Table of Contents:
This document includes important, late-breaking information about this release of Oracle Smart View for Office. Review this Readme thoroughly before installing Smart View.
This section includes new features in Release 22.214.171.124.620 and 126.96.36.199.610. To review the list of new features from earlier releases, use the Cumulative Feature Overview. This tool enables you to identify the products you own and your current implementation release. With a single click, the tool quickly produces a customized report of new feature descriptions. This tool is available here:
In this release, Smart View extends support to Oracle Analytics Cloud - Essbase.
Oracle Analytics Cloud - Essbase is a subscription-based business analytics solution that is built for and deployed on Oracle Cloud. With Smart View, users interact with Oracle Analytics Cloud - Essbase data in Microsoft Office to analyze, model, collaborate, and report.
For more information on Oracle Analytics Cloud, go to the Oracle Analytics Cloud page on the Oracle Help Center.
For information on installing Smart View and setting up data sources to Oracle Analytics Cloud - Essbase, and working with Oracle Analytics Cloud - Essbase data in Smart View see:
“Smart View and Oracle Analytics Cloud - Essbase” in the Oracle Smart View for Office User's Guide
Smart View topics listed in Managing Client Software
Cube Designer, a new Smart View extension, lets you create or modify application workbooks and then deploy cubes to the Oracle Analytics Cloud - Essbase from Excel.
Cube Designer helps you to design, create, and modify application workbooks that meet strict layout and syntax requirements. You can also use options on the Cube Designer ribbon to perform a number of cube management tasks, such as loading data, editing formulas and viewing jobs.
For more information, see Working with Cubes in Cube Designer in the Oracle Analytics Cloud - Essbase Using Oracle Analytics Cloud - Essbase.
In this release, Smart View extends support to Oracle Tax Reporting Cloud.
Oracle Tax Reporting Cloud is a subscription-based global tax reporting solution, built for and deployed on Oracle Cloud. From Smart View, you can access Oracle Tax Reporting Cloud functionality in forms and ad hoc grids.
For more information, go to the Oracle Tax Reporting Cloud page on the Oracle Help Center.
Several new VBA functions are introduced in this release.
HypSetSSO sets the SSO token in Smart View. When set, the SSO token takes priority over user name and password. This function is supported by all providers that support Single Signon (SSO).
HypListApplications gets the list of applications and their descriptions for the requested provider. This function is supported by Oracle Essbase, Oracle Hyperion Financial Management, Oracle Hyperion Planning, and Oracle Planning and Budgeting Cloud. (24401892)
HypListDatabases gets the list of cubes (databases) present under an application for the requested provider. This function is supported by Essbase, Planning, and Oracle Planning and Budgeting Cloud. (24401892)
HypGetSheetInfo retrieves detailed information about the requested worksheet. This function is supported by all providers.
These VBA functions are described in detail in the Oracle Smart View for Office Developer's Guide.
You can now select specific shared and private connection URLs, as well as extension update URLs, using the new Delete Connection URLs command.
You access this command from the private connection panel in Smart View. The Delete Connection URLs dialog allows you to select specific private connections, shared connections, and extension update URLs for deletion.
You can only delete private connections that were created using the quick connection method. Connections created using the private connection wizard will not be available for deletion in the Delete Connection URLs dialog.
For more information, see “Deleting Connections” in the Oracle Smart View for Office User's Guide.
Excel filters are now retained for most ad hoc operations, such as Zoom In, Zoom Out, Remove Only, and Keep Only, Undo, and Redo, as long as the same set of column dimensions appear in the result set. Excel filters are also retained after a Submit or a Refresh.
Excel filters are not retained for Pivot or Pivot to POV operations, or on multiple-grid sheets.
For more information, see “Working with Excel Filters on Ad Hoc Sheets” in the Oracle Smart View for Office User's Guide. (24717069)
You can now sort items in the Smart View Panel using the new Sort Items in Smart View Panel option.
When this option is selected, Smart View sorts items in the Smart View Panel by category first, and then in order within categories. The order is first numerical, then alphabetical.
For example, when this option is selected, the Task List folder is sorted below the Root folder. The items in the Task List folder are then sorted in order first numerically, then alphabetically.
When this option is cleared, items in the Smart View Panel are sorted according to the order returned by the provider.
This option is located in the Options dialog, Advanced tab. (23562613)
A subset of Smart View functions are now supported in Smart Forms. Those functions are:
When connected to Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, or Oracle Financial Consolidation and Close Cloud, alternate hierarchies are supported in the Entity dimension. One entity can have multiple parents, and contribute differently to each parent. These members are referred to as “partially shared” entities, because only a part of input data is shared across all instances of the entities.
In this release, Smart View supports qualified member name display for partially shared members in alternate hierarchies. In Smart View, partially shared members require qualifying member names and aliases so that users can uniquely reference the specific instance of a member, and can then enter appropriate values based on this context. The most common example is the Percentage Contribution (PCON) metric used for weighted consolidations in Oracle Financial Consolidation and Close Cloud. The qualified names help users to understand the member context so that they can enter the correct values.
Information on qualified name behavior for partially shared members in alternate hierarchies is available in the Oracle Smart View for Office User's Guide. See “Qualified Name Display in Alternate Hierarchies.”
When connected to Oracle Business Intelligence Enterprise Edition, folder names are now included in column headings in views inserted in Smart View. (24670752)
An empty row is no longer added along with the column header when inserting an Oracle BI EE pivot table view. (24754069)
In Word, column header formatting for table views is preserved when performing a Replace View. (24832117)
Several new VBA functions are introduced in the 188.8.131.52.610 release. At this time, these functions are supported by Essbase only.
HypCreateRangeGrid enables users to refresh multiple selected or named ranges of cells in a multiple-grid worksheet. You can also use it to add a grid in the selected range if there is not already a grid in the particular location, thus creating a multiple-grid sheet. If the ranges specified for this function contain more rows or columns than the actual grid has, the additional rows and columns are treated as comments and are thus part of the grid.
