Working with Downloaded Books in Smart View

Complete the steps in Importing Books into Smart View.

The Book is imported in to Smart View and the Books ribbon is displayed, as shown in Figure 11-7.

Click the links in the Table of Contents worksheet tab (Figure 11-7) to view the Reports contained in the Book.

Each worksheet tab is a report that is part of the Book that was imported and downloaded to Smart View.

You can also click the worksheet tabs in after the Table of Contents tab to view the various Reports in a Book.

Figure 11-8 shows an example worksheet containing a Report.

Figure 11-8 Books Ribbon and Example Report Contained in Book Downloaded to Excel

Books ribbon and example TOC page and worksheets tabs in Book downloaded into Excel

To change the POV for the current Book:

Click the Edit POV button in the Books ribbon.
In the Select POV dialog, make selections in the drop-down lists for each dimension, and then click OK.

In the following example Select POV dialog, selections were made for the Segments and Fiscal Calendar dimensions.

Select POV dialog, showing two dimensions, and a drop-down list box where you select a member from the drop-down list for each dimension.

If aliases are specified for dimensions in the report, you will see the member aliases in the drop-down selection list in the Select POV dialog. In the following example, when changing the POV for the Segments dimension, aliases are displayed for Segment members rather than a product code:

If the Books designer has enabled Member Selection, then choose the Select option in the drop-down list to launch the Member Selection dialog; for example:

Select POV dialog, with the Select option highlighted, which launches the Member Selection dialog

After choosing the Select option above, the Member Selection dialog is displayed. In this example, the Books designer chose to provide access to all members in the Fiscal Calendar dimension, and Q1 is chosen:

Member Selection dialog, with Q1 selected for the POV dimension

After selecting a member, click OK to close the Member Selection dialog, then click OK in the Select POV dialog.

A message notifies you that refresh operation with the newly-selected POV values is in progress. Click OK in the message. The Jobs Console will display a new job row. You can check the status of the job and download the Book once the job is completed. The newly-downloaded Book will show the updated results that reflect the new POV values.

To view properties for the Book, in the Books ribbon, click Inspect.

The Book Properties dialog is displayed with the properties of the Book, along with the POV Selections for the Book.

Books Properties dialog for the current Report, showing the POV. Other properties are Book Name, Locaiton, Created By, Created On date, and Modified By.

Click OK to close the Book Properties dialog.

Note:

In Smart View, the path information in Location will always display the language set in the web application, even if Smart View is set to a different language. For example, in the web application, if the Language option in the User Preferences, General tab is set to Japanese, and the Language option in the Smart View Options dialog, Advanced tab, is set to French, then the path information in the Book Properties dialog, Location field, will display as Japanese.

As a best pratice, Oracle recommends that the Language setting in Smart View Options match the Language setting in User Preferences in the web interface.

To refresh the currently-selected report, in the Books ribbon, click Refresh.

Use the Refresh command when data is changed in the business process; for example, when a change is made in Planning data.