Smart View Behavior Options in EPM Cloud

Your administrator can set options in the web interface that affect Smart View behavior.

The options that affect Smart View behavior are:

• Suppression Mode

• Smart View Ad Hoc Behavior

See the administration documentation for your business process for instructions on setting these options. For example, for Planning, see What Application and System Settings Can I Specify?

Additionally, review the information in these topics:

• Smart View Ad Hoc Behavior Setting and Saved Ad Hoc Grids

• Smart View Ad Hoc Behavior Setting and Non-Admin Access to Valid Members

• Smart View Ad Hoc Behavior Setting and Member Selection

• Smart View Ad Hoc Behavior Setting and Row/Column Suppression Options

• Smart View Ad Hoc Behavior Setting and Additional Zoom In Options

• Smart View Ad Hoc Behavior Setting and Multiple-cell Select for Ad Hoc Operations

Suppression Mode

The Suppression Mode application setting works with the suppression options for No Data/Missing and Zero in Smart View. In the web application, your administrator can use the Suppression Mode setting to change suppression behavior.

In the Smart View Options dialog, Data Options tab, you select the No Data/Missing and Zero options for Suppress Rows, Suppress Columns, or both. The settings you make in Smart View then work with the setting in your web application.

The Suppression Mode options in the web application and their effect in Smart View are:

• Suppress Missing values only—In the web application, the administrator enables this option to suppress rows, or columns, or both that contain No Data/Missing.

  Suppress Missing values only—In the web application, the administrator enables this option to suppress rows, or columns, or both that contain No Data/Missing.

  For example, in Smart View, if the No Data/Missing option for rows is selected, and a row contains only Missing data, then the row is suppressed; it is not displayed. If both the No Data/Missing and Zero suppression options are selected in Smart View for rows, and a row contains both zeroes and Missing data, then the row is displayed; it is not suppressed.

  The Suppress Missing values only option was formerly referred to as "Legacy."

• Suppress Missing also Suppresses Zero—In the web application, the administrator enables this option to suppress rows, or columns, or both that contain all No Data/Missing or all Zeros, or a combination of both.

  In Smart View, you must enable the No Data/Missing and Zero options for Suppress Rows, Suppress Columns, or both to see the result in an ad hoc grid.

  For example, in Smart View, if both the No Data/Missing and Zero suppression options are selected for columns, and a column contains both zeroes and Missing labels, then the column is suppressed; it is not displayed. Columns that contain only zeroes, and columns that contain only Missing labels are also suppressed; they are not displayed.

  The Suppress Missing also Suppresses Zero option was formerly referred to as "Standard."

See Data Options for general information on the suppression options available in Smart View.

Smart View Ad Hoc Behavior

In 21.08+, all new applications and all recreated applications use only the Standard setting for the Smart View Ad Hoc Behavior option. In these cases, the Smart View Ad Hoc Behavior option is not selectable.

Note:

Existing and migrated applications will not experience any change in behavior, and Native will remain as the default Smart View Ad Hoc Behavior setting, with Standard being an option.

The Native mode Smart View Ad Hoc Behavior setting will eventually be phased out (timeline is yet to be determined). If you are using the Native mode option, Oracle recommends that you plan on switching your Smart View Ad Hoc Behavior application setting to Standard mode.

Standard mode applications give you these ad hoc features and behaviors:

• In-grid POV—POV members are placed on the grid instead of in the POV toolbar.

• Submit Data—Using the default Submit Data button in the Smart View ribbon, all cells in a grid are submitted, including Smart List values, Text values, and all data cells that have been explicitly modified (made dirty). Once the submit operation is complete, the entire grid will be refreshed.

  If the grid is not in a refreshed state, then Smart View will attempt to perform a submit data without refresh operation.

• Free-form support—Supports empty columns and rows anywhere in a grid and changing the alias table. Additionally, supports member auto-refresh where deleted members are returned to the grid upon refresh.

  See Free-Form Mode.

• Saving ad hoc grids—The Save Ad Hoc Grid command is enabled and you can save ad hoc grids; however, the Submit Formatting option is not yet available.

  See Saving Ad Hoc Grids and Smart View Ad Hoc Behavior Setting and Saved Ad Hoc Grids.

• Multiple-grid ad hoc—Supports multiple ad hoc grids on the same Excel worksheet. With multiple-grid ad hoc, you can submit data from any grid on the sheet. Grids based on aggregate storage cubes and block storage cubes are supported on the same sheet. Each grid is independent; for example, if required, you can change the alias table for only one grid on the sheet.

  See Working with Multiple-Grid Worksheets in Smart View (Mac and Browser).

• Additional Zoom In options—Supports these additional Zoom In options: Sibling Level, Same Level, and Same Generation.

  See Smart View Ad Hoc Behavior Setting and Additional Zoom In Options.

• Multiple-cell select for ad hoc operations—Supports multiple-cell selection for these ad hoc operations: Zoom In, Zoom Out, Keep Only, and Remove Only.

  See Smart View Ad Hoc Behavior Setting and Multiple-cell Select for Ad Hoc Operations.

