Using Smart View

Oracle Hyperion Smart View for Office, Fusion Edition provides a common Microsoft Office interface for Essbase, Financial Management, Planning, and four EPM Workspace components:

Financial Reporting
Production Reporting
Web Analysis
Interactive Reporting (Smart View export options not enabled)

The centralized interface enables simultaneous use of multiple Oracle products and improves integration with Microsoft Office. Review the Oracle Hyperion Enterprise Performance Management System Certification Matrix for information on system requirements. You can find it at http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html (under Business Intelligence). The Smart View implementation provides the following EPM Workspace functionality:

Exports the current page of the current data object to Excel, Word, or PowerPoint
Exposes Financial Management and Oracle Essbase functions in Excel, Word, and PowerPoint content
Notifies you when you can upgrade to new releases of Smart View

Smart View enables two export options:

You can export the current page of the current data object to Word, PowerPoint, or Excel as an image, and later, re-query the Web application to refresh the image.
You can export documents to Excel as query-ready or formatted HTML.

When you export content as query-ready HTML, the current page of the current data object is converted to HTML, and Oracle-specific formatting is removed. Thus, Smart View can re-query the data source independent of the Web application.

When you export content as formatted HTML, the current page of the current data object is converted to HTML, and Oracle formatting definitions and calculated members are retained. Thus, Smart View cannot directly query the data source, but Oracle content can be leveraged by Microsoft Office applications. Not all export options are supported by all data sources and Web applications. See Oracle Hyperion Reporting and Analysis Framework User's Guide.

To install Smart View:

Do one of the following:
1. From eDelivery, download Smart View. If you are licensed to use Visual Explorer, the filename is smartviewHVE.exe. Otherwise, it is smartview.exe.
2. In EPM Workspace, select Tools, then Install, and then Smart View.
Select the language to use for the installation wizard.
Click Next.
Follow the prompts in the wizard.
When installation is complete, click Finish.
Smart View is displayed the next time you open a Microsoft Office application.

For more information on Smart View, see the Oracle Hyperion Smart View for Office, Fusion Edition.