With Smart View and the Oracle Enterprise Performance Reporting Cloud Service extension, you use familiar Microsoft Office tools to access and work with data in Oracle Enterprise Performance Reporting Cloud Service.
With Oracle Enterprise Performance Reporting Cloud Service in Smart View, you and your colleagues work in a collaborative environment with Word or PowerPoint documents containing refreshable data copied from Smart View. With its clearly defined assignments and tasks, the Oracle Enterprise Performance Reporting Cloud Service workflow organizes input from many contributors in one document. Some tasks are done in the Oracle Enterprise Performance Reporting Cloud Service web interface, and others are completed in Smart View.
With Oracle Enterprise Performance Reporting Cloud Service:
Use the web interface to assemble a set of Word documents or PowerPoint slides, called doclets, into a structure called a report package.
Use the web interface to add supplemental doclets, such as Word documents, PowerPoint slides, Excel workbooks, and other file types such as PDF, HTML, TXT, to the report package.
Assign user access and responsibilities, as well as timelines and due dates, in the web interface for the authoring, review, and approval of each doclet and supplemental doclet in the report package.
Use Smart View to author doclet content directly in Microsoft Word or PowerPoint, and Office-based supplemental doclet content in the appropriate Office application.
You can work with doclets and supplemental doclets in Smart View while connected to Oracle Enterprise Performance Reporting Cloud Service in Word or PowerPoint, or you can download doclets and work with them locally.
Note that Word- and PowerPoint- supplemental doclets follow standard doclet workflow tasks, such as checkout, upload, and checkin.
Leverage Smart View's ability to access various data sources and include individual data points or formatted reports within the doclet.
You can retrieve data from Oracle Enterprise Performance Reporting Cloud Service data sources and other EPM System on-premises and cloud data sources.
Collaboratively review and comment on assigned review instances either on the web interface or in Smart View.
Sign off on the entire report package either on the web interface or in Smart View.
Finalize the report package in the web interface.
When you work with the doclets and Office-based supplemental doclets in an Oracle Enterprise Performance Reporting Cloud Service report package, you can use Smart View to copy and paste data from Oracle Enterprise Performance Reporting Cloud Service data sources and other EPM System data sources, including on-premises and cloud data sources. For example, you can incorporate data from Essbase and Oracle Planning and Budgeting Cloud Service in the same doclet. A doclet in a report package in Word or PowerPoint may contain a profit and loss statement that was created from an Essbase source along with an income statement report created from a Planning source. The data points for the areas that you copy are retained in Word or PowerPoint, so you can refresh the doclet to keep the data up to date.
See the Oracle Enterprise Performance Reporting Cloud Service documentation on the Oracle Help Center for complete descriptions of Oracle Enterprise Performance Reporting Cloud Service, including overviews and procedural information.
The topics in this chapter discuss the following areas: