Using Smart View

Smart View provides a common Microsoft Office interface for components in Planning and Budgeting Cloud Workspace. Using Smart View, you can:

  • Export the current page of the current data object to Excel, Word, or PowerPoint

  • Expose functions in Excel, Word, and PowerPoint content

  • Receive notification when you can upgrade to new releases of Smart View

Smart View enables two export options:

  • Export the current page of the current data object to Word, PowerPoint, or Excel as an image, and later, query the web application again to refresh the image.

  • Export documents to Excel as query-ready or formatted HTML.

When you export content as query-ready HTML, the current page of the current data object is converted to HTML, and Oracle-specific formatting is removed. Thus, Smart View can query the data source again independent of the web application.

When you export content as formatted HTML, the current page of the current data object is converted to HTML, and Oracle formatting definitions and calculated members are retained. Thus, Smart View cannot directly query the data source, but Oracle content can be leveraged by Microsoft Office applications. Not all export options are supported by all data sources and web applications.

  To install Smart View:

  1. In Planning and Budgeting Cloud Workspace, select Tools, then Install, and then Smart View.

  2. Click Save to save SmartView.exe locally.

  3. Run SmartView.exe and follow the prompts in the wizard.

  4. When installation is complete, click Finish.

  5. Oracle Smart View for Office is displayed the next time you open a Microsoft Office application.