1. User's Guide
  2. Working with Management Ledger Profitability
  3. Working with Management Ledger Queries and Reports
  4. Creating and Using Management Ledger Reports
  5. Reporting Using Smart View with Management Ledger Profitability Applications

Reporting Using Smart View with Management Ledger Profitability Applications

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

The Manage Queries screen (Running Custom Queries in Management Ledger Applications) helps users define and launch queries that result in a view of the data in Smart View. The Rule Balancing screen (Running Queries from the Management Ledger Rule Balancing Screen) also has links that take users directly into Smart View.

This topic is designed to provide an overview of how to create reports with Smart View, but you must refer to the Oracle Smart View for Office User's Guide for detailed instructions on setting up reports and using Smart View to view the results.

To report using Smart View:

  1. Generate and calculate the Essbase cube for the model, as outlined in Managing and Calculating Management Ledger Models.
  2. Open Microsoft Excel.
  3. In Smart View, select Panel, and then Shared Connections, 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.

    Note:

    If you are skilled at working with Essbase outlines, you can also generate reports directly in Essbase. See the Essbase documentation for instructions.