Importing Reports as Ad Hoc Queries

You can import Reports in to Oracle Smart View for Office as ad hoc queries, on which you can then perform available ad hoc operations.

Note:

Before you begin, launch Smart View in Excel and log into Planning.

To import a report in to Smart View as an ad hoc query:

1. In the Smart View ribbon, click Home to launch the Smart View Home panel, where the library folder and cubes are displayed.
2. In the Smart View panel, expand the tree list select Reports.

   All reports available can be accessed from the Reports folder. Alternatively, if reports are stored in a user-defined folder, you can navigate to that folder.

3. Expand a report to view the available grids, and then select a grid.
4. In the Actions panel, click Query Ready.

   Alternatively, you can double-click the selected grid.

   The report grid is rendered as an ad hoc query in Smart View.

   Note:

   Report grid text and formula rows and columns are not imported into Excel; only data is imported.

5. Perform ad hoc operations as required.

   For example, you can:

   • Zoom in on members

   • If available, click the POV button in the provider ad hoc ribbon to display or hide the POV toolbar

   • Pivot POV dimensions or members to the grid

   • Use Member Selection to change the grid point-of-view