Oracle® Smart View for Office



Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Updated: August 2016

Authors: EPM Information Development Team

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Table of Contents:


New Features in This Release

Installation Information

Supported Platforms

Supported Languages

Supported Paths to this Release

Backward Compatibility

Defects Fixed in This Release

Known Issues

Tips and Troubleshooting

Documentation Updates

Documentation Feedback

Accessibility Considerations


This document includes important, late-breaking information about this release of Oracle Smart View for Office. Review this Readme thoroughly before installing Smart View.

Some text Oracle Essbase.

New Features in This Release

See the Oracle Smart View for Office New Features available in the Smart View library available on the Oracle Help Center.

For new features relating to Oracle Enterprise Performance Management System installation, architecture, and deployment changes in this release, see “New Features in this Release” in the Oracle Enterprise Performance Management System Readme.

Use the Cumulative Feature Overview tool to review the list of new features added between earlier releases. This tool enables you to identify your current products, your current release version, and your target implementation release version. With a single click, the tool quickly produces a customized set of high-level descriptions of the product features developed between your current and target releases. This tool is available here:

Installation Information

For information on Smart View, including the link to downloading the latest Smart View release, refer to the My Oracle Support Knowledge Article “Smart View Support Matrix and Compatibility FAQ” (Doc ID 1923582.1). To access the Knowledge Article, you must have a user account with My Oracle Support (MOS) .

As a best practice, Oracle recommends periodically checking for and downloading the latest Smart View release from the Knowledge Article, Doc ID 1923582.1, on MOS:


You can also download Smart View from Oracle Technology Network (OTN), Before downloading, review the “OTN License Agreement” accessed from the Smart View download page to ensure that your usage is compliant.

Complete installation instructions are in the Oracle Smart View Installation and Configuration Guide. This guide is available in the Smart View library on the Oracle Help Center.

Late-breaking information about the installation of EPM System products is provided in the Oracle Enterprise Performance Management System Installation and Configuration Readme. Review this information thoroughly before installing EPM System products.

Information about system requirements and supported platforms for EPM System products is available in spreadsheet format in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on Oracle Technology Network (OTN):


Smart View follows the platform requirements which are stated in the 11.1.2.x version of the Oracle Enterprise Performance Management System Certification Matrix. The topics in this section list platforms supported by Smart View that are in addition to those listed in the matrix, or platform support introduced in this release.

Microsoft Windows Operating System Support

Smart View was the first Smart View release to be supported on Windows 10. Earlier versions of Smart View are not supported on Windows 10.

Microsoft .NET Framework Support

To install and use Smart View, Microsoft .NET Framework 4.5 or higher is required.

Microsoft Office Support

  • Smart View support for Microsoft Office 2016 began with the release. Smart View versions earlier than 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):

Windows, Office, and Smart View Locale Settings

18377748 -- On each Smart View client machine, the following locale settings should match:

  • Smart View language option

  • Microsoft Office language

  • Windows Regional Settings

  • Windows operating system

Running Smart View in a language other than the language of the machine's Windows operating system, system locale, or Office language, may result in incorrect data being returned. For example, if the Windows operating system, system locale, and Office language are English, and you run Smart View in Russian, reports or chart data may display incorrectly.

Browser Support

Smart View does not have a browser version dependency; however, it is possible that the products that Smart View works with do.

Microsoft Internet Explorer and Mozilla Firefox are the only fully-supported browsers. For example, with Internet Explorer or Firefox, you may run a browser-based product, such as the Oracle Hyperion Planning web interface or Oracle Planning and Budgeting Cloud, and launch Smart View directly from it. Conversely, you may perform drill-through in Smart View and launch a browser-based application in Internet Explorer or Firefox, such as Oracle Hyperion Financial Data Quality Management.


Smart View is supported on Firefox 45+ ESR. Smart View versions earlier than are not supported on Firefox 45+ ESR.

If you are using Firefox 45+ ESR, then you must uninstall Smart View before installing release Do not perform an upgrade or install over the existing release.

Check the Oracle Enterprise Performance Management System Certification Matrix and specific product readmes for any additional browser support requirements.

The matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:

Mobile Device Support

Smart View is supported on Microsoft Surface Pro tablets only. Smart View is not supported on any other tablet or smartphone.

Financial Management Journals Extension Support

The Oracle Journals for Financial Management extension works with Smart View version and later, and with Oracle Hyperion Financial Management and later.

Oracle BI EE Support

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

  • Starting with Smart View, 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 or later, and you want to go to a pre- version, you must first perform these steps to remove the Oracle BI EE extension installation:

    1. In the Smart View ribbon, go the Options dialog box, Extensions tab, and click the Check for Updates, New Installs, and Uninstalls link.