HypSubmitSelectedRangeWithoutRefresh updates the database with data, as is, from the selected data range; it ignores cells outside the selected range and does not overwrite (or refresh) them. The selected range does not automatically get refreshed after submit; the user must manually refresh the grid to retrieve the updated data. For a successful submit, the user must select a range which constitutes a valid grid.
This function requires Oracle Hyperion Provider Services release 184.108.40.206.13.
HypSubmitSelectedDataCells allows the selected data cells to be submitted. For free-form grids, this VBA function allows selected blank cells to be submitted as #Missing.
These VBA functions are described in detail in the Oracle Smart View for Office Developer's Guide.
In forms, Planning administrators and form designers can set up easy-to-use drop-down member selectors on row dimensions. When these drop-down selectors are enabled, the form users can directly select a member from the drop-down list on the row dimension in the form. The drop-down member selector also allows users to add data to member rows that may have otherwise been suppressed.
For the Smart View user, keep in mind the following:
There is no visual notification as to which members have drop-downs enabled; you must click a dimension cell and, if a down arrow appears next to the cell, then there is a drop-down list enabled.
The drop-down content (list of members) is controlled by the form definition for the corresponding segment.
Selections are not retained. The drop-down selection will be lost on refresh. If you perform a Refresh after selecting a member from the drop-down, the selection is lost and the form returns to its original state.
The drop-down selection will be lost on saving data. Modifying data cells and saving the Excel worksheet will not retain modified drop-down selections.
To use this feature in Smart View requires configuration in the Form Designer in the Planning web interface. The Planning administrator or form designer specifies the drop-down selectors as segment properties for particular dimensions. For example, suppose there are two dimensions placed on row axes, Entities and Line item; the member selector drop-down may be enabled for the Entity dimension members, for the Line item dimension members, or for both. Configuration is described in Administering Planning for Oracle Planning and Budgeting Cloud.
This release changes the way you access the User Preferences dialog box from the Smart View Panel. Instead of accessing the dialog box from the plan level, you access User Preferences from the application level.
Additionally, you will no longer be prompted to select a plan type. Instead, the preferences you set will apply to all plan types.
To use the features described in the following sections, the 16.12 version of the Oracle Enterprise Performance Reporting Cloud extension for Smart View is required.
In the same way that you embed report content from reference doclets and files, you can now embed content from Management Reporting-based reports using Smart View.
You create a Management Report, insert it as a reference doclet, and define available content using the Oracle Enterprise Performance Reporting Cloud web interface. Then, from Smart View, you embed that content as needed in report package doclets.
In the Oracle Smart View for Office User's Guide, see the topics in “Working with Embedded Content from Reference Doclets,”
From Smart View, you can now remap existing available content to different report content within a reference doclet or reference file.
You may find that the available content within an Excel-based reference doclet or reference file needs to be remapped to different report content within the doclet source. This may occur if the doclet source you were using was updated or the report content you were using was renamed or deleted. Or, this may be required if you notice that the wrong report content was selected.
In the Oracle Smart View for Office User's Guide, see “Updating Excel-based Reference Doclet Content” and “Remapping Content within Reference Files.”
As a doclet author, you can now easily restore the contents of a doclet back to a prior version if needed.
In the Oracle Smart View for Office User's Guide, see “Reverting to a Prior Version of a Doclet.”
As a reviewer, you can now focus your subsequent reviews of a report to only the areas of the report where content has been updated. You can easily navigate through the changes and focus your review on the content of the report that has changed. In the web, change indicators are displayed in the report to represent where changes were made. To see detailed changes that were made to the report, the system will generate a Microsoft Word comparison document using Oracle Smart View for Office.
In the Oracle Smart View for Office User's Guide, see “Comparing Review Instances.”
For Smart View Release 220.127.116.11.600, see the Oracle Smart View for Office New Features available in the Smart View 18.104.22.168.600 library available on the Oracle Help Center.
For new features relating to Oracle Enterprise Performance Management System installation, architecture, and deployment changes in this release, see “New Features in this Release” in the Oracle Enterprise Performance Management System Readme.
Use the Cumulative Feature Overview tool to review the list of new features added between earlier releases for Smart View and other EPM System products. This tool enables you to identify your current products, your current release version, and your target implementation release version. With a single click, the tool quickly produces a customized set of high-level descriptions of the product features developed between your current and target releases. This tool is available here:
For information on Smart View, including the link to downloading the latest Smart View release, refer to the My Oracle Support Knowledge Article “Smart View Support Matrix and Compatibility FAQ” (Doc ID 1923582.1). To access the Knowledge Article, you must have a user account with My Oracle Support (MOS) .
As a best practice, Oracle recommends periodically checking for and downloading the latest Smart View release from the Knowledge Article, Doc ID 1923582.1, on MOS:
You can also download Smart View from Oracle Technology Network (OTN), http://www.oracle.com/technetwork/middleware/smart-view-for-office/overview/index.html. Before downloading, review the “OTN License Agreement” accessed from the Smart View download page to ensure that your usage is compliant.
Complete installation instructions are in the Oracle Smart View Installation and Configuration Guide. This guide is available in the Smart View 22.214.171.124.620 library on the Oracle Help Center.
Late-breaking information about the installation of EPM System products is provided in the Oracle Enterprise Performance Management System Installation and Configuration Readme. Review this information thoroughly before installing EPM System products.
Information about system requirements and supported platforms for EPM System products is available in spreadsheet format in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on Oracle Technology Network (OTN):
Smart View 126.96.36.199.620 follows the platform requirements which are stated in the 11.1.2.x version of the Oracle Enterprise Performance Management System Certification Matrix. The topics in this section list platforms supported by Smart View that are in addition to those listed in the matrix, or platform support introduced in this release.
