Managing Smart View Queries in Standard Profitability

Oracle Smart View for Office integrations are available for Standard Profitability models only to provide help with data management, run diagnostics for allocation data, and enable analysis of both allocation and genealogy data. In addition, the Smart View integration provides context-sensitive investigation tools that can be launched from Stage Balancing.

Smart View queries provide users with quick access to views of Oracle Hyperion Profitability and Cost Management data. The queries can be defined against either the Calculation or Reporting database, and after Smart View is launched, the grid can be used for analysis. Data entry may also be performed against the Calculation database.

The Manage Queries screen enables you to select a query type, and then refine the query using a grid and a Smart View POV. The queries can be saved and reused, or cloned by other Profitability and Cost Management users. The queries can also be exported and reimported using Oracle Hyperion Enterprise Performance Management System Lifecycle Management.

The default queries offer different views, depending on the query type selected. Each of the queries enable additional selections for the selected type. For example, the Driver Measures query type prompts the user to specify the driver location (Source, Assignment, Destination) and the stage combinations in order to complete the dimension defaults that are presented on the dimension layout and member selection screen.

You can also launch some predefined Smart View integrations from the Stage Balancing screen. The launch data points are represented as hyperlinks in the Stage Balancing screen and present values that have been contributed from one stage to another. You can drill down further on input or allocation data. For example, you could drill-down into Unassigned costs after an allocation run, or to examine input data that was used in the same run.

If any dimensions or dimension members are renamed or deleted, the Smart View queries that reference those dimensions become invalid. The Smart View query validation screen validates all queries, and displays an error message for any invalid queries.

Smart View queries in Standard applications fail with validation errors when they reference dimension members containing '&' characters in the member name.

Only users provisioned as Admin or Power users may create, edit, copy, or delete queries. Admin, Power and Interactive users may all launch queries from the application.