Working with Smart View Using the Crystal Ball Enterprise Performance Management Connector

  To use the Crystal Ball Enterprise Performance Management Connector:

1. Start Crystal Ball EPM.

2. Select More Tools, then Integration Tools, and then Enterprise Performance Management from the Tools group in the Crystal Ball ribbon.

3. In the Enterprise Performance Management – Preferences dialog, click Options.

4. Confirm that the following settings are selected (the defaults): Synchronize Crystal Ball data on Smart View Refresh, Preserve Crystal Ball data highlighting, and Enable Smart View integration.

   If you are using the Crystal Ball Enterprise Performance Management Connector with Strategic Finance, confirm that Disable Excel calculation during simulation is also selected.

5. Optional: Click Calculations and select a calculation script.

6. Within Smart View, select Hyperion, and then Options.

7. From the Display tab, select UI Colors, Use Microsoft Excel Formatting, and Retain Numeric Formatting, and then click OK.

8. Within Smart View, connect to a data source and open an Oracle Essbase ad-hoc analysis query or a Planning form as usual (as described in the documentation for Smart View and Essbase or Planning.

9. Arrange the view to suit your analysis, and then use the Crystal Ball ribbon to create Crystal Ball assumptions, forecasts, and decision variables if required.

10. Use the Crystal Ball ribbon to run a simulation or time-series forecast.

11. View the resulting charts and tables to analyze the results as described in this Guide and related documentation for OptQuest and Predictor.