Creating and Editing Data Source Connections

In Narrative Reporting web, administrators define data sources for all data queries in all of the Excel-based doclets and reference doclets that will be used with server-initiated refresh.

Oracle Smart View for Office locates the URLs used for each data query on each sheet that users have selected for server refresh, and maps the URLs to the corresponding data sources defined in the Data Sources folder in Narrative Reporting. If the data source is not defined in Narrative Reporting web, then the content in Smart View will be ignored (not refreshed)

To create a data source connection in Narrative Reporting:

1. From the Data Sources folder in the Library, click , and select Data Source.
2. In Data Source Name, enter a descriptive identifier for the data source, such as a combination of the source product, server, and application or database.
3. In Type, select the type of data source.

   Currently, only the "Oracle Enterprise Performance Management Cloud" source is supported, which includes these business processes:

   • Planning

   • Financial Consolidation and Close

   • Tax Reporting

4. In Server Name, enter the only data source server name, including the HTTPS protocol.

   For example, for Planning, if the data source URL is:

   https://<servername>/HyperionPlanning

   Then the server name is:

   <servername>

5. In Identity Domain, enter the identity domain of the data source environment.
6. Enter the administrator user ID and password.

   Note:

   You must log in to Narrative Reporting with the administrator credentials for the data source that you want to create a connection to. For example, if your Planning Modules administrator is PlanAdmin, you must log in to Narrative Reporting with the PlanAdmin credentials to create a data source connection to the Planning Modules data source. Enter User ID and Password credentials used for native authentication at the source. Single Sign-on with Identity Assertion technologies is not supported.

7. Click Test Connection.
8. After a successful connection, you can browse and select the application and cube by selecting for application name and cube name.

   After selecting a cube, click on to preview the dimension list.

9. Optional: To edit a data source connection, select the connection and then select Edit from the Actions menu. When you edit a connection, you can change the connection name, server, application and cube name.

   Note:

   • You do not need to specify the data source server protocol (for example, https://) in the Server Name field.

   • Changing the connection name does not affect any report objects that use the connection.

   • Changing the server, application, or application or cube names causes any report objects that use the connection to point to the new destination.

   • For security purposes, you must re-enter the administrator credentials when editing a data source.