Oracle® Hyperion Smart View for Office

Readme

Release 11.1.2.5.000


Copyright © 2004, 2013, Oracle and/or its affiliates. All rights reserved.

Updated: October 2013

Authors: EPM Information Development Team

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Table of Contents:

Purpose

New Features in this Release

Installation Information

Information for 64-Bit Microsoft Office Installations

Supported Platforms

Supported Languages

Supported Paths to this Release

Defects Fixed in this Release

Known Issues

Tips and Troubleshooting

Documentation Updates

Documentation Feedback

Accessibility Considerations

Purpose

This document includes important, late-breaking information about this release of Oracle Hyperion Smart View for Office. Review this Readme thoroughly before installing the Oracle Enterprise Performance Management System and Smart View.

New Features in this Release

See the Oracle Hyperion Smart View for Office New Features.

For new features relating to installation, architecture, and deployment changes in this release, see “New Features in this Release” in the Oracle Enterprise Performance Management System Readme.

If you are coming from Release 11.1.2.0, 11.1.2.1, 11.1.2.2, 11.1.2.2.300, 11.1.2.2.310, or 11.1.2.3, use the Cumulative Feature Overview tool to review the list of new features added between those releases. This tool enables you to identify your current products, your current release version, and your target implementation release version. With a single click, the tool quickly produces a customized set of high-level descriptions of the product features developed between your current and target releases. This tool is available here:

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1092114.1

Smart View 11.1.2.5 introduces a single installer for 64-bit and 32-bit versions of Microsoft Office.

Additionally, this release lays the groundwork for internet-based installations.

Note:

The installer is automatically displayed in the language set in the Format field of the Windows Region and Language dialog box in the Control Panel.

Late-breaking information about the installation of EPM System products is provided in the Oracle Enterprise Performance Management System Installation and Configuration Readme. Review this information thoroughly before installing EPM System products.

Installing from Oracle Technology Network or My Oracle Support:

To install Smart View directly from Oracle Technology Network (OTN) or My Oracle Support (MOS):

  1. Before you begin, close all Microsoft Office applications.

  2. Download the Smart View zip file from either OTN or MOS:

  3. Unzip the file to a temporary location.

  4. Double-click SmartView.exe to start the installation wizard.

  5. Select a destination folder for Smart View, and then click OK.

    For new installations, Smart View is installed by default in:

    C:\Oracle\SmartView

    If you are upgrading an existing installation of Smart View, the installer defaults to the folder where Smart View was previously installed.

  6. When installation is complete, click OK.

    The Smart View ribbon is displayed the next time you open Microsoft Excel, PowerPoint, or Word.

Installing by Autodeployment in EPM System

These instructions are for upgrading from Smart View 11.1.2.x only. If you are upgrading from an earlier version of Smart View, use the autodeployment instructions provided in the documentation for the specific release.

Server Setup

To set up the server environment for autodeployment of Smart View:

  1. Enable autodeployment for your data provider as follows.

    • Oracle Essbase: Choose a method:

      • Use Administration Services Console (if available).

        1. Connect to the Provider Server, select Edit, then Properties, then Client Deployment.

        2. Choose either Force Smart View client to upgrade or Warn Smart View client to upgrade.

        3. Select the Apply Smart View client to upgrade check box.

        4. Click Apply.

      • Update essbase.properties as follows:

        1. Navigate to EPM_ORACLE_INSTANCE\bin\essbase.properties.

        2. Set these properties:

          smartview.webservice.autodeploy.force=true
          smartview.webservice.autodeploy.warn=true
    • Oracle Hyperion Planning:

      1. Select Administration, then Manage Properties, and then System Properties.

      2. Set these properties:

        SMART_VIEW_FORCE_INSTALL=true
        SMART_VIEW_DISPLAY_WARNING=true
    • Oracle Hyperion Financial Management: In the Financial Management Web Server Configuration Utility for Smart View, select Always force client to upgrade.

    • Oracle Hyperion Reporting and Analysis: Autodeployment is automatic.

  2. Make backup copies of your current SmartView.exe and version.xml before deploying the replacement files.

  3. Download the Smart View zip file from either OTN or MOS:

  4. Unzip the downloaded file to a temporary location.

  5. Copy SmartView.exe and version.xml to the location of the Oracle Hyperion Enterprise Performance Management Workspace installation, typically:

    C:\Oracle\Middleware\EPMSystem11R1\common\epmstatic\wspace\SmartView

    Note:

    If you are implementing autodeployment and using Office 64-bit, you must copy SmartView.exe, and rename the copy to SmartView-x64.exe.

    Starting with release 11.1.2.5 and above, there is only one executable, SmartView.exe, for installing Smart View for both 32- and 64-bit versions. However, the autodeploy feature from release 11.1.2.3.x and earlier is looking for SmartView-x64.exe. Therefore, if you are implementing autodeployment and using Office 64-bit, you must rename SmartView.exe to SmartView-x64.exe.

Your Smart View users can now proceed with Client Installation.

Client Installation

To install the Smart View client:

  1. In Smart View, select Panel.

  2. Connect to a data source in one of the following ways:

    • Through Shared Connections

    • Through a private connection with the following URL:

      • Oracle Essbase: http://<server>:19000/aps/SmartView

      • Planning: http://<server>:19000/HyperionPlanning/SmartView

      • Financial Management: http://<server>:19000/hfmofficeprovider/hfmofficeprovider.aspx

      • Reporting and Analysis: http://<server>:19000/raframework/browse/listxml

        Note:

        If you are using Reporting and Analysis release 11.1.2.1.000 or earlier, Smart View autodeployment will not work (10233672, 12870087).

  3. When the message “New Smart View client version available” is displayed, click Click here to Install.

  4. In File Download, select Run.

  5. If a Microsoft Excel security warning is displayed, select Run.

  6. When prompted, confirm the upgrade; click Yes.

  7. The installation wizard is displayed; click OK.

    The installer is automatically displayed in the language set in the Format field of the Windows Region and Language dialog box in the Control Panel.

  8. If prompted, close all open Microsoft Office applications, and then click OK.

  9. In the installation wizard, click OK and follow the prompts to install Smart View.

  10. When installation is complete, click OK.

    The Smart View ribbon is displayed the next time you open Microsoft Excel, PowerPoint, or Word.

  11. Open Excel.

  12. On the Smart View ribbon, select the arrow next to Help, and then select About.

  13. Verify the new version of Smart View.

Installing from EPM Workspace

Workspace Setup

To set up the Workspace environment for the updated Smart View installer:

  1. Make backup copies of your current SmartView.exe and version.xml before deploying the replacement files.

  2. Download the Smart View zip file from either OTN or MOS:

  3. Unzip the downloaded file to a temporary location.

  4. Copy SmartView.exe and version.xml to the location of the EPM Workspace installation, typically:

    C:\Oracle\Middleware\EPMSystem11R1\common\epmstatic\wspace\SmartView

Client Installation

To install Smart View from EPM Workspace:

  1. In EPM Workspace, select Tools, then Install, and then Smart View.

  2. In File Download, select Run.

  3. If a Microsoft Excel security warning is displayed, select Run.

  4. Select a destination folder for Smart View, and then click OK.

    For new installations, Smart View is installed by default in:

    C:\Oracle\SmartView

    If you are upgrading an existing installation of Smart View, the installer defaults to the folder where Smart View was previously installed.

