Smart View support for Microsoft Office 2016 began with the 11.1.2.5.520 release. Smart View versions earlier than 11.1.2.5.520 are not supported on Office 2016.

Smart View works on locally-installed Windows versions of Office applications, including Office 365 Pro Plus 2016 installed using Click-to-Run. For more information, see the Knowledge Article entitled Oracle Hyperion Smart View Support for Office 365 (Doc ID 1581197.1):

https://support.oracle.com/epmos/faces/DocumentDisplay?id=1581197.1

Smart View language option

Microsoft Office language

Windows Regional Settings

Windows operating system

To use the Oracle Business Intelligence Enterprise Edition-related features in Smart View, you must have Oracle BI EE release 11.1.1.7.1 or any patches to the 11.1.1.7.1 release.

Starting with Smart View 11.1.2.5.510, the Oracle BI EE per-user extension installer is included with the Smart View client installation.

The extension is installed the first time the user starts Office if the Oracle BI EE extension is not already installed and it is not disabled.

21888550 -- If you have installed Smart View 11.1.2.5.510 or later, and you want to go to a pre-11.1.2.5.510 version, you must first perform these steps to remove the Oracle BI EE extension installation:

To use the multiple connection and View Designer features described below, obtain the Oracle BI EE 11.1.1.7.140527 patch. Go to My Oracle Support, Patches & Updates tab, and search by “Product or Family.” In the Product field, select Oracle Business Intelligence Enterprise Edition; in the Release field, select OBI EE 11.1.1.7.140527.

19308870 -- After having been connected to a custom SSO provider in Smart View, then closing Excel without disconnecting, and then reopening Excel, users were not able to reconnect.

20866653 -- Launching Smart View from a web browser does not work unless Excel is already open.

This fix requires Predictive Planning version 11.1.2.4.600.

21844115 -- In the Japanese version of Smart View, in some of the Diagnostics dialog boxes, the Browse button was overlapping other dialog elements.

22018035 -- In Excel 2013, workbooks containing many Smart View functions, such as HSGetValue, took a long time to close.

22828237 -- When inserting a large table, the message,

"Smart View handled an unknown exception thrown by Microsoft Office"

is displayed.

22845338 -- When trying to access Smart View via Onelogin, users are unable to log in as the login screen is re-displayed after each login attempt.

22526570, 23019281 -- In an Oracle Access Management environment where web form authentication is enabled, after successfully logging in to Smart View, the following error message is displayed:

Server Error - 405 - HTTP verb used to access this page is not allowed 
The page you are looking for cannot be displayed because an invalid method
(HTTP verb) was used to attempt access 

Smart View now automatically closes the message, and users can continue their work.

22900626 -- On ad hoc sheets, Excel filters are retained after refresh.

23001707 -- When calling the Smart View API from the HypRetrieve() VBA function, other Excel events (for example, worksheet_activate) were triggered, causing the program to run incorrectly and impacting performance for each API call. In this release, there is no longer an issue with HypRetrieve().

21317296 -- On a multiple-grid worksheet that was converted from a single grid sheet, the first undo immediately after conversion does not revert the original grid to the state it was in before the sheet conversion.

22865021 -- On multiple-grid worksheets, rows and columns with missing data and zeroes were being displayed, even though the Suppress options for No Data / Missing and Zero were selected.

23040040 -- When submitting data from an array formula, a problem occurred that caused all cells to display the value of the upper left cell in the range.

22872966 -- You can now successfully convert an ad hoc sheet containing a single grid to a multiple-grid sheet. Before you begin, the grid on the sheet should be expanded; that is, it should not be the default grid placed on the sheet after first selecting Ad hoc analysis.

To convert the sheet to multiple-grid, select the grid (with or without one more extra columns and rows surrounding the grid), then click Ad hoc analysis again. At the prompt, select Use sheet for multiple-grid ad hoc. Now you can select another area of the sheet for the next grid and perform ad hoc. Optionally, you can connect to another database before performing the second ad hoc.

23089275 -- Linked Reporting Object content was not in sync with dimension members. This release fixes the following issues:

Note that if you add new row to the end of the grid, the new row is not considered part of the grid. The message, "Select a data cell from grid" will display when you click Linked Objects. This is expected behavior.

23174417 -- When running Smart View on two separate instances of Excel 2013, and then running drill-through on one of the Excel instances, the menu bar, including the ribbon tabs, on the other Excel instance were frozen.

23184631 -- Users were unable to edit content in a text box in an Office document.

21795612 -- In environments where the Oracle BI EE server locale and the Smart View client locale are different, the names of Oracle BI EE artifacts in Smart View—such as views, titles, tables, and graphics—display in the language of the Oracle BI EE server locale instead of the Smart View client locale.

