Connecting to Data Sources

You can connect to only one data source per worksheet with these exceptions:

  To connect to a data source:

  1. From the Smart View ribbon, click Panel.

  2. From Smart View Home or from the menu displayed when you click the arrow next to Switch To button, do one of the following:

    • Select Shared Connections to open the Shared Connections panel, where you select a data source from the drop-down menu. Connections available for the selected data source are displayed in a tree list.

      Note:

      If you are accessing Oracle Planning and Budgeting Cloud Service, the EPM Workspace login screen is displayed. Enter your Oracle Cloud Identity Service Domain credentials and identity domain, and then select a data source from the drop-down menu. Proceed to step 4.

    • Click Private Connections to open the Private Connections panel, where you select a connection from the drop-down menu.

    • Click Private Connections. Enter a URL in the field and press Enter. For examples of the URL syntax to use, see Creating Private Connections.

    • Click a connection name under Recently Used. You can click Pin button to pin items to this list.

  3. In Connect to Data Source, enter your user name and password for the data source.

  4. In the Smart View Panel tree list, double-click the item—form, ad hoc grid, Smart Slice, task list, or catalog—that you want to open.

    After the item is opened on the grid, you can easily locate it in the tree view. Click the arrow next to Go button and select Locate Worksheet Connection.

Note:

Essbase only: If external authentication is disabled, for security reasons, you must provide your user name and password each time you connect to a different application on the same server.

Essbase only: Once connected to an Essbase database, users can view database notes associated with the database. To display database notes, from the Smart View Panel, right-click the name of the Essbase database, and then select Database Note. You cannot edit these database notes from Smart View. Database notes can be implemented in VBA by using the VBA function, HypGetDatabaseNote (see the Oracle Smart View for Office Developer's Guide).

Related Topics:

Connections

Shared Connections and Private Connections

Disconnecting from Data Sources

Creating Private Connections

Saving Shared Connections as Private Connections

Modifying Connections

Accessing Shared Connections from an XML File