Connecting to Data Sources

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

Oracle Essbase—You can connect to multiple Essbase databases on a single worksheet, as described in Changing Connections in Multiple-Grid Worksheets
Oracle Business Intelligence Enterprise Edition—You can connect to multiple Oracle Business Intelligence catalogs on a single sheet, as described in Connecting to Multiple Oracle BI EE Data Sources

To connect to a data source:

From the Smart View ribbon, click Panel.
From Oracle Smart View for Office Home or from the menu displayed when you click the arrow next to , 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:
  
  When accessing an Oracle Enterprise Performance Management Cloud service, the login screen is first displayed. Enter your Oracle Cloud Identity Service Domain credentials, including your identity domain, and then select a data source from the drop-down text box in the Smart View Panel. Proceed to step 4.
  
  For examples of the URL syntax to use, see Creating Shared Connections.
- 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 to pin items to this list.
In Connect to Data Source, enter your user name and password for the data source.
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 and select Locate Worksheet Connection.

Note:
Depending on how the administrator configured Smart View, you may or may not be required to enter your user name and password as you change data providers and Office applications.

Notes

The following applies to 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.
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).