Oracle® Smart View for Office

Readme

F10363-05

April 2019

Purpose

This document includes important, late-breaking information about this release of Oracle Smart View for Office. Review this Readme thoroughly before installing Smart View.

About the New Features in this Release

This section includes new features in Release 11.1.2.5.810. To review the list of new features from earlier releases, use the Cumulative Feature Overview tool. 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:

https://apexapps.oracle.com/pls/apex/f?p=20620:1:0

About EPM Cloud Features

The new features described in this "EPM Cloud Features" section are supported by these Oracle Enterprise Performance Management Cloud services:

  • Oracle Planning and Budgeting Cloud

  • Oracle Enterprise Planning and Budgeting Cloud

  • Oracle Financial Consolidation and Close Cloud

  • Oracle Tax Reporting Cloud

Support for Dashboards

You can now open Oracle Enterprise Performance Management Cloud dashboards in Oracle Smart View for Office.

Dashboards give you an overview to key information and let you change and save data. When you open a dashboard in Smart View, a new Excel workbook is launched with each dashboard object displayed in a separate worksheet. Chart objects are displayed in grid format.

For information on dashboards:

  • Smart View users: In the Oracle Smart View for Office User's Guide, see "Dashboards".

  • Administrators: See the topics on designing dashboards in the Administering guide for your cloud service.

  • EPM Cloud users: See the topics on using dashboards in the Using guide for your cloud service.

Drill-Through to Excel Sheets from EPM Cloud

When connected to a supported Oracle Enterprise Performance Management Cloud service and using Oracle Enterprise Data Management Cloud to load data for drill-through reports, you can now launch the reports in Excel sheets.

Additionally, a new option, Drill-Through Launch, gives you the choice of selecting whether to launch drill-through reports in a browser or on a new sheet, or to be prompted to make that choice at run time. The new Drill-Through Launch option is located on the Advanced tab of the Options dialog.

Smart View 11.1.2.5.810 contains the updated Drill-Through Launch options to support this feature.

See Drill-Through Reports and Advanced Options in the Oracle Smart View for Office User's Guide.

Improved Performance for Composite Forms with Modified Data

Performance is improved when saving composite forms with business rules containing runtime prompts that are set to Run on Save.

When you open a composite form and change data on only a subset of the sheets, business rules and runtime prompts are run only on the sheets containing forms that were modified.

Oracle Smart View for Office 11.1.2.5.810 supports this feature. In applicable Oracle Enterprise Performance Management Cloud services, this feature also requires selecting a new configuration setting, Only execute rules set to Run After Save on contained forms where data is changed (located in the Business Rules tab of composite form design). Look for full support for this feature in a future monthly update of the supported services.

In Oracle Smart View for Office User's Guide, see Working with Planning Business Rules. In the cloud documentation, see the administrator’s guide for your service.

Attaching Files to Cells in Forms and Ad Hoc Grids

In Oracle Enterprise Performance Management Cloud data entry forms and ad hoc grids, you can now attach local files to cells. The files will be uploaded and automatically shared with other users having the proper access. The files you attach from Oracle Smart View for Office will be available to users from both Smart View and the web application.

Additionally, the Attachments dialog in Smart View is improved. You can now easily browse to files and select them. Various file formats are supported, such as Office files, PDFs, and text files.

Smart View 11.1.2.5.810 contains the updated Attachments dialog to support this feature. This feature also requires updates to EPM Cloud services. Look for full support for this feature in a future monthly update of the supported services.

See Attachments in the Oracle Smart View for Office User's Guide.

HsSetValue Accepts Additional Data Types

The HsSetValue function can now be used to set values from cells with Smart List, text, or date formats.

The enhanced HsSetValue function is supported for these Oracle Enterprise Performance Management Cloud data sources: Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, and Oracle Tax Reporting Cloud.

For more information, see HsSetValue in the Oracle Smart View for Office User's Guide.

Calculate Asymmetric Grids Using Tuples

Starting in Oracle Smart View for Office release 11.1.2.5.800, you can run tuple calculations on asymmetric grids.