When the Ad Hoc Behavior option is set to Standard, the following features and functionality are not supported:

• Create Smart Forms

• Open a native mode grid in standard mode; open a standard mode grid in native mode (see Smart View Ad Hoc Behavior Setting and Saved Ad Hoc Grids)

• HSACTIVE is supported on multiple-grid sheets

• Zoom In on Formulas

• Preserve Formula is disabled in multiple-grid sheets

In existing and migrated web applications, your administrator can choose to enable enhanced ad hoc features and behaviors. The Smart View Ad Hoc Behavior options are:

• Native (default)—Does not enable enhanced ad hoc features.

• Standard—Enables enhanced ad hoc features.

Smart View Ad Hoc Behavior Setting and Saved Ad Hoc Grids

The Smart View Ad Hoc Behavior option setting for your application affects which saved ad hoc grids users can open and work with.

When administrators switch the Smart View Ad Hoc Behavior option setting between Native and Standard, ad hoc grids built and saved in one mode can be opened with limitations noted in the following table.

Smart View Ad Hoc Behavior Mode Created and Saved In	Smart View Ad Hoc Behavior Mode Opened and Refreshed In	Supported
Standard	Standard	Yes
Standard	Native	No
Native	Standard	Yes
Native	Native	Yes

For example:

• When the Smart View Ad Hoc Behavior option is set to Standard, users can open and refresh saved ad hoc grids that were created while the service was set to Standard or Native.

• When the Smart View Ad Hoc Behavior option is set to Native, users can only open and refresh saved ad hoc grids that were created while the service was set to Native.

  Users attempting to open and refresh a grid that was created while the Smart View Ad Hoc Behavior option was set to Standard will see an error message. To open and refresh an ad hoc grid that was created while the Smart View Ad Hoc Behavior option was set to Native, ensure that the Smart View Ad Hoc Behavior option is set to Native.

Administrators: Set the Smart View Ad Hoc Behavior option in the application configuration options page for your service. See the administration documentation for your service for more information.

Smart View Ad Hoc Behavior Setting and Non-Admin Access to Valid Members

In ad hoc grids in Standard mode, when a non-admin user does not have an access to a valid member, then this member will be handled as a comment, and no data is displayed upon refresh. The non-admin user should not be able to distinguish between members to which he or she does not have access and comments.

Consider the following scenarios with multiple dimensions on a row, where C1 is a comment or a member to which a non-admin user does not have access:

1. C1 is placed on the innermost row dimension location. M1 and M2 are actual valid members that the non-admin user has access to. M1 and M2 are placed on the same row as C1. After refresh, the valid members will be removed; for example

   Row dimensions:

   M1          M2          C1

   After refresh

   Blank       Blank       C1

2. C1 is not placed on the innermost dimension location. Instead, a valid member, M3. is placed on the innermost location in this row. The comment, C1, will be removed on refresh and replaced with the previous top valid member on that dimension; for example:

   Row dimensions:

   M1          M2          M3

   M1          C1          M4

   After refresh

   M1          M2          M3

   M1          M2          M4

This approach helps to avoid a mix of valid members and comments on the same row, which could could cause confusion to the user.

Note the following:

• If a row consists completely of blank cells and comments, it will not be changed on refresh.

• The very first row or column is a special case as it controls grid boundaries. Mixing and matching members and comments on that row or column can result in a message about an invalid grid. This is intentional.

Smart View Ad Hoc Behavior Setting and Member Selection

In Smart View, when connected to a Standard mode application (20.09+), the dimension or member from which you invoke Member Selection is shown as the selected dimension in the dialog. In Standard mode, there is no need to refresh the grid before selecting a different dimension or member on the grid, and invoking Member Selection. The selected dimension will be shown in Member Selection by default.

Smart View Ad Hoc Behavior Setting and Row/Column Suppression Options

In Standard mode, certain row and column suppression options in the Options dialog in Smart View are not supported, although they appear as selectable in the dialog.

• Row Suppression Options not supported in Standard mode:

  • No Access

  • Invalid

  • Underscore Character

• Column Suppression Options not supported in Standard mode:

  • No Data/Missing

  • Zero

  • No Access

Note:

Selecting the No Access suppression option for rows or columns results in this error message upon refresh:

No Access suppression option is not supported.

Smart View Ad Hoc Behavior Setting and Additional Zoom In Options

In Standard mode, these additional commands are available from the drop-down menu on the Zoom In button in the provider ad hoc ribbon:

• Sibling Level—Select to retrieve data for the siblings of the selected member or members. For example, in the Vision sample database, a zoom in operation on Jan retrieves Jan, Feb, and Mar.

• Same Level—Select to retrieve data for all members at the same level as the selected member or members. For example, in the Vision sample database, a zoom in on Q1 retrieves Q2, Q3, and Q4.

• Same Generation—Select to retrieve data for all members of the same generation as the selected member or members. For example, in the Vision sample database, a zoom in on Q1 retrieves Q2, Q3, and Q4.

Smart View Ad Hoc Behavior Setting and Multiple-cell Select for Ad Hoc Operations

In Standard mode, you can select multiple row or column member cells and then perform any of the following actions:

• Zoom In, including any of the zoom options, such as Bottom Level or Same Generation.

• Zoom Out. Zooming out collapses the view to the next upper level.

• Keep Only and Remove Only. Note that the integrity and validity of the grid must be maintained. If your selections cause an issue with the grid, Smart View display a warning message informing you of the issue, and no change is made to the grid.