    2. Locate the Oracle BI EE extension in the list, and clear the Enabled check box.

    3. Click Remove.

    4. Close and restart Office to verify that the Oracle BI EE extension is removed from the list in the Extensions tab.

    5. Close all Office applications.

    6. Uninstall Smart View from the Windows Control Panel.

    7. After installing a pre- version of Smart View, go the Options dialog box, Extensions tab, to verify that the Oracle BI EE extension is enabled.

  • To use the multiple connection and View Designer features described below, obtain the Oracle BI EE 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

    • Multiple connections are supported with Oracle BI EE version and higher. If connecting to earlier versions of Oracle BI EE, then only one connection is allowed.

    • To use the Oracle BI EE View Designer feature (introduced in the release), the Oracle BI EE patch or higher is required.

      You should only use the View Designer in Smart View to edit views that were created and inserted using the View Designer.

      See “Editing Views Created in View Designer” in the Oracle Smart View for Office User's Guide for more information.

Supported Languages

Information about supported languages for EPM System products is available in spreadsheet format on the Translation Support tab in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:


Unless otherwise stated in this readme, language support in Smart View follows that which is stated in the 11.1.2.x version of the Oracle Enterprise Performance Management System Certification Matrix.

The Smart View documentation, including the online help, is not translated in this release. Localized help is version

Supported Paths to this Release

You can upgrade to Smart View Release from the following releases:

Table 1. Supported Paths to this Release

Release Upgrade Path FromTo



When upgrading from release and earlier, Oracle recommends uninstalling Smart View before installing release

Backward Compatibility

Smart View supports the EPM System product versions listed in the Release Compatibility tabs in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:

This section includes defects fixed in Release To review the list of defects fixed between earlier releases, use the Defects Fixed Finder This tool enables you to identify the products you own and your current implementation release. With a single click, the tool quickly produces a customized report of fixed-defect descriptions with their associated platforms and patch numbers. This tool is available here:


  • 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

  • 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:

    • After changing a dimension member, the POV in Linked Reporting Objects still referred to the old dimension.

    • After adding a new row in the grid, the POV in Linked Reporting Objects still referred to the row above or below the new row.

    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.

Financial Management

19062362 -- Starting with release, when ad hoc analysis is performed on a Smart Slice, the last cube view context is sent to the provider server for all sheets in the workbook. When trying to create a function on the next sheet, the Member Selection dialog box will show only the members in the Smart Slice.

Financial Reporting

21803394 -- On Office 2007, 2010, and 2013, when connected to Oracle Hyperion Financial Reporting, Microsoft Word suspends no longer terminates unexpectedly after inserting function grid, and then inserting a slider.

Oracle BI EE

  • 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”.


Unless otherwise noted, these defects are fixed for both Planning and Oracle Planning and Budgeting Cloud.

  • 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.

The following are the noteworthy known issues of this release.


  • 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.


    1. Open the Windows Registry Editor (enter regedit in a command window).

    2. Locate this key:

    3. Delete the OPEN or OPEN<n> entry where the value in the Data column contains HsTbar.xla. For example:


      When there are multiple OPEN entries, perform these steps:

      1. Delete all OPEN entries where the Data column value contains HsTbar.xla.

      2. Rename all remaining OPEN<n> entries, maintaining their sequential values.

        For example, here are six OPEN entries, where two of the entries, OPEN and OPEN4, contain HsTbar.xla in the Data column.

        Name      Value in Data Column
        OPEN      Contains HsTbar.xla
        OPEN1     Does not contain HsTbar.xla
        OPEN2     Does not contain HsTbar.xla
        OPEN3     Does not contain HsTbar.xla
        OPEN4     Contains HsTbar.xla
        OPEN5     Does not contain HsTbar.xla

        Delete the OPEN and OPEN4 entries, and then rename the remaining entries as follows, maintaining their sequential order:

        • Rename OPEN1 to OPEN

        • Rename OPEN2 to OPEN1

        • Rename OPEN3 to OPEN2

        • Rename OPEN5 to OPEN3

        The remaining entries are:

        Name      Value in Data Column
        OPEN      Does not contain HsTbar.xla
        OPEN1     Does not contain HsTbar.xla
        OPEN2     Does not contain HsTbar.xla
        OPEN3     Does not contain HsTbar.xla


  • 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.


    • Break up your workbook into smaller workbooks.

    • Upgrading to Office 64-bit may resolve the issue.

  • 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.

Disclosure Management

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

  • 18347708 -- Disclosure Management 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=""

    To: version=""

    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.

Enterprise Performance Reporting

See the Oracle Enterprise Performance Reporting Cloud Readme in your service environment for Oracle Enterprise Performance Reporting Cloud known issues, including those related to Smart View.


