Go to main content
1/552
Contents
Title and Copyright Information
Documentation Accessibility
Documentation Feedback
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
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
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
Calculating Data in Financial Management
Calculating Data in Essbase
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
Cell Comments in Essbase
Enabling Essbase Cell Comments
Viewing Essbase Cell Comments in the Sheet
Editing Essbase Cell Comments
Deleting Essbase Cell Comments
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
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
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
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
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
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 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
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 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
18
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
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
19
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 EE
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 BI Answers
Copying and Pasting Views From Oracle BI to Office
Editing Views Created in BI Answers
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
20
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
21
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
HsLabel
HsGetText
HsSetText
HsGetVariable
Common Function Error Codes
22
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
23
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
Scripting on this page enhances content navigation, but does not change the content in any way.