Smart View (Mac and Browser) Components

The basic components of Oracle Smart View for Office (Mac and Browser), from which you connect to your data source provider and access Smart View functionality, are the Smart View ribbon, the provider and provider ad hoc ribbons, the Smart View Home panel, and the Context menu.

Smart View Ribbon

The Smart View ribbon contains commands for all Smart View operations, such as Refresh or Submit Data, or launching the Options panel. The Smart View ribbon is always present. Note that in your Smart View setup, you may see a different name for this ribbon. Commands applicable to all contexts, such as the Home button or the Options button, remain enabled in any context; for example, the common command buttons remain enabled in an ad hoc sheet or in a sheet containing a form.

Provider and Provider Ad Hoc Ribbons

When you open a form from a business process or data provider, the respective provider ribbon appears next to the Smart View ribbon. Each provider ribbon displays only the commands that are supported for the specific provider and mode. For example, when you access a Planning form, the Planning ribbon is displayed, and when you perform ad hoc analysis, the Planning Ad Hoc ribbon is displayed.

The provider ribbons include the following:

Planning
Planning Ad Hoc
FCCS (Financial Consolidation and Close)
FCCS Ad Hoc
TRCS (Tax Reporting)
TRCS Ad Hoc
EPCM (Enterprise Profitability and Cost Management)
EPCM Ad Hoc
Essbase

Based on the extensions configured by your administrator, you can also see the Admin Extension ribbon and the EPM Books ribbon.

Smart View Home Panel

The Smart View Home panel is displayed on the right side of the Microsoft Office application. You click the Home button on the Smart View ribbon to open the Smart View Home panel.

From the Smart View Home panel, you can:

Open forms (see Opening Forms in Excel)
Create ad hoc grids (see Starting Ad Hoc Analysis)
Administrators: Manage dimensions and attribute dimensions (see Using Smart View to Import and Edit Application Metadata in Administering Planning.

You can right-click on forms, ad hoc grids, and other artifacts in the Smart View Home panel to open the selected forms and ad hoc grids and to launch features such as Job Console, Copy Version, Business Rules, Task List, Approvals, and User Preferences.

Some task panels can overlay the Smart View Home panel, including:

View and define Smart View options, after clicking the Options button in the Smart View ribbon (see Setting Smart View Options)
Set the Point of View, after clicking the POV button in the Smart View ribbon (see Selecting Members from a Point of View Dimension)
Cascade reports, after clicking the Cascade button in the Smart View ribbon (see Cascading Reports)

For each task panel that you open, a tab appears at the side of the panel. You can switch between panels by clicking the tabs as you require.

Context Menus

In forms, you access context menus by selecting a member or data cell in the sheet, and then clicking the Context Menu button on the Smart View ribbon. The items available on the context menu can vary depending on the selected member or data cell. The available options are determined by your Service Administrators and form designers, and can consist of business rules or any action menu items that are defined for currently-opened form.

Administrators: The commands that display on the right-click context menu depend on the Action menus defined in the web application and applied to the form. See Administering Action Menus in Administering Planning

Right-Click Context Menu

The right-click context menu is a convenient way to access frequently-used menu items within the context of the selected cell. The items available in the right-click context menu can vary depending on the options selected by your Service Administrator while creating the manifest file. Service Administrators can add or remove menus by editing the manifest file and redeploying or sideloading again.

Note:

The menu option name is repeated in the context menu; for example:
Right-click context menu example showing duplicate menu item titles

Administrators: The commands that display on the right-click context menu depend on selections you make in the Select Items to Context Menu dialog when creating the manifest file. See Deploying and Administering Oracle Smart View for Office (Mac and Browser) for information on creating and deploying the manifest file.