Smart View 188.8.131.52.520 was the first Smart View release to be supported on Windows 10. Earlier versions of Smart View are not supported on Windows 10.
To install and use Smart View release 184.108.40.206.600+, Microsoft .NET Framework 4.5 or higher is required.
Smart View support for Microsoft Office 2016 began with the 220.127.116.11.520 release. Smart View versions earlier than 18.104.22.168.520 are not supported on Office 2016.
Smart View works on locally-installed Windows versions of Office applications, including Office 365 Pro Plus 2016 installed using Click-to-Run. For more information, see the Knowledge Article entitled Oracle Hyperion Smart View Support for Office 365 (Doc ID 1581197.1):
18377748 -- On each Smart View client machine, the following locale settings should match:
Smart View language option
Microsoft Office language
Windows Regional Settings
Windows operating system
Running Smart View in a language other than the language of the machine's Windows operating system, system locale, or Office language, may result in incorrect data being returned. For example, if the Windows operating system, system locale, and Office language are English, and you run Smart View in Russian, reports or chart data may display incorrectly.
Smart View does not have a browser version dependency; however, it is possible that the products that Smart View works with do.
Microsoft Internet Explorer and Mozilla Firefox are the only fully-supported browsers. For example, with Internet Explorer or Firefox, you may run a browser-based product, such as the Planning web interface or Oracle Planning and Budgeting Cloud, and launch Smart View directly from it. Conversely, you may perform drill-through in Smart View and launch a browser-based application in Internet Explorer or Firefox, such as Oracle Hyperion Financial Data Quality Management.
Smart View release 22.214.171.124.600+ is supported on Firefox 45+ ESR. Smart View versions earlier than 126.96.36.199.600 are not supported on Firefox 45+ ESR.
If you are using Firefox 45+ ESR, then you must uninstall Smart View before installing release 188.8.131.52.600+. Do not perform an upgrade or install over the existing release.
Check the Oracle Enterprise Performance Management System Certification Matrix and specific product readmes for any additional browser support requirements.
The matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:
Smart View is supported on Microsoft Surface Pro tablets only. Smart View is not supported on any other tablet or smartphone.
The Oracle Journals for Financial Management extension works with Smart View version 184.108.40.206.500 and later, and with Financial Management 220.127.116.11.100 and later.
To use the Oracle BI EE-related features in Smart View, you must have Oracle BI EE release 18.104.22.168.1 or any patches to the 22.214.171.124.1 release.
Starting with Smart View 126.96.36.199.510, the Oracle BI EE per-user extension installer is included with the Smart View client installation.
The extension is installed the first time the user starts Office if the Oracle BI EE extension is not already installed and it is not disabled.
21888550 -- If you have installed Smart View 188.8.131.52.510 or later, and you want to go to a pre-184.108.40.206.510 version, you must first perform these steps to remove the Oracle BI EE extension installation:
In the Smart View ribbon, go the Options dialog box, Extensions tab, and click the Check for Updates, New Installs, and Uninstalls link.
Locate the Oracle BI EE extension in the list, and clear the Enabled check box.
Close and restart Office to verify that the Oracle BI EE extension is removed from the list in the Extensions tab.
Close all Office applications.
Uninstall Smart View from the Windows Control Panel.
After installing a pre-220.127.116.11.510 version of Smart View, go the Options dialog box, Extensions tab, to verify that the Oracle BI EE extension is enabled.
To use the multiple connection and View Designer features described below, obtain the Oracle BI EE 18.104.22.168.140527 patch. Go to My Oracle Support, Patches & Updates tab, and search by “Product or Family.” In the Product field, select Oracle Business Intelligence Enterprise Edition; in the Release field, select OBI EE 22.214.171.124.140527.
Multiple connections are supported with Oracle BI EE version 126.96.36.199.140527 and higher. If connecting to earlier versions of Oracle BI EE, then only one connection is allowed.
To use the Oracle BI EE View Designer feature (introduced in the 188.8.131.52.200 release), the Oracle BI EE 184.108.40.206.140527 patch or higher is required.
You should only use the View Designer in Smart View to edit views that were created and inserted using the View Designer.
See “Editing Views Created in View Designer” in the Oracle Smart View for Office User's Guide for more information.
Information about supported languages for EPM System products is available in spreadsheet format on the Translation Support tab in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:
Unless otherwise stated in this readme, language support in Smart View 220.127.116.11.620 follows that which is stated in the 11.1.2.x version of the Oracle Enterprise Performance Management System Certification Matrix.
You can upgrade to Smart View Release 18.104.22.168.620 from the following releases:
When upgrading from release 22.214.171.124.x and earlier, Oracle recommends uninstalling Smart View before installing release 126.96.36.199.620.
Smart View supports the EPM System product versions listed in the Release Compatibility tabs in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:
This section includes defects fixed in Release 188.8.131.52.620. To review the list of defects fixed between earlier releases, use the Defects Fixed Finder This tool enables you to identify the products you own and your current implementation release. With a single click, the tool quickly produces a customized report of fixed-defect descriptions with their associated platforms and patch numbers. This tool is available here:
20710213 -- On Microsoft Surface tablets, after right-clicking several times on a cell, Excel stopped responding.
22286453 -- In ad hoc grids on Office 2013, the right-click drag-and-drop was not working properly.
22366481 -- Smart View terminated abnormally when some third-party Office add-ins were installed.
22811893 -- After a Smart View session timeout, users were not able to log back into the session; instead, users were required to disconnect and log back in.
23084925 -- Smart View did not correctly perform silent installation of extensions.
In the Oracle Smart View for Office Installation and Configuration Guide, see “Installing Smart View Extensions Silently” for installation instructions.
23496460 -- When working with a large grid, submitting all data cells on the sheet took a long time.
24796450, 25107245 -- Users were unable to log in to Smart View with single-signon enabled. This was an issue with both Oracle Access Management and Google’s authentication platform.