21825076 -- After copying slides between PowerPoint presentations and then importing metadata, no metadata is imported and, after a refresh, a Smart View error occurs.

22341398 -- In the View Designer in Smart View, an error occurred when adding more than 16 attributes.

22379226 -- The folders displayed in the catalog view differed between Smart View and the catalog in Oracle Business Intelligence.

22629074 -- Changes made to the source view in Oracle Business Intelligence Answers, such as changes in filtering, were not reflected when pivot tables inserted in Smart View were refreshed.

22867481 -- When inserting a table view, then selecting “is equal to” on the prompted operator, and then selecting values for the prompt, an error is displayed after clicking OK.

22912851 -- In the View Designer, if you added more than one year to a filter, the View Designer only filtered on the first year and ignored any other years. Also, the filter operator drop-down list did not show all the operators, such as “is in”.

21807966 -- When Windows Regional Settings were set to anything other than English, the amounts shown in the Cell History screen were multiplied by 10.

22644475 -- Oracle Planning and Budgeting Cloud only: After running a business rule in a task list, clicking the Analyze command in the Planning ribbon resulted in a blank sheet.

22667318 -- Smart View terminated when submitting a form with no changed data (contains no dirty cells). With this fix, an error message now displays when submitting a form that has no changed data .

22824882 -- In data forms, the page dimension drop-down list boxes in the POV toolbar were overly wide, making them much larger than required, and resulting in a large amount of wasted space in the toolbar.

14233719 -- If you are upgrading to this release from a Smart View PSE release, Oracle recommends that you first uninstall the PSE release and then install this release.

17662148 -- On 64-bit operating systems, the Smart View silent install does not complete successfully for non-admin users.

22347894 -- Sometimes, after uninstalling Smart View and subsequently launching Excel, Excel may still try to find the Smart View HsTbar.xla file.

Workaround:

11934177, 12569072, 18057207 -- Smart View does not support Excel’s Transition navigation keys option. Due to a Microsoft limitation, many of the Microsoft APIs that Smart View depends on for both Smart View and Excel functionality do not work when the Transition navigation keys option is enabled. For more information on this issue, see “Transition Navigation Keys Not Supported” in the Oracle Smart View for Office Installation and Configuration Guide, “Tips and Troubleshooting” chapter.

13987451 -- When working with larger workbooks, or performing an operation that results in a large data set, a “not enough resources” error may occur.

Workarounds:

14456134 -- Various issues may arise when the Excel option, Ignore other applications that use Dynamic Data Exchange (DDE), is selected. For example, there are problems launching Excel, launching Excel files from outside of Excel, and using the Export in Query Ready Mode option from a browser to export balances from Financial Reporting.

Workaround: Click the Microsoft Office Button (upper left corner of Excel), and then click Excel Options. In the Advanced category, scroll down to the General options, and then clear the Ignore other applications that use Dynamic Data Exchance (DDE) check box. Restart Excel.

16554169 -- On computers where Smart View is installed, an error occurs when updating links in PowerPoint that were copied from Excel to PowerPoint.

16835531 -- Smart View does not support number formatting of Function Grids imported from Smart Slices.

17164523 -- The selected POV members are reverted to dimension members after deleting some columns and refreshing the spreadsheet.

Workaround: Click the POV button to hide the POV toolbar. Then ensure that you do not delete the column that contains the Page members.

17215221 -- On Microsoft Surface Pro tablets, in the Task List pane, the text does not does display correctly in the Action Panel and in Task Details. Items in these areas are squeezed together vertically, causing the fonts to be cut off at the bottom of each item.

18115776 -- When extensions are enabled in Smart View, cascading a report with a large number of members can cause Excel to stop responding.

Workaround: From the Smart View Options dialog box, Extensions page, disable any extensions that are installed. Restart Excel and repeat the cascade operation.

21355132, 21691927 -- Copying a Smart List or Text List cell and pasting it over three or more cells causes Excel to stop responding.

21607945 -- An invalid row height or column width error can occur when performing a Refresh All on certain workbooks.

21810748 -- In Excel, copying a sheet containing a POV or slider to another sheet in the workbook results in an error.

21820253 -- In some cases, in workbooks with multiple sheets where each sheet contains a different query or template, if you drag the POV toolbar to the top of a sheet and dock it, you may see two POV toolbars on that sheet. This can occur on any number of sheets where the POV toolbar has been docked.

Workaround: Click the X in the right corner of one of the POV toolbars to close it, or refresh the sheet.

