Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 Welcome to the Smart View User's Guide
• 3 Introduction to Smart View
  • Overview
  • Supported Data Source Providers
  • Supported Smart View Extensions
  • Smart View Components
    • Ribbons
    • Smart View Panel
  • Installing Smart View
  • Translation Information
  • About this Guide
• 4 Data Source Connections
  • Connections
  • Shared Connections and Private Connections
  • Connecting to Data Sources
    • About Connecting to Data Sources
    • Connecting Using a Shared Connection
    • Connecting Using a Private Connection
    • Setting the Active Connection for a Sheet
  • Disconnecting from Data Sources
  • Creating Shared Connections
  • Creating Private Connections
    • Using the Private Connection Wizard
    • Using the Quick Connection Method
    • Saving Connections as Private Connections
    • Private Connection URL Syntax
  • Modifying Connections
    • Modifying Private Connections
    • Modifying Connections within an Office Document
    • Modifying Connections for Financial Reporting Images and Fully Formatted Reports
  • Managing Connection URL Mappings
    • About Managing Connection URL Mappings
    • Adding Connection URL Mappings
    • Updating Connection URL Mappings
    • Deleting Connection URL Mappings
  • Deleting Connections
    • About Deleting Connection URLs
    • Deleting Connection URLS
• 5 Smart View Options
  • Setting Smart View Options
  • Global Options and Sheet Level Options
    • Global Options
    • Sheet Options
  • Member Options
    • Member Options Supported for EPM Cloud Forms and Ad Hoc
    • Member Options Supported for Essbase Ad Hoc
    • Member Options Supported for Narrative Reporting Ad Hoc
  • Data Options
    • Data Options Supported for EPM Cloud Forms and Ad Hoc
    • Data Options Supported for Essbase Ad Hoc
    • Data Options Supported for Narrative Reporting Ad Hoc
  • Advanced Options
  • Formatting Options
    • Formatting Options Supported for Planning Forms and Ad Hoc
    • Formatting Options Supported for Essbase Ad Hoc
    • Formatting Options Supported for Narrative Reporting Ad Hoc
  • Cell Styles
    • Cell Style Options Supported for EPM Cloud Forms and Ad Hoc
    • Cell Style Options Supported for Profitability and Cost Management Ad Hoc
    • Cell Style Options Supported for Financial Management Forms and Ad Hoc
    • Cell Style Options Supported for Essbase Ad Hoc
  • Extensions
• 6 Smart View Extensions
  • About Smart View Extensions
  • Working with Extension Alerts
  • Initially Checking for Available Extensions
  • Installing Extensions
  • Updating Extensions
  • Enabling Logging for Extension Installations
  • Overriding the Default URL for the Extension Download
  • Enabling and Disabling Extensions
  • Adjusting Display when Working with Extensions
  • Uninstalling Extensions
• 7 Dimensions and Members
  • About Dimensions and Members
  • Dimension and Member Naming Limitation
  • Best Practices for Numeric Member Names
  • Selecting Members from the Member Selector
  • Selecting Members from the POV Toolbar
  • Selecting Members Using the Cell-Based POV
  • Entering Members in Free-Form Mode
  • Displaying the POV Toolbar
  • POV Manager
    • Selecting Members for the Default or Background POV
    • Copying and Pasting a POV
    • Deleting a POV
  • Filtering by Attribute
  • Filtering by Subsets
  • Selecting Period-to-Date Members
  • Specifying Member Perspective
  • Viewing Member Information
  • Working with Aliases and Alias Tables
    • Selecting Alias Tables
      • Selecting an Alias Table for the Current Worksheet
      • Selecting an Alias Table for the Connection
    • Aliases from Different Alias Tables
    • Displaying Member Names and Aliases in Grid
    • Displaying Aliases in the Member Selector
  • Defining Member Name Display in the Member Selector
  • Displaying Qualified Names of Duplicate Members
  • Qualified Name Display in Alternate Hierarchies
  • Viewing Dimension Properties
• 8 Data and Data Cells
  • Refreshing Data
    • Refreshing from a Ribbon
    • Refreshing Individual Reports from Document Contents
  • Using the Submit Data Options
    • About the Submit Data Options
    • Submitting Data
    • Submitting Data Without Refreshing
    • Submitting Data Ranges
  • Calculating Data
    • About Calculating Data
    • Calculating Data in Essbase
      • About Calculating Data in Essbase
      • Running Essbase Calculations