24827426 -- If a sheet contained special characters, then renaming ranges on the sheet did not work.
24957920 -- After opening a large workbook and immediately performing a Submit, Smart View suspended and stopped responding.
25036544 -- If a member selected from the drop-down POV list had an alias containing a parenthesis, Smart View displayed an error message.
25227789 -- The Login page for Fusion Apps was repeatedly displayed upon logging in a second time.
25182046 -- Some workbooks containing HsGetValue functions took a long time to refresh.
25210755 -- Some workbooks containing large grids and, in some cases, dirty cells, took a long time to open and refresh.
25226754 -- Formatting was not retained when the HypRetrieveRange function was used.
25102495 -- After adding a new row and column in the grid, and clicking Linked Reporting Object, it was observed that the LRO was incorrectly referring to the rows above or below the new row.
25168584 -- When a linked reporting object was retrieved, memory usage surged causing Excel to terminate abnormally.
25174261 -- When using an Excel macro to call the HypRetrieveRange function, the linked reporting object cells in the result set point to an incorrect POV.
24810438 -- When working with Excel templates with the Autocalculation option enabled, performing a Refresh All Sheets took a long time.
24958262 -- Some workbooks containing HsGetValue functions took a long time to refresh.
21271499 -- Users were unable to launch Oracle Hyperion Financial Reporting reports to Smart View using the “Export In Query-Ready Mode” option.
23640396 -- In forms, double-clicking an indented member cell caused the form to lose the member indentation.
21271499 -- Users were unable to launch Financial Reporting reports to Smart View using the “Export In Query-Ready Mode” option.
24454465 -- Grid spread was not working in Smart View when the comma (,) was set as the decimal separator in Planning.
24809504, 24810095 -- In some cases, when running a business rule with runtime prompts and selecting members from a parent member with functions (ILev0Descendants) the following occurred:
If the selected member had a large number (thousands) of descendent members, those members did not display in the right side of the Member Selector.
With the alias table set to default, if the member name contained a comma (,), the execution failed.
24953549 -- After changing the values on Planning form page dimensions, and saving and closing the file, the values changed to the first member of each dimension upon reopening the file.
24964142 -- When Internet Explorer was set as the default browser, drill-through in Smart View failed with the error, “You are not authorized to access this page.”
25051256 -- For cell comments, Smart View now conforms to the limit set in Planning.
23173021 -- When importing a reporting into Smart View, a Report Percentage column is multiplied by 100, resulting in incorrect percentage values.
25034748 -- When concatenated pipe-delimited columns in a formula, the resulting report in Smart View incorrectly showed the concatenated column value and data values were displayed in the wrong columns.
The following are the noteworthy known issues of this release.
11934177, 12569072, 18057207 -- Smart View does not support Excel’s Transition navigation keys option. Due to a Microsoft limitation, many of the Microsoft APIs that Smart View depends on for both Smart View and Excel functionality do not work when the Transition navigation keys option is enabled. For more information on this issue, see “Transition Navigation Keys Not Supported” in the Oracle Smart View for Office Installation and Configuration Guide, “Tips and Troubleshooting” chapter.
13987451 -- When working with larger workbooks, or performing an operation that results in a large data set, a “not enough resources” error may occur.
Break up your workbook into smaller workbooks.
Upgrading to Office 64-bit may resolve the issue.
14456134 -- Various issues may arise when the Excel option, Ignore other applications that use Dynamic Data Exchange (DDE), is selected. For example, there are problems launching Excel, launching Excel files from outside of Excel, and using the Export in Query Ready Mode option from a browser to export balances from Financial Reporting.
Workaround: Click the Microsoft Office Button (upper left corner of Excel), and then click Excel Options. In the Advanced category, scroll down to the General options, and then clear the Ignore other applications that use Dynamic Data Exchance (DDE) check box. Restart Excel.
16554169 -- On computers where Smart View is installed, an error occurs when updating links in PowerPoint that were copied from Excel to PowerPoint.
16835531 -- Smart View does not support number formatting of Function Grids imported from Smart Slices.
17164523 -- The selected POV members are reverted to dimension members after deleting some columns and refreshing the spreadsheet.
Workaround: Click the POV button to hide the POV toolbar. Then ensure that you do not delete the column that contains the Page members.
17215221 -- On Microsoft Surface Pro tablets, in the Task List pane, the text does not does display correctly in the Action Panel and in Task Details. Items in these areas are squeezed together vertically, causing the fonts to be cut off at the bottom of each item.
18115776 -- When extensions are enabled in Smart View, cascading a report with a large number of members can cause Excel to stop responding.
Workaround: From the Smart View Options dialog box, Extensions page, disable any extensions that are installed. Restart Excel and repeat the cascade operation.
21607945 -- An invalid row height or column width error can occur when performing a Refresh All on certain workbooks.
21810748 -- In Excel, copying a sheet containing a POV or slider to another sheet in the workbook results in an error.
21820253 -- In some cases, in workbooks with multiple sheets where each sheet contains a different query or template, if you drag the POV toolbar to the top of a sheet and dock it, you may see two POV toolbars on that sheet. This can occur on any number of sheets where the POV toolbar has been docked.
Workaround: Click the X in the right corner of one of the POV toolbars to close it, or refresh the sheet.
22280411 -- There are compatibility issues between Disclosure Management and Smart View, causing Smart View to terminate unexpectedly on right-clicks.
23001707 -- When calling the Smart View API from the HypRetrieveAllWorkbooks() VBA function, other Excel events (for example, worksheet_activate) are triggered, causing the program to run incorrectly and impacting performance for each API call.
Workaround: Disable Smart View extensions before running the HypRetrieveAllWorkbooks() function.
23174312 -- If you are connected to Smart View and Microsoft PowerPivot at the same time, and then close Excel and reopen Excel, both the Smart View and PowerPivot ribbons are missing from Excel.
