Advanced Options

Advanced options are global options, which apply to the entire current workbook and to any workbooks and worksheets that are created henceforth.

To set options for the administrative and other advanced tasks as described in Table 10, click Options on the Smart View ribbon, and then select Advanced in the left panel. When you are finished, click OK.

Note:

Not all data providers support all the options listed in the table.

Table 10. Advanced Options

Option 
General 
Shared Connections URLSpecify a default URL for all connections. Use the following syntax: http://<server>:19000/workspace/SmartViewProviders

Note:

This field must contain an EPM Workspace URL for Smart View online help to be available.

Number of Undo ActionsThe number of Undo and Redo actions permitted on an operation (0 through 100). See Using Undo and Redo .
Number of Most Recently Used ItemsThe number, 15 or fewer, of your most recently used connections to be displayed on Smart View Home and the Open menu on the Smart View ribbon.
Delete All MRU ItemsDelete all items in your most recently used list, including those that are pinned to the list.
Logging 
Log Message Display

All error, warnings, and informational messages from the connected data source are displayed when they occur, but you can choose which of these message levels to record in a log file. Select a message level to display and record:

  • Information: All messages, including warnings and errors — recommended to diagnose problems. Adversely impacts performance.

  • Warnings: Warnings and error level messages. Adversely impacts performance.

  • Errors: Error messages only — recommended for general use; has minimal impact on performance.

  • None: Suppress all messages.

  • Debug: Highly detailed information. Select only if you need to gather information for troubleshooting purposes; severely impacts performance.

Route message to filesSave log messages in a file. Click the ellipsis button to change the location of the log file.
Clear Log File on Next Launch

Clear the log file starting with the next log message generation, which will be seen after Excel is closed.

Display 
LanguageSelect a language in which to display Smart View. You must restart the Office application when you change languages. Default is the language specified when Smart View was installed.
Display Smart View Short Cut Menus Only Display only Smart View menu items on shortcut menus. Otherwise, shortcut menus display both Excel and Smart View items.
Disable Smart View in OutlookDisable Smart View in Outlook if you do not want to use Smart View task lists in Outlook
Enable Ribbon Context ChangingDisplay the active data provider ribbon automatically after you use a button on the Smart View ribbon.
Disable options that are not valid for the active connectionDisable options in the Options dialog box that are not valid for the active connection.
Compatibility 
Reduce Excel File Size

Should always be selected except in the following cases, when it should be cleared:

  • You send an Excel workbook to users on Smart View releases earlier than 9.3.1.6 or to users on Microsoft Office regardless of Smart View release. In these workbooks:

    • Grids that contain functions must be refreshed before data can be displayed.

    • In ad hoc mode, POV settings are lost; the behavior is similar to that of a fresh ad hoc grid.

  • You open a workbook sent from users on Smart View release earlier than 9.3.1.6 or on Microsoft Office regardless of Smart View release

Improve Metadata storage

Should always be selected except in the following cases, when it should be cleared:

  • You send an Excel workbook to users on Smart View releases earlier than 9.3.1.6 or to users on Microsoft Office regardless of Smart View release

  • You open a workbook sent from users on Smart View release earlier than 9.3.1.6 or on Microsoft Office regardless of Smart View release

Refresh Selected Functions and their dependentsExecute dependent functions on the same sheet before executing the selected functions.
Performance 
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.

Mode 
Use Double click for OperationsDouble-clicking retrieves the default grid in a blank worksheet and thereafter zooms in or out on the cell contents. If not selected, double-clicking retains standard Excel functionality and puts a cell into edit mode.

If Oracle Essbase Spreadsheet Add-in and Smart View are installed on the same computer and you have not completed the steps in Smart View and Spreadsheet Add-in, double-clicking prompts you to log into Spreadsheet Add-in.