By default, when multiple members from different dimensions are in a calculation FIX statement, or are part of the grid POV in Smart View, the calculation scope is all possible combinations of all member combinations from different dimensions. This results in more calculations than are needed when working with asymmetric grids.

Tuple calculation for asymmetric grids lets you execute calculations for the specific scope of member selections in a grid.

From Smart View, you run tuple calculations for asymmetric grids as you would any other calculation. You may be asked to specify runtime prompts, depending on how your administrator set up the tuple calculation.

Smart View users: To run calculations on asymmetric grids, and to see an example tuple calculation, see Calculating Asymmetric Grids Using Tuples in the Oracle Smart View for Office User's Guide.

Oracle Analytics Cloud - Essbase Administrators: Using the tuple calculation feature, you can define calculation scope as selected member tuples in an asymmetric grid. Special syntax in FIX statements helps you specify which tuples to calculate. See the Oracle Analytics Cloud - Essbase documentation on the Oracle Help Center for more information.

Support for Multiple Cell Drill-Through to Excel Sheets

Starting in this release, you can select multiple cells for drill-through to relational data in Excel sheets. In previous releases, you could select only one cell at a time for drill-through. Now you can select non-contiguous cells or a range of contiguous cells when drilling through to relational data in Excel sheets.

Note that in this Oracle Smart View for Office release, multiple-cell drill-through is supported for Oracle Analytics Cloud - Essbase only. Look for Oracle Analytics Cloud - Essbase support for this feature in a future service update.

See Drill-Through Reports in the Oracle Smart View for Office User's Guide.

Support for Ancestor Position Option

Oracle Analytics Cloud - Essbase now supports the Ancestor Position option in the Member Options tab of the Options dialog. With this option, you can choose the Top or Bottom setting for the ancestor position

For example, suppose you have a Year hierarchy with four quarter (Qtr) members. If you set Ancestor Position to Top, then this is the Year hierarchy:

Year 
     Qtr1
     Qtr2
     Qtr3
     Qtr4

The default setting for Ancestor Position is Bottom. For example, with Ancestor Position set to Bottom, then this is the Year hierarchy:

     Qtr1
     Qtr2
     Qtr3
     Qtr4
Year

Note:

  • Changing this setting has no effect on the dimension and member layout in an existing grid. You will only see the change when you perform a zoom-in operation.

  • In an existing grid, changing the option from Bottom to Top, or from Top to Bottom, can result in an invalid grid layout.

This expanded provider support is for Oracle Analytics Cloud - Essbase. This option is not supported by Oracle Essbase (on-premises). Look for Oracle Analytics Cloud - Essbase support for this feature in a future service update.

In the Oracle Smart View for Office User's Guide, see Member Options.

Support for Oracle Sales Planning Cloud

In this release, Oracle Smart View for Office extends support to Oracle Sales Planning Cloud and the Quota Planning business process.

Using Oracle Sales Planning Cloud, you can automate critical processes by eliminating spreadsheets in key sales operations processes and improve collaboration for planning and modeling sales quotas. The Quota Planning business process offers top-down and bottom-up target quota planning by territory, product, account, or other custom dimensions.

From Smart View, you can access Oracle Sales Planning Cloud and Quota Planning functionality in forms and ad hoc grids. When working with Oracle Sales Planning Cloud in Smart View, access forms from Plan Sheets. For example, to set the quota target in Quota Planning, in Smart View, select Quota - Plan Sheets, then Quota - Set Targets, and then OQP_Set_Target.

For more information, see:

These guides are part of the Oracle Engagement Cloud - Sales and Service page on the Oracle Help Center.

New VBA Function: Retrieve

Oracle Smart View for Office 11.1.2.5.810 introduces a new VBA function, Retrieve. This function refreshes Oracle Business Intelligence Enterprise Edition or Oracle Analytics Cloud content on the active sheet or workbook.

Return statuses indicate whether the refresh operation was successful for individual views in the sheet or workbook.

For more information about this new function, see "Retrieve" in the Oracle Smart View for Office Developer's Guide.