Workaround: Terminate the Excel process in Windows Task Manager, then reopen Excel.
24907354 -- When you open an ad hoc analysis report or Smart Form containing a Smart View function, the function cells display the error text, "Error Run Formulas Interrupted."
Workaround: In the Options dialog, Advanced tab, select the Refresh Selected Functions and their Dependents option, then restart Smart View and re-open the ad hoc report or Smart Form. Otherwise, click Refresh to update the function cells with their correct values.
14275486 -- When Disclosure Management doclets are combined into master documents, table autofit formatting may be lost.
18347708 -- Disclosure Management 184.108.40.206.0.78 will always trigger the autodeployment process. To work around this issue, update the version number for Disclosure Management in the Smart View UpdateList.xml file:
For information on modifying the UpdateList.xml file, see the Oracle Smart View for Office Installation and Configuration Guide, “Administering Extension Installations and Updates” chapter.
24825354 -- If using Firefox as your web browser to launch Smart View and Firefox opens a browser tab in with an unresolved URL of oraclesv:\\, enable the extension for Smart View from the Extensions tab of Firefox Add-ons Manager and restart Firefox.
See the Oracle Enterprise Performance Reporting Cloud Release Readiness document in your service environment for Oracle Enterprise Performance Reporting Cloud known issues, including those related to Smart View.
18076474 -- Formulas are not retained on the worksheet after performing an Undo and then a Redo.
11841013 -- You may not be able to change members in a Smart List.
12913962 -- When you associate a connection to an ad hoc worksheet using Set Active Connection, members may disappear from the worksheet when you refresh.
Workaround: Instead of associating a connection, perform direct ad hoc analysis on the worksheet.
13854982 -- When filtering on attributes at the Generation 3 level in an attribute dimension, Smart View only displays members up to the Generation 2 level.
14470264 -- The HsGetVariable function does not support non-ASCII variable values.
16607593 -- When executing an MDX query with a calculated member (WITH MEMBER...) in Excel, the calculated values appear successfully, but, if the grid is refreshed, then the column is converted to a comment column and all calculated values are lost.
This occurs whether you are using the Execute MDX command in the Essbase ribbon, or the VBA function, HypMDXExecute.
18480728 -- In multiple-grid sheets, submitting data values '0 and &nd does not work properly when the #No Data/Missing Label is set to '0 or &nd.
19190415 -- When the POV toolbar is displayed, an error is returned upon refresh.
19930163 -- In the following environment: Windows 8.1, 32-bit with Office 2013, 32-bit, while performing ad hoc operations, Excel may become unresponsive to right-clicks within the sheet; for example, when attempting to pivot using drag-and-drop.
22159359 -- Starting with Smart View 220.127.116.11.520, when connected to duplicate member databases, the member name only should display by default in the POV. However, for workbooks saved in Smart View 18.104.22.168.510 and earlier, the qualified member name displays in the POV.
Workaround: To change the display of member names in the POV, open the Member Selection dialog box from the POV, then click OK.
22168018 -- Starting with Smart View 22.214.171.124.520, when connected to duplicate member databases, the member name only should display by default in the Query Designer POV. However, even though the Member Name Only option is selected (in the Options dialog box, Member Options tab), the fully qualified member name is displayed in the Query Designer POV.
Workaround: To change the display of member names in the Query Designer POV, open the Member Selection dialog box from the Query Designer POV, then click OK.
23056595 -- Smart View has issues processing numeric member names when connected to Oracle Essbase.
Prefix numeric member names with an apostrophe (').
Before entering numeric member names, select the member cells or an entire column, then use Excel to set the format of the selected cells to “Text”.
If you have already entered numeric member names, select the member cells or an entire column, use Excel to set the format of the selected cells to “Text”, then press F2 and Enter to trigger Excel to update the cell type.
17632970 -- In Smart View 126.96.36.199.103, after submitting a cell that has pipe character(|) and caret(^), the submitting removes all pipe characters and adds “c” after any caret.
Workaround: Do not create cell text with a caret or pipe character.
17591100 -- Member search does not work on forms that contain the Add Member button.
18252228 -- In Financial Management ad hoc grids, when connecting by performing a refresh, the Smart Slice and Cascade commands are grayed out in the HFM Ad Hoc ribbon.
18512314 -- When using Find Next in the Member Selection dialog box, the first member that matches the search criteria is located, but clicking Find Next again does not locate any other relevant members.
18861859 -- In Financial Management forms, Member Selection dialog box, the selections available in the View and Filters options are not consistent with the selections available for the same form in the Financial Management web application.
19827684 -- When working with Financial Management ad hoc, and copying and pasting cells from Excel to Word, formatting is not retained even though the Use Excel Formatting option is selected.
20726025 -- In Windows 8x versions, if the Member Name Display option is set to “Member Name and Description,” you may get an “Invalid members” error when trying to save a journal. This can be the result of the size of the Excel window onscreen.
Workaround: Try unfreezing panes in Excel using the View, then Freeze Panes, and then Unfreeze Panes command. Also, you may reduce the display size to 75% or 50% before opening or creating the journal.
21158205, 21438712 -- In Entity Details, the View, Rows functionality is not available in Smart View.
When working correctly, this functionality would be accessed from the drop-down menu when you click View, then Rows in the Entity Details dialog box (as described in “Selecting Rows for the Report” in the Oracle Smart View for Office User's Guide.
You can use select and view rows from the Financial Management web interface. This functionality will be fully supported in a later version of Financial Management.
21847984 -- In Oracle Journals, when the Region and Language settings are set to a European language such as Swedish, values are truncated and do not display correctly. When set to English, the values are truncated but can be expanded to display correctly. Values display correctly when the Region and Language settings are set to an Asian language, such as Japanese.