  5. When installation is complete, click OK.

    The Smart View ribbon is displayed the next time you open Microsoft Excel, PowerPoint, or Word.

Downloading Help for Local or Web Server Installation

After installing Smart View, the online help is retrieved from a URL hosted on the Oracle.com web site. This is the default behavior for Smart View, and no changes are required by users to launch help.

However, you may require that the help be installed locally or on a web server in your organization. Some examples for the need to access help from a location other than Oracle.com are:

  • Help files must be installed on a local drive on an individual's computer for Section 508 accessibility purposes.

  • Internet access limitations; for example, your users only have access to URLs on your organization's intranet.

To accommodate the above types of cases, a help zip file is posted on My Oracle Support as a patch to Release 11.1.2.5, which you can download.

The procedure below describes downloading the help zip file. Further instructions for installation and configuration are in the following guides:

  • Oracle Hyperion Smart View for Office Accessibility Guide. See “Installing and Configuring Help Locally.

  • Oracle Hyperion Smart View for Office User's Guide, Appendix B. See “Installing and Configuring Help Locally or on a Web Server.

To download the Smart View help zip file from My Oracle Support (MOS):

  1. Log in to MOS.

  2. Select the Patches & Updates tab.

    The Patch Search area is displayed at the right of the screen with the Search tab selected by default.

  3. Under the Number/Name or Bug Number (Simple) heading, ensure that Patch Name or Number is selected in the drop-down list box.

  4. In the Patch Search text box, type this Smart View patch number:

    17024847

    The Patch Search text box is to the right of the Patch Name or Number drop-down list box.

  5. Click Search.

  6. Download the patch zip file to a temporary directory.

  7. To install and configure the help according to your requirements, follow the instructions in either of the following guides:

    • Oracle Hyperion Smart View for Office Accessibility Guide. See “Installing and Configuring Help Locally.

    • Oracle Hyperion Smart View for Office User's Guide, Appendix B. See “Installing and Configuring Help Locally or on a Web Server.

Information for 64-Bit Microsoft Office Installations

In this release, Smart View supports the 64-bit version on Microsoft Office. If you use 64-bit Office, please note the following:

  • Starting with release 11.1.2.5 and above, Oracle provides a single Smart View installation file for both 64-bit and 32-bit Office systems, SmartView.exe.

  • When referring to the 64-bit version of Smart View, note that 64-bit refers only of Microsoft Office and not to the version of the operating system.

  • Although Planning Offline is supported for 64-bit operating systems, it is not supported for 64-bit Smart View installations. If you use Planning Offline with Smart View, you must use the 32-bit version of Smart View and the 32-bit version of Microsoft Office.

  • 13571266 -- On Windows XP, the Oracle Hyperion Enterprise® migration utility may fail to load.

    Workaround: Install Microsoft Visual C++ 2010 Redistributable Package (x86), available from the Microsoft web site.

  • 14342207 -- The Smart View function migration utility is not supported on 64-bit Office. This is a Microsoft issue, and a service request has been filed with Microsoft.

    Workaround: Until the Microsoft fix, use the 32-bit version of Smart View.

  • 14770595 -- You cannot install the 64-bit version of Smart View from the Oracle Business Intelligence Home page.

    In this release, the Smart View executable file, SmartView.exe, can be used to install with both 32- and 64-bit versions of Office. Download the SmartView.exe from OTN for distribution to your users.

  • 16872045 -- Starting with this release, the 32- and 64-bit versions of Smart View are available from a single installer. If your users install from EPM Workspace, and you set up the autodeploy feature from release 11.1.2.3.x and earlier to look for SmartView.exe, then the installer will automatically detect and install the version required, either the 32- and 64-bit version.

    Note that the same single installer and detection functionality is available if you choose to have users access the installer from Oracle Technology Network or My Oracle Support.

  • 17238001 -- If your Smart View users are running a 64-bit version of Office, and you set up the autodeploy feature from release .x and earlier to look for SmartView-x64.exe, you must make a copy of the 11.1.2.5 SmartView.exe, and rename it to SmartView-x64.exe, as described in step 5 in Server Setup.

Information about system requirements and supported platforms for EPM System products is available in spreadsheet format in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on Oracle Technology Network (OTN):

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Note:

Unless otherwise stated in this readme, platform support in Smart View 11.1.2.5 follows that which is stated in the 11.1.2.3 version of the Oracle Enterprise Performance Management System Certification Matrix.

Additional Microsoft Platform Support

This release adds support for the following:

  • Microsoft Windows 8

  • Microsoft Office 2013 (32- and 64-bit)

  • Microsoft Surface Pro tablet

Microsoft Office Support

Smart View supports Microsoft Office versions 2007 and higher, including 32- and 64-bit Office, where applicable.

Microsoft .NET Framework Support

You must have Microsoft .NET Framework 4.0 or higher to use the 11.1.2.5 version of Smart View.

Smart View Extension Support

16492773 -- If you are working with Smart View extensions, you must use version 11.1.2.3 or higher of the extensions. For example, if you want to use the Oracle Hyperion Strategic Finance extension with Smart View 11.1.2.3, then you must upgrade to at least the 11.1.2.3 version of the extension. Smart View 11.1.2.5 is not compatible with extension versions older than 11.1.2.3.

Oracle BI EE Version Support

You must have Oracle Business Intelligence Enterprise Edition release 11.1.1.7 or 11.1.1.7.1 to use the Oracle BI EE-related features in Smart View.

Supported Languages

Information about supported languages for EPM System products is available in spreadsheet format on the Translation Support tab in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Note:

Unless otherwise stated in this readme, language support in Smart View 11.1.2.5 follows that which is stated in the 11.1.2.3 version of the Oracle Enterprise Performance Management System Certification Matrix.

Supported Paths to this Release

You can upgrade to Smart View Release 11.1.2.5 from the following releases:

Table 1. Supported Paths to this Release

Release Upgrade Path FromTo

11.1.2.x

11.1.2.5

11.1.1.4.x

11.1.2.5

Note:

When upgrading from release 11.1.1.3.x and earlier, Oracle recommends uninstalling Smart View before installing release 11.1.2.5.

This section includes defects fixed in Release 11.1.2.5.000. To review the list of defects fixed between earlier releases, use the Defects Fixed Finder. This tool enables you to identify the products you own and your current implementation release. With a single click, the tool quickly produces a customized report of fixed-defect descriptions with their associated platforms and patch numbers. This tool is available here:

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1292603.1

General

  • 12645722 -- Formulas cannot be copied and pasted.