Additional Information Added to Health Check

Health Check adds these new informational items to the dialog:

  • In the Version Information section:

    IE Version – The Microsoft Internet Explorer version and build number

  • In the Registry Information section:
    • Current Resolution – The current screen resolution setting in pixels for your system display

    • USER Process Handle Quota – The number of process handles. Process handles regulate Oracle Smart View for Office’s access to system resources.

    • Enable Per Process System DPI—On Windows 10, for drag-and-drop to work correctly if you use Office applications at a scaling level other than 100%, you should choose Enable. This option applies to Windows 10 Display Settings only.

These items will also appear in the worksheet when you use the Export to Excel command.

See Performing a Health Check On Your System in the Oracle Smart View for Office User's Guide.

Oracle Enterprise Performance Reporting Cloud 19.02 Features

Import Management Reports as Ad Hoc Grids

In Oracle Smart View for Office for Excel, Oracle Enterprise Performance Reporting Cloud users can import Management Report grids as ad hoc grids, and then perform supported ad hoc operations, such as pivoting and member selection, on the grids. Ad hoc operations are performed directly against the data source. These grids can be saved and then used as sources for embedded content in report package doclets.

Supported data sources are:

  • Oracle Enterprise Performance Reporting Cloud

  • Oracle Planning and Budgeting Cloud

  • Oracle Enterprise Planning and Budgeting Cloud

  • Oracle Financial Consolidation and Close Cloud

  • Oracle Tax Reporting Cloud

  • Oracle Profitability and Cost Management Cloud Essbase Provider

  • Oracle Analytics Cloud - Essbase

  • Oracle Fusion Applications Essbase Provider

For more information, see:

Installation Information

For information on Oracle Smart View for Office, 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:

https://support.oracle.com

Note:

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 for Office Installation and Configuration Guide. This guide is available in the Smart View 11.1.2.5.810 library on the Oracle Help Center.

If you are using Google Chrome or Mozilla Firefox as your default browser, see the topics in Browser Support for information on downloading and installing the Smart View extension for those browsers.

https://docs.oracle.com/en/applications/?tab=8

Late-breaking information about the installation of Oracle Enterprise Performance Management System products is provided in the Oracle Enterprise Performance Management System Installation and Configuration Readme. Review this information thoroughly before installing EPM System products.

About Supported Platforms

Information about system requirements and supported platforms for Oracle Enterprise Performance Management 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):

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Note:

Oracle Smart View for Office 11.1.2.5.810 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.

Microsoft Windows 10 Operating System Support

Oracle Smart View for Office 11.1.2.5.520 was the first Smart View release to be supported on Windows 10. Earlier versions of Smart View are not supported on Windows 10.

Fixing Smart View Display and Operations Issues in Windows 10

After a Windows update on some high-resolution displays, drag-and-drop may not work as expected, some controls may look blurry, and some operations may not work properly. For example, an "Invalid selection" error occurs when trying to drag and drop members from the POV.

To avoid the "Invalid selection" error and other display issues after a Windows update:

  1. Select the Windows 10 Start button, then Settings, then System, then Display, and then Advanced scaling settings.

  2. Under Fix scaling for apps, set Let Windows try to fix apps so they are not blurry to On.

  3. Restart Excel.

Drag-and-drop and other operations should work as expected, and the display of Smart View controls should be improved.

Microsoft .NET Framework Support

To install and use Oracle Smart View for Office release 11.1.2.5.600+, Microsoft .NET Framework 4.5 or higher is required.

Microsoft Office Support

  • Oracle Smart View for Office support for Microsoft Office 2016 began with the 11.1.2.5.520 release. Smart View versions earlier than 11.1.2.5.520 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):

    https://support.oracle.com/epmos/faces/DocumentDisplay?id=1581197.1

Browser Support

Oracle Smart View for Office does not have a browser version dependency; however, it is possible that the products that Smart View works with do.

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:

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

For Smart View-compatible Oracle Cloud products, check the Getting Started with Oracle Enterprise Performance Management Cloud for Users or Getting Started with Oracle Enterprise Performance Management Cloud for Administrators for any additional browser support requirements.