      • Calculating Asymmetric Grids Using Tuples
    • Changing the Solve Order of a Selected POV
  • Working with Currencies
    • Changing Currency in Planning
  • Adjusting Values in Data Cells
  • Resolving Data Validation Errors
  • Specifying Data Perspective
  • Working with Smart Lists
  • Working with Drill-Through Reports
    • Drill-Through Report Guidelines
    • Setting the Drill-Through Launch Option
    • Defaulting and Disabling the Launch Method for Drill-Through Reports
    • Accessing Drill-Through Reports
    • Drilling Through to Source Data
    • Viewing the Drill-Through Report Source POV
  • Working with Linked Reporting Objects
    • Attaching a Linked Reporting Object to a Data Cell
    • Launching a Linked Reporting Object from a Data Cell
    • Launching Linked Partitions
  • Adding Cell Comments in EPM Cloud
  • Adding Attachments
  • Viewing Cell History
• 9 Data Forms
  • Working with Forms in Excel
  • Opening Forms in Excel
  • Using Excel Formulas in Forms
  • Working with User Variables
  • EPM Cloud Form Behavior in Smart View
  • Displaying the Floating Toolbar in Planning Forms
  • Saving Ad Hoc Grids
  • Performing Ad Hoc Analysis in EPM Cloud Forms
  • Using the Drop-down Member Selector on Row Dimensions in Forms
  • Inserting Charts
  • Cell-Level Security in Smart View
  • Working with Valid Intersections
    • About Valid Intersections
    • Working with Valid Intersections in Page Drop-down Lists
    • Working with Valid Intersections in Forms
  • Flex Forms
    • About Flex Forms
    • Best Practices for Working with Flex Forms
      • General Guidelines for Flex Forms
      • Selecting Members in Flex Forms
      • Using Suppression Options in Flex Forms
      • Filtering and Sorting in Flex Forms
      • Flexing Beyond the Form Definition
      • Retaining Invalid Members on Flex Forms
      • Retaining Formula, Label, and Comment Rows and Columns on Flex Forms
      • Retaining Modified Members on Flex Forms After POV or User Variable Change
      • Smart Push with Flex Forms
      • Unsupported Features on Flex Forms
    • Working with Flex Forms in Smart View
    • Opening a Flex Form in Ad Hoc Mode and Submitting Data
• 10 Ad Hoc Analysis
  • About Ad Hoc Analysis
  • Starting Ad Hoc Analysis
  • Inserting Attribute Dimensions on the Sheet
    • Inserting Attribute Dimensions on the Sheet--Example
    • Guidelines on Inserting Attributes
  • Preserving Excel Formulas in Ad Hoc Grids
    • Preserving Excel Formulas Within and Outside of Essbase Ad Hoc Grids
  • Formatting Ad Hoc Grids
    • Using Smart View Formatting
    • Using Excel Formatting
  • Enabling Attribute Association Processing in Ad Hoc Grids
  • Zooming In and Out
    • About Zooming In and Out
    • Zooming In
      • Zooming in to a Selected Level
      • Zooming in to the Default Level
      • Zooming in on Shared Members in EPM Cloud
    • Zooming Out
    • Setting a Default Zoom Level
    • Selecting Members to Display when Zooming
    • Enabling Zoom on Double-Click
    • Zooming and Formatting
    • Zooming Operations in Cells that Contain Formulas
  • Specifying Ancestor Position in Ad Hoc Grids
  • Working with Excel Filters on Ad Hoc Sheets
  • Pivoting
    • Pivoting Dimensions Between Rows and Columns
    • Pivoting Dimensions Between the Grid and the POV Toolbar
  • Removing Selected Members From the Grid
  • Inserting Rows and Columns
  • Displaying and Suppressing Repeated Members
  • Working with Multiple Grids on a Worksheet
    • About Multiple Grids on a Worksheet
    • Creating Multiple-Grid Worksheets
    • Converting Ad Hoc Worksheets to Multiple-Grid Worksheets
    • Renaming Ranges on Multiple-Grid Worksheets
    • Changing Connections in Multiple-Grid Worksheets
    • POV on Essbase Multiple-Grid Worksheets
    • Multiple-Grid Example: Butterfly Report
  • Cascading Reports and Ad Hoc Grids
  • Using Substitution Variables
  • Detecting Comments and Unknown Members on Essbase Sheets
    • Enabling Comment Display in the Sheet
    • Viewing Comments in the Sheet
    • Editing Comments
    • Deleting Comments
• 11 Books
  • About the EPM Books Extension
  • Setting Up the Books Extension in Smart View
    • Downloading and Running the Smart View Installer
    • Creating Connections to EPM Cloud Business Processes
    • Installing the EPM Books Extension
  • Launching the EPM Books Panel in Smart View
  • Working with Books
