting Journal Cells
• Submitting Journals
• Unsubmitting Journals
• Approving Journals
• Rejecting Journals
• Posting Journals
• Unposting Journals
• Journal Validation
• Analyzing Journals
• Deleting Journals
• Entity Detail Reports
  • Starting the Entity Detail Report
  • Report Point of View
  • Selecting Rows for the Report
  • Displaying Base Details
  • Displaying Line Item Detail
  • Linking to Journal Detail
  • Displaying Source and Destination Transactions
  • Exporting the Entity Details Report to Excel
• Viewing Journal Reports

15 Smart View and Planning

• Planning Approvals
  • Changing Planning Unit Status
  • Finding Planning Units
  • Planning Unit Promotional Path
  • Planning Unit Annotations
  • Out of Office Assistant
• Monitoring Planning Job Status
• Searching for a Page in Planning
• Copying Versions
• Composite Forms
• Working with Planning Business Rules
  • Launching Business Rules in Excel
  • Entering Runtime Prompts
  • Executing the Calculate Form and Calculate Currencies Business Rules
• Spreading Data
  • Spreading Data for Time Periods
    • Spreading Data with Cell Locking
  • Spreading Values Using Grid Spread
  • Spreading Values Using Mass Allocation
• Member Formula
• Supporting Detail
  • Adding Supporting Detail
  • Working with the Supporting Detail Hierarchy
  • Viewing or Changing Supporting Detail
  • Synchronizing Supporting Detail with Essbase
• Setting Planning Preferences
• Saving Native Excel Formatting to Planning
  • Saving Excel Formatting on a Planning Form
  • Viewing Formatting in Smart View
  • Clearing Formatting
  • Saving Excel Formatting From an Ad Hoc Grid
  • Supported Native Excel Formatting
  • Guidelines for Working with Native Excel Formatting and Planning Forms
• Working Offline
  • Taking Forms Offline
  • Working Offline with Forms
  • Synchronizing Data to the Planning Server
  • Refreshing the Offline Form Definition and Data

16 Smart View and Oracle Planning and Budgeting Cloud

• Planning Approvals
  • Changing Planning Unit Status
  • Finding Planning Units
  • Planning Unit Promotional Path
  • Planning Unit Annotations
  • Out of Office Assistant
• Monitoring Planning Job Status
• Searching for a Page in Planning
• Copying Versions
• Composite Forms
• Working with Planning Business Rules
  • Launching Business Rules in Excel
  • Entering Runtime Prompts
  • Executing the Calculate Form and Calculate Currencies Business Rules
• Spreading Data
  • Spreading Data for Time Periods
    • Spreading Data with Cell Locking
  • Spreading Values Using Grid Spread
  • Spreading Values Using Mass Allocation
• Member Formula
• Supporting Detail
  • Adding Supporting Detail
  • Working with the Supporting Detail Hierarchy
  • Viewing or Changing Supporting Detail
  • Synchronizing Supporting Detail with Essbase
• Setting Planning Preferences
• Saving Native Excel Formatting to Planning
  • Saving Excel Formatting on a Planning Form
  • Viewing Formatting in Smart View
  • Clearing Formatting
  • Saving Excel Formatting From an Ad Hoc Grid
  • Supported Native Excel Formatting
  • Guidelines for Working with Native Excel Formatting and Planning Forms

17 Smart View and Oracle Profitability and Cost Management Cloud

• About Smart View and Oracle Profitability and Cost Management Cloud
• Running the Smart View Installer
• Creating Data Source Connections to Oracle Profitability and Cost Management Cloud