  • 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, when connected to duplicate member databases, the member name only should display by default in the POV. However, for workbooks saved in Smart View 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, 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.

Financial Management

  • 17632970 -- In Smart View, 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.

Financial Reporting

  • 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.


    1. In Internet Explorer, go to Internet Options, then Security, and then Trusted sites.

    2. Click Sites, and add the Financial Reporting URL to the list of trusted sites.

    3. Verify that the Enable Protected Mode check box is cleared.

Oracle BI EE

  • 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:


    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:

  • 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.

    • To create a pivot chart based on the inserted native Excel pivot table, complete these steps:

      1. In Smart View, click in the Excel pivot table and select the Excel Options ribbon.

      2. From the Tools group, click the PivotChart button.

      3. In Insert Chart, select a chart style and then click OK.

    • To create and insert a separate chart view:

      1. In Oracle Business Intelligence Answers, create a new, separate chart view object.

      2. In the Office application, use Smart View to insert the newly-created chart 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:

    • is less than

    • is less than or equal to

    • is greater than

    • is greater than or equal to

    • is like

    • is not like

    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:

    • When attempting to connect from Smart View to Oracle BI EE while the Oracle BI EE server is down, an error message is displayed. However, after clicking OK in the error message, the Connect to Data Source dialog box is erroneously displayed. Click Cancel to close the dialog box.

    • When trying to insert a view after a connection timeout has occurred, the Connect to Data Source dialog box is displayed. If you click Cancel, the dialog box is relaunched. Click Cancel and the error message is displayed.


  • 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:

    1. Open the saved Planning grid as a form.

    2. In the Planning ribbon, Formatting group, select Apply, and then None.

    3. Click Save to save the form back to the Planning server.

    4. Now use the saved form to perform ad hoc analysis.

  • 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:


    Do not use:

  • 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.

Reporting and Analysis

  • 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:

    • The image sizes differ from the images in Oracle Hyperion Enterprise Performance Management Workspace.

    • There is an excess of background space around the images.

    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.

Tips and Troubleshooting

This topic lists the most recent tips and troubleshooting topics. More tips and troubleshooting topics are listed in the Oracle Smart View Installation and Configuration Guide. This guide is available in the Smart View library on the Oracle Help Center:

  • Smart View Diagnostics Tools

    When working with Smart View, if issues arise that you cannot resolve on your own, you can use the new Smart View diagnostic tools in the Diagnostics group in the Smart View ribbon to create and collect log files and screenshots to send to Oracle Support. When you are finished collecting diagnostic data, you use the diagnostic tools to zip up the files. Then you transmit the ZIP file to Oracle Support for analysis. The log files and screenshots are used by Oracle Support to troubleshoot and resolve your issue.

    To enable the diagnostics tools, go to the Options dialog box, Advanced tab, and select Show Diagnostics Group on Smart View Ribbon.

    See the “Smart View Diagnostics” chapter of the Oracle Smart View for Office User's Guide for more information on using the diagnostics tools.

  • 19905121 -- When running a Financial Reporting report from Smart View, a web control is called that causes this error to display: “The product does not support compatibility view. Contact your system administrator to help configure your settings.” By default, the web control runs in compatibility mode, triggering the compatibility message.

    For workarounds, see “Internet Explorer Compatibility View Settings for Financial Reporting” in the Oracle Smart View for Office Installation and Configuration Guide

  • 17263827, 17636796, 17667907, 20417037, 20564104, 20648759, 20696893 -- Microsoft has enabled Office Animations for the Task Pane and many controls within Office 2013. This causes flickering and screen movements in the following situations:

    • Opening forms, especially when opening composite and cascading forms.

    • Opening a web form that has a page drop-down.

    • Moving between simple forms on multiple sheets or between composite forms.

    • Refreshing a composite web form using the Refresh All command causes the POV toolbar to flicker and shift up and down.

    • Opening multiple connections in new tabs, whether you are opening composite forms or simple forms.

    • Accessing the About box from the Help button in the Smart View ribbon when the Oracle Hyperion Disclosure Management extension is also installed (note that per issue 17667907, a sharing violation error message is first displayed).

    Workaround: Information on troubleshooting flickering issues is available in the Oracle Smart View for Office Installation and Configuration Guide. See “Flickering Issues on Office 2013 32-bit and 64-bit.” This topic contains detailed instructions on creating and configuring the DisableAnimations key and the DisableWindowTransitionsOnAddinTaskPanes key. Both work to reduce flickering in Office 2013.

    Refer to Microsoft Windows documentation if you require further help creating these registry keys.

