Overview

Oracle Smart View for Office works with these data source providers:

  • Oracle Enterprise Performance Management System

  • Oracle Enterprise Performance Management Cloud

  • Oracle Business Intelligence Enterprise Edition

  • Oracle Analytics Cloud

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 Data Sources

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

    Includes Oracle Hyperion Financial Reporting (requires the Financial Reporting extension for Smart View), Oracle Hyperion Interactive Reporting, Oracle Hyperion SQR Production Reporting, and Oracle Hyperion Web Analysis

  • Oracle Hyperion Strategic Finance (requires the Strategic Finance extension)

  • Oracle Hyperion Profitability and Cost Management

  • Disclosure Management (requires the Disclosure Management extension)

  • Oracle Hyperion Financial Data Quality Management, Enterprise Edition

  • Oracle BI EE

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

Smart View with Cloud Services Data Sources

Smart View provides a common Office interface for these cloud data sources:

  • Oracle Planning and Budgeting Cloud

  • Oracle Enterprise Planning and Budgeting Cloud

  • Oracle Enterprise Performance Reporting Cloud

  • Oracle Financial Consolidation and Close Cloud

  • Oracle Profitability and Cost Management Cloud

  • Oracle Tax Reporting Cloud

  • Oracle Analytics Cloud

  • Oracle Analytics Cloud - Essbase

Smart View connected to Oracle Analytics Cloud - Essbase works with the Cube Designer extension.

Depending on the EPM Cloud service you're connected to, Smart View works with these extensions:

  • Planning Admin extension

  • Financial Reporting extension

  • Oracle Enterprise Performance Reporting Cloud extension

  • Predictive Planning extension

  • Close Manager extension

  • Supplemental Data extension

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 EPM Cloud versions of Financial Reporting.