When connected to an Oracle Business Intelligence Enterprise Edition data source in Oracle Smart View for Office, you can perform these actions:
Connect to Oracle BI EE Presentation Server
Navigate through the Oracle BI EE Presentation Catalog
Connect to multiple instances of Oracle BI EE and switch between connections
Import pre-created Oracle Business Intelligence Answers views from Presentation Catalog into Microsoft Excel, PowerPoint, and Word. For example, you can:
Insert views—Oracle Business Intelligence tables, BI pivot tables, and BI graphs—into Excel as refreshable, editable objects
Insert views from different connections into the same Office document
Apply Excel formatting to BI data; formats are retained when you refresh
Copy Oracle BI EE Dashboard content and paste it into Smart View client documents. The data, metadata, and view layout are copied
Create simple views in Excel using Oracle BI EE Presentation Server as the source for metadata and data
Interact with content imported into Smart View documents, such as drill and prompt selections
Manage the imported content in Smart View, including content from multiple connections; for example, refresh, mask, copy and paste, and document contents
Mask BI data from Oracle BI EE objects in Excel so that users must log in to view the data. Masked objects can be viewed upon refresh.
Program using Visual Basic. See the Oracle Smart View for Office Developer's Guide for more information.
Key components are:
Ribbon—The Oracle BI EE ribbon contains Oracle BI EE commands for designing and publishing views in Smart View, inserting, and copying and pasting views from BI Answers, editing prompts, masking data, editing, and setting preferences.
Catalog—The catalog is an expandable tree list of the BI Answers dashboards, analyses, and views that are available to you for insertion into Excel. Each analysis expands to display all views available from that analysis. Only views that are supported and defined in BI Answers, and for which you have permission, are displayed. You can refresh the catalog to display the latest list of available analyses and views.