14600458 -- When exporting a Financial Reporting report from Oracle Hyperion Enterprise Performance Management Workspace to Smart View, the user POV for the report is not retained. The user POV defaults to the user POV used most recently in Smart View.
14643318 -- An “Invalid Pointer” error results during login when the data source connection has timed out and you attempt to refresh a previously-saved report that contains a function grid.
Workaround: Close the workbook and Excel. Then, restart Excel, open the workbook, and perform the refresh.
19827684 -- Formatting is not retained when copying and pasting cells from Excel to Word.
23201279 -- On Office 2016, when connected to Financial Reporting, Microsoft Word suspends or terminates unexpectedly after inserting several reporting objects in succession.
14345387 -- Smart View does not support direct insert of stepped and curved line charts. When inserting a stepped or curved line chart, Smart View will substitute the closest match, a default line chart. This is expected behavior.
14355587 -- Selection lists specified for prompts in Oracle Business Intelligence Answers (radio button lists and check box lists) are converted to list controls in Smart View. This is expected behavior.
14563557 -- Checking or clearing the “Use unified scale” option in BI Answers requires that you use the “Replace View” option when refreshing in Smart View. This is expected behavior.
For information on setting refresh preferences, see “Specifying Preferences for Refreshing Views” in the “Smart View and Oracle BI EE” chapter of the Oracle Smart View for Office User's Guide.
14580332 -- Time zone preferences set in Oracle BI EE account preferences are not exposed in Smart View.
14600296 -- In the Prompt Selector, there is a limit of 256 items that can be displayed in drop-down list controls or option lists.
Workaround: Increase the value of the setting in Prompts/MaxDropDownValues in instance.config in BI Answers.
14737958, 14750088 -- In View Designer, you cannot create a view with a column of numeric type on the Page or Section edges.
15840478 -- Pie charts are not refreshed after adding a filter in BI Answers if the filter added is on a dimension that defines the number of pies that display.
Workaround: If there is a change in a filter column that is also defined as a number-of-pies dimension, then you should change the refresh option on the chart view to Replace View, and then perform another refresh. This ensures a correct refresh, updating the number of pies and the chart titles that correctly reflect the new data.
See “Specifying Preferences for Refreshing Views ” in the Oracle Smart View for Office User's Guide for instructions.
15840538 -- Pie charts are not refreshed after removing a filter in BI Answers if the filter removed is on a dimension that defines the number of pies that display.
Workaround: See the workaround specified for bug 15840478.
15886617 -- The precision of digits that Smart View can display in Excel is limited to the precision of digits allowed by Excel.
For example, the following is an 18-digit number formatted with two decimal places:
Because of Excel's 15-digit precision limitation, the digits after the 15th digit are changed to zeroes in Excel and the number would be displayed as follows:
15969695 -- On Office 2007, a memory error occurs when inserting a chart into PowerPoint.
Workaround: Install Microsoft Office 2007 Service Pack 3.
16373849 -- When inserting multiple objects from a compound view into PowerPoint and selecting the “one object per slide” option, an Excel instance is opened for each object and then minimized in the Windows Taskbar. However, when the insert operation is complete, the Excel instances are not automatically closed. This can clutter the Taskbar when inserting a large number of objects.
Workaround: To minimize the number of Excel instances shown in the Taskbar, click the Office button (in the upper left corner of Excel), select Excel Options, and then select the Advanced tab. In Display options, clear the Show all windows in the Taskbar check box.
16055532 -- When pivot tables that contain embedded pivot charts are inserted into Smart View, the embedded pivot charts are not imported.
Workarounds: You can either use Excel to create a pivot chart based on an inserted Excel pivot table or use BI Answers to create a new chart view and insert that view using Smart View.
To create a pivot chart based on the inserted native Excel pivot table, complete these steps:
In Smart View, click in the Excel pivot table and select the Excel Options ribbon.
From the Tools group, click the PivotChart button.
In Insert Chart, select a chart style and then click OK.
To create and insert a separate chart view:
In Oracle Business Intelligence Answers, create a new, separate chart view object.
In the Office application, use Smart View to insert the newly-created chart view.
In both workarounds, the pivot chart is rendered.
16285804 -- If a prompt is defined on double columns, and the prompt operator selected is * Prompt User, the following operators do not work at runtime:
is less than
is less than or equal to
is greater than
is greater than or equal to
is not like
Workaround: Do not use the * Prompt User operator. Instead, define the operator explicitly at design time, using one of the operators listed above. The operators will then work.
16520355 -- In Word and PowerPoint, there can be some overlapping of tables and charts when inserting a compound view or when a compound view is either inserted from the catalog or copied and pasted. This is especially true when any of the objects in the compound view are particularly large.
19717930 -- Clicking OK in the View Designer after the session is timed out returns an object reference error.
19724894 -- An exception occurs when trying to insert a compound view after a session timeout.
20669893 -- A date prompt that was created with user input set to text and the default value set to SQL that shows the current date results in the current_date SQL being shown in the prompt and not the actual current date.
21977076 -- Note the following behaviors involving connection to the Oracle BI EE server:
When attempting to connect from Smart View to Oracle BI EE while the Oracle BI EE server is down, an error message is displayed. However, after clicking OK in the error message, the Connect to Data Source dialog box is erroneously displayed. Click Cancel to close the dialog box.
When trying to insert a view after a connection timeout has occurred, the Connect to Data Source dialog box is displayed. If you click Cancel, the dialog box is relaunched. Click Cancel and the error message is displayed.
6533549, 6549255 -- If a member cell contains a formula that calculates the value for a summary time period, that cell should be locked, but instead, Smart View may mark it as dirty if the data for the member is modified.
14834659 -- When substitution variables are used, the last column (the right-most column) on Oracle Hyperion Web Analysis forms is dropped or hidden when the form is opened in Smart View.
16721734 -- In specifying a Replacement option as #NumericZero (Options dialog box, Data Options tab), and then spreading data for Time Periods, the parent data could not be deleted.
