Migrating Connections for Functions

In Oracle Hyperion Financial Management, you can select a connection or connection reference for functions that do not contain an application reference when you migrate to Smart View.

To migrate connections for functions:

  1. From the Oracle Smart View for Office ribbon, select More, then Migrate Active Connections (HFM).
  2. From Function Migration — Application reference, select an option:
    • Do not update functions with a connection reference.

    • Add connection name to existing functions, then select a connection name from the Connection Name list. This updates all functions with the specified connection name.

    • Update functions with reference to connection list within selected worksheet, then in Cell Reference, enter the cell to reference, for example, A2. This updates all functions with a cell reference in the current worksheet.

    • Update functions with reference to connection list on a new worksheet, then enter the Worksheet name, and Cell Reference. This updates all functions with a cell reference to a different worksheet in the workbook.

    Tip:

    You can create a drop-down list in any cell to be used as a reference within functions to refer to a connection name. From the Smart View ribbon, select More, then Insert Connection List to display a list of connections from which to choose in the current cell.

  3. Click OK.