Working with Crystal Ball EPM Workbooks

Permissions set by the administrator govern Oracle Crystal Ball Enterprise Performance Management simulation and forecasting workbooks operations that you can perform from the Smart View Panel.

To work with data in a Crystal Ball EPM workbook:

  1. From the Smart View ribbon, select Panel.
  2. In the Smart View Panel, click Switch To button and select Simulation Workbook.
  3. Click Connect to Repository button and if requested, log in to the Crystal Ball EPM repository. A tree list containing the workbooks for which you have permission is displayed.
  4. Double-click a workbook to open.
  5. Perform Crystal Ball EPM operations as described in the Crystal Ball EPM product documentation.

    Oracle recommends keeping the Crystal Ball EPM model on a worksheet separate from data source worksheets.

  6. Click Submit Data if needed.

Toolbar Operations