Creating Data Source Connections to Enterprise Performance Reporting

After you install Smart View, as described in Downloading and Running the Smart View Installer, you can create connections to Oracle Enterprise Performance Reporting Cloud Service data sources.

Connections require information about the server, port, and data source provider. Your Smart View administrator should provide you with the information that you need to create the connection.

For the connection to Oracle Enterprise Performance Reporting Cloud Service, we will use the quick connection method in Smart View.

  To create a private connection using the quick connection method:

  1. Open Microsoft Excel or Word and select the Smart View ribbon.

  2. From the Smart View ribbon, click Panel.

  3. From the Smart View Panel, click the arrow next to the Switch to button, The Switch to button, and then select Private Connections from the drop-down list.

  4. Still in the Smart View Panel, in the text box shown in Figure 69, Quick Connection - Enter a URL, enter the URL for the data source to which you want to connect.

    The URL syntax:

    http://server:port/epm/SmartView

    Figure 69. Quick Connection - Enter a URL

    Shows the Smart View Panel, private connection area and text box where you enter a URL to make a quick connection to Enterprise Performance Reporting.

    Your Smart View administrator should provide you with the server and port information for your data source.

  5. Click the Go button, The Go button, or press Enter.

  6. In the login window, enter your Oracle Cloud Identity Service Domain credentials and identity domain, and then select a data source from the drop-down menu.

    The connection is established.

Continue the setup process with Installing the Enterprise Performance Reporting Cloud Service Extension.