18 Smart View and Reporting and Analysis

• Importing Reporting and Analysis Documents
• Editing and Refreshing Documents
• Refreshing Reporting and Analysis Documents
• Financial Reporting and Web Analysis Import Formats
• Importing Interactive Reporting Documents
  • Importing Interactive Reporting Documents into Excel
  • Importing Interactive Reporting Documents into Word and PowerPoint
  • Editing Interactive Reporting Documents
• Importing Financial Reporting Documents
  • Importing Financial Reporting Documents into Excel
  • Importing Financial Reporting Documents into Word and PowerPoint
  • Editing Financial Reporting Documents
  • Creating Templates in PowerPoint Documents
  • Refreshing PowerPoint Templates
• Importing Production Reporting Documents
  • Importing Production Reporting Jobs into Excel
  • Importing Production Reporting Jobs into Word and PowerPoint
  • Importing Production Reporting Job Outputs into Word, and PowerPoint
  • Editing Production Reporting Jobs
• Importing Web Analysis Documents
  • Importing a Web Analysis Document or Document Objects
  • Editing Web Analysis Documents

19 Smart View and Enterprise Performance Reporting Cloud

• About Enterprise Performance Reporting
• Setting Up Enterprise Performance Reporting Cloud in Smart View
  • Downloading and Running the Smart View Installer
  • Creating Data Source Connections to Enterprise Performance Reporting
  • Installing the Enterprise Performance Reporting Cloud Extension
• Connecting to Enterprise Performance Reporting in Smart View
• Using Performance Reporting Home
• Authoring Doclets
  • About the Author Phase Process
    • About Doclets
  • Authoring Doclets in Smart View
    • Checking Out Doclets
    • Undoing Checkouts
    • Working with Doclets Locally
    • Uploading and Working with Page Attributes and Slide Masters
    • Checking In Doclets
    • Submitting Doclets
  • Working with Embedded Content from Reference Doclets
    • About Embedded Content From Reference Doclets
    • Adding Reference Doclets to a Report Package
    • Defining Named Ranges in Excel-based Reference Doclets
    • Adding Available Content to Excel-based Reference Doclets
    • Updating Excel-based Reference Doclet Content
    • Deleting Available Content from an Excel-based Reference Doclet
    • Embedding Content in a Doclet
    • Refreshing Embedded Content in a Doclet
    • Removing Embedded Content from a Doclet
  • Working with Embedded Content from Reference Files
    • About Embedding Content from Reference Files
    • Defining Named Ranges in Reference Files
    • Registering Reference Files with a Doclet
    • Embedding Reference File Content in a Doclet
    • Adding Content from Reference Files to Doclets
    • Managing Named Ranges for a Reference File
    • Updating Available Content in a Reference File
    • Remapping Content within Reference Files
  • Working with Variables
    • About Variables
    • Creating Static Variables
    • Creating Reference Variables
    • Inserting Variables in a Doclet
    • Editing Variables
    • Filtering Variables
    • Highlighting Variables in Doclets
    • Inspecting Variables
    • Unlinking Reference Variables
    • Deleting Variables
  • Inserting Links and Cross-References to Pages in Doclets
  • Working with an Automatic Table of Contents
  • Approving or Rejecting Doclets
    • Approving Doclets
    • Rejecting Doclets
  • Inspecting Doclets
  • Reverting to a Prior Version of a Doclet
• Performing Reviews
  • About the Review Phase Process
    • Collaborative Review Process
    • Iterative Review Process
  • Working with Review Instances in Smart View
    • Selecting a Review Instance
    • Posting Comments
    • Filtering and Sorting Comments
    • Editing and Deleting Comments
    • Attaching Supporting Files and Customizing Comment Text
    • Addressing and Closing Review Comments
    • Comparing Review Instances
    • Marking Reviews Complete
• Performing Sign Offs
  • About the Sign Off Phase
  • Signing Off On or Rejecting a Report
• Refreshing Report Packages
• Working with Enterprise Performance Reporting Cloud Data in Smart View
  • Example: Working with Enterprise Performance Reporting Cloud Data in Smart View
    • Performing Ad Hoc Analysis with Enterprise Performance Reporting Data
    • Copying and Pasting Enterprise Performance Reporting Data into Doclets