    • Importing Books into Smart View
    • Working with Downloaded Books in Smart View
  • Managing Jobs in the EPM Books Jobs Console
    • About the Jobs Console
    • Working with Jobs in the Jobs Console
• 12 Reports
  • About Reports
  • Importing Reports as Ad Hoc Queries
  • Importing or Inserting, and Working with Fully Formatted Reports
    • Previewing POV in Reports
    • Editing Prompts in Reports
    • Changing the POV in Reports
• 13 Smart Forms
  • About Smart Forms
  • Creating Smart Forms
  • Smart Form Example Scenario
  • Excel Functions Supported in Smart Forms
• 14 Task Manager
  • Installing and Connecting to the Task Manager Extension
  • Viewing Schedules and Tasks
  • Claiming or Releasing Tasks
  • Approving or Rejecting Tasks
  • Submitting Tasks
• 15 Task Lists
  • About Task Lists
  • Configuring the Opening of Reports from Task List
  • Working with Tasks from the Smart View Panel
    • Opening a Task List
    • Viewing the Task List
    • Executing a Task
    • Completing a Task
    • Creating Task List Reports
  • Integrating Task Lists with Microsoft Outlook
• 16 Free-Form Mode
  • About Free-Form Mode
  • Guidelines and Best Practices for Free-Form
  • Free-Form Grid Examples
    • Simple Grids
  • Comments in Free-Form Grids
    • Comments in Blank Rows and Columns
    • Grid with Complex Comments
    • Invalid Placement of Comments
    • Comments Inside and Outside of Grid Boundaries
  • Formulas in Free-Form Grids
  • Duplicate Aliases in Free-Form Mode
  • Attribute Dimensions in Free-Form Grids
  • Submitting from Free-Form Grid with Scaling Options Enabled
  • Creating Free-Form Reports
  • Retrieving Attribute Dimensions in Free-Form Mode
  • Creating Asymmetric Reports
  • Actions That May Cause Unexpected Behavior
• 17 General Operations
  • Smart View Operations
  • Searching for Forms and Other Artifacts
  • Using the Document Contents pane
  • Using Undo and Redo
    • Specifying the Number of Undo and Redo Actions
    • Undo Support By Provider
      • Undo Support in Essbase
      • Undo Support in Planning
      • Undo Support in Narrative Reporting
  • Copying and Pasting
    • Copying, Pasting, and Refreshing Smart View Content
    • Copying Data Between Excel, Word, and PowerPoint
    • Viewing Cell POV and Server Information for Pasted Data Points
    • Excel Copy and Paste Guidelines and Best Practices
  • Saving Office Documents to EPM Cloud
    • About Saving Office Documents to EPM Cloud from Smart View
    • Creating Folders in the EPM Cloud Platform Library Using the Web Interface
    • Creating Folders in the Narrative Reporting Library Using Smart View
    • Saving Office Documents to EPM Cloud Library Using Smart View
    • Managing Access to Office Documents in EPM Cloud Library
  • Importing Metadata in Office Applications
    • Importing Metadata into Copied Worksheets
    • Importing Metadata into Copied Word Documents
    • Importing Metadata into Copied Slides or Presentations
  • Viewing Sheet Information
    • Sheet Information Guidelines
    • Sheet Information Support By Provider
      • Sheet Information Support in Essbase
      • Sheet Information Support in EPM Cloud and Oracle Hyperion Planning
  • Opening Forms and Ad Hoc Grids from Web Applications (Web Launch)
  • Opening Large Workbooks in Smart View
  • Working Compatibly on Forms and Ad Hoc Grids Between Smart View and Smart View (Mac and Browser)
  • Entering Percentage Values in Forms and Ad Hoc Grids
  • Enabling Automatic Cell Width and Height Adjustment
  • Working with Shared Workbooks
  • Working with Protected Worksheets
  • Printing POV Members in the Header and Footer
  • Enabling and Disabling Smart View
    • Enabling and Disabling Smart View Using the Smart View Ribbon
    • Enabling and Disabling Smart View from Microsoft Office
• 18 Functions
  • Using Functions
  • Creating Functions
    • Creating Functions in the Function Builder
      • Using Cell References
    • Creating Functions Manually
  • Running Functions
  • Fixing Links in Functions
  • Copying and Pasting HsGetValue Functions
  • Function Descriptions
    • HsGetValue
    • HsSetValue
    • HsGetSheetInfo
    • HsDescription
    • HsAlias
    • HsGetVariable
    • HsGetSharedConnectionURL
  • Common Function Error Codes
• 19 Smart Query
  • About Smart Query
  • Creating a Smart Query
    • Defining Sets
    • Defining Set Filters
    • Building the Smart Query
    • Completing the Smart Query
