2 Welcome to the Smart View User's Guide

The User's Guide explains Oracle Smart View for Office features and options including concepts, processes, and examples.

It covers Smart View releases 11.1.2.5.600 and later.

Where to find Smart View documentation

The Smart View for Office documentation is available on the Oracle Help Center on the Enterprise Performance Management page under the Smart View for Office section.

Select a Smart View release library to access release-specific documentation.

  • To read this guide online in a browser, click the guide name link.
  • To download a PDF file of this guide, click the PDF icon PDF file icon next to the guide name. You can also download it from the online version by clicking Download PDF icon in the left panel next to the Table of Contents.

How to find information in this guide

To find information in the guide:

  • From the online help, in the left panel of the browser window, use the Table of Contents to navigate to topics, or enter a search term in the search text box.
  • From the PDF file, navigate to topics from the table of contents, or use your reader's search functionality.
  • See the Finding Information section in this guide's appendix for information on best practices, troubleshooting, accessibility, FAQs, and other documentation.

About this guide

This guide contains information applicable to both Oracle Enterprise Performance Management System On-Premises providers and Cloud providers.

Throughout this guide, unless otherwise noted:

  • References to Planning apply to both Oracle Hyperion Planning on-premises and Planning for Oracle Fusion Cloud Enterprise Performance Management.

  • At the beginning of topics where supported data sources are listed:

    • Oracle Hyperion Planning on-premises is referred to as Oracle Hyperion Planning.

    • Planning for Cloud EPM is referred to as Planning.

  • In Cloud EPM, if a feature or functionality is supported by Planning, then it is also supported by Planning Modules.

  • References to Oracle Hyperion Financial Reporting apply to both on-premises Financial Reporting and Financial Reporting for Cloud EPM.

  • References to Oracle Hyperion Reporting and Analysis refer to the functionality accessed from the "Reporting Settings" option in Shared Connections.