    Note:

    Starting with release 11.1.2.5, formula cells can be copied and pasted.

  • 13530466 -- You cannot install the 64-bit version of Smart View from EPM Workspace.

    Note:

    In this release, the Smart View installer is a single executable, SmartView.exe, which automatically detects the bit version of Office you are using (32- or 64-bit). See Installation Information for more information.

  • 13606492 -- In 64-bit versions of Excel 2010 SP1, the presence of Smart View functions or using Function Builder may cause Excel to terminate abruptly and may prevent Smart View Copy and Paste functions from working. This is a Microsoft issue, and a service request has been filed with Microsoft.

  • 14402151 -- Large workbooks can take a very long time to open when Smart View is installed.

    Note:

    To improve performance, in Smart View 11.1.2.5, the Improve Metadata Storage option is selected by default.

  • 15950036 -- In Word 2010 for 64-bit Office, an “Object reference” error occurs when inserting a compound view that contains only a title view and chart views.

  • 15993607 -- After providing user credentials in a single-signon environment, the following error message is briefly displayed:

    Server Error - 405 - HTTP verb used to access this page is not allowed
    The page you are looking for cannot be displayed because an invalid method 
    (HTTP verb) was used to attempt access

    The user is then successfully signed into Smart View.

  • 16180415-- Drill-through to Oracle Fusion General Ledger applications fails when you are not already logged into the applications. Be sure to log into applications before performing drill-through operations in Smart View.

  • 16361978 -- In Word, after saving and reopening a report containing a slider, the slider appears smaller.

    Note:

    When you first insert a slider into a report and refresh, the slider may appear grayed out. To fix this, go to Document Contents panel, click on the Refresh Contents drop-down arrow, select Toggle Design Mode, and then adjust the slider. Go back and select Toggle Design Mode again, and then Refresh, The slider displays correctly.

  • 16520945 -- The UI Colors feature, removed in release 11.1.2, causes problems with the Smart View Panel in cases where Smart View was upgraded from pre-11.1.2 releases.

  • 16528948 -- In Smart Query sheets in Excel, attribute members are not displayed under Point of View in the Smart Query Panel.

  • 16887171 -- Existing worksheet data was lost when an automatic Refresh was performed upon connection to a data source.

    Tip:

    In the Document Contents pane, use the Modify Connection command to change the connection for individual worksheets or an entire workbook. This feature is described in the “Modifying Connections” topic in the Oracle Hyperion Smart View for Office User's Guide.

  • 16903009 -- Sheet options are not copied when a worksheet is copied.

  • 16998632 -- At times, Excel terminates abnormally when saving a workbook; however, Excel saves the workbook properly if a Refresh is performed before saving.

  • 17075458 -- When working with password protected add-ins, a login dialog box appears when exiting Smart View.

    Note:

    Note: This fix applies to the Oracle BI EE and Smart Query extension. For other extensions, check with the documentation for that extension.

  • 17237674 -- Launching Member Selection from the Smart View Panel causes the Essbase ribbon to disappear.

Essbase

  • 16509704 -- When opening a new workbook, connecting to Essbase, and then selecting the Set Active Connection for this Worksheet option instead of Ad hoc Analysis, double-clicking in the worksheet causes an old grid format to open by default. Subsequently choosing Ad hoc Analysis, selecting a Reuse option, and then updating causes a common provider session mismatch error.

  • 16597283 -- “The number of POV exceeds...” error appears when reopening a migrated sheet which had single POV.

  • 16765987 -- HsGetSheetInfo(“Alias Table”) does not return the alias table used by the current sheet.

  • 16770102 -- In a multiple grid worksheet having only one retrieval area, selecting the Change Alias on the Essbase ribbon caused Excel to terminate abnormally.

  • 16778720 -- Submit Data is not working on a worksheet containing functions (HsGetValue and HsSetValue) after enabling the active connection on the sheet.

Financial Management

  • 15959754 -- Opening a Financial Management web form in Smart View produces the error, “XML Load Error: A name contained an invalid character.” However, the same web form opens correctly in Financial Management.

  • 16868873 -- Some common arithmetic symbols, such as braces, {}, are not recognized by Function Builder.

  • 16980508 -- The POV toolbar does not display when opening an Financial Management form with all the Smart View Suppress Columns options selected.

    This issue is fixed in Financial Management 11.1.2.2.305. You must be connected to Financial Management 11.1.2.2.305 to see this fix in Smart View 11.1.2.5.

  • 16985544 -- POV details are not correctly passed into linked forms.

Financial Reporting

  • 16199752 -- When connected to an Financial Management provider and the Move formatting on operations option is enabled (Options dialog box, Formatting tab), operations such as Keep Only and Remove Only fail.

  • 16775130 -- When working with Oracle Hyperion Financial Reporting reports that are imported into PowerPoint and then saved, you cannot refresh or edit the report.

Oracle BI EE

  • 14685678 -- An error may occur when users attempt to edit prompts when a double column prompt is defined for a column. With double columns, configurable in Oracle BI EE, column data includes a display column that has a code column mapped to it.

  • 14690536 -- In the View Designer, the tab order through the interface elements is not correct and there is no focus on check boxes.

  • 14781105 -- In Word, using the Mask Data functionality on charts causes the charts to be completely removed.

  • 16922669 -- When member names contain leading zeroes (for example, a SKU number of 000456), Smart View trims the leading zeroes, treating the value as numeric instead of text. Member names containing leading zeroes and one or more letters are handled properly as text (for example, a SKU number of 000456A).

  • 16299637 -- Copying and pasting charts between Office applications (for example, from Word to PowerPoint) leaves Excel open with a default data sheet, the sheet used by Excel when processing the request.

    Additionally, a default data sheet remains displayed in Excel if Excel is already open and a Mask or Refresh operation is performed on charts in Word or PowerPoint.

  • 16767134, 16937009 -- Smart View was not able to insert Excel pivot tables into Excel as either a compound view or pivot table view when certain Time members were present in rows.

  • 16616561 -- Inserting table views and pivot table views results in an error when the view contains sections along with hierarchical columns on the row edge that have been drilled into.

    Note:

    This defect is fixed with the Oracle BI EE version 11.1.1.7.1..

  • 16974502 -- Smart View is unable to import some large reports from Oracle Business Intelligence Answers.

    Note:

    This defect is fixed with the Oracle BI EE patch 16572688 (for bug 16832299).

  • 17021872 -- When loading data using a filter defined in Smart View, the first 150 rows of data are dropped.

Planning

  • 14367639 -- Smart List values that are updated in a web form in a Planning application are not reflected when opening a saved Planning data form in Smart View and connecting to the updated Planning application.

  • 15919182, 16292632 -- In a Planning data form in Smart View, if you change the POV (using the cell drop-down to change the POV to a different member), data you enter for the current POV is submitted to the previously-selected POV member. Also, there is no warning message that you are on a different POV.