  • Opening a Smart Query
  • Copying and Pasting
    • Copying Smart Query Definitions in Excel
    • Copying Smart Query Sets and Filters
    • Copying Smart Query Reports to Word and PowerPoint
  • Sharing Smart Query Definitions
  • Executing a Smart Query
  • Deleting a Smart Query
• 20 Smart Slices
  • About Smart Slices
  • Creating Reports with Smart Slices
    • Deleting Reports or Report Objects
    • Sliders
      • Creating a Slider from One Query
      • Creating a Slider from Joined Queries
  • Smart Slices, Ad Hoc Analysis, and Forms
  • Creating Smart Slices
    • Setting Smart Slice Data Boundaries
    • Setting Smart Slice Preferences
• 21 Query Designer and MDX Queries
  • Working with Query Designer
    • About the Query Designer
    • Creating Queries
    • Editing Queries and Rerunning Reports
    • Filtering Data
    • Analyzing Time-Related Data in Query Designer
  • Working with MDX Queries
    • About Working with MDX Queries
    • Creating and Saving an MDX Query
    • Executing MDX Queries
    • Modifying Query Connection Information
    • Changing the Query List Display
    • Deleting MDX Queries
• 22 Smart View and EPM Cloud
  • About Smart View and EPM Cloud
  • Viewing Member Formula
  • Working with Business Rules
    • Launching Business Rules in Excel
    • Entering Runtime Prompts
    • Executing the Calculate Form and Calculate Currencies Business Rules
    • Running Groovy Rules in Forms
  • Working with Supporting Details
    • Adding Supporting Details
    • Working with the Supporting Details Hierarchy
    • Viewing or Changing Supporting Details
    • Synchronizing Supporting Details with the Cube
  • Spreading Data
    • Spreading Data for Time Periods
      • Spreading Data with Cell Locking
    • Spreading Values Using Grid Spread
    • Spreading Values Using Mass Allocation
  • Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
    • About Calc on the Fly
    • Enabling Calc on the Fly
    • Performing Calc on the Fly
      • Performing Calc on the Fly on Ad Hoc Grids
        • Performing Calc on the Fly - Example
      • Performing Calc on the Fly on Forms 2.0
    • Viewing Calc on the Fly Formulas
    • Supported Functions and Outline Math for Calc on the Fly
    • Unsupported Functions and Formulas for Calc on the Fly
    • Guidelines and Considerations
  • Accessing Ancestor Members in Ad Hoc Grids
  • Managing Planning Approvals
    • Changing Planning Unit Status
    • Finding Planning Units
    • Planning Unit Promotional Path
    • Planning Unit Annotations
    • Out of Office Assistant
  • Monitoring Job Status
    • About the Job Console
    • Checking Job Status
    • Configuring Job Console Autorefresh
  • Dashboards
  • Opening Composite Forms
  • Copying Versions
  • Searching for a Page in EPM Cloud Forms
  • Saving Native Excel Formatting to EPM Cloud
    • Saving Excel Formatting on a Form
    • Viewing Formatting in Smart View
    • Clearing Formatting
    • Saving Excel Formatting From an Ad Hoc Grid
    • Supported Native Excel Formatting
    • Guidelines for Working with Native Excel Formatting and Forms in EPM Cloud
  • Working with Multiple-Grid Worksheets in EPM Cloud
    • About Multiple Grids on a Worksheet
    • Creating Multiple-Grid Worksheets with EPM Cloud Sources
    • Converting EPM Cloud Single-Grid Worksheets to Multiple-Grid Worksheets
    • Renaming Ranges on EPM Cloud Multiple-Grid Worksheets
    • Changing Connections in EPM Cloud Multiple-Grid Worksheets
    • POV Behavior on EPM Cloud Multiple-Grid Worksheets
  • Setting User Preferences
  • Smart View Behavior Options in EPM Cloud
    • Suppression Mode
    • Smart View Ad Hoc Behavior
• 23 Smart View and Narrative Reporting
  • About Narrative Reporting
  • Setting Up Narrative Reporting in Smart View
    • Downloading and Running the Smart View Installer
    • Creating Connections to Narrative Reporting
    • Installing the Narrative Reporting Extension
  • Connecting to Narrative Reporting in Smart View
  • Using Narrative Reporting Home
  • Administering Report Packages in Smart View
    • About Administering Report Packages in Smart View
    • Creating Report Package Structures
      • About Creating Report Package Structures in Smart View
      • Creating Report Package Structures from Files in a Folder
      • Creating Report Package Structures from a File
    • Adding Doclets to Report Package Structures