Workaround: Ensure that the Replacement option, Submit zero, is selected when #NumericZero is also selected.
16898574 -- Some style preferences set on forms from within Planning are not honored on forms in Smart View.
17926504 -- Ad hoc analysis started from a saved Planning grid will inherit the formatting options saved as part of the grid.
To use Smart View Cell Styles or the Use Excel Formatting option for an ad hoc grid generated from a saved grid, complete the following steps:
Open the saved Planning grid as a form.
In the Planning ribbon, Formatting group, select Apply, and then None.
Click Save to save the form back to the Planning server.
Now use the saved form to perform ad hoc analysis.
18421689 -- In Smart View, the display order of business rules attached to a form differs from the display order in Oracle Hyperion Planning.
19016350 -- Smart Forms do not support constants (integers or numbers)in calculated cells.
Workaround: Use a formula format, such as ="Text" or =10 for grid labels consisting of constants.
19439940 -- When using the FVSCHEDULE function in Smart Forms, use cell references to existing data, rather than arrays of data.
For example, use:
Do not use:
19685022 -- Number formatting is not retained when copying data points from Excel to Word or PowerPoint.
19843672 -- In Planning forms, when working with user variables, selecting a substitution variable as a value of a user variable is not supported.
20794274 -- Locking the Year Total cell and copying the distributed period values on months with alternative hierarchy results in an incorrect distribution.
20938289 -- When two forms are on two separate worksheets, the rule variable on one form changed to the default after refreshing the page dimension on the other form, causing the business rule to invoke an incorrect value for a runtime prompt variable.
21345664 -- In Smart View, the currency symbol in a cell is displayed differently from the Planning web interface when the Planning option, “Allow multiple currencies per entity,” is set to true.
21567487 -- Indentation of dimensions in a Planning form is displayed incorrectly.
24813003 -- While connected to an ad hoc sheet from Smart View 188.8.131.52.610 with 16.10 Oracle Planning and Budgeting Cloud, a provider error occurs when attempting to expand members in the Member Selection dialog accessed from the User Variables tab of the User Preferences dialog box.
Workaround: Invoke User Preferences at the application level before invoking ad hoc.
25387251 -- When the Member Name Display option is set to “Member Name Only,” after inserting a column and typing member name in free-form mode, then clicking Change Alias and selecting “None,” the member that you just entered on the sheet is moved from the grid to the POV.
Workaround: Before clicking Change Alias, refresh the sheet.
6575786 -- Refresh and Refresh All do not work if two pages of a Oracle Hyperion Web Analysis report are imported sequentially.
Workaround: Use All Pages to import multiple pages of a report.
6908330 -- Oracle Hyperion Reporting and Analysis documents are not displayed in Import Workspace Document Folder Tree if EPM Workspace is under WebSeal and configured for a context path (http://<server>:<port>/<context path>/workspace) other than the default (http://<server>:<port>/workspace).
7674839 -- When you import a Financial Reporting report into Smart View and refresh, the worksheet becomes solid black, except for the cells imported from Financial Reporting.
Workaround: From the Excel Tools menu, select Options. On the Color tab, click Reset and then OK.
9160243 -- These issues exist with dashboards imported as images from Smart View into Excel, Word, and PowerPoint:
The image sizes differ from the images in Oracle Hyperion Enterprise Performance Management Workspace.
There is an excess of background space around the images.
Workaround: In some cases, you may be able to resize the graphic to make it more usable. However, because of Microsoft Office limitations, any excess background space will always be present.
13875551 -- When you export an Oracle Hyperion Interactive Reporting report from Internet Explorer into Smart View, the Smart View ribbon disappears in Excel.
Workaround: Open Excel before exporting from Internet Explorer.
19664468 -- Starting with release 184.108.40.206.400, importing an Oracle Hyperion Interactive Reporting document in Smart View and clicking Next in the Import Workspace Document wizard results in a blank wizard window, with no error information provided.
This topic lists the most recent tips and troubleshooting topics. More tips and troubleshooting topics are listed in the Oracle Smart View Installation and Configuration Guide. This guide is available in the Smart View 220.127.116.11.620 library on the Oracle Help Center:
Smart View Diagnostics Tools
When working with Smart View, if issues arise that you cannot resolve on your own, you can use the new Smart View diagnostic tools in the Diagnostics group in the Smart View ribbon to create and collect log files and screenshots to send to Oracle Support. When you are finished collecting diagnostic data, you use the diagnostic tools to zip up the files. Then you transmit the ZIP file to Oracle Support for analysis. The log files and screenshots are used by Oracle Support to troubleshoot and resolve your issue.
To enable the diagnostics tools, go to the Options dialog box, Advanced tab, and select Show Diagnostics Group on Smart View Ribbon.
See the “Smart View Diagnostics” chapter of the Oracle Smart View for Office User's Guide for more information on using the diagnostics tools.
19905121 -- When running a Oracle Hyperion Financial Reporting report from Smart View, a web control is called that causes this error to display: “The product does not support compatibility view. Contact your system administrator to help configure your settings.” By default, the web control runs in compatibility mode, triggering the compatibility message.
For workarounds, see “Internet Explorer Compatibility View Settings for Financial Reporting” in the Oracle Smart View for Office Installation and Configuration Guide
17263827, 17636796, 17667907, 20417037, 20564104, 20648759, 20696893 -- Microsoft has enabled Office Animations for the Task Pane and many controls within Office 2013. This causes flickering and screen movements in the following situations:
Opening forms, especially when opening composite and cascading forms.
Opening a web form that has a page drop-down.
Moving between simple forms on multiple sheets or between composite forms.
Refreshing a composite web form using the Refresh All command causes the POV toolbar to flicker and shift up and down.
Opening multiple connections in new tabs, whether you are opening composite forms or simple forms.
