Using the Crystal Ball Enterprise Performance Management Connector

  To use the Crystal Ball Enterprise Performance Management Connector:

  1. Start Crystal Ball EPM following the instructions in Starting Crystal Ball EPM with Microsoft Excel and Smart View.

  2. In Microsoft Excel 2003 or earlier, select Run, then More Tools, then Integration Tools, and then Enterprise Performance Management. In Microsoft Excel 2007 or later, select More Tools, then Integration Tools, and then Enterprise Performance Management from the Tools group in the Crystal Ball ribbon.

  3. In the Enterprise Performance Management – Preferences dialog, click Options.

  4. Select Enable Smart View integration and Preserve Crystal Ball highlighting.

  5. Optionally: Click Calculations and select a calculation script.

  6. Within Smart View, select Hyperion, then Options.

  7. From the Display tab, select UI Colors, Use Microsoft Excel Formatting, and Retain Numeric Formatting, and then click OK.

  8. Within Smart View, connect to a data source and open an Essbase ad-hoc analysis query or a Planning form as usual (as described in the documentation for Smart View and Essbase or Planning.

  9. Arrange the view to suit your analysis, and then use the Crystal Ball toolbar and menus to create Crystal Ball assumptions, forecasts, and decision variables if required. See the Oracle Crystal Ball User's Guide.

  10. Use the Crystal Ball toolbar and menus to run a simulation or time-series forecast.

  11. View the resulting charts and tables to analyze the results as described in the Oracle Crystal Ball User's Guide and related documentation for OptQuest and Predictor.

For an example, see Crystal Ball Enterprise Performance Management Connector Example.

For related sections, see About the Crystal Ball Enterprise Performance Management Connector.