  • 16615404 -- When the comma (,) is selected as the decimal separator in Windows Regional Settings, adjusting data on a Planning form truncates decimals. For example, if adding 10,50 to selected cells, only 10 is added.

  • 16914058 -- If a substitution variable or user variable is chosen as the first member in a runtime prompt, and the runtime prompt values are a mix of member names and substitution variables, double quotes are not added correctly, causing the rule launch to be unsuccessful.

Reporting and Analysis

  • 16412491 -- When exporting an Financial Reporting report using the “Export In Query-Ready” mode from EPM Workspace, Smart View automatically selects the Repeated Members option, causing repeated column headings to be automatically suppressed. This occurs even though the Repeated Members option was not selected before importing the report.

  • 16412491 -- When exporting an Financial Reporting report using the “Export In Query-Ready” mode from EPM Workspace, Smart View automatically selects the Repeated Members option, causing repeated column headings to be automatically suppressed. This occurs even though the Repeated Members option was not selected before importing the report.

The following are the noteworthy known issues of this release.

Installation

  • 6576419 -- When installing on Windows Vista, you are not prompted for administrator privileges at the beginning of installation as expected. Instead, you get an error message during installation that you do not have sufficient privileges.

    Workaround: In Windows Explorer, right-click SmartView.exe and select “Run as administrator”. You will then be prompted to supply administrator credentials

  • 9798801, 8839088, 7634745 -- Do not uninstall this version of Smart View and then install a previous version of Smart View. If you must do this, then delete the registry key HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\Addins\Hyperion.CommonAddin.

  • 14233719 -- If you are upgrading to this release from a Smart View PSE release, Oracle recommends that you first uninstall the PSE release and then install this release.

  • 16835531 -- Smart View does not support number formatting of Function Grids imported from Smart Slices.

  • 17164523 -- The selected POV members are reverted to dimension members after deleting some columns and refreshing the spreadsheet.

    Workaround: Click the POV button to hide the POV toolbar. Then ensure that you do not delete the column that contains the Page members.

  • 17206029 -- On Office 2013, after installing and launching Smart View for the first time, you may get an error message similar to the following: “Unable to set the installed property of the add-in class”.

    Workaround: Enable the Smart View Excel add-in. Go to File, then , then Add-ins, and then Manage Excel Add-ins and enable the Smart View add-in.

General

  • 7408376 -- Replacement labels for missing data and other preferences specified in the Smart Slice Options dialog box during Smart Slice creation are not applied to function grids based on the Smart Slice. Instead, the options specified by Smart View users in the Options dialog box are applied to function grids.

  • 7432260 -- You cannot resize columns in table reports.

    Workaround: This is expected behavior; to enable column resizing, do the following:

    1. Insert a table on the grid and refresh.

    2. Enter Excel Design Mode (available from the Excel Developer ribbon or Visual Basic toolbar).

    3. Right-click the table and select Microsoft Office Spreadsheet 11.0 Object, and then Command and Options.

    4. From the Properties dialog box, select the Protection tab, then select Resize Columns.

    5. Select the Sheet tab, then select Column Headers.

    6. Click OK.

  • 7447990 -- Unlike EPM Workspace, the Smart View Panel does not display hidden files or files with duplicate names. Therefore, file counts may differ between Workspace and Smart View.

  • 8312407 -- If you open a workbook in Excel 2003 that was previously saved in Excel 2007 as an .xlsx file, you may get an error message. This is a Microsoft issue.

    Workaround: Save the file in Excel 2007 with an .xls extension; it will then open properly in Excel 2003.

  • 9083246 -- When you try to close Excel, it may terminate abruptly. This is a Microsoft issue. Ensure that you save your work before closing Excel.

  • 9315130 -- Microsoft security update KB969604 for Office 2007 breaks Smart View functionality in Word. See Microsoft documentation for information about fixing this problem.

  • 9691355 -- When you delete a worksheet that containing a reporting object from the Report Designer, Excel may terminate abruptly. This is a Microsoft issue.

  • 11659670 -- Interfaces in Arabic and Hebrew versions of Smart View may contain layout, alignment, and other display issues.

  • 11934177, 12569072 -- If Excel transition options are enabled, many Excel functions, including copy/paste, macros, and automation API calls, do not work. This is a Microsoft limitation.

    Workaround: From the Smart View ribbon, select Options, then Advanced, and then select the Improve Metadata Storage option.

  • 13987451 --For larger workbooks, a “not enough resources” error may occur.

    Workaround: Try to break up your workbook into smaller workbooks.

  • 14401306, 14401320 -- Reports that were created in release 11.1.2.2 and earlier will not migrate, convert, or insert correctly.

    Workaround: In order to migrate and use these reports, you must install the owc11.dll file. Go to the Microsoft web site to download and install owc11.dll.

  • 14494179 -- Zooming out after performing a zoom in can leave blank rows on the worksheet.

    Workaround: This is not a specific Smart View issue but may be related to excess formatting not being removed by Excel. Oracle recommends trying the following Microsoft workarounds:

  • 14648478 -- The Smart View installer does not fully support bidirectional (BiDi) languages. This can result in installer screens containing formatting errors such as overlapping or misaligned text and icons. The installer can be used, however, and the installed Smart View product will display correctly in BiDi languages.

  • 14506528 -- If you are using an XML file for shared connections, as described in “Accessing Shared Connections from an XML File” in the Oracle Hyperion Smart View for Office User's Guide, be sure to note that only ASCII characters are supported in the XML file. Do not use non-ASCII characters in any of the entries you make in this file.

  • 14851501 -- Copying and pasting cells between Excel worksheets using the keyboard commands Ctrl-C and Ctrl-V does not work when Smart View is enabled.

    Workaround: From the Smart View ribbon, select Options, then Advanced, and then select the Improve Metadata Storage option.

  • 14456134 -- Various issues may arise when the Excel option, Ignore other applications that use Dynamic Data Exchange (DDE), is selected. For example, there are problems launching Excel, launching Excel files from outside of Excel, and using the Export in Query Ready Mode option against Firefox 17.x to export balances from Financial Reporting.

    Workaround: Click the Microsoft Office Button (upper left corner of Excel), and then click Excel Options. In the Advanced category, scroll down to the General options, and then clear the Ignore other applications that use Dynamic Data Exchance (DDE) check box. Restart Excel.

  • 16097806 -- Data entered at upper level time periods does not spread in Smart View.

  • 16554169 -- On computers where Smart View is installed, an error occurs when updating links in PowerPoint that were copied from Excel to PowerPoint.

  • 16616324 -- An issue with font sizes specified with decimal points (for example, 11.5) causes the font size in a worksheet to be reduced to 2 points upon Refresh.

    Workaround: In the Options dialog box, Formatting tab, select the Use Excel formatting option.

    Or, to avoid this issue, do not use decimal points in font sizes. Instead, specify font sizes as whole numbers (for example, 10 or 11).

