With Oracle Smart View for Office and the Oracle Enterprise Performance Reporting Cloud extension, you use familiar Microsoft Office tools to access and work with data in Enterprise Performance Reporting Cloud.
With Enterprise Performance Reporting Cloud in Smart View, you and your colleagues work in a collaborative environment with Word or PowerPoint documents containing refreshable data copied or embedded from Smart View. With its clearly defined assignments and tasks, the Enterprise Performance Reporting Cloud workflow organizes input from many contributors in one document. Some tasks are done in the Enterprise Performance Reporting Cloud web interface, and others are completed in Smart View.
With Enterprise Performance Reporting Cloud:
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 Excel-based reference doclets, containing embeddable content, to the 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, and TXT, to the report package.
Assign user access and responsibilities in the web interface, including timelines and due dates, for the authoring, review, and approval of each doclet, reference doclet, and supplemental doclet in the report package.
Use Smart View to author doclet content directly in Microsoft Office. Doclet content is authored in Word or PowerPoint. Embeddable content in reference doclets is authored in Excel. Supplemental doclet content is authored in the appropriate Office application.
You can work with doclets, reference doclets, and supplemental doclets in Smart View while connected to Enterprise Performance Reporting Cloud, or you can download doclets of any Office type and work with them locally.
Note that Office-based supplemental doclets and Excel-based reference 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, formatted reports, variables, or embedded content within the doclet.
You can retrieve data from Enterprise Performance Reporting Cloud data sources and other Oracle Enterprise Performance Management 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, reference doclets, Office-based supplemental doclets, and reference files in an Enterprise Performance Reporting Cloud report package, you can use Smart View to copy and paste or embed data from Enterprise Performance Reporting Cloud data sources and other EPM System data sources, including on-premises and cloud data sources. For example, you can incorporate data from Oracle Essbase and Oracle Planning and Budgeting Cloud 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 Oracle Hyperion Planning source. The data points for the areas that you copy or embed are retained in Word or PowerPoint , so you can refresh the doclet to keep the data up to date.
See the Enterprise Performance Reporting Cloud documentation on the Oracle Help Center for complete descriptions of Enterprise Performance Reporting Cloud, including overviews and procedural information.
The topics in this chapter discuss the following areas: