Overview

Using Oracle Smart View for Office, you can view, import, manipulate, distribute, and share data from various data sources using Microsoft Excel, Word, Outlook, and PowerPoint.

Note:

Smart View is not supported with shared workbooks. When the Excel option for sharing workbooks is enabled, Smart View operations are not supported. For example, attempting to perform a refresh in a shared workbook can cause an exception to occur.

To clear the shared workbook option in Excel, go to the Review ribbon, then click the Share Workbook button, and then clear the Allow changes by more than one user at the same time check box.

Smart View provides a common Microsoft Office interface for these Oracle Cloud and Oracle Analytics Cloud data sources:

• Planning

• Planning Modules

• Narrative Reporting

• Financial Consolidation and Close

• Profitability and Cost Management

• Strategic Modeling (requires the Strategic Modeling extension)

• Tax Reporting

• Oracle Analytics Cloud

• Oracle Analytics Cloud - Essbase

Smart View connected to Oracle Analytics Cloud - Essbase works with the Cube Designer extension.

Depending on the Oracle Enterprise Performance Management Cloud business process you're connected to, Smart View works with these extensions:

• Financial Reporting extension

• Predictive Planning extension

• Planning Admin Extension

• Close and Supplemental Data Management extension

• Strategic Modeling extension

The extensions listed above are discussed in their respective guides (see the Oracle Help Center for more information).

Additionally, in this guide, references to Financial Reporting apply to both the on-premises and EPM Cloud versions of Financial Reporting.