1. Working with Oracle Smart View for Office
  2. General Operations
  3. Working Compatibly on Forms and Ad Hoc Grids Between Smart View and Smart View (Mac and Browser)

Working Compatibly on Forms and Ad Hoc Grids Between Smart View and Smart View (Mac and Browser)

You can work on the same forms and ad hoc grids in a compatible manner in both Smart View and Smart View (Mac and Browser).

Data source types: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting, Oracle Essbase

Starting in 23.100, compatibility of forms and regular ad hoc grids (Standard mode) is supported between Smart View for Office and Smart View for Office (Mac and Browser) 23.04+. Oracle Enterprise Performance Management Cloud forms, EPM Cloud ad hoc grids, and Essbase ad hoc grids are made compatible such that you can easily work on them between Smart View for Office and Smart View for Office (Mac and Browser).

For example:

  1. Open a form or a regular ad hoc grid in Smart View on your desktop version of Microsoft Excel, change the POV, refresh or submit, and close the sheet.
  2. Now, open the same form or grid in Excel 365 on a Mac or on browser using Smart View (Mac and Browser) and click Refresh first before starting any operations.
  3. Observe that your POV selections are retained in the sheet, and you can continue working on it.
  4. Once you make any changes to the POV in Smart View (Mac and Browser), click Refresh to save the changes. You should see the changes when you open the form again in Smart View.

The compatibility between both Smart View products ensures that Smart View:

  • Identifies the type of sheet, whether form or ad hoc
  • Displays the same sheet information in both products
  • Retains the same POV and pages selections
  • Displays the same data that is saved, refreshed, or submitted
  • Retain preferences set in Data Options and Member Options under Smart View Options

Note:

Composite forms, flex forms, and multiple-grid ad hoc worksheets are not yet compatible between the Smart View products.

Enabling Compatibility in Smart View for Office

While this compatibility is always enabled for Smart View for Office (Mac and Browser), service administrators need to enable it in Smart View for Office.

Compatibility in Smart View for Office can be enabled in the following ways:

From the Health Check dialog:

This is an easier way of enabling compatibility from the Smart View user interface. From the Smart View ribbon, click the arrow next to Help, and then select Health Check. In the Health Check dialog, the Compatibility setting is present under Smart View Options and is Disabled by default.

  • To enable it, click in the Fix/Update/Help Link column, select Enable, and then click Update Settings.
  • To disable it, click in the Fix/Update/Help Link column, select Disable, and then click Update Settings.

For more information on the Health Check settings, see Performing a Health Check On Your System.

From the properties.xml file:

Service administrators can enable compatibility by uncommenting or enabling the JSONMetadata365URL property present in the Smart View properties.xml file. This file is located in the <Smart View Install>/cfg folder (for example, C:\Oracle\SmartView\cfg). Also, the detected connection URL may need to be mapped to the actual connection URL in Smart View for Office by using the Manage URL Mappings option. For more information, see Managing Connection URL Mappings.

Best Practices on Working Compatibly between Smart View Products

Consider the following best practices on compatibility between Smart View products:

  • Whenever you open a form or ad hoc grid from Smart View for Office in Smart View for Office (Mac and Browser) and vice versa, it is recommended that you always click Refresh first before starting any operations on the sheet.
  • It is recommended not to keep open the same form or ad hoc grid in both Smart View for Office and Smart View for Office (Mac and Browser) at the same time, as it can cause conflict between cell styles.
  • When you create workbooks containing forms or ad hoc grid in Smart View for Office and open them in Smart View for Office (Mac and Browser), you have to first open the Smart View Home Panel and either click Refresh or open another sheet in order to launch the relevant provider context ribbon such as the Planning ribbon.