Starting Crystal Ball EPM with Microsoft Excel and Smart View

Note:

These instructions assume that you are using a compatible version 11.1.x of Smart View and that Smart View is set to load automatically and is enabled as a Microsoft Excel add-in when you start Microsoft Excel (the default configuration).

Begin by installing Crystal Ball EPM using the instructions in the current Oracle Crystal Ball Installation and Licensing Guide.

Then, to start Crystal Ball EPM with Microsoft Excel and Smart View, select Start, then All Programs, then Oracle Crystal Ball, and then Crystal Ball.

By default, Microsoft Excel 2003 or earlier appears with a Smart View menu and three Crystal Ball menus: Define, Run, and Analyze. The Crystal Ball toolbar also appears.

Note:

If you are using Microsoft Excel 2007 or later, Smart View and Crystal Ball appear as tab labels above the Microsoft Excel ribbon.

If Microsoft Excel is already running, a new instance opens when you start Crystal Ball.

  To start Crystal Ball automatically each time you start Microsoft Excel:

  1. Select Start, then All Programs, then Oracle Crystal Ball, then Application Manager.

  2. Check When starting Microsoft Excel, automatically launch Crystal Ball and click OK.