1. Working with Oracle Smart View for Office
  2. Smart View Options
  3. Advanced Options

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 5-9, click Options on the Smart View ribbon, and then select Advanced in the left panel. When you are finished, click OK.

Table 5-9 Advanced Options

Option Description
General General
Shared Connections URL Specify a default URL for all connections.

Use the following syntax:

http(s)://serviceURL/workspace/SmartViewProviders

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:

  • Information: All messages, including warnings and errors — recommended to diagnose problems. May adversely impact performance.

  • Warnings: Warnings and error level messages. May adversely impact performance.

  • Errors: Error messages only — recommended for general use. Has minimal impact on performance.

  • None: Suppress all messages.

  • Extended Info: Information-level messages plus all server responses and requests. Adversely impacts performance.

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 not selected, then as a best practice, 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:

  • Supporting Details

  • Cell Comments

  • Drill-through

  • Attachments

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.
Load Pages On Demand If Count Exceeds Enable loading pages in forms on demand if number of pages in a form exceeds the count of pages set in this field.

Enter the count of pages in the range of 100 - 9999. If the form contains more number of pages than the set count, Smart View loads only the selected page, thereby opening the form faster, and you can load more pages on demand. To view all pages in the list, you can click the ellipses (… ) and use the search box in the list to search for specific pages faster.

When enabled or disabled, the changes in the POV toolbar become effective only after you:

  • Reopen a saved workbook with Smart View content.
  • Modify the page selection and click Refresh. Note that a simple refresh without any modifications will not reload the POV toolbar.
  • Open a form for the first time on a sheet.
Drill-Through Launch Choose an option for launching drill-through reports:

  • In Web Browser—Always launch in a browser

  • In New Sheet—Always launch on a new Excel sheet

  • Prompt Me to Choose Target—Prompt me to choose browser launch or Excel sheet launch at runtime

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:

  • You send an Excel workbook to users on Smart View releases earlier than 9.3.1.6, or to users on Microsoft Office 2002 and earlier regardless of Smart View release. In these workbooks:

    • Grids that contain functions must be refreshed before data can be displayed.

    • In ad hoc mode, POV settings are lost; the behavior is similar to that of a fresh ad hoc grid.

  • You open a workbook sent from users on Smart View release earlier than 9.3.1.6, or on Microsoft Office 2002 and earlier regardless of Smart View release

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:

  • You send an Excel workbook to users on Smart View releases earlier than 9.3.1.6, or to users on Microsoft Office 2002 and earlier, regardless of Smart View release

  • You open a workbook sent from users on Smart View releases earlier than 9.3.1.6, or from users on Microsoft Office 2002 and earlier, regardless of Smart View release

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.