From the Smart View Panel, you can manage data source connections, access data and task lists, and create reports.
You can also open Oracle Crystal Ball Enterprise Performance Management workbooks if you are licensed for Crystal Ball EPM or related products.
The Smart View Panel, opened from the Smart View ribbon, is displayed by default on the right side of the Microsoft Office application. You can move, resize, or close the Smart View Panel from the down arrow in the title bar.
The Smart View Panel contains the following panes:
Home—A panel that displays links to Shared Connections and Private Connections as well as a list of recently used items—ad hoc grids, forms, and tasks—that you can click to establish a connection.
Shared Connections—A drop-down menu of available connections from Oracle Hyperion Shared Services and a tree view of the contents of the currently selected connection.
Private Connections—A drop-down menu of available connections saved on the local computer and a tree view of the contents of the currently selected connection. You can also enter a URL to connect directly to a data source here.
Task Lists—A tree list of tasks from which you can manage your tasks. This pane opens only when you select a task list from Shared Connections or Private Connections.
Action Panel—A list of operations available based on the selection in the shared connection. private connection, or task list tree list.
Document Contents—A task pane in the Smart View Panel that provides a view of the connections and content existing in the current Office document.
Other—If the administrator has installed and configured your Oracle Smart View for Office system with extensions, there may be other panels; for example, Smart Query or Crystal Ball EPM workbooks.