Working with Dashboards

Dashboards give you an overview to key information and let you change and save data.

You can open Oracle Enterprise Performance Management Cloud dashboards in Oracle Smart View for Office.

To open a dashboard:

  1. Connect to an EPM Cloud data source that contains dashboards.
  2. From the tree list in the Smart View Home panel, click a dashboard, indicated by this icon:

    Dashboard icon

    The dashboard opens in the active Excel workbook, with each dashboard object displayed in table format in separate worksheets. For example, if a dashboard contains four objects, then four additional worksheets will be launched in the active workbook. Whether the active workbook is new consisting of one blank worksheet, or already in use consisting of several worksheets with a form or ad hoc grid on each sheet, the dashboard objects will be launched on additional sheets in the active workbook.

    For more information on dashboards:

    • Administrators: See the topics on designing dashboards in the Administering guide for your cloud business process.

    • End users: See the topics on using dashboards in the Working with guide for your cloud business process.