21850033 -- In PowerPoint, you can duplicate a slide containing a POV or slider, but importing the metadata results in an error.

22280411 -- There are compatibility issues between Oracle Hyperion Disclosure Management andSmart View, causing Smart View to terminate unexpectedly on right-clicks.

23001707 -- When calling the Smart View API from the HypRetrieveAllWorkbooks() VBA function, other Excel events (for example, worksheet_activate) are triggered, causing the program to run incorrectly and impacting performance for each API call.

Workaround: Disable Smart View extensions before running the HypRetrieveAllWorkbooks() function.

23064686 -- When printing POV members in the header or footer in Excel, once a sheet or form is printed, any further POV changes will not be reflected in the next printing of that sheet or form during the same Excel session.

23174312 -- If you are connected to Smart View and Microsoft PowerPivot at the same time, and then close Excel and reopen Excel, both the Smart View and PowerPivot ribbons are missing from Excel.

Workaround: Terminate the Excel process in Windows Task Manager, then reopen Excel.

14275486 -- When Disclosure Management doclets are combined into master documents, table autofit formatting may be lost.

18347708 -- Disclosure Management 11.1.2.4.0.78 will always trigger the autodeployment process. To work around this issue, update the version number for Disclosure Management in the Smart View UpdateList.xml file:

From: version="11.1.2.4.078"

To: version="11.1.2.4.0.78"

For information on modifying the UpdateList.xml file, see the Oracle Smart View for Office Installation and Configuration Guide, “Administering Extension Installations and Updates” chapter.

18076474 -- Formulas are not retained on the worksheet after performing an Undo and then a Redo.

11841013 -- You may not be able to change members in a Smart List.

12913962 -- When you associate a connection to an ad hoc worksheet using Set Active Connection, members may disappear from the worksheet when you refresh.

Workaround: Instead of associating a connection, perform direct ad hoc analysis on the worksheet.

13854982 -- When filtering on attributes at the Generation 3 level in an attribute dimension, Smart View only displays members up to the Generation 2 level.

14470264 -- The HsGetVariable function does not support non-ASCII variable values.

16607593 -- When executing an MDX query with a calculated member (WITH MEMBER...) in Excel, the calculated values appear successfully, but, if the grid is refreshed, then the column is converted to a comment column and all calculated values are lost.

This occurs whether you are using the Execute MDX command in the Essbase ribbon, or the VBA function, HypMDXExecute.

18480728 -- In multiple-grid sheets, submitting data values '0 and &nd does not work properly when the #No Data/Missing Label is set to '0 or &nd.

19181853, 19335608 -- Excel memory use increases with each Refresh operation on function-only worksheets and certain ad hoc reports.

19190415 -- When the POV toolbar is displayed, an error is returned upon refresh.

19930163 -- In the following environment: Windows 8.1, 32-bit with Office 2013, 32-bit, while performing ad hoc operations, Excel may become unresponsive to right-clicks within the sheet; for example, when attempting to pivot using drag-and-drop.

22159359 -- Starting with Smart View 11.1.2.5.520, when connected to duplicate member databases, the member name only should display by default in the POV. However, for workbooks saved in Smart View 11.1.2.5.510 and earlier, the qualified member name displays in the POV.

Workaround: To change the display of member names in the POV, open the Member Selection dialog box from the POV, then click OK.

22168018 -- Starting with Smart View 11.1.2.5.520, when connected to duplicate member databases, the member name only should display by default in the Query Designer POV. However, even though the Member Name Only option is selected (in the Options dialog box, Member Options tab), the fully qualified member name is displayed in the Query Designer POV.

Workaround: To change the display of member names in the Query Designer POV, open the Member Selection dialog box from the Query Designer POV, then click OK.

17632970 -- In Smart View 11.1.2.1.103, after submitting a cell that has pipe character(|) and caret(^), the submitting removes all pipe characters and adds “c” after any caret.

Workaround: Do not create cell text with a caret or pipe character.

17591100 -- Member search does not work on forms that contain the Add Member button.

18252228 -- In Financial Management ad hoc grids, when connecting by performing a refresh, the Smart Slice and Cascade commands are grayed out in the HFM Ad Hoc ribbon.

18512314 -- When using Find Next in the Member Selection dialog box, the first member that matches the search criteria is located, but clicking Find Next again does not locate any other relevant members.

18861859 -- In Financial Management forms, Member Selection dialog box, the selections available in the View and Filters options are not consistent with the selections available for the same form in the Financial Management web application.

19827684 -- When working with Financial Management ad hoc, and copying and pasting cells from Excel to Word, formatting is not retained even though the Use Excel Formatting option is selected.

