Running Functions

You can run most Oracle Smart View for Office functions automatically using Refresh commands. For HsGetValue, use the Submit Data command.

To run functions and retrieve values:

  1. Open the worksheet that contains the functions you want to run.
  2. Do one of the following:
    • For HsSetValue, from the Smart View ribbon, select Submit Data.

    • For other functions, select one:

      • To run functions and update all worksheets in the workbook, from the Smart View ribbon, select Refresh all Worksheets.

      • To run functions and update only the active worksheet, select Refresh.

Note:

  • When opening a workbook containing Smart View functions, users may be prompted to connect if they are not already connected. You may dismiss this dialog to see the old value for these functions from the last retrieval.

  • EPM Cloud Classic Environments: When working with a sheet containing multiple functions to multiple standalone EPM Cloudbusiness processes and using the URL connection format, you will be prompted to log in to each business process as each function on the sheet is refreshed. For example, if a sheet contains functions for Planning, Financial Consolidation and Close, and Tax Reporting, where each connects to a different service URL, you will be prompted to log in to each business process as functions are being run.

    EPM Cloud OCI (Gen 2) Environments: Because different EPM Cloud business processes share the same service URL, you will not be prompted to log in to each business process as functions are being run.

  • When a worksheet that contains saved functions is opened on a different computer from the one on which it was created, the functions include the full path of the original computer. Smart View automatically updates these function paths when you open the worksheet if all three of the following conditions are met.

    • The worksheet is unprotected.

    • The Excel option Ask to update automatic links is cleared.

    • When you open a workbook, if prompted to update link automatically, select Continue or Cancel. Do not select Edit Links.

    Otherwise, you must manually update functions using the Excel Links option.

  • For the numeric zero setting to be immediately applied for functions when the workbook is opened, perform these steps:

    1. In the Smart View Options dialog, Data Options tab, set the #NoData/Missing Label option to #NumericZero.
    2. Important! Be sure to select the Save as Default Options setting on the OK button to save this selection as the default for the current workbook and any workbooks that you open later.