Reporting Using Smart View

Oracle Smart View for Office provides a Microsoft Office interface for Essbase and other data sources. From Excel, Word or PowerPoint, you connect to Essbase and access Smart View functionality through the Hyperion menu that is displayed on the Office product toolbars when Smart View is installed. You can generate reports that can be displayed as a grid, chart or scrollable table.

This procedure is designed to provide an overview of the report creation process, but you must refer to the Oracle Smart View for Office User's Guide for detailed procedures on setting up and using Smart View to view the results.

To report using Smart View for Office:

1. Generate and calculate the Oracle Essbase cube for the model, as outlined in Calculating Standard Profitability Models
2. Open Microsoft Excel.
3. In Smart View, select Hyperion, Connection Manager and connect to the Essbase database. See the Oracle Smart View for Office User's Guide .
4. Create the report as outlined in the Oracle Smart View for Office User's Guide .