20726025 -- In Windows 8x versions, if the Member Name Display option is set to “Member Name and Description,” you may get an “Invalid members” error when trying to save a journal. This can be the result of the size of the Excel window onscreen.

Workaround: Try unfreezing panes in Excel using the View, then Freeze Panes, and then Unfreeze Panes command. Also, you may reduce the display size to 75% or 50% before opening or creating the journal.

21158205, 21438712 -- In Entity Details, the View, Rows functionality is not available in Smart View.

When working correctly, this functionality would be accessed from the drop-down menu when you click View, then Rows in the Entity Details dialog box (as described in “Selecting Rows for the Report” in the Oracle Smart View for Office User's Guide.

You can use select and view rows from the Financial Management web interface. This functionality will be fully supported in a later version of Financial Management.

21847984 -- In Oracle Journals, when the Region and Language settings are set to a European language such as Swedish, values are truncated and do not display correctly. When set to English, the values are truncated but can be expanded to display correctly. Values display correctly when the Region and Language settings are set to an Asian language, such as Japanese.

14600458 -- When exporting a Financial Reporting report from Oracle Hyperion Enterprise Performance Management Workspace to Smart View, the user POV for the report is not retained. The user POV defaults to the user POV used most recently in Smart View.

14643318 -- An “Invalid Pointer” error results during login when the data source connection has timed out and you attempt to refresh a previously-saved report that contains a function grid.

Workaround: Close the workbook and Excel. Then, restart Excel, open the workbook, and perform the refresh.

19827684 -- Formatting is not retained when copying and pasting cells from Excel to Word.

23201279 -- On Office 2016, when connected to Financial Reporting, Microsoft Word suspends or terminates unexpectedly after inserting several reporting objects in succession.

22330209 -- On Windows 10 with Office 2016 64-bit, you cannot launch Financial Reporting reports when Internet Explorer is running in protected mode.

Workaround:

14345387 -- Smart View does not support direct insert of stepped and curved line charts. When inserting a stepped or curved line chart, Smart View will substitute the closest match, a default line chart. This is expected behavior.

14355587 -- Selection lists specified for prompts in BI Answers (radio button lists and check box lists) are converted to list controls in Smart View. This is expected behavior.

14563557 -- Checking or clearing the “Use unified scale” option in BI Answers requires that you use the “Replace View” option when refreshing in Smart View. This is expected behavior.

For information on setting refresh preferences, see “Specifying Preferences for Refreshing Views” in the “Smart View and Oracle BI EE” chapter of the Oracle Smart View for Office User's Guide.

14580332 -- Time zone preferences set in Oracle BI EE account preferences are not exposed in Smart View.

14600296 -- In the Prompt Selector, there is a limit of 256 items that can be displayed in drop-down list controls or option lists.

Workaround: Increase the value of the setting in Prompts/MaxDropDownValues in instance.config in BI Answers.

14737958, 14750088 -- In View Designer, you cannot create a view with a column of numeric type on the Page or Section edges.

15840478 -- Pie charts are not refreshed after adding a filter in BI Answers if the filter added is on a dimension that defines the number of pies that display.

Workaround: If there is a change in a filter column that is also defined as a number-of-pies dimension, then you should change the refresh option on the chart view to Replace View, and then perform another refresh. This ensures a correct refresh, updating the number of pies and the chart titles that correctly reflect the new data.

See “Specifying Preferences for Refreshing Views ” in the Oracle Smart View for Office User's Guide for instructions.

15840538 -- Pie charts are not refreshed after removing a filter in BI Answers if the filter removed is on a dimension that defines the number of pies that display.

Workaround: See the workaround specified for bug 15840478.

15886617 -- The precision of digits that Smart View can display in Excel is limited to the precision of digits allowed by Excel.

For example, the following is an 18-digit number formatted with two decimal places:

123456789123456789.12

Because of Excel's 15-digit precision limitation, the digits after the 15th digit are changed to zeroes in Excel and the number would be displayed as follows:

123456789123456000.00

15969695 -- On Office 2007, a memory error occurs when inserting a chart into PowerPoint.

Workaround: Install Microsoft Office 2007 Service Pack 3.

16373849 -- When inserting multiple objects from a compound view into PowerPoint and selecting the “one object per slide” option, an Excel instance is opened for each object and then minimized in the Windows Taskbar. However, when the insert operation is complete, the Excel instances are not automatically closed. This can clutter the Taskbar when inserting a large number of objects.

Workaround: To minimize the number of Excel instances shown in the Taskbar, click the Office button (in the upper left corner of Excel), select Excel Options, and then select the Advanced tab. In Display options, clear the Show all windows in the Taskbar check box.