20 Smart View and Oracle BI EE

• About Oracle BI EE and Smart View
• Features and Components of Oracle BI EE in Smart View
• Installing the Oracle BI EE Extension
  • For Smart View End Users
  • For Smart View Administrators
• Working with Windows System Locales in Oracle BI EE
• Connecting to Multiple Oracle BI EE Data Sources
• Oracle BI Presentation Catalog
• Working with Oracle BI EE Analyses, Views, and Dashboards
  • Supported Oracle BI EE View and Object Types
  • Inserting Tables and Pivot Tables
  • Inserting Graphs
    • Supported Oracle BI EE Chart and Object Types
    • Unsupported Oracle BI EE Chart and Object Types
  • Inserting Compound Views
  • Inserting Dashboards
  • Working with Prompts
  • Working with Page Prompts
  • Specifying Preferences for Refreshing Views
  • Refreshing Views
  • Masking Data in Views
  • Viewing Properties of an Oracle BI EE Object
  • Copying and Pasting Oracle BI EE Objects Between Office Applications
  • Editing an Analysis in Oracle BI EE
  • Copying and Pasting Views From Oracle BI EE to Office
  • Editing Views Created in Oracle BI EE
    • What Can and Cannot Be Edited
    • Editing Pivot Tables Inserted into PowerPoint
    • Other Guidelines
• Working with Views Using the View Designer
  • Launching the View Designer
  • Defining the View Type and Display Style
  • Defining the View Layout
  • Defining the Filter Expression for Views in View Designer
    • Filter Operators
  • Publishing Views
  • Editing Views Created in View Designer
    • About Editing Views Created in View Designer
    • Guidelines for Editing Views Created in View Designer
    • Accessing the View to Edit
    • Determining Where a View was Created
    • Editing Views that were Created in View Designer
  • Refreshing Data in a View Created in View Designer

21 Smart View and Oracle Analytics Cloud

• About Oracle Analytics Cloud and Smart View
• Features and Components of Oracle Analytics Cloud in Smart View
• Installing the Oracle Analytics Cloud Extension
  • For Smart View End Users
  • For Smart View Administrators
• Working with Windows System Locales in Oracle Analytics Cloud
• Connecting to Multiple Oracle Analytics Cloud Data Sources
• Oracle BI Presentation Catalog
• Working with Oracle Analytics Cloud Analyses, Views, and Dashboards
  • Supported Oracle Analytics Cloud View and Object Types
  • Inserting Tables and Pivot Tables
  • Inserting Graphs
    • Supported Oracle Analytics Cloud Chart and Object Types
    • Unsupported Oracle Analytics Cloud Chart and Object Types
  • Inserting Compound Views
  • Inserting Dashboards
  • Working with Prompts
  • Working with Page Prompts
  • Specifying Preferences for Refreshing Views
  • Refreshing Views
  • Masking Data in Views
  • Viewing Properties of an Oracle Analytics Cloud Object
  • Copying and Pasting Oracle Analytics Cloud Objects Between Office Applications
  • Editing an Analysis in Oracle Analytics Cloud
  • Copying and Pasting Views From Oracle Analytics Cloud to Office
  • Editing Views Created in Oracle Analytics Cloud
    • What Can and Cannot Be Edited
    • Editing Pivot Tables Inserted into PowerPoint
    • Other Guidelines
• Working with Views Using the View Designer
  • Launching the View Designer
  • Defining the View Type and Display Style
  • Defining the View Layout
  • Defining the Filter Expression for Views in View Designer
    • Filter Operators
  • Publishing Views
  • Editing Views Created in View Designer
    • About Editing Views Created in View Designer
    • Guidelines for Editing Views Created in View Designer
    • Accessing the View to Edit
    • Determining Where a View was Created
    • Editing Views Created in View Designer
  • Refreshing Data in a View Created in View Designer

