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:


    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.