Smart View and Virtualized Environments

Oracle does not certify Oracle Smart View for Office with virtualized environments formally. Virtualized environments are not supported by Smart View on an official basis.

Note:

Virtualized environments can also be referred to as virtualized desktop integration (VDI) products.

For more information, see the My Oracle Support Knowledge Article "Support for Oracle's Hyperion Products in 3rd Party Virtualized Environments" (Doc ID 588303.1).

Mobile Device Support

Oracle Smart View for Office is supported on Microsoft Surface Pro tablets only. Smart View is not supported on any other tablet or smartphone.

Supported Languages

Information about supported languages for Oracle Enterprise Performance Management 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:

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Note:

Unless otherwise stated in this readme, language support in Oracle Smart View for Office 11.1.2.5.810 follows that which is stated in the 11.1.2.x version of the Oracle Enterprise Performance Management System Certification Matrix.

Supported Paths to this Release

You can upgrade to Oracle Smart View for Office Release 11..2.5.810 from the following releases:

Table 1-1 Supported Paths to this Release

Release Upgrade Path From To

11.1.2.5.800

11.1.2.5.810

Backward Compatibility

Oracle Smart View for Office supports the Oracle Enterprise Performance Management 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:

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

About Defects Fixed in This Release

The topics in this section include defects fixed in Release 11.1.2.5.810. 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:

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1292603.1

General

  • 21607945 -- An invalid row height or column width error no longer occurs when performing a Refresh All on certain workbooks.

  • 28050180, 28270312 -- There is no error posted when refreshing a sheet with cell references to an empty cell.

  • 28387284, 28415659, 28427883, 28701924 -- Printer selection in Office applications, such as Excel, now works correctly (printer selection is no longer disabled).

  • 28527992 -- You can now refresh data in templates that use formulas for the dimension without getting an error when using Windows 10 Patches 1709 and 1803.

  • 28503327 -- Excel no longer lags or freezes in response to using the arrow keys to navigate around a sheet.

  • 28644424 -- Performance improvements were made to optimize grid refresh.

Essbase

  • 27822198 -- If you select a range of cells in a grid in a multiple-grid sheet, and you then do a refresh, the grid layout is now correctly changed to the selected range. When you select a range of cells, the starting point must be the first cell of the grid, so that the grid will update to the newer range. This feature is mainly for expanding the grid layout. If you select only a part of the grid and then refresh, the remaining grid layout will be ignored.

  • 28291751 -- You no longer receive an "Old Smart View grid format detected" message when you click Set Active Connection on a worksheet that was converted from Oracle Essbase Spreadsheet Add-in to a newer version of Oracle Smart View for Office.

  • 28678378 -- When removing a private connection using the VBA function, HypRemoveConnection, the error message, 'Failed to instantiate Planning Offline Provider -%x', is no longer displayed and the connection is removed correctly.

Financial Management

21526607 -- When creating a Oracle Smart View for Office data source connection in Private Connections, the connection is authenticated the first time, and you are not prompted to log in twice.

Oracle BI EE

  • 27605205 -- Cells are no longer merged when inserting a pivot table into Excel using casting to a number data type like INT. Each individual cell now displays the correct data.

  • 28063473, 28074432 -- In Oracle Smart View for Office 11.1.2.5.810, you can use the new VBA function, Retrieve, to refresh. When you use this VBA funtion, the refresh does not trigger a pop-up dialog box or an empty response box.

    See New VBA Function: Retrieve for more information.

  • 28087156 -- The now() function now returns the correct timestamp in Smart View when now() is on the column of a pivot table.

  • 28175078 -- When using Smart View to open an Oracle Business Intelligence Enterprise Edition Answer that contains sections, you no longer get an "Invalid Cell Type" error.

  • 28377643 -- When you set "Scale and Layout" to 150% for the size of text, applications, and other items on Windows 10 with 1080 resolution, then insert a table view, and then click Refresh, the OK button is now visible.

  • 28705350 -- Individual views in a compound view on a single sheet no longer overlap after responding to prompts in one view that result in an increased size of that view.