22 Smart View and Oracle Analytics Cloud - Essbase

• About Smart View and Oracle Analytics Cloud - Essbase
• Running the Smart View Installer
• Creating Data Source Connections to Oracle Analytics Cloud - Essbase
• Tracking User Activity with Audit Trail
  • About Audit Trail
  • Launching Audit Trail
  • Export Audit Trail Content to a Sheet
  • Refresh the List of Audit Trail Entries
  • Starting an Ad Hoc Grid from an Audit Trail Entry

23 Smart View Options

• Setting Smart View Options
• Global Options and Sheet Level Options
  • Global Options
  • Sheet Options
• Member Options
  • Member Options Supported for Planning Forms and Ad Hoc
  • Member Options Supported for Financial Management Forms and Ad Hoc
  • Member Options Supported for Essbase Ad Hoc
  • Member Options Supported for Enterprise Performance Reporting Ad Hoc
• Data Options
  • Data Options Supported for Planning Forms and Ad Hoc
  • Data Options Supported for Financial Management Forms and Ad Hoc
  • Data Options Supported for Essbase Ad Hoc
  • Data Options Supported for Enterprise Performance Reporting Ad Hoc
• Advanced Options
• Formatting Options
  • Formatting Options Supported for Planning Forms and Ad Hoc
  • Formatting Options Supported for Financial Management Forms and Ad Hoc
  • Formatting Options Supported for Essbase Ad Hoc
  • Formatting Options Supported for Enterprise Performance Reporting Ad Hoc
• Cell Styles
  • Cell Style Options Supported for Planning Forms and Ad Hoc
  • Cell Style Options Supported for Financial Management Forms and Ad Hoc
  • Cell Style Options Supported for Essbase Ad Hoc
• Extensions
  • Supported Extensions
  • Enabling and Disabling Extensions
  • Initially Checking for Available Extensions
  • Installing Extensions
  • Updating Extensions
  • Enabling Logging for Extension Installations
  • Overriding the Default URL for the Extension Download
  • Uninstalling Extensions

24 Functions

• Using Functions
• Creating Functions
  • Creating Functions in the Function Builder
    • Using Cell References
  • Creating Functions Manually
• Running Functions
• Fixing Links in Functions
• Copying and Pasting HsGetValue Functions
• Function Descriptions
  • HsGetValue
  • HsSetValue
  • HsGetSheetInfo
  • HsCurrency
  • HsDescription
  • HsAlias
  • HsLabel
  • HsGetText
  • HsSetText
  • HsGetVariable
• Common Function Error Codes

25 Free-Form Mode

• About Free-Form Mode
• Free-Form Guidelines
• Free-Form Grid Examples
  • Simple Grids
  • Column Dimensions
  • Stacked Dimensions
• Comments in Free-Form Grids
  • Comments in Blank Rows and Columns
  • Grid with Complex Comments
  • Invalid Placement of Comments
  • Comments Inside and Outside of Grid Boundaries
• Formulas in Free-Form Grids
• Duplicate Aliases in Free-Form Mode
• Attribute Dimensions in Free-Form Grids
• Creating Free-Form Reports
• Retrieving Attribute Dimensions in Free-Form Mode
• Creating Asymmetric Reports
• Actions That May Cause Unexpected Behavior

26 Smart View Diagnostics

• About Smart View Diagnostics
• Displaying the Diagnostics Group in the Smart View Ribbon
• Customizing Diagnostics Features
• Using the Smart View Diagnostics Tools
• Cleaning Up the Diagnostics Folder

A Using Other Applications with Smart View

• Crystal Ball EPM
  • Working with Crystal Ball EPM Workbooks
  • Toolbar Operations
  • Repository Options
• Smart View and Spreadsheet Add-in
• Migrating Functions
  • Converting Workbooks
  • Converting One Workbook
  • Converting Multiple Workbooks
  • Migrating Connections for Functions

B Finding Information

• Smart View Accessibility
• Smart View VBA Functions
• Data Sources and Other Products
• Using Oracle User Productivity Kit