  • 21038932 -- Smart View performance is slow in Excel 2013 when compared to earlier versions of Excel. Microsoft is working on a fix to Excel 2013. Until the fix is available from Microsoft, you can perform the actions noted in “Flickering Issues on Office 2013 32-bit and 64-bit” in the Oracle Smart View for Office Installation and Configuration Guide.

  • 21158660, 21298436, 21316619, 21781491, 21814502 -- In some cases, third-party software that automates Excel processes, such as exporting to Excel, may cause issues with Excel and a conflict with Smart View. To disable Smart View when Excel is started in automation mode, you may enable “DisableInAutomation” by adding a key and key value to the Windows Registry. Refer to the Oracle Smart View for Office Installation and Configuration Guide, “Tips and Troubleshooting” chapter, “Issues When Starting Excel in Automation Mode” topic.

  • 22078848 -- In some Word documents containing large queries created prior to Smart View release, performance may be very slow when refreshing the data in the document. In some cases, each Smart View data point in the Word document is treated as a separate query, instead of re-using existing queries where appropriate. The result is that Refresh operations are very slow.

    To fix this issue, run the macro in “Duplicate Queries in Word Slow to Refresh” in the Oracle Smart View for Office Installation and Configuration Guide.

Accessing EPM System Product Documentation

Find the latest EPM System product guides in the Oracle Help Center ( To access documents to view or download, click the Applications icon. In the Applications Documentation window, select the EPM tab, and then click the Enterprise Performance Management link.

You can also find deployment-related documentation on the Oracle Technology Network ( and on the Oracle Software Delivery Cloud website ( Or you can visit the EPM System Documentation Portal ( There, you’ll find links to My Oracle Support, EPM Supported Platform Matrices, and more.

Copying and Pasting Code Snippets from PDFs

When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid.

Workaround: Cut and paste from the HTML version of the document.

Online Help in Internet Explorer

Some tables and text may display incorrectly in online help when using Internet Explorer 9.

Online Help Search in Internet Explorer

19317836 -- In the Smart View HTML-based documentation, the Search functionality may not work correctly in Microsoft Internet Explorer. This includes help accessed from the Smart View product, and the Smart View product documentation in HTML format on the Oracle Help Center.

To resolve this issue, ensure that you are using Internet Explorer's Compatibility View mode when viewing the Smart View HTML-based documentation. See the Internet Explorer help for instructions on using Compatibility View.

Limited Chart Copy and Paste Support

16451759 -- Chart copy and paste is only supported for Oracle Business Intelligence Enterprise Edition charts. Charts based on other providers, such as Financial Management, do not paste correctly.

Rounding in Planning

20555799 -- In Planning forms, the handling of decimal place settings between Excel, Smart View, and Planning may, at times, cause rounding issues in submitted data. This can occur even when the decimal precision is set to two decimal places in both Excel and Planning. For example, in a Planning form, you may enter 68.68, but Smart View sends the data to Oracle Hyperion Planning as 68.67999999999, instead of 68.68.

Slider and POV Objects Cannot be Inserted into Financial Reporting Reports

21744175 -- You cannot insert a slider or POV into Oracle Hyperion Financial Reporting reports. In the Oracle Smart View for Office User's Guide, “Importing Financial Reporting Documents into Excel” and “Importing Financial Reporting Documents into Word and PowerPoint” topics, the steps on inserting a slider or POV have been removed.

Changes to Financial Management Formulas in Smart View

21882424 -- After Financial Management, the custom dimensions in Oracle Hyperion Financial Management applications are referred to as alias names in Smart View formulas. The recent versions of Smart View can no longer interpret the formulas. Formulas in the old format in saved workbooks will not work. The dimension identifiers will, therefore, need to be updated for each formula to reflect the new alias names for the custom dimensions.

Smart View Not Supported for Shared Workbooks

22836719 -- 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.

In Excel, this option is accessed from the Review ribbon; click Share Workbook, and then select Allow changes by more than one user at the same time.

Reference File Documentation for Enterprise Performance Reporting Cloud Extension

For the Oracle Enterprise Performance Reporting Cloud reference file feature, the Oracle Smart View for Office documentation covers the following:

  • About Embedding Content from Reference Files

  • Defining Named Ranges in Reference Files

  • Adding Content from Reference Files to Doclets

Additional topics on managing named ranges, updating available content in a reference file, and other tasks will be available in the next update of the Oracle Smart View for Office User's Guide.

Documentation Feedback

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Accessibility Considerations

Our goal is to make Oracle products, services, and supporting documentation accessible to the disabled community. EPM System products support accessibility features, which are described in the product's Accessibility Guide. Find the most up-to-date version of this guide in the Oracle Enterprise Performance Management System Documentation Library on the Oracle Technology Network (

In addition, this Readme file is accessible in HTML format.