EPM Cloud

Note:

Unless otherwise noted, the fixed defects described in this "EPM Cloud Known Issues" section apply to these Oracle Enterprise Performance Management Cloud services:

  • Oracle Planning and Budgeting Cloud

  • Oracle Enterprise Planning and Budgeting Cloud

  • Oracle Financial Consolidation and Close Cloud

  • Oracle Tax Reporting Cloud

EPM Cloud Fixed Defects

  • 28198572 -- You are now able to see cell comments in an Oracle Tax Reporting Cloud form in Oracle Smart View for Office and when using the HsGetText function.

  • 28360285 -- Forms now open correctly when using the Open in Smart View command in the web application.

  • 28436253 -- Navigating between cells in Excel using arrow keys is now faster.

  • 28438962 -- When using Smart View in Word, the Member Selection option in the POV Manager now works correctly.

  • 28810780 -- In Office 2016, there is overall improvement in the time to open large forms and to refresh ad hoc sheets.

  • 28862834 -- Oracle Financial Consolidation and Close Cloud only. The correct members and values are now shown when zooming in on shared members in an ad hoc grid or form.

Oracle Enterprise Performance Reporting Cloud

Defects Fixed in 19.02

These defects are fixed in the 19.02 Oracle Enterprise Performance Reporting Cloud extension update.

  • 26492416 -- Keyboard navigation is improved when working in the Variables panel:

    • The Insert, Edit, and More buttons for each variable are properly highlighted when tabbing.

    • When the More menu is expanded, navigate using the up and down arrow keys. The left and right arrow keys are ignored. Use Escape key to exit the More menu.

  • 27602287 -- When Distributions is selected in the Report Center panel, keyboard commands now work correctly.

  • 29025691, 29036685, 29128251 -- This update improves the Oracle Smart View for Office response time when interacting with Oracle Enterprise Performance Reporting Cloud doclets.

Defects Fixed in 18.12

These defects are fixed in the 18.12 Oracle Enterprise Performance Reporting Cloud extension update.

  • 28845697 -- Embedded content now displays and refreshes correctly in a scenario where a doclet containing embedded content is used as the PowerPoint report package style sample file.

  • 28845999, 28861226 -- From Smart View, users can now access report packages from localized Oracle Enterprise Performance Reporting Cloud environments.

General

  • 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.

  • 22548638 -- Oracle Smart View for Office does not refresh data when multiple workbooks are open.

  • 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.

  • 26121342 -- Refreshing a multi-sheet workbook from the Refresh command in the Smart View ribbon is slower than refreshing using the VBA function, HypMenuVRefresh.

  • 26922457 -- Cascading from a cascaded worksheet can result in an error if the any of the worksheets in the resulting cascade will have the same name as sheets already in the workbook.

  • 27132649 -- On Windows 10, after installing Smart View and starting Excel for the first time, you are not able to select any other Excel ribbons or the Smart View ribbon, or select any menu items on the default Home ribbon.

    Workaround: Click the X in the top right corner to close Excel, and then restart Excel. Now you should be able to select the Smart View ribbon and any other Excel ribbon.

  • 27180743, 27180878 -- When the Strategic Modeling extension is enabled, the following issues can occur:

    • 27180743 -- You cannot perform a Smart View copy and paste of form data.

    • 27180878 -- If you have opened a form as an ad hoc grid, you cannot add any other sheets to the workbook.

  • 28043563 -- In some cases, after selecting the Move Formatting on Operations option and then Save As Default on the first sheet, the option remains selected after inserting a new sheet in a workbook.

Financial Management

  • 27474347 -- In some cases, when searching for an Entity dimension member in Member Selection, the Entity dimension is highlighted instead of the searched-for member.

  • 27524993 -- In an SSO environment with Oracle Access Manager, after successfully signing in to Oracle Hyperion Financial Management in Oracle Smart View for Office using a private connection, the Login window is blank.

Financial Reporting

23191769 -- When selecting the Import document as query ready option in Oracle Smart View for Office, the Oracle Hyperion Financial Reporting report opens without the standard functionality available.

