Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Introduction to Smart View (Mac and Browser)
  • Overview of Smart View (Mac and Browser)
  • Supported Data Sources
  • Smart View (Mac and Browser) Components
  • Deploying Smart View
• 2 Connecting to Smart View (Mac and Browser)
  • Connecting to Smart View on the Mac
  • Connecting to Smart View in Chrome
    • Allowing Pop-ups from Office Online in Chrome
• 3 Dimensions and Members
  • About Dimensions and Members
  • Selecting Members
    • Selecting Members From the Smart View Member Selector
    • Selecting Members From a Point of View Dimension
    • Entering Members in Free-Form Mode
  • Displaying Point of View Dimensions
  • Aliases and Alias Tables
    • About Aliases
    • Selecting Alias Tables
• 4 Data and Data Cells
  • Refreshing Data
  • Submitting Data
    • Guidelines for Submitting Data
    • Steps to Submit Data
    • Submitting Data Ranges
  • Calculating Data
  • Adjusting Values in Data Cells
  • Spreading Data
    • About Spreading Data
    • Spreading Data for Time Periods
    • Spreading Data with Cell Locking
    • Spreading Values Using Grid Spread
    • Spreading Values Using Mass Allocation
  • Drill-Through Reports
  • Cell Actions
    • Expanding and Collapsing Cells
    • Viewing Member Formulas
    • Viewing Member Information
    • Adding Cell Comments
    • Adding Attachments
    • Viewing Cell History
• 5 Ad Hoc Analysis
  • About Ad Hoc Analysis
  • Starting Ad Hoc Analysis
  • Formatting Ad Hoc Grids
    • Using Smart View Formatting
    • Using Excel Formatting
  • Zooming In and Out
    • Zooming In
    • Zooming Out
    • Selecting Members to Display When Zooming
  • Pivoting
    • Pivoting Dimensions Between Rows and Columns
    • Pivoting Dimensions Between the Grid and the POV
    • Rearranging Dimensions on the Grid
  • Selecting Members to Keep and Remove
  • Inserting Attribute Dimensions
    • Considerations When Inserting Attribute Dimensions
    • Inserting Attribute Dimensions
  • Preserving Excel Formulas in Ad Hoc Operations
  • Cascading Reports
  • Cross Joins
    • About Cross Joins
    • Cross Joining Dimensions and Members
  • Saving Ad Hoc Grids as Forms
  • Working with Multiple-Grid Worksheets in Smart View (Mac and Browser)
    • About Multiple Grids on a Worksheet
    • Creating Multiple-Grid Worksheets with EPM Cloud Sources
    • POV Behavior on EPM Cloud Multiple-Grid Worksheets
• 6 Data Forms
  • Working With Forms in Excel
  • Opening Forms in Excel
  • Excel Formulas in Forms
  • Working With Dynamic User Variables
  • Copying Versions
  • Monitoring Job Status
  • Entering Supporting Details
  • Working with Smart Forms
    • About Smart Forms
    • Creating Smart Forms
    • Excel Functions Supported in Smart Forms
• 7 Planning Approvals
  • About Planning Approvals
  • Changing Planning Unit Status
  • Finding Planning Units
  • Planning Unit Promotional Path
  • Planning Unit Annotations
  • Out of Office Assistant
• 8 General Operations
  • Using Undo and Redo
    • About Using Undo and Redo
    • Specifying the Number of Undo and Redo Actions
    • Undo Support in EPM Cloud
  • Sheet Information
    • Sheet Information Notes
    • Viewing Sheet Information
    • Sheet Information Support in EPM Cloud
  • Importing Metadata
    • About Importing Metadata in Smart View
    • Importing Metadata into Copied Worksheets
• 9 Task Lists
  • About Task Lists
  • Working with Tasks in Smart View (Mac and Browser)
    • Opening a Task List
    • Viewing the Task List
    • Executing a Task
    • Completing a Task
    • Creating Task List Reports
• 10 Functions
  • About Functions
  • Creating Functions
    • Creating Functions in the Function Builder
      • Using Cell References
    • Creating Functions Manually
      • Syntax Guidelines
  • Running Functions
  • Fixing Links in Functions
  • Function Descriptions
    • HsGetValue
    • HsSetValue
    • HsAlias
• 11 Working with the Query Designer
  • About the Query Designer
  • Designing and Running a Query
• 12 Free-Form Mode
  • About Free-Form Mode
  • Free-Form Guidelines
  • Creating Free-Form Reports
  • Actions That May Cause Unexpected Behavior
• 13 Smart View Options
  • Setting Smart View Options
  • Smart View Settings
  • Data Options
  • Member Settings
  • Formatting Options
• 14 Setting User Preferences