    • Adding Sections to Report Package Structures
    • Editing Report Package, Doclet, and Section Properties
  • Authoring Doclets
    • About the Author Phase Process
      • About Doclets and Variables
    • Authoring Doclets in Smart View
      • Checking Out Doclets
      • Undoing Checkouts
      • Uploading and Working with Page Attributes and Slide Masters
      • Checking In Doclets
      • Submitting Doclets
    • Working with Linked Regular Doclets
      • About Linked Regular Doclets
      • Removing the Link in a Linked Regular Doclet
    • Working with Embedded Content from Reference Doclets
      • About Embedded Content From Reference Doclets
      • Adding Reference Doclets to a Report Package
      • Creating Available Content Using the Available Content Button in Reference Doclets
      • Creating Available Content from Excel Named Ranges in Reference Doclets
        • Defining Named Ranges in Excel-based Reference Doclets
        • Adding Available Content to Excel-based Reference Doclets
      • Validating Fonts in Reference Doclets
      • Embedding Content in a Doclet
      • Updating Excel-based Reference Doclet Content and Properties
      • Deleting Available Content from Excel-based Reference Doclets
      • Previewing Available Content
      • Refreshing Embedded Content in a Doclet
      • Viewing Available Content Name in Doclets
      • Removing Embedded Content from a Doclet
    • Working with Embedded Content from Reference Files
      • About Embedding Content from Reference Files
      • Creating Available Content Using the Available Content Button in Reference Files
      • Creating and Embedding Available Content from Excel Named Ranges in Reference Files
        • Defining Named Ranges in Reference Files
        • Registering Reference Files with a Doclet
        • Embedding Reference File Content in a Doclet
        • Adding and Embedding Available Content from Reference Files
      • Managing Named Ranges for Reference Files
      • Updating Available Content in a Reference File
      • Remapping Content within Reference Files
    • Working with Variables
      • About Variables
      • Creating Static Variables
      • Creating Reference Variables
      • Inserting Variables in a Doclet
        • Working with Variables in Smart View for PowerPoint
      • Working with Variables in Smart View for PowerPoint
      • Searching for Variables
      • Locating the Source of Reference Variable Values
      • Editing Variables
      • Filtering Variables
      • Highlighting Variables in Doclets
      • Inspecting Variables
      • Unlinking Reference Variables
      • Deleting Variables
    • Working with Excel Doclets in PDF-based Report Packages
    • Working with Server-Initiated Refresh
      • About Server-Initiated Refresh
      • Creating and Editing Data Source Connections
      • Selecting Sheets for Server-Initiated Refresh
      • Initiating Refresh from Narrative Reporting Web
      • Guidelines for Working with Server-Initiated Refresh
    • Inserting Links and Cross-References to Pages in Doclets
    • Working with an Automatic Table of Contents
    • Approving or Rejecting Doclets
      • Approving Doclets
      • Rejecting Doclets
    • Recalling Doclets
    • Inspecting Doclets
    • Reverting to a Prior Version of a Doclet
  • Performing Reviews
    • About the Review Phase Process
      • Collaborative Review Process
      • Iterative Review Process
    • Working with Review Instances in Smart View
      • Selecting a Review Instance
      • Posting Comments
      • Filtering and Sorting Comments
      • Editing and Deleting Comments
      • Attaching Supporting Files and Customizing Comment Text
      • Addressing and Closing Review Comments
      • Comparing Review Instances
      • Marking Reviews Complete
  • Working with Distributions
    • About Distributions
    • Viewing Distributions
  • Performing Sign Offs
    • About the Sign Off Phase
    • Signing Off On or Rejecting a Report Package
  • Refreshing Report Packages
  • Publishing Report Packages, Sections, and Doclets
  • Saving Office Documents to EPM Cloud in Narrative Reporting in Smart View
  • Working with Reports in Smart View
  • Working with Narrative Reporting Data in Smart View
    • Example: Working with Narrative Reporting Data in Smart View
      • Performing Ad Hoc Analysis with Narrative Reporting Data
      • Copying and Pasting Narrative Reporting Data into Doclets
