1. Smart View for Office Quick Start Checklists
  2. Power User
  3. Log In and Start Checklist for Smart View Power Users

2 Log In and Start Checklist for Smart View Power Users


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Welcome, Oracle Smart View for Office Power Users!
power user role

Here’s a checklist to help you get going with Smart View on Day 1 of your experience, with links to documentation and other resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed on Day 1 of getting going with Smart View. There may be more tasks required for this role on Day 1, depending on your organization’s requirements. Some steps may not apply depending on the business processes you are using with Smart View.

Install clients and configure
install client

  1. Meet prerequisites for your machine: ensure your Administrator has installed Smart View and all necessary extensions on a supported OS version and Office version.

    Read this: Downloading and Installing Smart View (10 minutes)

    Read this: Extensions (5 minutes)

    1. If a connection has been configured by your Administrator, connect to your EPM Cloud business process.

      Read this: Connecting to Data Sources (5 minutes)

      Watch this: Leveraging EPM Cloud and On-Premise Data Using Smart View Connections (5 minutes)

    2. If a connection has not been configured by your Administrator, create a shared or private connection.

      Read this: Creating Shared Connections (5 minutes)

      Read this: Creating Private Connections (5 minutes)

      Watch this: Leveraging EPM Cloud and On-Premise Data Using Smart View Connections (5 minutes)

  3. Navigate around the ribbon and panel.

    Read this: Smart View Components (5 minutes)

  4. Set global and sheet-level options such as display and formatting preferences.

    Read this: Setting Smart View Options (5 minutes)

    Watch this: Navigating Smart View (5 minutes)

  5. Open an existing form already created by an Administrator and begin entering and submitting data.

    Read this: Opening Forms in Excel (5 minutes)

    Read this: Using the Submit Data Options (5 minutes)

  6. Change the POV.

    Read this: Selecting Members from the POV Toolbar (5 minutes)

    1. Perform analysis on a currently opened form by transforming it to an ad hoc grid.

      Read this: Performing Ad Hoc Analysis in EPM Cloud Forms (5 minutes)

    2. Perform ad hoc analysis based on a cube or a form enabled for ad hoc.

      Read this: Starting Ad Hoc Analysis (5 minutes)

      Watch this: Creating Basic Ad Hoc Reports in Smart View (5 minutes)