  • 16953286 -- In a workbook containing macro-enabled worksheet, some macros are unresponsive after enabling Smart View.

    Workaround: Enable the Improve Metadata Storage option in the Advanced tab of the Options dialog box.

  • 17081231 -- This issue occurs on Windows 8, Office 2013 64-bit platforms: Clicking the Panel button in the Smart View ribbon causes Excel to terminate.

    Workaround: Start Excel using the Run as administrator command. To do this, locate the Excel icon on your desktop or navigate to the Excel executable file in Windows Explorer. Right-click the program icon or shortcut, and then select Run as administrator.

  • 17089211 -- This issue occurs on Windows 8, Office 2013 64-bit platforms: After Smart View installation, upon initial startup of Excel, the Smart View ribbon tab does not appear. Instead, an Add-in ribbon tab is displayed containing Smart View icons, but no label text.

    Workaround: Start Excel 2013 with a blank workbook. To do this, select File, and then Options. In the General page of Excel Options, clear the Show the Start screen when this application starts check box.

  • 17215221 -- On Microsoft Surface Pro tablets, in the Task List pane, the text does not does display correctly in the Action Panel and in Task Details. Items in these areas are squeezed together vertically, causing the fonts to be cut off at the bottom of each item.

  • 17263827 -- Microsoft has enabled Office Animations for the Task Pane and many controls within Office 2013. This causes flickering and screen movements when opening forms, especially when opening composite and cascading forms.

    To improve user experience, you may disable Office Animations for 2013 by adding a key to the Windows Registry. To do this, create the Graphics and Disable Animations key.

    • Key Name:

      [HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Common\Graphics]
    • Key Value:

      "DisableAnimations"=dword:00000001

    Refer to Windows documentation for instructions on creating this registry key.

  • 17201275 -- In PowerPoint, when the Use Presenter View option is selected, the Document Contents pane in the Smart View Panel disappears after inserting a reporting object into a Smart Slice (such as a function grid, table, or POV), launching the slide show, and then exiting the slide show.

  • 17288684 -- Microsoft Outlook 2013 may terminate abnormally when Smart View 11.1.2.5 is enabled.

Disclosure Management

  • 14275486 -- When Oracle Hyperion Disclosure Management doclets are combined into master documents, table autofit formatting may be lost.

  • 17064057 -- This issue occurs on Windows 8, Office 2013 64-bit platforms: An issue with Disclosure Management causes Excel to terminate when importing a Oracle Hyperion Web Analysis report in Query-Ready mode.

  • 17201226 -- This issue occurs on Windows 8, Office 2013 64-bit platforms: The Disclosure Management extension may cause Excel to terminate abnormally in the following scenario: Use the File menu, Open command to open a saved report that was created in Report Designer, refresh the report, and then click the “X” in the upper right corner to close Excel.

    Workarounds:

    • In Windows Explorer, locate the saved report file and double-click it to open it.

    • Disable the Oracle Hyperion Disclosure Management extension.

Essbase

  • 11841013 -- You may not be able to change members in a Smart List.

  • 12884154 -- When you select Pivot from the Essbase ribbon to pivot a row member, the member is moved instead to the POV toolbar.

  • 12890030 -- If you change alias tables, members that you drag from the POV toolbar to the grid may be lost.

  • 12879435 -- A member name in the grid may be displayed as its alias instead of as its name in the Query Designer. However, despite the inconsistent names, the query will execute properly.

  • 12913962 -- When you associate a connection to an ad hoc worksheet using Set Active Connection, members may disappear from the worksheet when you refresh.

    Workaround: Instead of associating a connection, perform direct ad hoc analysis on the worksheet.

  • 13516151 -- When you zoom in on the uppermost dimension in a column that contains more than one dimension, children are displayed with blank columns in between. This happens when Preserve Formulas and Comments in Ad Hoc Operations is selected in the Member Options page of the Options dialog box.

    Workaround: Do not select Preserve Formulas and Comments in Ad Hoc Operations.

  • 13571703 -- After selecting multiple members from a dimension in the POV, then pivoting the dimension from the POV to the sheet, the result is only one member pivots to the sheet, not all selected members.

  • 13854982 -- When filtering on attributes at the Generation 3 level in an attribute dimension, Smart View only displays members up to the Generation 2 level.

  • 13729593 -- When you use Firefox 9.x or 10.x, data may not be displayed in the Oracle Hyperion Financial Data Quality Management, Enterprise Edition landing page when you drill through from Smart View.

    Workaround: Go to the Add-ons menu in FireFox and ensure that the Smart View extension is enabled.

  • 14470264 -- The HsGetVariable function does not support non-ASCII variable values.

  • 14785472 -- While performing ad hoc, comment text may be removed when Smart View is refreshed if the Member Name and Alias or Member Name Only are selected, even though the Member options, Preserve Formulas and Comments in Ad hoc operations (except pivot) and Enabled Enhanced Comment Handling are enabled.

  • 14802498 -- When the No Data / Missing Suppress options are selected, blank rows appear when they should be suppressed and formatting is applied to the cells in those rows.

  • 15927555 -- The “Disconnect All” command is not breaking all open connections.

  • 16200267 -- Zooming in with the No Data / Missing and Zero Suppress options selected produces output containing empty rows in the sheet.

  • 16298148 -- Retrievals take an exceptionally long time to complete if a row contains unknown members.

  • 16574702 -- Some ad hoc retrievals can be very slow.

    Workaround: Ensure that if the Use Excel Formatting option is enabled, then the dependent option, Move Formatting on Operations, is cleared.

  • 16560751 -- Clicking the Pivot button on the Essbase ribbon, pivoting from rows to columns fails and results in pivoting to the POV. Pivoting from columns to rows works correctly.

  • 16607593 -- When executing an MDX query with a calculated member (WITH MEMBER...) in Excel, the calculated values appear for a very short time in the sheet column and then are converted to a comment column. All calculated values are lost either automatically or by performing a Refresh.

    This occurs whether you are using the Execute MDX command in the Essbase ribbon, or the VBA function, HypMDXExecute.

  • 16747003 -- A grid with formulas in the cells surrounding every member on the top, bottom, left, and, right will lose some of the formulas after a refresh.

  • 16808119 -- The Suppress Rows, Repeated Members option has no effect if enabled while performing ad hoc operations and members, repeated or not, are already on the grid.

    Workaround: Enable the Repeated Members option before beginning ad hoc operations.

  • 17001455 -- Repeated rows display even though the Suppress Rows option, Repeated Members, is selected.

  • 17019256 -- This issue occurs on Windows 8, Office 2013 64-bit platforms: While performing ad hoc or working with a Smart Slice, if the Oracle Indirect Spend Planning extension is enabled, Excel terminates when trying to copy and paste within Excel.

    Workaround: Disable the Predictive Planning extension.

