Connecting to Data Sources

For most data sources, you can connect to only one data source per worksheet with these exceptions:

Oracle Essbase and Oracle Analytics Cloud - 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 a cloud service, enter your cloud Identity Domain name, and then proceed to step 4.
  
  For examples of the shared connection URL syntax to use, see Creating Shared Connections.
  
  Shared connections are not supported for Oracle Analytics Cloud, Oracle Analytics Cloud - Essbase, Oracle Enterprise Performance Reporting Cloud, or Oracle BI EE data sources. However, private connections to these sources can be added to the shared connection XML file, as described in the Oracle Smart View for Office Installation and Configuration Guide, "Accessing Shared Connections from an XML File."
- Click Private Connections to open the Private Connections panel, and select a connection from the drop-down menu.
  
  When working with Oracle Analytics Cloud, Oracle Analytics Cloud - Essbase, Oracle Enterprise Performance Reporting Cloud, or Oracle BI EE, you must use a private connection.
- 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.
For on-premises data sources, in Connect to Data Source, enter your user name and password for the data source.

For cloud data sources, enter your user name and password in the Welcome screen.
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 and Oracle Analytics Cloud - 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).