• 24 Smart View and Account Reconciliation
  • About Using Smart View With Account Reconciliation
  • Setting Up Account Reconciliation in Smart View
    • Downloading and Running the Smart View Installer
    • Creating Connections to Account Reconciliation
    • Installing the Account Reconciliation Extension
  • Connecting to Account Reconciliation in Smart View
  • Importing Transactions Directly From Excel Using the Smart View Extension for Reconciliation Compliance
• 25 Smart View and Profitability and Cost Management
  • About Smart View and Profitability and Cost Management
  • Running the Smart View Installer
  • Creating Data Source Connections to Profitability and Cost Management
• 26 Smart View and Reporting and Analysis
  • About Importing Reporting and Analysis Documents
  • Editing and Refreshing Documents
  • Refreshing Reporting and Analysis Documents
  • Financial Reporting Import Formats
  • Importing Financial Reporting Documents
    • Importing Financial Reporting Documents
    • Importing Financial Reporting Documents into Excel
    • Importing Financial Reporting Documents into Word and PowerPoint
    • Sliders
      • Creating a Slider from One Query
      • Creating a Slider from Joined Queries
    • Editing Financial Reporting Documents
    • Creating Templates in PowerPoint Documents
    • Refreshing PowerPoint Templates
  • Exporting Financial Reporting Reports
• 27 Smart View and Oracle Analytics Cloud
  • About Oracle Analytics Cloud and Smart View
  • Features and Components of Oracle Analytics Cloud in Smart View
  • Installing the Oracle Analytics Cloud Extension
    • For Smart View End Users
    • For Smart View Administrators
  • Working with Windows System Locales in Oracle Analytics Cloud
  • Connecting to Multiple Oracle Analytics Cloud Data Sources
  • Oracle BI Presentation Catalog
  • Working with Oracle Analytics Cloud Analyses, Views, and Dashboards
    • Supported Oracle Analytics Cloud View and Object Types
    • Inserting Tables and Pivot Tables
    • Inserting Graphs
      • Supported Oracle Analytics Cloud Chart and Object Types
      • Unsupported Oracle Analytics Cloud Chart and Object Types
    • Inserting Compound Views
    • Inserting Dashboards
    • Working with Prompts
    • Working with Page Prompts
    • Specifying Preferences for Refreshing Views
    • Refreshing Views
    • Masking Data in Views
    • Viewing Properties of an Oracle Analytics Cloud Object
    • Copying and Pasting Oracle Analytics Cloud Objects Between Office Applications
    • Editing an Analysis in Oracle Analytics Cloud
    • Copying and Pasting Views From Oracle Analytics Cloud to Office
    • Editing Views Created in Oracle Analytics Cloud
      • What Can and Cannot Be Edited
      • Editing Pivot Tables Inserted into PowerPoint
      • Other Guidelines
  • Working with Views Using the View Designer
    • Launching the View Designer
    • Defining the View Type and Display Style
    • Defining the View Layout
    • Defining the Filter Expression for Views in View Designer
      • Filter Operators
    • Publishing Views
    • Editing Views Created in View Designer
      • About Editing Views Created in View Designer
      • Guidelines for Editing Views Created in View Designer
      • Accessing the View to Edit
      • Determining Where a View was Created
      • Editing Views Created in View Designer
    • Refreshing Data in a View Created in View Designer
• 28 Smart View and Essbase Cloud
  • About Smart View and Essbase Cloud
  • Running the Smart View Installer
  • Creating Data Source Connections to Essbase
  • Tracking User Activity with Audit Trail
    • About Audit Trail
    • Launching Audit Trail
    • Export Audit Trail Content to a Sheet
    • Refresh the List of Audit Trail Entries
    • Starting an Ad Hoc Grid from an Audit Trail Entry
• 29 Smart View Diagnostics and Health Check
  • About Smart View Diagnostics and Health Check
  • Displaying the Diagnostics Group in the Smart View Ribbon
  • Customizing Diagnostics Features
  • Using the Smart View Diagnostics Tools
  • Cleaning Up the Diagnostics Folder
  • Performing a Health Check On Your System
  • Performing a Health Check on Microsoft Office Documents
    • About Health Check
    • Performing a Health Check
• A Finding Information
  • Smart View Best Practices
  • Smart View Accessibility
  • Smart View VBA Functions
  • Troubleshooting Smart View Issues
  • Data Provider Information Resources