About Using Crystal Ball EPM Models in Smart View

A Crystal Ball EPM model is built in a spreadsheet and contains not only Crystal Ball data cells but all the underlying formulas that connect the assumptions, forecasts, and optional decision variable cells that drive the model. With Crystal Ball EPM, you can build models within Smart View, and then reference data from other applications that are compatible with Smart View.

Previous chapters in this Integration Guide explain how to use the Crystal Ball EPM connectors to run Crystal Ball simulations on Essbase, Planning, and Oracle Hyperion Strategic Finance, Fusion Edition data. The procedures and processes described previously differ from those described in this chapter because they rely on logic within the EPM application, while the modeling process described in this chapter is self-contained; all analytical logic resides within Crystal Ball EPM. This chapter describes how to use Crystal Ball EPM with Smart View and other applications that are compatible with it to share data through standard Microsoft Excel processes, and then analyze the data using Crystal Ball EPM methodology. This Smart View-compatible functionality is not available with other versions of Crystal Ball.

You can use Crystal Ball EPM within Smart View to:

Getting Started

To begin using Crystal Ball EPM within Smart View, start Crystal Ball EPM following the instructions in Starting Crystal Ball EPM with Microsoft Excel and Smart View. Crystal Ball EPM opens an instance of Smart View within Microsoft Excel, if Smart View is installed.

You can create, open, and modify Crystal Ball models within Smart View as described in the Oracle Crystal Ball User's Guide. Even if you intend to add them to the central repository, save them locally to your hard drive or a network space.

Managing Crystal Ball Files in the Central Repository describes how to manage Crystal Ball EPM files in the central repository.