1. User's Guide
  2. Introduction to Smart View
  3. Overview

Overview

Using Oracle Smart View for Office, you can view, import, manipulate, distribute, and share data from various data sources using Microsoft Excel, Word, Outlook, and PowerPoint.

Smart View with EPM Cloud and Oracle Analytics Cloud Data Sources

Smart View provides a common Microsoft Office interface for these Oracle Cloud and Oracle Analytics Cloud data sources:

  • Planning

  • Planning Modules

  • Account Reconciliation

  • Financial Consolidation and Close

  • Narrative Reporting

  • Oracle Hyperion Profitability and Cost Management

  • Strategic Modeling (requires the Strategic Modeling extension)

  • Tax Reporting

  • Oracle Analytics Cloud (requires the Oracle BI EE extension)

  • Oracle Analytics Cloud - Essbase

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

Depending on the Oracle Enterprise Performance Management Cloud business process you're connected to, Smart View works with these extensions:

  • Oracle Hyperion Financial Reporting extension

  • Predictive Planning extension

  • Planning Admin Extension

  • Task Manager extension

  • Supplemental Data Manager extension

  • Narrative Reporting extension

  • Reconciliation Compliance extension

  • Strategic Modeling extension

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

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

  • Profitability and Cost Management

  • Disclosure Management (requires the Disclosure Management extension)

  • Oracle Hyperion Financial Data Quality Management, Enterprise Edition

  • Oracle Business Intelligence Enterprise Edition (requires the Oracle BI EE extension)

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

Most of the extensions listed above are discussed in their respective guides (see the Oracle Help Center for more information). The Narrative Reporting extension, Reconciliation Compliance extension, and Oracle BI EE extension are discussed in this guide.

Additionally, in this guide, references to Financial Reporting apply to both the on-premises and EPM Cloud versions of Financial Reporting.

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.