Accessing the About box from the Help button in the Smart View ribbon when the Disclosure Management extension is also installed (note that per issue 17667907, a sharing violation error message is first displayed).
Workaround: Information on troubleshooting flickering issues is available in the Oracle Smart View for Office Installation and Configuration Guide. See “Flickering Issues on Office 2013 32-bit and 64-bit.” This topic contains detailed instructions on creating and configuring the DisableAnimations key and the DisableWindowTransitionsOnAddinTaskPanes key. Both work to reduce flickering in Office 2013.
Refer to Microsoft Windows documentation if you require further help creating these registry keys.
21038932 -- Smart View performance is slow in Excel 2013 when compared to earlier versions of Excel, requiring an update from Microsoft.
Workaround: Oracle recommends that you install the Office 2013 update noted in Microsoft KB 3085502:
Optionally, you may also perform the actions noted in “Flickering Issues on Office 2013 32-bit and 64-bit” in the Oracle Smart View for Office Installation and Configuration Guide.
21158660, 21298436, 21316619, 21781491, 21814502 -- In some cases, third-party software that automates Excel processes, such as exporting to Excel, may cause issues with Excel and a conflict with Smart View. To disable Smart View when Excel is started in automation mode, you may enable “DisableInAutomation” by adding a key and key value to the Windows Registry. Refer to the Oracle Smart View for Office Installation and Configuration Guide, “Tips and Troubleshooting” chapter, “Issues When Starting Excel in Automation Mode” topic.
22078848 -- In some Word documents containing large queries created prior to Smart View release 18.104.22.168.520, performance may be very slow when refreshing the data in the document. In some cases, each Smart View data point in the Word document is treated as a separate query, instead of re-using existing queries where appropriate. The result is that Refresh operations are very slow.
To fix this issue, run the macro in “Duplicate Queries in Word Slow to Refresh” in the Oracle Smart View for Office Installation and Configuration Guide.
22330209 -- When Microsoft Internet Explorer is running in protected mode, web launch does not function. This means you cannot launch Smart View reports from Internet Explorer.
In Internet Explorer, go to Internet Options, then Security, and then Trusted sites.
Click Sites, and add the workspace URL or cloud service URL to the list of trusted sites.
Verify that the Enable Protected Mode check box is cleared.
23745106 -- If two-way SSL is set up with problematic certificates between Smart View and other EPM data providers, Smart View will prompt for the client-side certificate with every request. For example, the user will be prompted when connecting to the data source, connecting to an application, connecting to a database, and at every refresh, submit, or zoom operation.
To avoid this situation, you must update the properties.xml file on each end user machine to add the clientCert name tag. For example:
<cfg> <provider> <url>http://server:port/workspace/SmartViewProviders</url> </provider> <helpurlcontext></helpurlcontext> <extensionupdatelist>http://server:port/extensionupdatelist/UpdateList.xml|%SVCLIENTINSTALLPATH%/extensions/UpdateList.xml</extensionupdatelist> <!-- Require Smart View to prompt the user for the client-side certificate --> <clientCert name="PROMPT-ONLY"/> </cfg>
24683166, 25138349 -- In some Oracle Hyperion Provider Services clustered environments, if Smart View requests appear to be going to only one server in the cluster (that is, the load is unbalanced), then try changing the security level in Microsoft Internet Explorer to Medium.
To do this, in Internet Explorer, go to Tools, then Internet Options, and then select the Security tab. Under Security levels for this zone, set the allowed level for the affected zone to Medium.
Find the latest EPM System product guides in the Oracle Help Center (https://docs.oracle.com/en/). To access documents to view or download, click the Applications icon. In the Applications Documentation window, select the Enterprise Performance Management tab, and then look for your release in the the Enterprise Performance Management list.
You can also find deployment-related documentation on the Oracle Technology Network (http://www.oracle.com/technetwork/index.html) and on the Oracle Software Delivery Cloud website (http://edelivery.oracle.com/EPD/WelcomePage/get_form). Or you can visit the EPM System Documentation Portal (http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html). There, you’ll find links to My Oracle Support, EPM Supported Platform Matrices, and more.
When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid.
Workaround: Cut and paste from the HTML version of the document.
Some tables and text may display incorrectly in online help when using Internet Explorer 9.
19317836 -- In the Smart View HTML-based documentation, the Search functionality may not work correctly in Microsoft Internet Explorer. This includes help accessed from the Smart View product, and the Smart View product documentation in HTML format on the Oracle Help Center.
To resolve this issue, ensure that you are using Internet Explorer's Compatibility View mode when viewing the Smart View HTML-based documentation. See the Internet Explorer help for instructions on using Compatibility View.
16451759 -- Chart copy and paste is only supported for Oracle Business Intelligence Enterprise Edition charts. Charts based on other providers, such as Financial Management, do not paste correctly.
21882424 -- After Financial Management 22.214.171.124.xxx, the custom dimensions in Oracle Hyperion Financial Management applications are referred to as alias names in Smart View formulas. The recent versions of Oracle Smart View for Office can no longer interpret the formulas. Formulas in the old format in saved workbooks will not work. The dimension identifiers will, therefore, need to be updated for each formula to reflect the new alias names for the custom dimensions.
23206737 -- When editing member properties in the Planning Admin Extension, member names, member descriptions, aliases, or member formulas of the data type Text, to retain two initial capital letters in a name (for example, DGreen) and not have Excel autocorrect to one initial capital (for example, Dgreen), set the following option:
In Excel, access the Excel Options dialog box, then select Proofing, then AutoCorrect Options, and clear the Correct Two Initial Capitals check box.
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Our goal is to make Oracle products, services, and supporting documentation accessible to the disabled community. EPM System products support accessibility features, which are described in the product's Accessibility Guide. Find the most up-to-date version of this guide in the Oracle Enterprise Performance Management System Documentation Library on the Oracle Technology Network (http://www.oracle.com/technology/documentation/epm.html).
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