1. Working with Oracle Smart View for Office (Mac and Browser)
  2. Introduction to Smart View (Mac and Browser)
  3. Overview of Smart View (Mac and Browser)

Overview of Smart View (Mac and Browser)

Smart View (Mac and Browser) provides an interface between Oracle’s EPM Cloud solutions, Oracle Essbase and Microsoft Office 365 deployed in a web browser on either Windows or Mac systems.

Oracle Smart View for Office provides a common Microsoft Office interface designed specifically for Oracle's Enterprise Performance Management (EPM) and Business Intelligence (BI) solutions. Using Smart View, you can view, import, manipulate, distribute and share data in Microsoft Excel, Word and PowerPoint interfaces. It is a comprehensive tool for accessing and integrating EPM and BI content from Microsoft Office products.

Microsoft Office 365 refers to subscription plans that include access to Office applications plus other productivity services that are enabled over the Internet (cloud services) in addition to access to desktop versions. Smart View (Mac and Browser) was developed because the existing Smart View add-in infrastructure supports only Windows desktop deployments and the Smart View (Mac and Browser) deployment aligns more closely with Microsoft Office 365.

Smart View (Mac and Browser) provides an interface between Oracle’s EPM Cloud and Essbase solutions and Microsoft Office 365 deployed in a web browser on either Windows or Mac systems. Specifically the Chrome browser on Windows/Mac is supported. Other platforms and devices are planned for a future release.

Other benefits of Smart View (Mac and Browser) include:

  • Multi-platform support
  • Ease of deployment and maintenance
  • Frequent cloud updates
  • Zero client footprint; no maintenance for end users
  • Highly customizable user interface and deployment

Smart View (Mac and Browser) supports most of the features in Excel ad hoc analysis and forms. The following high-level features are supported:

  • Ad hoc analysis operations such as: Zoom, Pivot, Keep/Remove Only, Submit, Range Operations, Analyze/Free Form, and Formula Preservation
  • Multiple-grid ad hoc worksheets
  • Form operations such as: Form Open and Refresh, Submit from Forms, Expand/Collapse, Supporting Details, Mass Allocate, Job Console, Copy Version, Business Rules, and Analyze
  • Options and Styles
  • Member Selection and POV
  • Drill Through
  • Save ad hoc grids as forms, including save formatting
  • Save ad hoc grids as Smart Forms, including save formatting
  • Spreading, Grid Spread, Cell Locking, and Mass Allocation
  • Functions: Includes a Function Builder interface and supports manual use of: HsGetValue, HsSetValue, and HsAlias
  • Task lists
  • Dashboards
  • Full 508 accessibility support
  • Application building and maintenance for administrators
  • Non-English environment or platform

Some Smart View for Office features are currently not supported in Smart View (Mac and Browser), such as:

  • Copy and paste data points
  • Double-click on member or data cells is not supported. Instead, use ribbon commands to accomplish tasks, such as zoom-in.
  • Word and PowerPoint functionality
  • Query Designer
  • Flex forms
  • Open forms and ad hoc grids from web applications (web launch)
  • Composite forms (no future plans for support)
  • VBA

Videos

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Learn about using basic features in Smart View (Mac and Browser) Video icon Introducing Smart View for Office Mac and Browser