|
|
Release 11.1.2.1
This document describes the new features introduced in Oracle Hyperion Smart View for Office, Fusion Edition Release 11.1.2.1
It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community. Smart View Release 11.1.2.1 supports accessibility features, which are described in Appendix A of the Smart View for Office User's Guide.
Oracle Hyperion Financial Close Management task lists are now integrated into Outlook, so Oracle Hyperion Financial Close Management users can integrate their tasks into Outlook tasks and perform these tasks from within Outlook.
This release of Smart View supports the following new features for Oracle Hyperion Planning, Fusion Edition connections.
Direct Connections Between Smart View and Planning
Save Ad Hoc Grids as Data Forms
Planning no longer relies on Oracle Hyperion Provider Services for ad hoc connections. Direct connections between Smart View and Planning enable Planning grids to function the same in Smart View as in the Web.
The Member Selection dialog box has been redesigned to improve ease-of-use and and provide more options for selecting members for the grid. The following enhancements have been made to the Member Selection dialog box:
Find button 
: When you enter a name in the member name entry field, the Find button is enabled. This button enables you to find and select one or more members with options to find next, find previous, check all found members, or clear the entry field.
View button
: This button enables you to select whether to display members in the member list as a hierarchy or as dynamic time series members. For dimensions that contain attribute members, you can also select attributes and subsets of attributes based on conditions that you set.
Options button
: This button provides options for displaying and selecting children, descendants, or base members in member tree list. Oracle Essbase and Planning users can also change alias tables here.
Drop-down menus in the Add and Remove buttons: Instead of selecting members individually, you can choose to move checked items along with their children, descendants, level, generation, or user-defined attributes (UDA), if applicable, between the member list and selection list. These menus are available only if the View selection is Hierarchy.
In this release, the Point of View (POV) has been made easier to use with the following new features:
POV toggle button: You can easily hide or display the POV as needed by clicking on the new POV toggle button available from all data source ribbons.
Type member names in the POV: If you know the name of a member that you want to add to the grid, you can simply enter the name over its corresponding dimension in the POV, then drag it to the grid. In previous releases, you had to open and navigate through the Member Selection dialog box to find and select members.
Simplified drag and drop: It was possible to drag and drop members to and from the grid in previous releases, but the process is simpler now. To add a member to the grid, click the down arrow next to the member name in the POV and drag it to the grid. To move a member from the grid to the POV, right-click its cell and drag it to the POV.
Docking enhancements: If you dock the POV, the docked position is retained when you open Smart View in the future. In addition, POV controls are reoriented based on the docked position.
The following new options are available from the Options dialog box:
Adjust Column Width: Enable Smart View to adjust grid column widths automatically to fit cell contents.
Enhanced Query Performance: Enable faster performance during queries by directing Smart View not to maintain comments and formulas when you perform such operations as zooming. When you select this option, comments and formulas are not deleted from the original worksheet, but they are not carried through operations on the sheet.
Disable options that are not valid for the active connection: Disable options on the Options dialog box if they are invalid for the active connection.
Use Excel Formatting and Retain Numerical Formatting are now mutually exclusive options.
With this release, you can use Smart View with Microsoft Office 2010 (32-bit only) in addition to Office 2003 and 2007.
This release features the following new functions.
HsDescription: For data sources Essbase, Oracle Hyperion Financial Management, Fusion Edition, and Oracle's Hyperion® Enterprise®, you can use the new function HsDescription to display the description of the selected member.
HypIsAncestor: For Essbase, checks whether the specified member is the ancestor of another specified member.
HypIsChild: For Essbase, checks whether the specified child member is the child of a specified parent member. HypIsChild checks only for children, not for all descendants.
HypIsDataModified: For Essbase, Planning, Financial Management, and Hyperion Enterprise, checks to see whether any data cells have been modified but not yet submitted.
HypRetrieveAllWorkbooks: For Essbase, Planning, Financial Management, and Hyperion Enterprise, refreshes all open workbooks from the same instance of Excel.
You can select an alias table for the current worksheet or for a connection.
Current worksheet: An alias tables selected for the current worksheet applies only to the current worksheet and not to future connections. Changing the alias table automatically refreshes the grid with the new alias table.
Connection: An alias table selected for a connection is permanent until changed and will be used each time you use this connection. Setting a connection alias table does not refresh the grid even if you click Refresh.
Smart View is now available in the following languages:
Arabic
Polish
Norwegian
Note: | In this release, the online help and documentation for Arabic and Norwegian versions of Smart View is in English. Arabic and Norwegian help and documentation will be available in a future release. |
This document describes the new features introduced in Smart View Release 11.1.2.
It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community. Smart View Release 11.1.2 supports accessibility features, which are described in Appendix A of the Smart View for Office User's Guide.
From the Smart View Panel, you can manage data source connections, access data and task lists, create reports, and open Oracle Crystal Ball Enterprise Performance Management, Fusion Edition workbooks if you are licensed for Crystal Ball EPM.
The Smart View Panel, opened from the Smart View ribbon, is displayed by default on the right side of the Microsoft Office application. You can move, re-size, or close the Smart View Panel from the down arrow in the title bar.
The Smart View Panel contains the following panes:
Home: A panel that displays links to shared connections and private connections as well as a list of recently used items - ad hoc grids, data forms, and tasks - which you can click to establish a connection.
Shared Connections: A drop-down menu of available connections from Oracle's Hyperion® Shared Services and a tree view of the contents of the currently selected connection.
Private Connections: A drop-down menu of available connections saved on the local computer and a tree view of the contents of the currently selected connection. You can also enter a URL to connect directly to a data source here.
Task Lists: A tree list of tasks from which you can manage your tasks. This pane opens only when you select a task list from shared connections or private connections.