Financial Management

  • 7608591 -- In German operating systems, multiple zeroes may be incorrectly appended to numbers that are entered into the Cell Text field. For example, 15 may become 1500000. To avoid this problem, precede numbers that you enter into Cell Text with a single quotation mark, for example, '15.

  • 9382988 -- In the Customize Field dialog box, shortcut keys do not work.

    Workaround: To navigate fields in this dialog box, use the tab key.

  • 14822441, 15959703 -- Cell colors defined in web forms are not retained when the form is opened in Smart View.

  • 16319892 -- After opening a web form and selecting a particular entity type, and then opening another web form, the entity POV is reset to the [none] member when switching between web forms.

  • 16451623 -- Chart data is not properly updated upon Refresh if the data for the current intersection is #Invalid.

    Workaround: Change the slider or POV to a valid data point that displays different data, and then perform a Refresh. The chart is properly updated.

  • 16451759 -- Charts cannot be copied and pasted correctly. See also Limited Chart Copy and Paste Support.

  • 16898574 -- Some style preferences set on forms from within Financial Management are not honored on forms in Smart View.

Financial Reporting

  • 14643318 -- An “Invalid Pointer” error results during login when the data source connection has timed out and you attempt to refresh a previously-saved report that contains a function grid.

    Workaround: Close the workbook and Excel. Then, restart Excel, open the workbook, and perform the refresh.

  • 14600472 -- In an imported query-ready report, some line items may change after a refresh.

  • 16589367 -- In Oracle Access Management environments, when using the Financial Reporting extension in Smart View, importing a Function Grid or an Office Table results in a connection error.

  • 16919146 -- Financial Reporting reports are imported into Smart View with duplicate member names and shared members shown in qualified member name format (for example, “[2006].[Qtr1]”).

Hyperion Enterprise

  • 13571266 -- On Windows XP, the Oracle Hyperion Enterprise® migration utility may fail to load.

    Workaround: Install Microsoft Visual C++ 2010 Redistributable Package (x86), available from the Microsoft web site.

Oracle BI EE

  • 14342299, 14507281-- An error can occur when you have multiple Oracle BI EE connections open at one time.

    Only one connection at a time is supported to an Oracle BI EE provider. If you attempt to connect to a second Oracle BI EE provider, the catalog will not display the contents of the second connection correctly.

    Workaround: Disconnect all Oracle BI EE connections and keep only one connection open at a time.

  • 14345387 -- Smart View does not support direct insert of stepped and curved line charts. When inserting a stepped or curved line chart, Smart View will substitute the closest match, a default line chart. This is expected behavior.

  • 14355587 -- Selection lists specified for prompts in BI Answers (radio button lists and check box lists) are converted to list controls in Smart View. This is expected behavior.

  • 14563557 -- Checking or clearing the “Use unified scale” option in BI Answers requires that you use the “Replace View” option when refreshing in Smart View. This is expected behavior.

    For information on setting refresh preferences, see “Specifying Preferences for Refreshing Views” in the “Smart View and Oracle BI EE” chapter of the Oracle Hyperion Smart View for Office User's Guide.

  • 14580332 -- Time zone preferences set in Oracle BI EE account preferences are not exposed in Smart View.

  • 14583775 -- Smart View does not display prompt values on double columns based on code column values when the double columns are set up in BI Answers with the "Enable User to select by code column" option selected.

  • 14594347, 14594221 -- When performing an Insert as Excel Table or Insert as Excel Pivot Table, the order in which columns are rendered Smart View may not match the order that was specified in design mode in BI Answers.

  • 14600296 -- In the Prompt Selector, there is a limit of 256 items that can be displayed in drop-down list controls or option lists.

    Workaround: Increase the value of the setting in Prompts/MaxDropDownValues in instance.config in BI Answers.

  • 14689283 -- In View Designer, you cannot create a view where a hierarchy member is positioned at the top of a list of members in any edge. For example, using the Sample Sales database, you cannot position the Time Hierarchy, and then the D3 Organization member below it, in the Row edge.

  • 14737958, 14750088 -- In View Designer, you cannot create a view with a column of numeric type on the Page or Section edges.

  • 14754719 -- Table or pivot table views containing two or more hierarchy members cannot be created in the View Designer.

  • 14780195 -- Copying and pasting table views from an Oracle BI EE dashboard to Smart View results in an “invalid object” error when the analysis contains a static text view or narrative view.

  • 14788102 -- Smart View fails when inserting a pivot table where all the columns in the Row edge of the pivot table are hidden.

    Workarounds: Insert as a table instead. Alternatively, exclude the columns.

  • 15840478 -- Pie charts are not refreshed after adding a filter in BI Answers if the filter added is on a dimension that defines the number of pies that display.

    Workaround: If there is a change in a filter column that is also defined as a number-of-pies dimension, then you should change the refresh option on the chart view to Replace View, and then perform another refresh. This ensures a correct refresh, updating the number of pies and the chart titles that correctly reflect the new data.

    See “Specifying Preferences for Refreshing Views ” in the Oracle Hyperion Smart View for Office User's Guide for instructions.

  • 15840538 -- Pie charts are not refreshed after removing a filter in BI Answers if the filter removed is on a dimension that defines the number of pies that display.

    Workaround: See the workaround specified for bug 15840478.

  • 15886617 -- The precision of digits that Smart View can display in Excel is limited to the precision of digits allowed by Excel.

    For example, the following is an 18-digit number formatted with two decimal places:

    123456789123456789.12

    Because of Excel's 15-digit precision limitation, the digits after the 15th digit are changed to zeroes in Excel and the number would be displayed as follows:

    123456789123456000.00
  • 15969695 -- On Office 2007, a memory error occurs when inserting a chart into PowerPoint.

    Workaround: Install Microsoft Office 2007 Service Pack 3.

  • 15993680 -- In Office documents that are saved in Smart View 11.1.2.2.310, copy and paste of masked image charts unmasks them.

    If an Office document is saved in Smart View 11.1.2.3 or higher, the copied image charts remain masked when pasted.

  • 16026143 -- In the Oracle BI EE catalog in Smart View, in some cases, the views in an analysis may not display when the analysis contains views with hierarchical columns.

  • 16809678 -- When working with prompts, in the Value Selector dialog box, values for certain columns appear multiple times.

  • 16218211 -- An “Unsupported AMF version” message appears when attempting to perform an action after the Oracle BI EE server connection has timed out.

    Workaround: Terminate the Office application, restart it, and then reconnect to Oracle BI EE.

  • 16219221 -- Scatter charts and bubble charts do not display correctly if there are more than 255 data points in a chart, where one data point represents one scatter point or one bubble.

    Workaround: Oracle recommends limiting data points to 255.

  • 16373849 -- When inserting multiple objects from a compound view into PowerPoint and selecting the “one object per slide” option, an Excel instance is opened for each object and then minimized in the Windows Taskbar. However, when the insert operation is complete, the Excel instances are not automatically closed. This can clutter the Taskbar when inserting a large number of objects.

