Advanced Options
Advanced Options are settings for administrative and other advanced tasks.
Advanced options are global options, which apply to the entire current workbook, including any new worksheets added to the current workbook, and to any workbooks and worksheets that are created henceforth. Changes to global option settings become the default for all existing and new Microsoft Office documents.
It is not necessary to use Apply to All Worksheets or Save as Default Options with these options.
Note:
Not all data providers support all the options listed in the table.
To set options for the administrative and other advanced tasks as described in Table 4-9, click Options on the Smart View ribbon, and then select Advanced in the left panel. When you are finished, click OK.
Table 4-9 Advanced Options
Option | Description |
---|---|
General | General |
Shared Connections URL | Specify a default URL for all connections.
Use the following syntax:
Note: For Oracle Smart View for Office online help to be available, this field must contain a valid URL for Oracle Enterprise Performance Management Cloud service. |
Number of Undo Actions | The number of Undo and Redo actions permitted on an operation (0 through 100).
See Using Undo and Redo. |
Number of Most Recently Used Items | The number, 15 or fewer, of your most recently used connections to be displayed on Smart View Home and the Open menu on the Smart View ribbon. |
Delete All MRU Items | Delete all items in your most recently used list, including those that are pinned to the list. |
Logging | Logging |
Log Message Display | All error, warnings, and informational messages from the connected data source are displayed when they occur, but you can choose which of these message levels to record in a log file. Select a message level to display and record:
|
Route message to files | Save log messages in a file. Click the ellipsis button to change the location of the log file. |
Clear Log File on Next Launch | Clear the log file starting with the next log message generation, which will be seen after Excel is closed.
Tip: The log file can quickly grow quite large in size, particularly if the message level is set to "Warnings" or "Information". If Route message to files is selected, and Clear Log File on Next Launch is cleared, you should periodically clear the contents of the Smart View log file manually. The large file size can adversely affect performance. |
Show Diagnostics Group on Smart View Ribbon | Displays the Diagnostics group options on the Smart View ribbon.
See Smart View Diagnostics and Health Check for information on using the diagnostics tools. |
Display | Display |
Language | Select a language in which to display Smart View. You must restart the Office application when you change languages. Default is the language specified when Smart View was installed. |
Display Smart View Short Cut Menus Only | Display only Smart View menu items on shortcut menus. Otherwise, shortcut menus display both Excel and Smart View items. |
Disable Smart View in Outlook | Disable Smart View in Outlook if you do not want to use Smart View task lists in Outlook. |
Enable Ribbon Context Changing | Display the active data provider ribbon automatically after you use a button on the Smart View ribbon. |
Display floating toolbar on forms | Display the floating toolbar when clicking a data cell in Planning forms.
The floating toolbar provides quick access to these commands:
The default is to display the floating toolbar (the check box is selected). To suppress the floating toolbar display, clear this check box. |
Disable options that are not valid for the active connection | Disable options in the Options dialog box that are not valid for the active connection. |
Sort Items in Smart View Panel | Sort items in the Smart View Panel by category first, and then
in order within categories. The order is first numerical, then
alphabetical.
For example, when this option is selected, the Task List folder is sorted below the Root folder. The items in the Task List folder are sorted in order first numerically, then alphabetically. When this option is cleared, items in the Smart View Panel are sorted according to the order returned by the provider. |
Display Drill-Through Report ToolTips | Display by default lists of available drill-through reports for cells whenever you mouse over them. |
Show Progress Information After (seconds) | Specify the time, in seconds, after which the Smart View Progress status bar appears when an operation begins. |
Drill-Through Launch | Choose an option for launching drill-through reports:
This option is supported by these EPM Cloud data sources only: Planning, Financial Consolidation and Close, Tax Reporting. Additionally, ensure that you have installed the browser add-on described in the Oracle Smart View for Office Installation and Configuration Guide . In the Help Center, select your Smart View release, and then locate the "Installing Browser Add-ons" topic in the "Installing Smart View" chapter. |
Compatibility | Compatibility |
Reduce Excel File Size | Compress the metadata maintained in Excel files containing Smart View workbooks.
Note: This option pertains to interoperability between different versions of Smart View. If all users in your organization are on Smart View 9.3.1.6 or higher, then this option should always be selected. Clear this option in the following situations:
|
Improve Metadata Storage | Allow for more efficient storage of internal data structures.
When this option is cleared, Smart View maintains two copies of metadata for compatibility purpose, which may result in slower overall performance. Note: This option pertains to interoperability between different versions of Smart View. If all users in your organization are on Smart View 9.3.1.6 or higher, then this option should always be selected. Clear this option in the following situations:
|
Refresh Selected Functions and their dependents | Execute dependent functions on the same sheet before executing the selected functions. |
Mode | Mode |
Use Double-click for Operations | Double-clicking retrieves the default ad hoc grid in a blank worksheet and thereafter zooms
in or out on the cell contents. If not selected, double-clicking
retains standard Excel functionality and puts a cell into edit
mode.
When the Use Double-click for Operations option is enabled, double-click is supported for ad hoc grids. Double-click is not supported for forms. |