Simulation Workbook: (only if you are licensed for Crystal Ball EPM) A tree list of available Oracle Crystal Ball Enterprise Performance Management, Fusion Edition workbooks that you can open in Smart View.
Action Panel: A list of operations available based on the selection in the shared connection. private connection, or task list tree list.
Smart View operations in Microsoft Office applications are available through ribbon commands. The Smart View ribbon, which contains commands for common Smart View operations, is always present. When you connect to a data source (other than Oracle's Hyperion Reporting and Analysis), the corresponding data source ribbon is also displayed. For Planning, Financial Management, and Hyperion Enterprise, when you enter ad hoc analysis, the data source ribbon is automatically replaced by its ad hoc version. Each ribbon displays only the commands permitted for that data source, mode, and Office application.
These are the new ribbons:
Smart View
Essbase
Planning
Planning Ad Hoc
HFM (Financial Management )
HFM Ad Hoc
Enterprise (Oracle's Hyperion® Enterprise®)
Enterprise Ad Hoc
OBIEE (Oracle Business Intelligence Enterprise Edition)
Note: | Microsoft Office 2003 users can still access Smart View operations via menus. |
Planning and Financial Management task lists are now integrated into Outlook, so users can integrate their tasks into Outlook tasks and perform these tasks from within Outlook. Data form tasks are seamlessly launched from Outlook into the familiar Excel interface.
The Smart View Options dialog box has been redesigned to make options more easily accessible. Options are organized into categories to provide better user experience and accommodate provider-specific options. Like other components of Smart View in this release, options are available to users only if they are supported by the currently connected data source.
The following new options are available from the Options dialog box:
Change the language in which Smart View is displayed without having to re-install Smart View
In shortcut menus, choose whether to display Smart View and Microsoft items or only Smart View items
Reset all options to default setting with a click of the Reset button
This release of Smart View supports a greatly expanded set of Planning functionality.
Planning task lists are now integrated into Outlook, so planners can integrate their tasks into Outlook tasks, and can perform these tasks from within Outlook. Planning data form tasks are seamlessly launched from Outlook into the familiar Excel interface
Planning task lists are available in Office, including task status and task reports; users can perform tasks in Excel, and have them automatically synchronized with the Web
All process management end-user functionality can be accessed from Outlook and Excel
Data validation, including validation indicators and messages
The ability to monitor the status of Planning jobs in the Job Console
Composite data forms in Microsoft Office with shared dimensions that are automatically synchronized across multiple data forms
Mass Allocate and Grid Spread for spreading values
Copy data across versions for scenario-entity combinations
Dynamic user variables that allow end users to select and change user variable values directly in data forms
Custom right-click menus for data and metadata
Member formula display
Setting Planning user preferences within Smart View
Data forms enabled for ad hoc allow users to slice data and save a slice to create reports or share with other users
For information about Planning, see the Oracle Hyperion Planning New Features and Oracle Hyperion Planning User's Guide.
In this release, Smart Slices are available toFinancial Management users who connect to Smart View. Using Smart Slices, Financial Management users can create and save reports from the Report Designer and cascade reports across a selected dimension.
Customers who use Smart View in Excel or Word to assemble financial reports can also use Oracle Hyperion Disclosure Management, which allows you to assemble a reporting package for submission to a regulatory agency that includes financial statements, as well as supporting schedules and commentary which may exist in Excel, Word, or an Oracle Hyperion Financial Reporting, Fusion Edition report.
The first release of Oracle Hyperion Disclosure Management offers a complete XBRL creation and management solution with Enterprise level XBRL mapping; XBRL Taxonomy management, editing and viewing; and Instance document creation, validation and viewing. While viewing Smart View queries in Word or Excel, users can perform data source level mapping with the XBRL Taxonomy Mapping Tool, that allows for re-usable taxonomy element mapping within Oracle Hyperion Financial Management, Fusion Edition, Oracle Hyperion Planning, Fusion Edition, and Oracle Essbase.
This release features the following new VBA functions.
HypFindMemberEx retrieves member information like dimension, alias, generation and level names.
HypSetAsDefault creates a connection default.
HypOpenForm opens a data form.
HypSetPages sets page members for the selected sheet.
HypGetPagePOVChoices returns the available member names and member description for a given dimension.
HypDeleteMetaData deletes Smart View metadata from the workbook.
HypGetSharedConnectionsURL returns the Shared Connections URL to be used (also shown in the Options dialog box).
HypSetSharedConnectionsURL sets the Shared Connections URL in the config file and Options dialog box.
HypIsConnectedToSharedConnections checks whether Oracle Hyperion Smart View for Office, Fusion Edition is connected to Shared Connections.
Most Oracle Hyperion Enterprise Performance Management System products have adopted Oracle Diagnostic Logging (ODL) as the logging mechanism. The ODL framework provides uniform support for managing log files, including log file rotation, maximum log file size, and the maximum log directory size. For more information, see the “Using EPM System Logs” chapter of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide.
Oracle Configuration Manager (OCM) integrates with My Oracle Support and provides configuration information for Oracle software. It assists in the troubleshooting, maintenance, and diagnostics of your EPM System deployment. For more information about Oracle Configuration Manager see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.
With this release, many EPM System products support hostnames that resolve to IPv6 addresses. See the Oracle Hyperion Enterprise Performance Management System Certification Matrix. IPv4 support (both hostname and IP address) remains unchanged from earlier releases.
Oracle Hyperion Enterprise Performance Management System supports the following types of SSL configurations:
Full SSL Deployment (including data access)
SSL Terminating at the Web Server
SSL Accelerators (Off-loading)
Two-way SSL
For more information on the SSL configurations, see the Oracle Hyperion Enterprise Performance Management System Security Administration Guide.
