Overview

Oracle Smart View for Office works with Oracle Enterprise Performance Management on-premises and cloud data source providers.

Using Smart View, you can view, import, manipulate, distribute, and share data from various data sources using Microsoft Excel, Word, Outlook, and PowerPoint.

Note:

Smart View is not supported with shared workbooks. When the Excel option for sharing workbooks is enabled, Smart View operations are not supported. For example, attempting to perform a refresh in a shared workbook can cause an exception to occur.

To clear the shared workbook option in Excel, go to the Review ribbon, then click the Share Workbook button, and then clear the Allow changes by more than one user at the same time check box.

Smart View with On-Premises Providers

Smart View provides a common Microsoft Office interface for these on-premises data sources:

  • Oracle Essbase

  • Oracle Hyperion Financial Management

  • Oracle Hyperion Planning

  • Oracle Hyperion Enterprise Performance Management Workspace

  • Oracle Hyperion Reporting and Analysis

  • Oracle Hyperion Financial Close Management

  • Oracle Hyperion Enterprise®

Additionally, Smart View supports several on-premises extensions. See Extensions for more information.

Smart View with Cloud Services Providers

Smart View provides a common Office interface for these Oracle Enterprise Performance Management Cloud providers and extensions:

  • Oracle Planning and Budgeting Cloud

  • Oracle Enterprise Performance Reporting Cloud

  • Oracle Financial Consolidation and Close Cloud

Smart View connected to Oracle Planning and Budgeting Cloud works with these data sources and extensions:

  • Planning

  • Oracle Hyperion Financial Reporting extension

  • Predictive Planning extension

  • Planning Admin extension

Oracle Planning and Budgeting Cloud, Enterprise Performance Reporting Cloud, and Oracle Financial Consolidation and Close Cloud are discussed in this guide. The extensions listed above are discussed in their respective guides (see the Oracle Help Center for more information).

Additionally, in this guide, references to Financial Reporting apply to both the on-premises and Oracle Planning and Budgeting Cloud versions of Financial Reporting.