    Workaround: To minimize the number of Excel instances shown in the Taskbar, click the Office button (in the upper left corner of Excel), select Excel Options, and then select the Advanced tab. In Display options, clear the Show all windows in the Taskbar check box.

  • 16055532 -- When pivot tables that contain embedded pivot charts are inserted into Smart View, the embedded pivot charts are not imported.

    Workarounds: You can either use Excel to create a pivot chart based on an inserted Excel pivot table or use BI Answers to create a new chart view and insert that view using Smart View.

    • To create a pivot chart based on the inserted native Excel pivot table, complete these steps:

      1. In Smart View, click in the Excel pivot table and select the Excel Options ribbon.

      2. From the Tools group, click the PivotChart button.

      3. In Insert Chart, select a chart style and then click OK.

    • To create and insert a separate chart view:

      1. In BI Answers, create a new, separate chart view object.

      2. In the Office application, use Smart View to insert the newly-created chart view.

    In both workarounds, the pivot chart is rendered.

  • 16285804 -- If a prompt is defined on double columns, and the prompt operator selected is * Prompt User, the following operators do not work at runtime:

    • is less than

    • is less than or equal to

    • is greater than

    • is greater than or equal to

    • is like

    • is not like

    Workaround: Do not use the * Prompt User operator. Instead, define the operator explicitly at design time, using one of the operators listed above. The operators will then work.

  • 16397682 -- After inserting a chart filtered by a column which is also used in the section edge, removing and then adding back sections from a filter in BI Answers causes the chart to display incorrectly when refreshed in Smart View. This is expected behavior.

    When the filter is initially removed in BI Answers, the remaining charts are displayed correctly upon Refresh in Smart View. When the filter is added back in Oracle Business Intelligence Answers, and a Smart View Refresh is performed, the chart is added back to the sheet, but in the default bar chart format.

    This same behavior is also seen when copying and pasting a chart section and then refreshing. The copied chart displays as a default bar chart after refresh.

    Workaround: Edit the chart using Excel's chart editing tools; however, some chart elements may differ slightly in appearance from the elements in the other charts. Alternatively, reinsert the entire chart view so that all chart elements are uniform.

  • 16520355 -- In Word and PowerPoint, there can be some overlapping of tables and charts when inserting a compound view or when a compound view is either inserted from the catalog or copied and pasted. This is especially true when any of the objects in the compound view are particularly large.

  • 16531702, 16815560 -- When BI Office and Smart View are installed on the same machine, after inserting a chart into PowerPoint and exiting, an extra Save dialog box for Excel may appear. Additionally, the message window may not be in focus. In this case, you must manually bring it into focus, and then exit the window.

    Workaround: Disable the BI Office add-in.

  • 17044631 -- Charts that are heavily formatted in version 11.1.1.7.0 of Oracle BI EE may fail when imported into Smart View 11.1.2.5.000.

Planning

  • 6533549, 6549255 -- If a member cell contains a formula that calculates the value for a summary time period, that cell should be locked, but instead, Smart View may mark it as dirty if the data for the member is modified.

  • 9414544 -- When you are connected to a Planning provider through shared connections and try to add a server via Oracle Hyperion Provider Services, you may get the following error message: “Check if the Server/URL you provided is correct and if the server is up and running." This is an SSL certificate issue. In the enterprise SSL offloading setup, connections from Provider Services to Planning must be HTTP and not HTTPS.

  • 11898135 -- Data forms fail to open if you are using Planning 11.1.2.0 with this release of Smart View.

  • 12775474 -- If other add-ins besides Smart View are enabled for Excel, forms, especially larger ones, may take a long time to open. This does not happen if the other add-ins are disabled.

  • 12877317 -- If you connect to Planning through Oracle Hyperion Provider Services in Release 11.1.2.1 or later, ad hoc analysis, the Query Designer, and copy/paste functionality is not available.

    Workaround: Connect directly to Planning.

  • 14805911, 17250666 -- Performance may be very slow when launching the User Preferences dialog box from a Planning application in the Smart View Panel, and selecting members for user variables in Smart View.

  • 14834659 -- When substitution variables are used, the last column (the right-most column) on Web Analysis forms is dropped or hidden when the form is opened in Smart View.

  • 16368801 -- Column heights are incorrectly displayed when rendered in a form.

  • 16721734 -- In specifying a Replacement option as #NumericZero (Options dialog box, Data Options tab), and then spreading data for Time Periods, the parent data could not be deleted.

    Workaround: Ensure that the Replacement option, Submit zero, is selected when #NumericZero is also selected.

  • 16898574 -- Some style preferences set on forms from within Oracle Hyperion Planning are not honored on forms in Smart View.

Reporting and Analysis

  • 6575786 -- Refresh and Refresh All do not work if two pages of a Web Analysis report are imported sequentially.

    Workaround: Use All Pages to import multiple pages of a report.

  • 6908330 -- Oracle Hyperion Reporting and Analysis documents are not displayed in Import Workspace Document Folder Tree if EPM Workspace is under WebSeal and configured for a context path (http://<server>:<port>/<context path>/workspace) other than the default (http://<server>:<port>/workspace).

  • 7674839 -- When you import a Financial Reporting report into Smart View and refresh, the worksheet becomes solid black, except for the cells imported from Financial Reporting.

    Workaround: From the Excel Tools menu, select Options. On the Color tab, click Reset and then OK.

  • 9160243 -- These issues exist with dashboards imported as images from Smart View into Excel, Word, and PowerPoint:

    • The image sizes differ from the images in Oracle Hyperion Enterprise Performance Management Workspace.

    • There is an excess of background space around the images.

    Workaround: In some cases, you may be able to resize the graphic to make it more usable. However, because of Microsoft Office limitations, any excess background space will always be present.

  • 12564498, 12867625, 13875551 -- When you export an Oracle Hyperion Interactive Reporting report from Internet Explorer into Smart View, the Smart View ribbon disappears in Excel.

    Workaround: Open Excel before exporting from Internet Explorer.

  • 14722340 -- When connected to Web Analysis or Interactive Reporting, you cannot use the Document Contents feature with Word or PowerPoint. Web Analysis and Interactive Reporting support the Document Contents feature in Excel only.

  • 14800357 -- You cannot delete image-based reports for Oracle Hyperion Financial Reporting, Oracle Hyperion Interactive Reporting, or Oracle Hyperion Web Analysis using the Delete option in the Document Contents panel.

    Workaround: Delete the entire sheet containing the report.

Strategic Finance

  • 13698118 -- When changing the scenario from an open report, the change is reflected only in the selected report, not in the Account View or other open reports.

    Workaround: Change the scenario from the Account View to propagate the change to all open reports.

  • 14734597 -- When opening a Oracle Hyperion Strategic Finance entity in Smart View, the sheet splits horizontally as the entity is being loaded. Once the entity is fully loaded, the split is removed. As you scroll in the worksheet and the entity is repainted, the split reappears, and is again removed.