Planning

  • 27396796, 28818167, 28825905 -- In some cases, when no alias table is selected, refreshing the sheet and then zooming in on a dimension causes leading zeroes to be removed from member names, causing the member to be treated as a comment instead of a member.

  • 28563883 --When any dimension members of a form POV contain formulas, and that form is configured to display both member names and aliases and is enabled for member formulas, an error results when accessing the Member Formula dialog in Oracle Smart View for Office.

EPM Cloud

Note:

Unless otherwise noted, the known issues described in this "EPM Cloud Known Issues" section apply to these Oracle Enterprise Performance Management Cloud services:

  • Oracle Planning and Budgeting Cloud

  • Oracle Enterprise Planning and Budgeting Cloud

  • Oracle Financial Consolidation and Close Cloud

  • Oracle Tax Reporting Cloud

EPM Cloud Known Issues

  • 26524052 -- Starting in Oracle Smart View for Office 11.1.2.5.701, forms open more slowly in Office 2016 than in previous Office versions.

  • 27008788 -- The Use Double-click for Operations options works for ad hoc sheets, but not for forms.

  • 27396796 -- In some cases, when no alias table is selected, refreshing the sheet and then zooming in on a dimension causes leading zeroes to be removed from member names, causing the member to be treated as a comment instead of a member.

  • 27610299 -- When the POV is not set in the form layout in the web application, a "no valid rows of data" error occurs when trying to perform ad hoc analysis in Smart View.

  • 28563883 -- When any dimension members of a form POV contain formulas, and that form is configured to display both member names and aliases and is enabled for member formulas, an error results when accessing the Member Formula dialog in Smart View.

  • 26175428, 28642971 -- The Planning Admin Extension cannot be used to open and edit dimensions when the Strategic Modeling extension is enabled.

    Workaround: Disable the Strategic Modeling extension when using the Planning Admin Extension.

  • 28832984 -- In forms containing Smart Lists, after deleting all values in a row in order to enter and submit new data, the Smart Lists in that row are empty.

    Workaround: Remove row values, perform a Submit (that is, you submit #Missing values) or a Refresh, and then enter new values for the same row. The Smart List drop-down with members is displayed properly.

  • 28891270 -- When using the HsSetValue function to send a Smart List value and then submitting the value, a numeric value is displayed after refresh instead of the Smart List value that was submitted.

  • 28891346 -- When using the HsSetValue function to send a date value and then submitting the value, the date displays in a different format after refresh.

Oracle Enterprise Performance Reporting Cloud

29223582 – After running the Import as ad hoc query command, you may, in some cases, see an error message regarding a member not found.

Workaround: Before you begin using the Import as ad hoc query functionality, perform these steps:

  1. In the Smart View ribbon, select Options, and then select Member Options.

  2. In Member Name Display select the Distinct Member Name Only option.

  3. Click the arrow in the OK button and select Save as Default Options.

Tips and Troubleshooting

Tips and troubleshooting topics are listed in the "Tips and Troubleshooting" chapter of the Oracle Smart View for Office Installation and Configuration Guide.

All Oracle Smart View for Office 11.1.2.5.810 guides are available in the library on the Oracle Help Center:

https://docs.oracle.com/en/applications/?tab=8

Accessing EPM Cloud and EPM System Product Documentation

Find the latest Oracle Enterprise Performance Management Cloud and Oracle Enterprise Performance Management System product guides in the Oracle Help Center:

https://docs.oracle.com/en/

EPM Cloud

For EPM Cloud documentation and videos on the Oracle Help Center, click the Cloud icon, then Applications. On the Application Services page, click the link for your service in the Enterprise Performance Management group.

EPM System

For EPM System product guides to view or download, click the Applications icon on the Oracle Help Center. On the Oracle Applications page, select Enterprise Performance Management, and then look for your release on the Enterprise Performance Management page.

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).

Copying and Pasting Code Snippets from PDFs

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.

Office AutoCorrect Affecting Member Editing in Planning Admin Extension

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.

Smart View and Protected Worksheets

28999589 -- Oracle Smart View for Office operations, such as refresh and ad hoc, are not supported on protected sheets.


Oracle Smart View for Office Readme

F10363-05

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