1. Working with Oracle Smart View for Office
  2. Introduction to Smart View
  3. Supported Data Source Providers

Supported Data Source Providers

Oracle Smart View for Office supports connections to several EPM Cloud and EPM System data sources, along with Oracle Analytics Cloud and Oracle BI EE data sources.

Smart View with EPM Cloud and Oracle Analytics Cloud Data Sources

Smart View provides a common Microsoft Office interface for these Oracle Cloud and Oracle Analytics Cloud data sources:

  • Planning

  • Planning Modules

  • Account Reconciliation

  • Financial Consolidation and Close

  • Narrative Reporting

  • Profitability and Cost Management

  • Strategic Modeling (requires the Strategic Modeling extension)

  • Tax Reporting

  • Oracle Analytics Cloud (requires the Oracle BI EE extension)

  • Oracle Analytics Cloud - Essbase

Smart View connected to Oracle Analytics Cloud - Essbase works with the Cube Designer extension.

Depending on the Oracle Enterprise Performance Management Cloud business process you're connected to, Smart View works with these extensions:

  • Financial Reporting extension

  • Planning Admin Extension

  • Task Manager extension

  • Supplemental Data Manager extension

  • Narrative Reporting extension

  • Reconciliation Compliance extension

  • Strategic Modeling extension

  • EPM Books extension

  • Predictive Planning extension

Most of the extensions listed above are discussed in their respective guides (see the Oracle Help Center for more information). The Narrative Reporting extension, Reconciliation Compliance extension, and Oracle Business Intelligence Enterprise Edition extension are discussed in this guide.

Additionally, in this guide, references to Financial Reporting apply to both the on-premises and EPM Cloud versions of Financial Reporting.

Note:

Smart View is not supported with shared workbooks. When the Excel option for sharing workbooks is enabled, Smart View operations are not supported. For example, attempting to perform a refresh in a shared workbook can cause an exception to occur.

To clear the shared workbook option in Excel, go to the Review ribbon, then click the Share Workbook button, and then clear the Allow changes by more than one user at the same time check box.