1. User's Guide
  2. Smart View and Oracle BI EE
  3. Features and Components of Oracle BI EE in Smart View

Features and Components of Oracle BI EE in Smart View

When connected to an Oracle Business Intelligence Enterprise Edition data source in Oracle Smart View for Office, you can perform several actions.

  • Connect to Oracle BI EE.

  • Navigate through the Oracle BI Presentation Catalog.

  • Connect to multiple instances of Oracle BI EE and switch between connections.

  • Import pre-created views from the Oracle BI Presentation Catalog into Microsoft Excel, PowerPoint, and Word. For example, you can:

    • Insert views—Oracle BI EE tables, pivot tables, and graphs—into Excel as refreshable, editable objects.

    • Insert views from different connections into the same Office document.

    • Apply Excel formatting to Oracle BI EE data; formats are retained when you refresh.

  • Copy Oracle BI EE dashboard content and paste it into Smart View client documents. The data, metadata, and view layout are copied.

  • Create simple views in Excel using Oracle BI EE as the source for metadata and data.

  • Interact with content imported into Smart View documents, such as drill and prompt selections.

  • Manage the imported content in Smart View, including content from multiple connections; for example, refresh, mask, copy and paste, and document contents.

  • Mask data from Oracle BI EE objects in Excel so that users must log in to view the data. Masked objects can be viewed upon refresh.

  • Program using Visual Basic. See the Oracle Smart View for Office Developer's Guide for more information.

Key components are:

  • Ribbon—The Oracle BI EE ribbon contains Oracle BI EE commands for designing and publishing views in Smart View, inserting, and copying and pasting views from Oracle BI EE, editing prompts, masking data, editing, and setting preferences.

  • Catalog—The catalog is an expandable tree list of the Oracle BI EE dashboards, analyses, and views that are available to you for insertion into Excel. Each analysis expands to display all views available from that analysis. Only views that are supported and defined in Oracle BI EE, and for which you have permission, are displayed. You can refresh the catalog to display the latest list of available analyses and views.