16055532 -- When pivot tables that contain embedded pivot charts are inserted into Smart View, the embedded pivot charts are not imported.

Workarounds: You can either use Excel to create a pivot chart based on an inserted Excel pivot table or use BI Answers to create a new chart view and insert that view using Smart View.

In both workarounds, the pivot chart is rendered.

16285804 -- If a prompt is defined on double columns, and the prompt operator selected is * Prompt User, the following operators do not work at runtime:

Workaround: Do not use the * Prompt User operator. Instead, define the operator explicitly at design time, using one of the operators listed above. The operators will then work.

16520355 -- In Word and PowerPoint, there can be some overlapping of tables and charts when inserting a compound view or when a compound view is either inserted from the catalog or copied and pasted. This is especially true when any of the objects in the compound view are particularly large.

19717930 -- Clicking OK in the View Designer after the session is timed out returns an object reference error.

19724894 -- An exception occurs when trying to insert a compound view after a session timeout.

20669893 -- A date prompt that was created with user input set to text and the default value set to SQL that shows the current date results in the current_date SQL being shown in the prompt and not the actual current date.

21977076 -- Note the following behaviors involving connection to the Oracle BI EE server:

6533549, 6549255 -- If a member cell contains a formula that calculates the value for a summary time period, that cell should be locked, but instead, Smart View may mark it as dirty if the data for the member is modified.

14834659 -- When substitution variables are used, the last column (the right-most column) on Oracle Hyperion Web Analysis forms is dropped or hidden when the form is opened in Smart View.

16721734 -- In specifying a Replacement option as #NumericZero (Options dialog box, Data Options tab), and then spreading data for Time Periods, the parent data could not be deleted.

Workaround: Ensure that the Replacement option, Submit zero, is selected when #NumericZero is also selected.

16898574 -- Some style preferences set on forms from within Planning are not honored on forms in Smart View.

17926504 -- Ad hoc analysis started from a saved Planning grid will inherit the formatting options saved as part of the grid.

To use Smart View Cell Styles or the Use Excel Formatting option for an ad hoc grid generated from a saved grid, complete the following steps:

18421689 -- In Smart View, the display order of business rules attached to a form differs from the display order in Planning.

19016350 -- Smart Forms do not support constants (integers or numbers)in calculated cells.

Workaround: Use a formula format, such as ="Text" or =10 for grid labels consisting of constants.

19439940 -- When using the FVSCHEDULE function in Smart Forms, use cell references to existing data, rather than arrays of data.

For example, use:

=FVSCHEDULE(C10,B15:B17)

Do not use:

=FVSCHEDULE(C10,{0.09,0.11,0.1})

19685022 -- Number formatting is not retained when copying data points from Excel to Word or PowerPoint.

19843672 -- In Planning forms, when working with user variables, selecting a substitution variable as a value of a user variable is not supported.

20794274 -- Locking the Year Total cell and copying the distributed period values on months with alternative hierarchy results in an incorrect distribution.

20938289 -- When two forms are on two separate worksheets, the rule variable on one form changed to the default after refreshing the page dimension on the other form, causing the business rule to invoke an incorrect value for a runtime prompt variable.

21345664 -- In Smart View, the currency symbol in a cell is displayed differently from the Planning web interface when the Planning option, “Allow multiple currencies per entity,” is set to true.

21567487 -- Indentation of dimensions in a Planning form is displayed incorrectly.

6575786 -- Refresh and Refresh All do not work if two pages of a Oracle Hyperion Web Analysis report are imported sequentially.

Workaround: Use All Pages to import multiple pages of a report.

6908330 -- Oracle Hyperion Reporting and Analysis documents are not displayed in Import Workspace Document Folder Tree if EPM Workspace is under WebSeal and configured for a context path (http://<server>:<port>/<context path>/workspace) other than the default (http://<server>:<port>/workspace).

7674839 -- When you import a Financial Reporting report into Smart View and refresh, the worksheet becomes solid black, except for the cells imported from Financial Reporting.

Workaround: From the Excel Tools menu, select Options. On the Color tab, click Reset and then OK.

9160243 -- These issues exist with dashboards imported as images from Smart View into Excel, Word, and PowerPoint:

Workaround: In some cases, you may be able to resize the graphic to make it more usable. However, because of Microsoft Office limitations, any excess background space will always be present.

13875551 -- When you export an Oracle Hyperion Interactive Reporting report from Internet Explorer into Smart View, the Smart View ribbon disappears in Excel.

Workaround: Open Excel before exporting from Internet Explorer.

About Embedding Content from Reference Files

Defining Named Ranges in Reference Files

Adding Content from Reference Files to Doclets