Tips and Troubleshooting

  • 16073739 -- If you are using a custom html-based login form instead of the default Oracle Access Manager login form, ensure that the source of the custom form includes the string loginform. This is required to allow Smart View integration with Oracle Access Manager to work.

  • 16067660 -- On machines where Oracle Essbase Spreadsheet Add-in 11.1.1.3 or 11.1.1.3.500 and Smart View 11.1.1.3.500 are both installed, you are prompted for a password when trying to open and close a spreadsheet file that contains macros and is secured with a password.

    Workaround: Upgrade to the 11.1.2.3 release of Smart View.

Accessing EPM System Product Documentation

The most recent version of each EPM System product guide is available for downloading or viewing from the EPM System Documentation area of the OTN website (http://www.oracle.com/technology/documentation/epm.html). You can also use the EPM System Documentation Portal (http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html), which also links to EPM Supported Platform Matrices, My Oracle Support, and other information resources.

Deployment-related documentation is also available from the Oracle Software Delivery Cloud website (http://edelivery.oracle.com/EPD/WelcomePage/get_form).

Individual product guides are available for download on the Oracle Technology Network website only.

Copying and Pasting Code Snippets from PDFs

When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid.

Workaround: Cut and paste from the HTML version of the document.

Browser Settings When Using HTTP Option with Shared Connections XML File

16231447 -- Complete the steps in this topic if you are planning to access shared connections from an XML file located on an HTTP server.

To properly use a URL pointing to the data source XML file in the Shared Connections URL field of the Smart View Options dialog box, Oracle recommends setting the following options in Internet Explorer:

  1. Select Tools, then Internet Options.

  2. In the General tab, Browsing history group, select Settings.

  3. In the Check for newer versions of stored pages section, select Every time I visit the webpage, and then click OK.

  4. In the Internet Options dialog box, select the Advanced tab.

  5. In the Security section, select the Empty Temporary Internet Files folder when browser is closed option.

  6. Click OK to close Internet Options and restart the browser.

Cell Styles Clarification

16233803 -- Smart View allows the setting of only one style per property.

For example, you may set a background style or a font style for Parent members, but you cannot set both a background and font style for Parent members.

System Locales and Data Formatting

16270016 -- When working with Oracle BI EE data sources, in cases of mismatched locales, formatting will be ignored and plain data will be rendered.

When locale mismatches occur, the Smart View log indicates a warning similar to the following: “Encountered mismatched locale. Chart will use unformatted data values”.

Mismatched locales refers to following condition: data from the server is in a one locale while the client is in a different locale.

Client locale refers to any of the following:

  • Smart View language option

  • Microsoft Office language

  • Windows Regional Settings

These three locales must match for any data (numbers, dates, currencies, percentages) to be interpreted correctly.

Refreshable Content

16374057 -- The following Smart View content can be copied and pasted using the Copy and Paste buttons in the Smart View ribbon, and then refreshed using Smart View Refresh:

  • Ad hoc—all applicable providers

  • Functions—all applicable providers

  • Oracle BI EE tables

Other content in Oracle Hyperion Smart View for Office will be pasted as static text, including content from Excel pivot tables.

Limited Chart Copy and Paste Support

16451759 -- Chart copy and paste is only supported for Oracle Business Intelligence Enterprise Edition charts. Charts based on other providers, such as Financial Management, do not paste correctly.

Searching in Smart View” Topic Correction

16558587 -- In the “Searching in Smart View” topic in the Oracle Hyperion Smart View for Office User's Guide, the notation, */?, is unclear.

The corrected topic text should read:

For Essbase, use an asterisk (*) or question mark (?) as wild cards.

Suppress Columns Options Not Supported for Financial Management Ad Hoc

16715757 -- The Suppress Columns options are not supported when performing ad hoc with Oracle Hyperion Financial Management data sources. These are the options found in the Options dialog box, Data Options tab, Suppress Columns group.

Update to Spreading Topics

16725286 -- The topics, “Spreading Values Using Grid Spread” and “Spreading Values Using Mass Allocation” are missing a step.

In the Grid Spread and Mass Allocation dialog boxes, there are two fields that work together, Current Value and Spread Value. Following is the step for using these fields:

In Spread Value, enter the actual spread value that you want. For example, if the Current Value is 100 and you want the spread value to be 125, enter 125 directly in Spread Value and do nothing with the Increase By/Decrease By options or text box.

Alternatively, you can enter 25 in Increase By, and 125 will be displayed in Spread Value.

Note that entering a value in Spread Value has no effect on the Increase By/Decrease By text box. But when you enter a value in Increase By/Decrease By, the spread value is reflected in the Spread Value text box.

Change to Profile Logging Option

17215488 -- In the Advanced tab of the Options dialog box, the Profile logging option is now a check box in the Logging group. The check box label now reads:

Enable Profiling (do this only by support engineer recommendation)

The option description remains the same: Extended Info log entries and most function calls. Creates XML files for each Office application with active Smart View. Intended for debugging. Severely impacts performance.

The location of the profile file is:

%APPDATA%\Oracle\SmartView\Profile

For example:

C:\Users\username.domain\AppData\Roaming\Oracle\SmartView\Profile

In previous releases, Profile was available in the Log Message Display drop-down list.

Change to VBA Options Functions

The following VBA Options functions have been changed:

  • HypGetGlobalOption

  • HypSetGlobalOption

  • HypGetOption

  • HypSetOption

In the above functions, Profile is now a separate option:

  • For getting or setting the profile option using the HypGetGlobalOption and HypSetGlobalOption functions, a new item is added, 20, HypGOEnableProfiling.

  • For getting or setting the profile option using HypGetOption and HypSetOption, a new item is added, HSV_ENABLE_PROFILING.

The following calls to enable profiling use the new index for getting and setting the option:

  • sts = HypSetGlobalOption(20, True)

  • sts = HypSetGlobalOption(20, False)

  • sts = HypSetOption(HSV_ENABLE_PROFILING, True, "")

  • sts = HypSetOption(HSV_ENABLE_PROFILING, False, "")

  • bVal = HypGetGlobalOption(20)

  • sts = HypGetOption(HSV_ENABLE_PROFILING, bVal, "")

The following calls to enable profiling are still supported for backward compatibility:

  • sts = HypSetGlobalOption(5, 5)

  • sts = HypSetOption(HSV_LOGMESSAGE_DISPLAY, 5, "")

Documentation Feedback

Send feedback on product documentation to the following email address:

EPMdoc_ww@oracle.com

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Accessibility Considerations

Our goal is to make Oracle products, services, and supporting documentation accessible to the disabled community. EPM System products support accessibility features, which are described in the product's Accessibility Guide. Find the most up-to-date version of this guide in the Oracle Enterprise Performance Management System Documentation Library on the Oracle Technology Network (http://www.oracle.com/technology/documentation/epm.html).

In addition, this Readme file is accessible in HTML format.