Migrating Offline Strategic Finance Models to Strategic Modeling Using Smart View

Using Oracle Smart View for Office, you can create Strategic Modeling models using offline Oracle Hyperion Strategic Finance models as the source.

To migrate an offline Strategic Finance model using Smart View Extension for Strategic Modeling:

When you migrate a model, all model artifacts, such as POVs and reports, are migrated to the new model in Strategic Modeling.

1. Using Strategic Finance, connect to the Oracle Enterprise Performance Management Cloud environment in which Strategic Modeling is enabled.
2. In the Smart View Panel on Strategic Modeling ribbon, expand the Strategic Modeling node.
3. Right-click Model View and then select New Model.
4. Create a model. See Creating a Model by Copying Another Model in Working with Strategic Modeling in Smart View.

   Note:

   While creating the model, on Create New Model on Server, be sure to select the following:

   In Source, select one of the previously prepared Strategic Finance model (ALC) file.

   The default location of the Strategic Finance model files that you take offline is EPM_ORACLE_HOME\products\hsf\Client\offline\server_hostname\database_name directory (generally, Oracle\Middleware\EPMSystem11R1\products\hsf\Client\offline\server_hostname\database_name) on the computer where Strategic Finance is deployed.

   You may choose to keep the source model data from the offline Strategic Finance model that is being used as the source. If you opt not to use the source model data, you can, later on, choose a different currency and currency unit. Similarly, you can place the model at root model to build a model hierarchy or deselect the Place At Root checkbox to add this model as a child of an existing model that you select in Parent Model.
   
   

5. Click OK.
6. Repeat steps 3-5 for each model you want to migrate.